Netflix

“I think one of their strategies has been to figure out how to utilize their content library more efficiently so that the volume of content does make the consumer feel like there's just a plethora of supply, even in these new markets they're opening up.”

“The other strategy is you charge more per month and accept more month-to-month churn, but it's not actually like, it's not like software churn, where like, you're like, I'm done using Figma forever, right? It's like a different type of churn.”

“They've gone from below two percent in January of 19 to two percent per what? Per month to now they're approaching four percent. So it's to me that looks like they're losing anywhere from, I don't know, fifty million users per year in 2019 to close to a hundre…”

“My kids don't differentiate what source the content's coming from. To them, there's no distinction between Disney+, YouTube, and Netflix.”

“You know what also got reported this week was how NVIDIA scrapped their large language model they had been working on that had been stealing all this information, like, in content from Netflix and everyone else, and they realized, oh, shit, we really can't lau…”

“When that is the differentiator, we're fucked. That company's screwed. It's like, here's what we're gonna do. It's the same thing as everyone else, plus your Netflix.”

“Did you guys see that YouTube within Google's earnings is actually now is a fifty billion dollar revenue generating company, which if you don't count Meta as a media company makes YouTube kind of the number one and Netflix now is, is thirty seven billion at nu…”

“At least the feedback I heard from people at Netflix and certainly at Spotify was that she sort of pretends to do this, but actually she's not really interested in the work of it.”

“There's also video shorts that you can click on to sort of watch trail. It's not trailers. They're like shorts. They're clips from the shows that are in like a TikTok like feed that then you can click in and watch the show.”

“Let's just say, like, Netflix has gone full nineties HBO Cinemax.”