Netflix, every mention
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tap a year for its mentions
every year anyone Benedict Evans 153Toni Cowan-Brown 58Leonard Brody 1
Verbatim, from the transcripts: the passages where Netflix comes up
A double episode: AI differentiation, and Apple does F1
- ▶ 26:03 Benedict Evans Drive to Survive was a Netflix show. 7 times in the scene
- ▶ 32:47 Benedict Evans Yeah, so there's a, like, a fairly straightforward, like, understanding of what Formula One wants out of this, a fairly straightforward understanding of what ESPN would want out of this, or, or anybody else, or Netflix, and obviously,… 2 times in the scene
From SAAS software to Formula 1
- ▶ 4:00 Toni Cowan-Brown And then Netflix came out with this little show called Drive to Survive. 4 times in the scene
- ▶ 27:27 Toni Cowan-Brown And even the people at Netflix said, we never thought this show would be a success. 7 times in the scene
- ▶ 43:53 Toni Cowan-Brown And it always, and look, and that's what Netflix, the Netflix show also did for formula one. 2 times in the scene
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. 2 times in the scene
Tiktok, Apple and Temu
- ▶ 10:28 Benedict Evans If, and you can say, look, if YouTube was a separate company and Chinese company tried to buy it today, or Chinese company tried to buy Netflix, we would put our hands up and say, hang on a second.
Breaking and remaking media
- ▶ 1:55 Benedict Evans Same with any conversation about Netflix.
- ▶ 8:31 Benedict Evans Well, this is what happened with football in the UK, that it used to be, and this is another planet platform story, that Sky realized, I always used to compare Netflix with Sky, 2 times in the scene
- ▶ 13:25 Benedict Evans It was kind of beautiful, but I mean, as interesting as when Netflix went from DVDs to, um, to streaming with DVDs, it was, you can get every movie ever made when they go to streaming because of the way the rights change, they don't have… 2 times in the scene
- ▶ 17:58 Benedict Evans What's as dynamic in the UK is that Netflix's content budget, which is what's the number? 14 times in the scene
AI and Everything Else
- ▶ 34:21 Toni Cowan-Brown Is Netflix going into live sports?
The magic customer
- ▶ 1:15 Benedict Evans The tech industry goes off and does something else, and so the obvious place you can see this now is with Hollywood and streaming, where yes, Netflix is a participant, but Netflix is a participant as a TV company,
- ▶ 6:58 Leonard Brody The meeting that you're about to have with a buyer at Target, or you're gonna do a live stream with 200,000 fans, like, those are as important as a shoot you may be doing at Netflix, or they're as important as the other side of your…
Metaverse and crypto - beyond the BS
- ▶ 25:24 Benedict Evans Netflix.
AI, copyright and collective knowledge
- ▶ 22:17 Benedict Evans Um, I mean, you see this in, um, the TV, TV, for example, where it used to be that when you did a TV show, if it became a hit, then it would go into syndication, and so you had kind of a lottery ticket, and this is why Jerry Seinfeld is… 2 times in the scene
The right questions to ask about TikTok
- ▶ 8:13 Benedict Evans You wouldn't allow a Chinese company to buy Netflix. 2 times in the scene
- ▶ 19:09 Toni Cowan-Brown Are we spending more time on TikTok than Netflix and YouTube?
- ▶ 35:37 Toni Cowan-Brown That conversation about context tells me actually it has to be more social than people might think it is, or because we don't have that same problem with Netflix. 2 times in the scene
- ▶ 37:48 Benedict Evans And, um, you know, is, and, and, and, and talking about TV, um, you know, I, I think Netflix is a TV company, not a tech company, because all the questions are TV questions. 3 times in the scene
ChatGPT versus Google
- ▶ 10:48 Toni Cowan-Brown I had this conversation with a friend the other day when she was like, do you, because this is a later stat, and I don't know how true or false it is that they were saying that most people in American households turn on the TV to watch and…
Generative search
- ▶ 13:50 Benedict Evans Beast's content views per week, probably equivalent to a top type or top five Netflix show or Netflix series season. 5 times in the scene
All the other things happening in tech part 1.
- ▶ 15:25 Benedict Evans And so what I wanted to do was because Netflix would use release these numbers for how many hours of viewing their shows get. 8 times in the scene
The FTX face-palm
- ▶ 4:21 Benedict Evans That this is like, you know, as, as for Netflix, there are no software questions at Netflix.
- ▶ 6:09 Benedict Evans And the questions for Netflix are TV industry questions.
TV after software
- ▶ 0:13 Benedict Evans There's a bunch of moving parts at the moment around Netflix and Disney and Warner and the BBC and advertising. 2 times in the scene
- ▶ 1:25 Benedict Evans Um, and so, you know, obviously earlier this year, um, Netflix kind of had an unscheduled bowel movement in bed, um, and, um, Grace stopped and people kind of thought, well, what's going on? 8 times in the scene
- ▶ 7:47 Benedict Evans And now they're going to create a new ad funded tier, which is cheaper to let give you a kind of a lower entry point. 7 times in the scene
- ▶ 10:56 Benedict Evans Well, one of the, one of them is the difference between the new show that Netflix itself has bought or created versus buying the inventory of everything. 2 times in the scene
- ▶ 15:49 Benedict Evans You might know that's a Netflix show. 3 times in the scene
- ▶ 23:04 Benedict Evans And so I think that, and you can see this, I mean, the other company we I've talked, we talked about a fair bit is Shein, which is, which is a sort of, you know, would be the Netflix paradigm in the clothing fast fashion. 2 times in the scene
- ▶ 29:12 Toni Cowan-Brown And essentially what you're saying here would just, if we go back to the example of, um, what I'm hearing from this, like the example of Netflix and none of these being tech questions is it's when you're building such a company, it's like…
A new wave of company creation
- ▶ 1:22 Benedict Evans Well, so there's a, so there's a sort of thesis that I, that I kind of often say about Netflix. 3 times in the scene
- ▶ 15:43 Benedict Evans You know, I remember, remember the days when WeWork was like the hot thing before it all blew up, and I remember looking at this and thinking, it's actually kind of funny because I kind of mentioned Tesla and Netflix. 4 times in the scene
Lighting and tech diffusion
- ▶ 24:24 Benedict Evans But it's not laughable to say, well, Netflix could build, Disney could build a great streaming service. 2 times in the scene
Shein, TikTok and Netflix - thinking about limits
- ▶ 15:21 Benedict Evans Um, but, but then to your point, there's a constraint, which I thought it was kind of interesting to compare that with Netflix and TikTok. 4 times in the scene
- ▶ 27:01 Toni Cowan-Brown you and I, two people who are not shopping on Shein, as far as I know, um, are talking about Shein to this level of just, like, it feels like Shein has entered pop culture, which always feels like everyone wants to be part of a pop culture…
- ▶ 30:08 Toni Cowan-Brown Um, is there anything else here, because, and again, I think this was the parallel that I thought was really interesting between Netflix and Shein, as you pull these constraints out the door, then you tie in the social media element, and… 2 times in the scene
Metaverse - how to be wrong in the right way
- ▶ 16:59 Benedict Evans I can run Instagram and Facebook and Netflix on both of those.
Stories in the noise
- ▶ 13:37 Benedict Evans Um, there's a sort of an entirely other argument, which is, you know, UK to 16 to 34 are watching more Netflix and all BBC content combined.
- ▶ 14:03 Toni Cowan-Brown Also on Netflix. 8 times in the scene
Netflix isn't a tech company
- ▶ 0:15 Benedict Evans So we thought we'd talk about Netflix, um, which, um, I sent my newsletter out this morning with newsletter and then emoji poop and then emoji bed. 11 times in the scene
- ▶ 3:53 Benedict Evans Whereas I don't think Netflix has that. 8 times in the scene
- ▶ 8:24 Benedict Evans And so you kind of eyeball the chart, and it looks like Netflix is producing more TV shows than the entire U.S. 6 times in the scene
- ▶ 15:07 Benedict Evans And this is exactly what Netflix has done. 4 times in the scene
- ▶ 20:10 Toni Cowan-Brown And we've heard obviously what Netflix was saying about, you know, sharing passwords, and people have too much choices that they're picking one or two, as you were saying also, but it's worth remembering. 9 times in the scene
- ▶ 27:12 Benedict Evans Um, sorry, opening Netflix, opening Netflix and thinking, God, there's a lot of crap here. 8 times in the scene
- ▶ 34:01 Toni Cowan-Brown Is there anything else that's worth touching on when it comes to streaming Netflix? 10 times in the scene
Asking the dumb questions
- ▶ 15:35 Benedict Evans Um, and so that gets you Netflix and Shein and insurance and Uber and Airbnb.
- ▶ 24:35 Toni Cowan-Brown And we think of the likes of even tick tock, but you know, the likes of Netflix. 2 times in the scene
How to think about tech
- ▶ 4:13 Toni Cowan-Brown I mean, I was saying this to you this morning that I'm more and more fascinated by the fact that every tech newsletter, every tech journalist is not actually writing about tech, and they're talking about, you know, Netflix and sports. 4 times in the scene
- ▶ 12:17 Benedict Evans And that's what Netflix is, and it's what's happening to Hollywood right now.
- ▶ 18:49 Toni Cowan-Brown Netflix soda is like helping boom, absolutely boom the numbers. 2 times in the scene
Games and Roblox
- ▶ 9:57 Benedict Evans You know, they would compare Roblox to YouTube or Netflix in that here is all this content as opposed to here are all these games.
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. 2 times in the scene
- ▶ 12:37 Benedict Evans But it's sort of like, you know, how does a TV company compete with Netflix? 2 times in the scene
- ▶ 35:34 Benedict Evans Netflix isn't, isn't a software company.
'Digital transformation' - beyond the silly slogan
- ▶ 41:42 Benedict Evans Or it means that now Zara is possible, or it means that now Netflix is possible, um, because you can actually do a different thing or run a company in a different way.
Trying to understand Ad Tech
- ▶ 22:51 Benedict Evans So the ad that was in TV, well, Netflix doesn't have any ads, but the ad, of course, so where does that, where does that money go?
Telling stories with charts
- ▶ 8:00 Benedict Evans So Netflix spends sort of fifteen billion dollars producing, producing original content every year.
- ▶ 16:39 Benedict Evans I mean, this is sort of, you know, I don't want to go into actual ideas about technology as opposed to analysis, but like there is a sort of a point here that like, you know, is Netflix a TV company or is Netflix a software company? 2 times in the scene
Why do we care about games?
- ▶ 22:08 Benedict Evans It could, but it does kind of leap back to, it leads back to pop culture, um, like, so Netflix viewing, like, exploded this year as well, obviously, um, and Disney Plus, and, and, and, and, and everything else, every kind of entertainment…
What comes next?
- ▶ 23:04 Benedict Evans Is Netflix a tech company? 4 times in the scene
F1 - the plane that never takes off
- ▶ 42:29 Toni Cowan-Brown The only person that I can compare this to a little bit is, and look, we mentioned a few Americans watch F-One, and hopefully that changes over time, and I think the Netflix documentary Drive to Survive has definitely helped and changed…
The paradox of Apple
- ▶ 19:45 Benedict Evans You know, Netflix is great at it. 3 times in the scene
Is Europe a market?
- ▶ 39:40 Benedict Evans But it's also that this, you know, you can over index on Google, Apple, Facebook, Amazon, Netflix, um, you know, name a dozen big companies and not think in, okay, how many other companies that are important that you touch the touching…