Netflix, every mention
9 scenes · ← back to Netflix
tap a year for its mentions
every year anyone Bill Gurley 12Philippe Laffont 1Brad Gerstner 1
Verbatim, from the transcripts: the passages where Netflix comes up
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 17:52 Philippe Laffont Google could still be an amazing company by just saying, listen, maybe search is under threat, but YouTube is with all this new AI content going to explode and potentially threaten Netflix and maybe Waymo is going to also do incredibly…
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 0:03 Bill Gurley We'll do Salesforce, Netflix, Square, Amazon, Palo Alto Networks, Facebook, Snap, Proofpoint, NetSuite, and CoreWeave have in common.
- ▶ 1:02:37 Bill Gurley Would do Salesforce, Netflix, Square, Amazon, Palo Alto Networks, Facebook, Snap, Proofpoint, NetSuite, and CoreWeave have in common.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:09:04 Bill Gurley Any, ah, comments on the Netflix quarter, which is, it looks like it's up forty billion today in market cap. 3 times in the scene
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 47:58 Brad Gerstner We know some of the best boards in the world, like Netflix, takes it on the chin from ISS all the time because they don't do the things that ISS sanctions as worthy.
- ▶ 50:35 Bill Gurley I think that it's ridiculous that Netflix would ever get a no vote on anything because they've had incredible stock performance and, and industry leading low dilution. 3 times in the scene
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 41:45 Bill Gurley I think another one is Netflix. 2 times in the scene
- ▶ 56:19 Bill Gurley You know, once again, going back to this notion of independent leadership, the only companies I see kind of getting out of this box are ones where you have people that are thinking from a first principles standpoint, like, like Bob did at…
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 24:11 Bill Gurley This kind of looks like the, the, uh, Netflix type situation.