Hulu, every mention
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tap a year for its mentions
every year anyone Benedict Evans 16Toni Cowan-Brown 5
Verbatim, from the transcripts: the passages where Hulu comes up
The AI presentation
- ▶ 14:55 Benedict Evans It took 10 years before you basically had enough speed that you could get viable consumer video, which is, you know, YouTube is, I forget the dates now, YouTube was getting on for a decade later, and Hulu launched in whatever it was. 3 times in the scene
Breaking and remaking media
- ▶ 23:14 Toni Cowan-Brown People have more than one streaming subscription, like they have Hulu, Apple, and Netflix.
Apple's Vision Pro
- ▶ 25:40 Benedict Evans It will not be a mass market consumer device that my company needs to know about unless I'm Hulu or YouTube or something.
TV after software
- ▶ 0:49 Toni Cowan-Brown I visualized Netflix or Hulu.
- ▶ 1:45 Benedict Evans And I thought, and I thought sort of an interesting starting point would be that I, a long time ago, so 15 years ago, I was working at NBC Universal when they did Hulu. 3 times in the scene
- ▶ 10:24 Toni Cowan-Brown But if you also have exclusivity rights, it means that actually, how are you getting people to talk about your shows if it's exclusive to one network, which means that you're thinking, well, actually we're a Hulu household, or we're a…
- ▶ 16:46 Benedict Evans The reason that Hulu doesn't have two hundred fifty million subscribers is not the streaming.
A new wave of company creation
- ▶ 1:47 Benedict Evans Why is Hulu doing that?
What's next for advertising?
- ▶ 19:45 Benedict Evans Um, which basically means that the, the Peacock app or the Hulu app or the Disney plus app can dynamically decide which ads you see based on which other shows you've watched and where you are and what demographic they think you're in.
Netflix isn't a tech company
- ▶ 0:35 Benedict Evans I mean, I don't know if I've told you this, but way back when I actually worked at NBC Universal for a while at the time, at the time that they were launching Hulu. 4 times in the scene
- ▶ 2:53 Toni Cowan-Brown And if you think about the latter, are you also saying that it can absolutely live in harmony with a Hulu and a Disney and an Apple and doesn't need to take over everyone to win.
- ▶ 11:49 Toni Cowan-Brown And I think this is where it comes to your network effect piece of, you don't care if your friends are watching Netflix, or your friends are watching Hulu, it doesn't actually matter to you.
Telcos and Tesla
- ▶ 10:32 Benedict Evans 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 because they don't have the shows.
The paradox of Apple
- ▶ 19:46 Benedict Evans Maybe Netflix is better than everyone else, but frankly, does that matter to Hulu?