Netflix

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 4, 2025 by Alex Mashrabov · said 31 times in 20 episodes since 2024 · across every show →

Mentions by year

brought up most by Pablo Srugo (8), Bhaskar S. (7), Simon Eskildsen (2), Merrill Lutsky (2), Hussein Fazal (2), Alex Mashrabov (2), Yogi Goel (1), Siqi Chen (1)

tap a year for its mentions
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048202420252026episodes it came up in
001428202420252026episodesmentions per episode
2026 12 mentions in 6 episodes 2 per episode
2025 13 mentions in 8 episodes 2 per episode
2024 6 mentions in 6 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Netflix, oldest first

Dec 4, 2025 bullish
Assertion Supported
Mashrabov: Vertical drama apps beat Netflix on month-one ARPU
“I mean, essentially, they have higher average revenue per paying user in month one. Think about then Netflix.”
Alex Mashrabov Dec 4, 2025 ▶ 30:31 He exited to Snap for $166M— built an AI video startup, then raised $50M. | Alex Mashrabov, Found... · PMF Show
Mar 30, 2026 neutral
Assertion Not checkable as stated
A scary high-overhead bug during early Netflix testing was IBM's fault.
“Where we were coming up with, like, pretty high overhead, and this was actually at Netflix, and it took us about, you know, maybe a couple of weeks to resolve it, and it actually turned out to be a JVM bug because they were using IBM's JVM versus Sun's JVM, an…”
Bhaskar S. Mar 30, 2026 ▶ 43:10 He launched a free product for enterprise customers—then grew to $12M ARR in 2 years. | Bhaskar S... · PMF Show
Mar 30, 2026
Assertion Supported
Netflix, Priceline, and Williams-Sonoma were early customers of AppDynamics.
“Netflix actually was one of the, you know, early ones. Priceline actually was one of the early ones. You know, Williams-Sonoma was one of the early ones.”
Bhaskar S. Mar 30, 2026 ▶ 20:04 He launched a free product for enterprise customers—then grew to $12M ARR in 2 years. | Bhaskar S... · PMF Show
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