Cable Networks

topic on 3 shows · 4 statements across 4 episodes

Invest Like the Best How I Built This the a16z Podcast

4 statements about Cable Networks, every show

Hastings: Subscription networks historically start on licensed content before producing originals
“Every cable network, which is a subscription business, had started on other people's content, build some audience, and then start to add their own content. HBO was built on other people's content, and then got good at original programming. So Again, it was a v…”
Reed Hastings Feb 9, 2026 ▶ 1:08:13 Netflix: Reed Hastings. “We’re Not a Family.” The Provocative Idea That Helped Build a Streaming Giant
INVEST LIKE THE BEST Assertion Supported
Early cable networks compounded at 20% growth with 20% ROEs for decades
“Basically for 20 years, cable networks grew 20% with 20 ROEs, so they were compounders, and that's how you had all these entrepreneurs that had become, you know, billionaires, and that's how you basically had media companies that really fought over a balance o…”
Henry Ellenbogen Dec 16, 2025 ▶ 1:18:46 Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
HOW I BUILT THIS Assertion Contradicted
Hendricks: Supreme Court struck down FCC cable network restrictions as unconstitutional
“The Supreme Court decided that the FCC restrictions that prevented the creation of cable networks were Was not constitutional, and the Supreme Court held that anybody who wanted to start a cable network was a First Amendment speaker”
John Hendricks Jan 17, 2022 ▶ 11:32 Discovery Channel and Curiosity Stream: John Hendricks
a16z Assertion Supported
Hastings: Cable networks run at 50 percent gross margins, rivaling software monopolies
“So cable networks have been running at 50% gross margins, and, you know, like it is unheard of in U.S. Business, right? You have to be up at, you know, Windows monopoly levels to get to there.”
Reed Hastings Jan 2, 2019 ▶ 43:19 a16z Podcast | Tech and Entertainment in the 'Era of Mass Customization'

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