Netflix, every mention
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every year anyone John Coogan 76Jordi Hays 54Logan Bartlett 5Jake Paul 5Ben Thompson 5Thomas Laffont 4Samir Chaudry 2Jimmy Iovine 2Ryan Cohen 1Martin Shkreli 1
Verbatim, from the transcripts: the passages where Netflix comes up
Another AI Safety Kerfuffle, Markiplier’s Stake in GoPro, SpaceX Getting Into Turbines | Diet TBPN
- ▶ 19:54 unnamed speaker The question is how quickly, I saw something recently, Netflix is doing these like Insta docs, I was calling them, where they'll, they'll make a documentary like incredibly quickly about a, um, 2 times in the scene
Jimmy Iovine on AI: “The Great Artists Will Show the World How to Use It”
- ▶ 53:39 Jimmy Iovine Because when Netflix came to town. 2 times in the scene
Big Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN
- ▶ 32:16 unnamed speaker Like, they've never had a full monopoly on social media, even, with TikTok and Snapchat and, uh, LinkedIn and Twitch and YouTube and Netflix and the podcast feed and SMS and iMessage.
U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
- ▶ 8:47 John Coogan 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, or 10 dollars a month for something that it effectively…
Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
- ▶ 29:33 John Coogan Barree director Greta Gerwig used her clout to convince Netflix to make her adaptation of the Chronicles of Narnia.
- ▶ 29:42 Jordi Hays Netflix disclosed it has used generative AI in about 300 different productions this year already. 4 times in the scene
IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN
- ▶ 15:08 unnamed speaker That's sort of nice because that would allow someone who's just going and building a recommender system on Netflix that's actually, it is using AI technically, but it's not a frontier model because it doesn't qualify for that, so then they… 2 times in the scene
Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
- ▶ 16:59 John Coogan Will Netflix get it?
GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
- ▶ 16:18 John Coogan But if I go to Kindle or Netflix and I subscribe or even like the X subscription premium, Apple will take 30% if I buy Fortnite V-Bucks or Roblox or any digital good.
Ben Thompson Explains the XBOX Disaster
- ▶ 26:57 Ben Thompson You could be Netflix and have the stock market and sort of like make a bid for Warner Brothers that the stock market hates, abandon the deal, but they already decided you did the deal because you're desperate and you're screwed anyway, so…
XBOX Layoffs, Tesla's New Model Y, $12.8M Lottery Dispute | Diet TBPN
- ▶ 8:09 John Coogan If you want to go, uh, physical media, which is very popular with parents these days, instead of, oh yeah, scroll the, you know, endless feed of Netflix and, and Disney Plus.
Jake Paul Thinks We'll Live Forever
- ▶ 13:07 Jake Paul That's where we found a little bit of a niche, um, as well as being the leaders of working with Netflix. 5 times in the scene
- ▶ 26:52 Jeff Woo Like he's mainstreamed on the Netflix platforms as a professional athlete and has a respect of actually being good at a craft and an arts and a sport.
Snap SPECS, Taste Labs Timeline Turmoil, AI Execs at G7 | Diet TBPN
- ▶ 20:42 unnamed speaker There's also, uh, a bunch of back and forth going on about, uh, Netflix, uh, buying Lionsgate potentially. 3 times in the scene
Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN
- ▶ 20:18 John Coogan Obviously Netflix pivoted to ads after saying we don't, we're not going to do ads. 4 times in the scene
YouTubers Win at the Box Office, Bernie Wants Public Stake in AI, Anthropic Files S-1 | Diet TBPN
- ▶ 9:37 unnamed speaker YouTube-ification or retention editing on Netflix, but I think the bigger value is being like a full stack filmmaker.
SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
- ▶ 32:26 John Coogan There's a whole service that just figures out if you're subscribed to multiple things, I have two Netflix subscriptions.
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
- ▶ 27:41 unnamed speaker Usually you can tell because there's no windows in the building, but these exist in downtown, usually for edge computing for, uh, like the content delivery network, you put store in your Netflix videos there, that type of stuff.
In-Car Surveillance is Coming | Diet TBPN
- ▶ 14:50 John Coogan I was, I was, uh, yeah, looking a lot at, like, the, the Aflac project that he sold to Netflix, and some of the background replacements, some of the VFX stuff, like, it feels like the way, even though this is like this, oh, it's like…
Gary Vee Says the Smartest Investors Are Going Analog
- ▶ 19:03 Gary Vaynerchuk Like, he was always around our ecosystem, and he really learned to play the playbook I've lived, you've lived, he's lived so much of, you know, now he's back on Netflix, but he had a really great era in between his television moments of…
Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN
- ▶ 19:38 John Coogan 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. 3 times in the scene
Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN
- ▶ 8:35 unnamed speaker Facebook, Amazon, Apple, uh, Netflix, Google.
Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- ▶ 28:50 unnamed speaker Uh, the big one is Netflix. 8 times in the scene
Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN
- ▶ 6:19 unnamed speaker Pundits said enterprises and governments would never use AWS for anything substantive, but in 2008, Netflix, which was delivering DVDs in the mail for almost a decade at that point, decided to move all of their applications to AWS.
FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
- ▶ 44:54 Thomas Laffont I mean, for a long time we used Netflix. 4 times in the scene
The $1B One-Person Company, China’s Pork Crisis, America’s New Weapon | Diet TBPN
- ▶ 1:04 John Coogan I believe it's also on Netflix.
Artemis II, Jamie Dimon’s “American Dream,” Snap’s Crucible Moment | Diet TBPN
- ▶ 25:49 unnamed speaker Uh, NASA is essentially aiming for a Netflix quality live stream on the flyby, and this is what the video creators, the content creators, the live streamers, this is what we care about.
Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
- ▶ 15:22 John Coogan That's a, that, that's actually a crazy difference, because 200 dollars a month subscription is, is, like, super high, like, you know, you're talking, uh, 20 times, like, Netflix or something else that's, you know, uh, premium and, like,…
OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
- ▶ 27:50 unnamed speaker Let's move over to a much smaller deal for Netflix and Warner Brothers and the final deal, which went to Paramount, of course, and David Zaslav is in the Wall Street Journal.
Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
- ▶ 20:21 unnamed speaker For that potential Ellison and company are paying a hefty, one hundred and ten billion dollars, a number that was driven up by a fierce bidding war with Netflix. 2 times in the scene
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- ▶ 6:03 unnamed speaker Throw on Netflix, play a game, do something.
FULL BREAKDOWN: Apple’s 7 New Devices
- ▶ 7:29 unnamed speaker Throw on Netflix, play a game, do something.
Netflix’s Next Move, Zuck’s $170M Florida Mansion, the Billionaire Tax Push | Diet TBPN
- ▶ 0:41 unnamed speaker Interesting to know how Netflix will change their tune on theaters. 6 times in the scene
- ▶ 1:55 unnamed speaker Uh, will I be able to watch The Sopranos on Netflix? 13 times in the scene
- ▶ 8:43 unnamed speaker And the roommate's Netflix and they're paying the rent to you. 3 times in the scene
Netflix Lost. Now What?
- ▶ 0:00 unnamed speaker Interesting to know how Netflix will change their tune on theaters. 6 times in the scene
- ▶ 1:39 unnamed speaker Uh, will I be able to watch The Sopranos on Netflix? 6 times in the scene
- ▶ 4:48 unnamed speaker So Netflix is a logical counterparty here, because it can pay, it has the cash, it has a lot of cash flow, uh, to pay for global rights at scale, and is, has a long history of paying top dollar to deploy capital to known franchises. 5 times in the scene
- ▶ 7:50 unnamed speaker We've seen this regardless of whether it was Netflix acquiring Warner Brothers Discovery or Paramount acquiring Warner Brothers Discovery. 5 times in the scene
Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN
- ▶ 25:18 John Coogan Let's move on over to Netflix and Paramount because there's news in The Bidding War.
FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
- ▶ 33:00 Ben Thompson Um, I think there's a bit where Netflix is always in the very long run been positioned 4 times in the scene
FULL BREAKDOWN: Trump BANS Anthropic
- ▶ 38:08 John Coogan Like, there's the anti-Netflix alliance, the anti-YouTube alliance.
Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
- ▶ 22:19 John Coogan Netflix now has four days to respond. 5 times in the scene
Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN
- ▶ 30:01 Jordi Hays PBH talking about the Warner Brothers, Discovery, Netflix.
Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN
- ▶ 2:24 John Coogan Your Netflix recommendations just got .1% less accurate.
- ▶ 16:26 John Coogan They're on Instagram, they're on TikTok, or they're doing sports betting, or watching TV, or watching Netflix.
- ▶ 20:26 John Coogan The question has always been Netflix, but I thought that was going to get through, but we'll see where it lands.
The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN
- ▶ 16:07 Jordi Hays We have news on the Warner Brothers Netflix Paramount front. 16 times in the scene
The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
- ▶ 22:59 Jordi Hays The company still says it's committed to Netflix, but needs to find out just how much the Ellison's
Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN
- ▶ 7:03 Jordi Hays Marketplaces, Airbnb, Uber, DoorDash, IP holders, Disney, Netflix, Warner Brothers.
Become Unsloppable: How to Survive the Great Software Collapse
- ▶ 8:55 Jordi Hays IP holders, Disney, Netflix, Warner Brothers.
Anthropic’s $380B round, Paramount vs. WB, Higgsfield ragebait drama | Diet TBPN
- ▶ 17:00 unnamed speaker The situation intensified this week as Paramount CEO David Ellison and a vocal investor made new moves to thwart rival Netflix's planned takeover. 11 times in the scene
The Peptide That “Changes Everything” with Andrew Huberman
- ▶ 27:29 Andrew Huberman So, you know, it's kind of like recommending, um, great Netflix series to your competitors, right?
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
- ▶ 16:11 Jordi Hays Any product that, like, really catches on in the workplace could very well trickle over into, 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…
Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
- ▶ 24:46 John Coogan 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… 3 times in the scene
Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN
- ▶ 14:02 unnamed speaker Netflix.
Anthropic Declares War on OpenAI in Scrappy Super Bowl Ads
Netflix vs Youtube, Saudi Arabia’s liquidity crunch, Tether’s gold pivot | Diet TBPN
AI's Napster era, Alex Honnold, ChatGPT Ads | Diet TBPN
- ▶ 7:22 unnamed speaker And the same thing happened with Netflix. 2 times in the scene
- ▶ 20:48 unnamed speaker Netflix posted, update tonight's Skyscraper Live is confirmed, eight p.m. 3 times in the scene
- ▶ 24:29 unnamed speaker The fact this man scaled a 1700 foot skyscraper live on Netflix and got paid 500,000 is straight up criminal. 6 times in the scene
Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN
- ▶ 21:51 John Coogan We have an update in the, in the Warner Brothers Netflix deal.
X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN
- ▶ 26:04 John Coogan Just make the finished movie, call on Netflix, and get a million dollar advance for your movie.
We're all Jerome Powell, Apple and Google Make it Official, Anthropic Health Care | Diet TBPN
- ▶ 29:39 unnamed speaker They're running out of letters as they look to upend Netflix's winning bid for Warner Brothers Discovery. 4 times in the scene
The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
- ▶ 21:45 John Coogan I knew nothing about this deal, but I just randomly said that I think Netflix is going to 2 times in the scene
CES’s legacy, reactions to Dwarkesh’s “Capital in the 22nd Century,” and more | Diet TBPN
- ▶ 14:45 unnamed speaker As the hundred billion dollar bidding war between Netflix and Paramount for Warner Brothers Discovery shows, once imperiled real estate loans look steadier thanks to the rebound in in-office work.
TBPN Year in Review
- ▶ 26:09 John Coogan After it struck a deal with Netflix to stream The Breakfast Club. 2 times in the scene
OpenAI Sets Sights on $750 BILLION Valuation
- ▶ 2:15 unnamed speaker Fundraising, if you need tens of billions of dollars, if this, um, if, uh, Warner Brothers ends up going, uh, with Netflix, right?
- ▶ 4:29 unnamed speaker Warner CEO David Zaslav and Netflix co-CEOs Greg Peters and Ted Sarandos on the Warner Brothers lot.
- ▶ 8:22 unnamed speaker On the other hand, Paramount is trying to buy Warner Brothers Discovery, breaking up Warner's deal to sell itself to Netflix Inc., and Paramount does not have nearly enough money to pay for Warner. 2 times in the scene
Amazon Bets $10B on OpenAI | News Reaction
Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
- ▶ 11:28 Jordi Hays Warner has signed a merger agreement with Netflix in which Netflix would buy most of Warner for about 27 dollars per share in cash and stock, leaving Warner shareholders with a bit of the company worth somewhere between one dollar and five… 16 times in the scene
- ▶ 28:14 Jordi Hays This clip from, uh, see you have Netflix.
Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
- ▶ 0:19 Jordi Hays We're monitoring the Paramount Netflix, Warner Brothers situation, because this is one of the most fascinating deals.
- ▶ 8:52 Jordi Hays Netflix get approved.
- ▶ 9:38 unnamed speaker Is it that it's like reacting to the Netflix offer? 2 times in the scene
Paramount Strikes Back, Ads In Gemini, Bieber’s Apple Beef | Diet TBPN
- ▶ 0:17 unnamed speaker My take today was basically, like, people who are saying that Netflix plus Warner Brothers is the worst possible outcome. 2 times in the scene
- ▶ 2:06 unnamed speaker Chris says the Netflix purchase of Warner Bros. would be a disaster. 5 times in the scene
- ▶ 12:42 unnamed speaker Buko is saying the more he reads about the Netflix deal, the more it seems like. 8 times in the scene
Netflix Acquires Warner Brothers, Apple’s Leadership Shakeup, SpaceX Prepares For IPO | Diet TBPN
- ▶ 0:05 unnamed speaker Let me give you some facts about Netflix. 11 times in the scene
- ▶ 4:07 unnamed speaker So Netflix signaled it would keep HBO Max as a discreet service, while it also touted the addition of HBO and HBO Max content to its lineup, and so we're going to add the deep film and TV libraries and HBO to an HBO Max programming. 12 times in the scene
- ▶ 8:16 unnamed speaker Uh, before Netflix IPO'd in 2002, apparently Bezos offered twelve million dollars to buy it. 14 times in the scene
Elon's Trillion Dollar Pay Package | Diet TBPN
- ▶ 17:52 unnamed speaker Uh, from Roblox, and he was saying that, look, we had our, we had our own on-prem, but then we had, we had spikes of demand, and so we went to the hyperscalers for that, because they can load balance across, well, people are playing Roblox…
How AI Will Change Gaming Forever | Roblox CEO Dave Baszucki Live on TBPN
- ▶ 7:20 Dave Baszucki And in the video market, whether it's short, um, UGC, you know, TikTok, YouTube, Netflix, you name it, that's relatively mature technology.
OpenAI Requesting Federal Backstop? | Diet TBPN
- ▶ 22:25 John Coogan Like we didn't build a separate grid for Netflix. 3 times in the scene
GameStop CEO Ryan Cohen live on TBPN
- ▶ 21:00 Ryan Cohen They're trying to do everything, and then all of a sudden you have Netflix that is really successful in streaming.
Sam Altman on Sora, Social Media, The Future of AI, and More
- ▶ 17:03 John Coogan Have you seen this Netflix? 2 times in the scene
Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
- ▶ 24:52 John Coogan I'm sure Netflix is not like, 2 times in the scene
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- ▶ 58:53 Jordi Hays You know, would, would Netflix be a potential, uh, buyer there?
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 39:53 John Coogan Whereas Netflix has started to get more kind of, you know, people talk trash about 2 times in the scene
SAMIR CHAUDRY: ChatGPT Might Kill YouTube — Here's How
- ▶ 7:20 Samir Chaudry It's, it's coined as the Netflix of AI. 2 times in the scene
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 54:49 Jordi Hays Other broadcasters including Netflix and TBPN. 2 times in the scene
- ▶ 57:39 John Coogan F one, at least in the U S has by and large grown its audience via Netflix's drive to survive. 5 times in the scene
- ▶ 1:06:32 John Coogan So, that, that's the risk, is that F-one goes and, you know, gets stuck in subscription land, and no one can just turn on the TV and see it, and the 1.3 million fans don't actually migrate over, and they say, ah, I'll just catch the…
Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
- ▶ 1:59:32 Martin Shkreli Um, so I think that you have to go for the institutions, but I've also, I've also thought, just to answer real quick, is like AWS, when you go on AWS, you get the same tools that, you know, any customer gets, Netflix or whoever.
This Company Is Making Video Creation 100x Easier | Gaurav Misra on TBPN
- ▶ 11:55 unnamed speaker They're still spending two hours a day on Netflix, but we're not gonna suddenly, like, get, you know, a hundred hours a day, uh, even though people on, you know, TikTok, uh, entrepreneur influencers might, might want that.
Building GPUs Is Easier Than You Think | Aaron Ginn on TBPN
- ▶ 13:33 Aaron Ginn Go play around Netflix, and kind of like, mess around for a while, and like, spend money on energy that doesn't work, and you know, kind of, basically BSing.
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