Chapter
Analysis of Netflix's Growth Platform
56:58 - 1:04:35 (07:37)
The fundamental business perspective of Netflix's growth platform is analyzed. As of their last earnings statement, December 31st, they stand at a loss of $40 million since their inception.
Clips
Despite the current market downturn, big tech has proven to be resilient, experiencing only a 10-12% decrease, as opposed to mid-tech's 50-80% decrease.
56:58 - 58:50 (01:51)
Summary
Despite the current market downturn, big tech has proven to be resilient, experiencing only a 10-12% decrease, as opposed to mid-tech's 50-80% decrease. Many see big tech as the index and a crucial indicator for the market's bottom.
ChapterAnalysis of Netflix's Growth Platform
EpisodeE64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The question remains if Netflix has added enough growth platforms into their business, despite believing they will grow between 8-10% per year.
58:50 - 1:03:52 (05:02)
Summary
The question remains if Netflix has added enough growth platforms into their business, despite believing they will grow between 8-10% per year. As of their last earning statement, Netflix shows a negative $40 million, meaning they've lost that much money since their founding.
ChapterAnalysis of Netflix's Growth Platform
EpisodeE64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker discusses the missed opportunities for Disney Plus, which include having a merch store and app store within its platform and owning a music streaming service like Spotify.
1:03:52 - 1:04:35 (00:42)
Summary
The speaker discusses the missed opportunities for Disney Plus, which include having a merch store and app store within its platform and owning a music streaming service like Spotify.