Netflix

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 22, 2025 by Dan Sundheim · said 21 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by John Collison (17), Evan Spiegel (1), Eric Glyman (1), Dan Sundheim (1), Ben Thompson (1)

mentionsepisodesper episode tap a year for its mentions

2026 4 mentions in 3 episodes 1 per episode

What comes after smartphones, with Evan Spiegel of Snap Apr 27, 2026 · 2 mentions · from 21:33
Ramp founder Eric Glyman on the many ways AI is changing corporate spending Feb 17, 2026 · 1 mention · from 5:44
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media Feb 12, 2026 · 1 mention · from 4:57
every mention in 2026, scene by scene →

2025 17 mentions in 2 episodes 9 per episode

Dan Sundheim of D1 Capital on the art of public market investing Oct 22, 2025 · 13 mentions · from 7:47
Tobi Lütke is still captivated by internet commerce, 20 years later Oct 6, 2025 · 4 mentions · from 1:40:43
every mention in 2025, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Netflix, oldest first

Oct 22, 2025 neutral

Insight

Sundheim: Few tech companies before LLMs combined huge fixed costs with high margins

“Up until the LLMs are very few tech companies where it's like a huge fixed investment. And then the incremental, ah, margins on the sales are extremely high.”

Dan Sundheim Oct 22, 2025 ▶ 9:03 Dan Sundheim of D1 Capital on the art of public market investing

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Netflix

Mentions by year

Everything said about Netflix, oldest first

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