HBO, every mention
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tap a year for its mentions
every year anyone Benedict Evans 7Toni Cowan-Brown 1
Verbatim, from the transcripts: the passages where HBO comes up
Google's Antitrust case
- ▶ 18:51 Benedict Evans So Apple will buy Netflix, they'll buy HBO, they'll buy a record label, they'll buy a phone company, they'll buy Peloton.
TV after software
- ▶ 13:03 Benedict Evans And so you've got this kind of complicated thing where like there's a Disney thing and the HBO thing and the, um, Peacock thing and Netflix thing, and they all have their own stuff.
Netflix isn't a tech company
- ▶ 11:42 Benedict Evans And getting bigger and having more money does not mean that they can blow Netflix, that they can blow Disney and HBO out of the water.
- ▶ 17:35 Benedict Evans And so, you know, if you were Netflix now, or YouTube, or, or, or, or Disney now, or HBO, and Eddie Q comes to you and says, what I want you to do is to put, drop all of your content into Apple TV in a completely undifferentiated way, and…
- ▶ 26:27 Benedict Evans I just, like, I'm puzzled at the idea that, like, that's gonna play a role in your, do I keep my Netflix subscription or go with HBO and Disney?
- ▶ 29:37 Benedict Evans And of course, the more competitive, if it's, if you're on the view that they're like, they're going to have to compete on equal footing with Disney and HBO and Warner and everybody else, and there's no network effect here, and there's no…
How to think about tech
- ▶ 5:23 Benedict Evans You know, it's sort of fascinating to look at something like, um, particularly Netflix, because, I mean, I've said this sort of several times, I think Netflix and Tesla are sort of a pair, because Netflix, all the questions are TV…
Why do we care about games?
- ▶ 4:06 Toni Cowan-Brown I was struck when, and I can't remember when he said it, and you might remember this, when Reed Hastings said that, or he famously told his shareholders that he thought that his company's stiffest competition was going to be the likes of…