Netflix

“I think they pass them.”

“That his ascent to icon status helped Disney get eighty-six million subscribers. For Disney Plus which just blew away expectations and has established Disney Plus as the main rival to Netflix.”

“I think Amazon will buy one chain, I think Netflix buys the other.”

“They're going to catch up to Netflix and then they're going to roll Netflix. They're going to roll right over Netflix.”

“Like if Dave Chappelle were to create his own Netflix, I think it gets ten million paid subscribers in the first two years.”

“I give it a 50% chance that Netflix takes it down.”

“They're gonna get to a billion subscribers. It's just inevitable. And so for them, I do think it's a very rational business position to take, which is that I have to appeal to a billion people over the next, you know, seven or eight years.”

“He's gonna survive.”

“I don't completely trust these companies that if it wasn't massively in their bottom line interest, that they would have stood up for free speech.”

“The Netflix walkout and how this thing has unfolded. The reason it's so unproductive is because they're not moving the discussion forward. They're not actually listening to what Chappelle said.”

“YouTube now has more revenue than Netflix and is growing at likely. 40 to 60% year over year revenue growth rate. Whereas Netflix is, you know, considered one of the fang stocks, you know, one of the top stocks and Netflix only growing at 22%.”

“I think they're going to roll over Netflix.”

“I think Netflix is going to be the best example of consumer surplus at scale.”

“And so all of those returns will now get spread across seven or eight or nine competitors, which means that just by definition, mathematically Netflix can't win the way that they used to.”

“According to Bloomberg, as of Wednesday, Netflix was the worst performing S&P 500 so far in twenty-twenty-two.”

“Apple, after only a few years, wins the first Oscar of any of the streamers, right? Beating Netflix, even though they've been in there and spent a hundred for best picture, but I'm saying.”

“They absolutely would have thrown Chappelle off and done what a lot of those employees wanted if they didn't have such a big deal with him, if he wasn't such a big deal.”

“Euphoria is incredible. It would never be on Netflix.”

“Ackman dumped his entire stake and booked a four hundred thirty million dollar loss”

“I bought the stock and it's the one thing in my J trading portfolio I've gotten crushed on that and Warner Brothers Discovery. I made two entertainment bets and what I think are the two best companies. I also did Netflix, but one out of three ain't good.”

“Just like over time, Netflix got better at figuring out what content to buy and what to pay for it, and they're the best at it. I think so too will Google and others figure out what data is actually particularly useful, what it's worth, and what to pay for it.”

“Netflix did an experiment with a show with a bunch of different endings, and it's fascinating. You never heard anything about it.”

“Yeah, it was their first foray into live sports, and they just couldn't keep up with the streaming capabilities, and then they got hit with a fifty million dollar lawsuit.”

“Not a single note.”

“Even if I go onto a Netflix, technically I'm actually, I'm limited in distribution if I'm Mr. Beast.”

“There's a YouTube channel called Amazing Digital Circus which is an animated channel, and they did a deal that is super unique, I think the first of its kind, where they will be distributing on Netflix at the same exact time as they distribute on YouTube.”

“Maybe Netflix, right? Like we debated Netflix at some point super intensely inside.”

“So I do think that the distribution that Has been delivered by this kind of social media model, like YouTube and TikTok combined with the premium model may end up creating a real category killer that can challenge both YouTube and Netflix.”

“By the way, the audience at YouTube is over 10 X bigger than it is on Netflix.”

“I think the value of patents and by extension, IP and copyrights are going to go away. And in that, there's going to be a spectrum where certain content IP holders lose and other ones win. I think gaming is on the winning side, to be honest, and I think conten…”

“Being in the representation business, whether it be Marty Scorsese or Dwayne Johnson or Mark Wahlberg or Peter Berg or Greg, a whole host of my clients, Aaron Sork, enables me to make The deals over at TKO because I'm in the conversation with YouTube, Amazon, …”

“The big difference is Netflix will pay you pretty well, but you don't get any equity in your show. Like, whatever you get is sort of agreed to at the beginning, and that's it.”

“I don't know if you guys have heard about it, but a four special deal on Netflix, which is unprecedented by any show, and also we ranked number two at the end of the year on YouTube, only behind my very best friend Joe Rogan, so that's pretty crazy.”

“Netflix and Ted Sarandos Literally is like, do whatever you want. Go as hard as you want. Push it to the limit. Let's go.”