Netflix, every mention
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tap a year for its mentions
every year anyone Brent Montgomery 11Billy Libby 5Mike Kelly 4Mark Baumgartner 4Ted Seides 3Charles Duhigg 3Stephen McKeon 2Matthew Granade 2George Mikulakis 2Steve Galbraith 1
Verbatim, from the transcripts: the passages where Netflix comes up
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 29:25 Alex Sacerdote So traditional media by Netflix or newspapers or CPUs losing to GPUs.
Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
- ▶ 0:27 Mike Kelly Franklin Square, the analogy I use is Netflix. 2 times in the scene
- ▶ 21:30 Mike Kelly At the time, Franklin Square, the analogy I use is Netflix. 2 times in the scene
Ben Forman – Unlocking Blockchain's Potential (EP.441)
- ▶ 5:33 unnamed speaker I don't think Netflix will make a last dance sequel, but you never know.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 6:04 unnamed speaker I don't think Netflix will make a Last Dance sequel, but you never know.
Donald Miller - Building a Story Brand (EP.426)
- ▶ 16:22 Donald Miller But if you use this formula, you can get people to pay attention to your story for two hours, for three hours, for a whole weekend if you're binging something on Netflix.
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Charles Duhigg- Secrets of Communication (EP.394)
- ▶ 18:39 Charles Duhigg So in super communicators in the book, there's a story about Netflix and this controversy that they had at Netflix over race. 3 times in the scene
- ▶ 30:07 Ted Seides So you mentioned the Netflix example.
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 48:08 unnamed speaker If I binge watch Netflix or chose to take a week vacation to go surfing, nothing happened with Antler.
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 49:11 Sanjay Ayer With Netflix and moving into streaming, Jeff Bezos with Prime.
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- ▶ 7:14 George Mikulakis I don't know if people watch that series on Netflix, but that history to her for me, clearly I'm not her 2 times in the scene
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 11:46 Allison Thacker But I also got to see the Netflix IPO, and I saw the NetSuite IPO, and I saw the Google IPO, and did the first Dutch auction bids,
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- ▶ 11:02 Richard Craib And that's an interesting thing that, like, even a great company like Netflix could have an internal model.
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 50:38 Ashby Monk Yeah, I mean, there's like the Nielsen ratings versus the data coming out of Netflix.
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 10:57 Louis-Vincent Gave I'm going to hold on to my Facebook, and that's going to come back, and I'm going to hold on to my Netflix, and I'm going to hold on to my Nvidia, because these are great companies, and it's going to come back.
Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
- ▶ 55:58 Paul Enright Last year I was like, I'm out Netflix.
Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
- ▶ 4:28 Ted Seides He later oversaw a host of reality television hits, including HGTV's Fixer Upper, Netflix's Queer Eye,
- ▶ 10:57 Brent Montgomery Or when Netflix or Discovery or HBO or whoever wants to spend millions and millions on scripted, these unscripted shows, which often can rate just as high or higher, are much more affordable and can be turned much quicker.
- ▶ 12:59 Brent Montgomery What that means is we're kind of attached to the shows, but we're not necessarily sharing in a lot of the back end participation, and that's proliferated across scripted now as well with Netflix. 2 times in the scene
- ▶ 16:49 Brent Montgomery We would launch Queer Eye for Netflix right after I got there.
- ▶ 19:27 Brent Montgomery The best recent example I can think of, which is not our show, is Drive to Survive on Netflix. 3 times in the scene
- ▶ 21:37 Brent Montgomery We just announced two shows for Netflix in Miami and LA.
- ▶ 24:22 Brent Montgomery We try to be the bridge between the young stars of tomorrow and today, frankly, on these digital platforms and make sure that they make it onto the Netflix, Hulu's discoveries.
- ▶ 33:37 Brent Montgomery And then we've got them in our Netflix show as well that we're coming out with.
- ▶ 42:00 Brent Montgomery We were able to not just sell their story to Netflix as the first show in many years
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- ▶ 45:13 Chris Dixon I saw today Netflix was down to
Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
- ▶ 13:55 Stephen McKeon As we know, Netflix usernames and passwords get shared among family members.
- ▶ 17:02 Stephen McKeon Facebook, Google, Netflix.
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 16:13 Billy Libby And what they were doing is they were taking data from Netflix, Hulu, Amazon, YouTube, Roku, and they were tracking what people are watching online. 5 times in the scene
- ▶ 21:15 Ted Seides You mentioned the example in FilmRise of effectively a receivable from Netflix.
Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- ▶ 39:54 Bruce Martin And if I saw stocks like Tesla or Netflix or things that had these valuations that made absolutely no sense to me, I wouldn't own them.
a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
- ▶ 23:30 Sonal Chokshi It's interesting that Netflix would do things like binge seasons and drops that kind of created this digital scarcity, like a limited edition effect, like this thing is going to be on for three months and then it disappears.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 52:59 Jeff Hausenbold Every industry, Netflix versus Hollywood, Tesla against Detroit, Uber against the taxi and limousine companies, Airbnb against the hotel industry.
Annie Duke – How to Decide (Capital Allocators, EP.156)
- ▶ 24:49 Annie Duke 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…
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 48:46 Morgan Housel Like in the last 10 years, it's been Amazon, Apple, Google, Microsoft, Facebook, Netflix.
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- ▶ 41:00 Matthew Granade So, you know, like Netflix is a model driven business in the sense that it has a ton of content, but the real power of it is that it has this recommendation engine that learns a lot about you and gets you to watch more content. 2 times in the scene
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 21:03 Larry Siegel Facebook, Apple, Netflix, Microsoft, Amazon, and Google.
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
- ▶ 15:38 James Aitken Now, the second point is as the world either is forced to lock itself down or voluntarily self isolates, we are building the risk of a simultaneous demand shock because as we all stay at home, other than endless binge watching of Netflix…
Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
- ▶ 1:11:55 Peter Kraus And so I like to say we're sort of the Netflix of the asset management business.
Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
- ▶ 20:34 Ash Fontana This was about 1015 years ago when Netflix, Amazon, Google started to use artificial intelligence to make better recommendations and personalize their products for you.
Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101)
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 29:57 Jordi Visser One of the major reasons was because we had this shift to where these mega companies, Apple, Amazon, Facebook, Netflix, Microsoft, all of them dominated from the oh eight period.
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
- ▶ 9:37 Mark Baumgartner The memory for me is being in the boardroom at Netflix before Netflix was Netflix. 4 times in the scene
Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
- ▶ 37:29 Manny Friedman So the movie industry today is changing because Netflix, Amazon are changing the entire model.
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 31:57 Chatri Sityodtong Any other form of content has been, been fragmented due to the, um, internet and technology, like Netflix of the world, dismantling everything, right?
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
- ▶ 45:17 Steve Galbraith You know, just throw in the towel, own Facebook, Amazon, Netflix, and Google, and call it a day, you know.