Netflix

“I mean, he built Keras. Powers ML solutions that countless companies touch. It powers your recommendations on YouTube, Netflix, Spotify, the fraud filtering of your credit card transactions, Waymo cars that drive you around San Francisco.”

“And I think Netflix had done the analysis and realized that all of the potential viewers of F one were basically already subscribed to Netflix. And so it didn't, it was a more difficult kind of equation to make work than someone like an Apple TV potentially th…”

“Netflix pays F one a pittance for rights, apparently single digit millions for that”

“You don't necessarily have to be first to the game in order to be successful. Amazon was first to the game, but we focused on the category, and we were successful, and so it's kind of what's interesting in technology in general, is like, you have these technol…”

“I feel like it's going to land with Netflix.”

“Doing so would require Warner Brothers to pay Netflix a 2.8 billion termination fee.”

“If you haven't heard the news, I'm proud to announce that Barstool is partnered with Netflix for three of our top podcasts. Exclusive video only on Netflix starting next year.”

“Charlemagne signed a five-year deal, two hundred million dollar extension with iHeartMedia locking him in with the company. After it struck a deal with Netflix to stream The Breakfast Club.”

“Staying in the content world, Kalshi shared that just in YouTube generated over sixty billion last year, more than Netflix, and Polymath says YouTube is beating Netflix with this really sneaky content strategy in which their creators make stuff people want to …”

“Any product that, like, really catches on in the workplace could very well trickle over into life, and Anthropic could someday have a pretty big, you know, they could have, like, a Netflix-sized subscriber base for people that just want an ad-free AI experienc…”

“I think if you have a lot of IP right now, And the cost to produce great content drops dramatically. You're going to benefit from that.”

“Netflix has bid 27 75 a share or 82.7 billion for Warner Brothers studio and streaming businesses, while Paramount has offered 30 dollars a share or one hundred and eight billion for the whole company.”

“I have no idea why there would be any antitrust worries here. The antitrust question is always that there's no antitrust with Paramount here and Warner Brothers.”

“When we started tracking this, Netflix was up at 50%, Paramount at 40%. Now, Paramount is starting to run away with it. They're at 62%, and Netflix is down at 33.”

“So Paramount will be footing the 2.8 billion dollar breakup fee paid from Warner to Netflix.”

“If there is a black box, Where my Netflix recommend, where my Netflix activity exists, where no Netflix employee can see it because it's encrypted, but it can make great recommendations and recommend me the next great show that I will actually enjoy. I'm cool …”

“But we're definitely moving into the streaming era of boxing.”

“Co-CEO Ted Sarandos said the series included 17 minutes of AI-enhanced footage that explained the scale of the project and, that expanded the scale of the project, and would not have been financially feasible using traditional production methods.”

“Netflix disclosed it has used generative AI in about 300 different productions this year already.”

“Like, the solution to piracy was not really to ban piracy. Like, you can still torrent things, but it's just so easy to use Apple TV and Spotify and Netflix that most people just wind up just paying five dollars, two dollars for a song, or 10 dollars a month f…”