Netflix
3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Sep 12, 2025 by Sebastian Siemiatkowski · said 38 times in 17 episodes since 2024 · across every show →
Mentions by year
brought up most by Ryan Serhant (8), David Ulevitch (6), Molly O'Shea (5), Sebastian Siemiatkowski (3), Rodrigo Liang (2), Qasar Younis (2), Michael Barton (2), Chris Power (2)
tap a year for its mentions
2026 9 mentions in 6 episodes 2 per episode
- Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- "We Don't Trust Agents" - What This CTO Knows That You Don't · Sourcery with Molly O'Shea
- How Applied Intuition Reached $15B (Without Spending $1B) · Sourcery with Molly O'Shea
- SpaceX IPO: Inside the Firm That Owns 1% · Sourcery with Molly O'Shea
- How Reddit Went From $12M to $2.2B + Cracked Social Media Monetization · Sourcery with Molly O'Shea
- Snowflake vs Databricks: The AI Data War | CEO of $SNOW · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
2025 26 mentions in 9 episodes 3 per episode
- How Ryan Serhant Sold $20B in Real Estate with Media & AI · Sourcery with Molly O'Shea
- $635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund · Sourcery with Molly O'Shea
- Inside Klarna's IPO CEO Sebastian Siemiatkowski · Sourcery with Molly O'Shea
- Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- Raising a Trust Fund With Marc Andreessen & Paris Hilton | Sophia Amoruso · Sourcery with Molly O'Shea
- Why a16z Bet $15 Million on THIS Controversial Startup · Sourcery with Molly O'Shea
- Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- Keith Rabois: Lessons from PayPal Mafia, $OPEN, & Investing · Sourcery with Molly O'Shea
- 1 more episode that year, every mention in 2025 →
Everything said about Netflix, oldest first
Sep 12, 2025 negative
Nov 3, 2025 bullish
Serhant argues Netflix is a superior global distribution funnel to YouTube
“It is the largest global distribution funnel on planet earth, right? Like you just can't, like YouTube is huge, but you have to know what you're looking for on YouTube because it is so huge. Netflix is very focused and it provides you in that first, you can, I…”
Nov 3, 2025 bullish
'Owning Manhattan' launch broke website, boosting traffic by 2400%
“And it broke our website. Traffic increased like 2400% or something completely insane. We had agent recruits from all over the world coming through. It was like a hundred a minute and social following. We were growing at, what was it? I mean, it was hundreds o…”