Netflix
12 statements across 9 episodes · 7 bullish · 4 bearish · 7 people on the record · first statement Oct 31, 2022 by Alex Kantrowitz · said 104 times in 42 episodes since 2021 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (60), Ranjan Roy (15), Tom Lee (5), M.G. Siegler (5), Michael Batnick (3), Sridhar Ramaswamy (2), Sokwoo Rhee (2), Ryan Petersen (2)
tap a year for its mentions
2026 35 mentions in 13 episodes 3 per episode
- Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
- Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince
- Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
- What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- 5 more episodes that year, every mention in 2026 →
2025 47 mentions in 17 episodes 3 per episode
- AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
- Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
- Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?
- The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- 2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
- The Future of AI and Entrepreneurship, According Two Leading Innovators
- 9 more episodes that year, every mention in 2025 →
2024 10 mentions in 7 episodes 1 per episode
- Decoding the NVIDIA Trade - With Michael Batnick
- Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- Spotify Co-President Gustav Söderström on their future with Generative AI
- Inside the Tech Powering Your Streaming Obsession — With Conviva CEO Keith Zubchevich
- Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
- Yubo Wants To Replace Performative Social Media With Real Time Social Discovery
- Yahoo CEO Jim Lanzone: The Web is Still a Great Business
- every mention in 2024, scene by scene →
2023 2 mentions in 2 episodes 1 per episode
2022 4 mentions in 1 episode
Everything said about Netflix, oldest first
Oct 31, 2022 bearish
Kantrowitz: Netflix is an entertainment company like Disney, not tech
“I don't think Netflix is a technology company. I don't know. I know Netflix PR might write me about this, but they're an entertainment company, right? They're the same as Disney, and we've seen the stock market treat them that way.”
May 9, 2024 bullish
Clark: Consumer AI subscriptions will become a massive market like Netflix
“I think there's going to be this very large growing business of basically a subscription model where people will have a personal AI or multiple AIs that they use, just like you or I might have a Netflix account or whatever.”
Nov 15, 2024 positive
Jan 5, 2025 negative
Jan 13, 2025 bullish
Rhee: Mobile apps will not disappear because companies will not unify
“Actually, I don't agree that apps will disappear, and here's why. If you have a four, let's say you have a 30 different apps, in theory, you don't need 30 apps. You need, maybe, if all these vendors and companies work together for one single app, that can do e…”
Jun 25, 2025 bullish
Aug 6, 2025 neutral
Streaming grew 6 percent overall while Netflix market share remained completely flat
“So streaming over the past year has been up six percent. Netflix has been flat. In terms of it's the share of streaming or Netflix growth has been no. Netflix has not increased share despite the fact that streaming as a percentage of all TV or screen viewing h…”
Dec 8, 2025 negative
Dec 8, 2025 positive
Mar 4, 2026 bearish
Siegler: Paramount-WBD Merger Will Bring Massive Layoffs and Brutal Decline
“Instead we're just going to get A straight down the middle sort of a combination of two studios, and that's just gonna be a lot of layoffs, and it's gonna be just this brutal sort of, you know, decline over a longer period of time.”
Mar 4, 2026 bullish