Netflix

8 statements across 5 episodes · 4 bullish · 0 bearish · 5 people on the record · first statement Aug 3, 2020 by Matthew Granade · said 64 times in 36 episodes since 2017 · across every show →

Mentions by year

brought up most by Brent Montgomery (11), Billy Libby (5), Mike Kelly (4), Mark Baumgartner (4), Ted Seides (3), Charles Duhigg (3), Stephen McKeon (2), Matthew Granade (2)

tap a year for its mentions
00134258201720182019202020212022202320242025episodesmentions
048201720182019202020212022202320242025episodes it came up in
002448201720182019202020212022202320242025episodesmentions per episode
2025 8 mentions in 5 episodes 2 per episode
2024 9 mentions in 5 episodes 2 per episode
2023 3 mentions in 3 episodes 1 per episode
2022 24 mentions in 7 episodes 3 per episode
2021 3 mentions in 3 episodes 1 per episode
2020 7 mentions in 6 episodes 1 per episode
2019 3 mentions in 3 episodes 1 per episode
2018 5 mentions in 2 episodes 3 per episode
2017 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Netflix, oldest first

Aug 3, 2020 positive
Assertion Supported
Granade: About 80% of Netflix Consumption Is Driven by Recommendation Engine
“And the statistic that I always love is something like 80% of content consumption on Netflix platform is driven by the recommendation engine, which is kind of a staggering statistic.”
Matthew Granade Aug 3, 2020 ▶ 41:12 Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
Sep 14, 2020
Assertion Supported
Duke: People Spend 6–7 Work Weeks Yearly Choosing Food, Clothes, and Shows
“The interesting thing about what to eat in a restaurant, what to wear, what to watch on Netflix, is that I think if you add just those three things together, I think it's something like between six and seven work weeks that we spend per year on those decisions…”
Annie Duke Sep 14, 2020 ▶ 24:49 Annie Duke – How to Decide (Capital Allocators, EP.156)
May 23, 2022
Disclosure
Libby: Upper 90 syndicate built off-balance-sheet credit facility for FilmRise
“What ended up happening with FilmRise was we created, in partnership with some other groups, an off-balance sheet credit facility securitized by Netflix payments.”
Billy Libby May 23, 2022 ▶ 17:41 Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
Aug 8, 2022
Assertion Supported
Montgomery inherited Fixer Upper, Duck Dynasty, and Cake Boss at ITV
“What I was inheriting was Fixer Upper, Cake Boss, Duck Dynasty, Hell's Kitchen. We would launch Queer Eye for Netflix right after I got there.”
Brent Montgomery Aug 8, 2022 ▶ 16:43 Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
Aug 8, 2022 positive
Insight
Unscripted TV matches scripted ratings at a fraction of the cost
“These unscripted shows, which often can rate just as high or higher, are much more affordable and can be turned much quicker. So in a potential strike or an actual strike of writers or actors, et cetera, we can turn these shows in under six months and sometime…”
Brent Montgomery Aug 8, 2022 ▶ 10:57 Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
Aug 8, 2022 neutral
Disclosure
Wheelhouse secures co-investment by offering media reach instead of leading rounds
“And so we thought if we can partner up with best in class investors, whether it's venture or private equity, we can co-invest and they won't look at us as competitive. We're not trying to lead. So we've just piggybacked with these folks on coming into great op…”
Brent Montgomery Aug 8, 2022 ▶ 19:54 Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
Aug 8, 2022 positive
Opinion
Drive to Survive single-handedly triggered Formula 1's American popularity boom
“The best recent example I can think of, which is not our show, is Drive to Survive on Netflix. F-One has been around for a long time in the US, much like soccer, much like Premier League, but if you think about what's driven The crazy numbers happening right n…”
Brent Montgomery Aug 8, 2022 ▶ 19:27 Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
Nov 24, 2025 positive
Insight
Kelly: Wealth Platforms Should Evolve to Create Proprietary Alts Strategies
“Just like Netflix eventually came to the conclusion that building your own TV and movie studio and putting it through your own pipes might be a good idea, as long as the quality content is high. I thought, we can do that here.”
Mike Kelly Nov 24, 2025 ▶ 21:52 Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
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