Netflix, every mention
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tap a year for its mentions
every year anyone John Collison 17Evan Spiegel 1Eric Glyman 1Dan Sundheim 1Ben Thompson 1
Verbatim, from the transcripts: the passages where Netflix comes up
What comes after smartphones, with Evan Spiegel of Snap
- ▶ 21:33 John Collison Is it you narrowly compete with other mobile-first social apps, or is it you're competing with other entertainment forums, like Netflix is actually a competitor, because it's like also a thing that you could do with your time.
- ▶ 40:21 Evan Spiegel Of course, he wants to unwind and watch something on Netflix or chat with his friends on Snapchat.
Ramp founder Eric Glyman on the many ways AI is changing corporate spending
- ▶ 5:44 Eric Glyman I mean, the first, um, there's an aspect of, uh, in most companies, particularly high growth companies, it tends to resemble something closer to the no rules, rules, Netflix approach, uh, of we're going to trust, but verify and shine a…
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- ▶ 4:57 Ben Thompson It worked out well for the Netflix.
Dan Sundheim of D1 Capital on the art of public market investing
- ▶ 7:47 John Collison Like, can we talk about Netflix or something like that? 12 times in the scene
- ▶ 55:45 Dan Sundheim I mean, Netflix is an example.
Tobi Lütke is still captivated by internet commerce, 20 years later
- ▶ 1:40:43 John Collison But then, it feels like the modern era, especially with Netflix, I think they've very successfully internalized that they're selling an entertainment product. 4 times in the scene