Netflix, every mention
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every year anyone Alex Kantrowitz 60Ranjan Roy 15Tom Lee 5M.G. Siegler 5Michael Batnick 3Sridhar Ramaswamy 2Sokwoo Rhee 2Ryan Petersen 2Michael Mager 1Matthew Prince 1
Verbatim, from the transcripts: the passages where Netflix comes up
Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- ▶ 13:07 Alex Kantrowitz Or is it going to be like, you can watch YouTube and Netflix on it? 3 times in the scene
Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince
- ▶ 13:32 Matthew Prince But I remember being on a phone call with senior leaders at Netflix, Disney, um, Akamai, YouTube, you know, all, all the major streaming platforms.
Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
- ▶ 41:01 Alex Kantrowitz Yeah, I mean, they know everybody, it's, it's amazing how, uh, how YouTube has become this, this force that's eating into everything, eating into cable TV, eating into Netflix, of course, eating into the social networks, and I would even…
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- ▶ 56:14 Alex Kantrowitz It's a great show on Netflix.
Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- ▶ 6:51 Alex Kantrowitz So, you know, in a laptop you would use it for personal use cases, like the same laptop you would watch Netflix on, you could also use Excel and PowerPoint on.
Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- ▶ 25:56 M.G. Siegler Amazon has some of it, but no one will, can work with it fully because, uh, Netflix, the biggest one refuses to play ball and give their, you know, content out to others to sort of be able to surface all of this.
Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
- ▶ 47:54 Ranjan Roy Now, as someone who's subscribed to too many streaming services over the last years, and it does not know when to cut what and has a son who won't let them cut Disney plus and a wife who said the idea of Netflix or HBO ever leaving, or… 6 times in the scene
More OpenAI C-Suite Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit
- ▶ 33:22 M.G. Siegler Um, and this is sort of delicate given privacy and whatnot, but like you think about how back in the day when, when YouTube and Netflix and, and, um, and just the sort of other services along those lines had to scale.
AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
- ▶ 38:15 Ranjan Roy Tirelessly to get to where he is, and now, thanks to AI, he's sitting on the, he's sitting on the beach just a little more, just spending a little time at home, just relaxing, watching some Netflix, things he never would have been able to…
Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- ▶ 0:03 Alex Kantrowitz Apple's preparing three AI devices, but the iPhone might be the killer feature and Netflix will have to go forward without Warner Brothers discovery. 2 times in the scene
- ▶ 51:52 Alex Kantrowitz Before we leave, I definitely want to talk briefly about this Netflix Warner Brothers Paramount deal. 14 times in the scene
Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
- ▶ 55:35 Ranjan Roy Like, like, and it is, it raises these kind of questions I thought were, like, as trying to assign kind of, like, value to the idea, like, if we're locked into subscriptions we forget about, like, imagine, if I tell you, imagine you have…
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 40:22 Alex Kantrowitz Pretty sure I saw Netflix has seen their ad-supported user base triple in like two years.
OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
- ▶ 36:11 Ranjan Roy I think we're all gonna be seeing ads, and this isn't gonna be a Netflix pay five bucks extra to avoid ads.
2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- ▶ 21:57 Alex Kantrowitz Netflix?
- ▶ 33:07 Alex Kantrowitz Netflix is Warner Brothers deal falls apart.
AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
- ▶ 0:07 Alex Kantrowitz It's code red for Chat Shippie T and Netflix agrees to buy Warner Brothers Discovery. 3 times in the scene
- ▶ 35:51 Alex Kantrowitz Uh, Netflix is planning to acquire Warner Brothers Discovery for 72 billion dollars, and the deal may or may not go through.
- ▶ 48:43 Alex Kantrowitz Let's talk a little bit about, um, enterprise before we move to Netflix. 2 times in the scene
- ▶ 51:41 Alex Kantrowitz Uh, let's talk a little bit about this Netflix Warner Brothers deal. 10 times in the scene
Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- ▶ 30:12 Alex Kantrowitz Like, I think Netflix has done a partnership with a company like the Trade Desk, which is a demand side platform.
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- ▶ 14:39 M.G. Siegler They, you know, were able to sort of turn the corner, flip the switch and become this hugely profitable company, even Netflix, like same, same general idea, but just on a different scale, you know, of the, in terms of the promise of what…
Brain Computer Interface Frontier: Depression, Coma, AI Merge
- ▶ 17:58 Michael Mager Whereas a fiber optic connection enables Netflix.
Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?
- ▶ 39:13 Ranjan Roy I, all of us watch more for like high production Netflix than ever before. 4 times in the scene
Mark Zuckerberg’s Personal Superintelligence, Layoffs & Payoffs, Writing With AI — With M.G. Siegler
- ▶ 24:16 M.G. Siegler Uh, business is gonna get disrupted in some way, be it by AI, um, you know, people using other products, people spending more time on YouTube or Netflix and whatnot.
Are AI's Economics Unsustainable? — With Ed Zitron
The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch
- ▶ 5:25 Alex Kantrowitz I mean, obviously Netflix isn't going to go away.
Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
She Wants AI To Help You Thrive, Not Just Keep You Company — Y-Lan Boureau
- ▶ 23:27 Alex Kantrowitz I mean, you could be one 50 and still have Netflix, but I guess that's not the path to happiness.
The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- ▶ 37:24 Alex Kantrowitz So for instance, if you were on Netflix, Netflix couldn't say, just go sign up on netflix.com and you will avoid the Apple App Store attacks. 4 times in the scene
Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
- ▶ 6:09 Ryan Petersen I mean, I hope that they're factoring in the export of digital services, financial services, you know, Netflix, for example, generates 60% of its revenue internationally of thirty three billion of revenue. 2 times in the scene
Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- ▶ 52:16 Alex Kantrowitz Netflix, for instance, is like, oh, you want me to develop for you. 3 times in the scene
How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler
- ▶ 28:59 M.G. Siegler In order to build up their streaming services, and Wall Street loved it at that time, because, you know, Disney and everyone else was just gaining millions and millions of subscribers, and it seems like they had a path to take on Netflix,…
The Future of AI and Entrepreneurship, According Two Leading Innovators
- ▶ 17:25 Sokwoo Rhee You need, maybe, if all these vendors and companies work together for one single app, that can do everything, like that can do Uber, that can do Netflix, then you just use one app. 2 times in the scene
Bold Predictions For Tech and AI in 2025 — With Casey Newton
- ▶ 19:50 Casey Newton They can't even get frickin' Netflix to make an
Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- ▶ 1:04 Ranjan Roy I think Netflix is genius in promoting their live programming by just bringing out two people that no one wants to see win, but I'll still take Tyson if I have to. 2 times in the scene
Spotify Co-President Gustav Söderström on their future with Generative AI
- ▶ 20:52 Gustav Söderström People say like our, you know, our Netflix winning or YouTube.
Decoding the NVIDIA Trade - With Michael Batnick
- ▶ 13:33 Michael Batnick The same thing happened with Netflix and all of its competitors. 3 times in the scene
Inside the Tech Powering Your Streaming Obsession — With Conviva CEO Keith Zubchevich
- ▶ 14:59 Keith Zubchevich Netflix became one of the largest broadcasters in the world and winning Oscars and Emmys, and all of a sudden now the internet is the new TV medium.
Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
- ▶ 27:24 Jack Clark 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.
Yubo Wants To Replace Performative Social Media With Real Time Social Discovery
- ▶ 15:47 Alex Kantrowitz You sign up for, you know, Netflix and HBO and Disney plus and whatever it is, uh, to be able to watch things in the privacy of your own home.
Yahoo CEO Jim Lanzone: The Web is Still a Great Business
- ▶ 43:57 Jim Lanzone If you're super premium, maybe your only subscription, and there may be a, maybe perhaps a limit depends if you're Spotify or Netflix versus The Economist or, you know, The Atlantic or The New Yorker.
The Secrets Of Ray Dalio And His Dot Collector Transparency Software
- ▶ 20:46 Alex Kantrowitz It exists within Netflix to some extent.
Amazon Reveals Its AI Master Plan — With Matt Wood
How Amazon Reinvents with Artificial Intelligence
- ▶ 9:32 Alex Kantrowitz We looked at Netflix. 4 times in the scene
Nas Daily, Sarati, and Caspar Lee On Building A Social Media Following
- ▶ 5:36 unnamed speaker The content isn't the greatest on, on their platform, but, you know, the content isn't great on a lot of platforms, like Netflix.
Why Ex-Google Ads Boss Sridhar Ramaswamy is Building An Ads-Free Search Engine
- ▶ 6:21 Sridhar Ramaswamy Or what did Netflix do to add supported television? 2 times in the scene
- ▶ 9:59 Alex Kantrowitz You know, for Netflix, like I end up, uh, you know, paying what? 2 times in the scene
- ▶ 39:51 Alex Kantrowitz Um, we talked about things like Netflix and Amazon prime, um,