Hulu

3 statements across 3 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 15, 2021 by Benedict Evans · said 21 times in 9 episodes since 2020 · across every show →

Mentions by year

brought up most by Benedict Evans (16), Toni Cowan-Brown (5)

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2025 3 mentions in 1 episode
2024 2 mentions in 2 episodes 1 per episode
2022 14 mentions in 4 episodes 4 per episode
2021 1 mention in 1 episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Hulu, oldest first

Aug 15, 2021
Insight
Evans: Streaming leverage depends on content catalog, not player software
“All of the actual money and the leverage and the strategic positioning in TV is in what shows you have. It's a little bit around how nice your player is, but like the reason Hulu isn't Netflix is not because the player isn't as good as Netflix's player, it's b…”
Benedict Evans Aug 15, 2021 ▶ 10:23 Telcos and Tesla
Apr 25, 2022
Assertion Supported
Evans: Google employees internally nicknamed early Hulu 'Clown Co'
“Google people nicknamed it Clown Co because they thought it was obvious it was going to fail because it was, you know, a private equity firm and two giant old media companies.”
Benedict Evans Apr 25, 2022 ▶ 0:57 Netflix isn't a tech company
Sep 5, 2022 positive
Opinion
Evans: Content model, not software, gave Netflix scale over Hulu
“The reason that Hulu doesn't have two hundred and fifty million subscribers and Netflix does is not because Netflix has better video compression or Netflix has a slightly better app or a different recommendation engine. It's because Netflix changed the model o…”
Benedict Evans Sep 5, 2022 ▶ 1:59 TV after software
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