The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 19 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Netflix functions as a utility button, not a brand with emotional equity
“The Netflix brand doesn't mean anything to anyone. The Netflix brand is the button that I push on my TV when I want to watch stuff. And sometimes it's great stuff, but if it's not great stuff, whatever. It whizzes by. I don't think one way or another about Net…”
Keeping content exclusively on Disney+ severely limits Disney's downstream IP monetization
“So they do have Disney Plus. It does have a hundred and thirty million people subscribed, but a 130 is not 350. And so your content that you want to drive people to the parks and to merch is only reaching 40% of the people that it could if it were on Netflix, …”
Gilbert: Winning streaming services must offer broad, 'kitchen sink' content catalogs
“If you want to operate a streaming service that gets to scale, and if you're going to operate a streaming service, it has to get to scale since the fixed costs are so high. Then you must have a broad set of content. That is weird. That it must be a broad set o…”
Everything linear dies while everything on demand wins across media categories
“His quote is everything linear dies, everything on demand wins. And it's so true. Like, you know, the being able this element of being able to access Best in the world content on your schedule when you want it.”
Rosenthal: Disney's Best Streaming Strategy Is to Be Number Two
“Yeah, I think Disney's best bet here is to be a clear number two.”
Rosenthal: Traditional media companies except Disney are serfs to Netflix and YouTube
“All of these traditional media companies, with the exception of Disney, have basically all become kind of surfs in the streaming kingdoms of the technology companies, of which Netflix and YouTube are actually the winners here.”
Gilbert: Netflix's operating income matches Disney's total company operating income
“Netflix's operating income on streaming, their entire business is the same as Disney's entire company operating income.”
Chang: Analysts Value Standalone YouTube at $500B, YouTube TV Leading Cable
“Today you have analysts saying if you pulled YouTube out of Google, it would be worth half a trillion dollars, which is almost double where Netflix is. It's on track, YouTube TV, to be the largest cable provider in the United States.”
Gilbert: Netflix, YouTube, and Disney Generate Hollywood's Major Profits
“If you just do the very simple exercise of looking who generates profits in the movie TV Hollywood landscape right now, it is Netflix, YouTube, and Disney generating the large profit streams.”
Gilbert: NFL Christmas games on Netflix averaged 30M viewers
“The Netflix Christmas games averaged thirty million people.”
Rosenthal: A 'Drive to Survive' style IPL docuseries would crush globally
“But I think if you were to, and I'm sure people are in development on this, if you were to produce a drive to survive, full league narrative, full production value, Netflix, ongoing annual season special about the IPL, it would crush globally, like absolutely …”
Chang: YouTube Paid Creators $70B Over 3 Years, Surpassing Netflix Content Spend
“I think seventy billion dollars to creators over the last three years, which again is more than Netflix spends on content.”
Nike Customer Acquisition Operates Like Netflix Acquiring Content
“The primary way that you get someone to be a twenty-year customer of Nike is to go and spend money on the biggest athletes in the world. And the whole game, just like Netflix, is Nike's acquiring content. Nike is acquiring the LeBrons of the world to be Nike a…”
Modern Athletes Function as Serialized Reality TV Shows on Social Media
“Only thing I would add to that is just reiterate what kind of has hit me through doing the research in this episode is that athletes are Netflix shows. Yeah. I didn't think of that until we were actually recording here. And these days, especially in the beginn…”
Rosenthal: Walmart is the single best example of scale economies
“Hamilton uses Netflix in the book, which is another great example, but this is the single best example of scale economies in the world. They can price lower because they have the power of scale and the distribution and logistics network and the operations that…”
Peloton's massive subscriber scale creates a Netflix-style content investment flywheel
“And then even relative to other connected fitness companies, because Peloton has the largest member base, just like with Netflix, they can invest in more great content because they have more resources from more subscribers. And then that's a virtuous flywheel.”
Formula 1 Gave Netflix Complete Creative Control Over 'Drive to Survive'
“F-One takes a big leap of faith and gives Netflix and box-to-box films complete creative control and Final Cut”
'Formula 1: Drive to Survive' Hit Number One on Netflix in 93 Countries
“Eventually, it would become the number one Netflix show in 93 countries at peak”
Netflix's revenue grew from $1M to $35M after launching subscriptions
“So they had done before he joined just about a million dollars in revenue on the like
Pay per rental model.
He joins.
This is all pre IPO.
They implement the subscription business model.
It goes from one million to five million in revenue that year, the next y…”