Season 3, Episode 9: Netflix (Part 2)
Acquired25 Nov 2018

Season 3, Episode 9: Netflix (Part 2)

We complete our two-part Netflix special with the company’s bold transition to streaming, including of course the most (in)famous spin-out in business history. Rising from the ashes of Qwikster, we chronicle Netflix’s rebirth as a media company and long journey back to the top of the FAANG mountaintop!

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Links:
  • Netflix’s Qwikster apology video: https://youtu.be/c8Tn8n5CIPk
  • SNL parody of the apology video: https://bit.ly/2PWEyyZ
  • Evolution of Netflix home page: https://read.bi/2KvHdte
  • The Chaos Monkey: https://bit.ly/1qkqDxZ
  • Benedict Evans’ chart of FAANG stocks: https://bit.ly/2r3D72A

Carve Outs:

  • Ben: Kevin Rose interviews Matthew Walker on sleep: https://bit.ly/2LpIl5v
  • David: Justin O’Beirne on Apple’s new Maps: https://bit.ly/2zrQ76Z

Episoder(214)

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Season 4, Episode 3: Instagram Revisited (with Emily White)

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Spotify + Gimlet/Anchor Quick Take + Worldwide Meetup Details!

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19 Feb 201940min

Season 4, Episode 2: ARM & SoftBank

Season 4, Episode 2: ARM & SoftBank

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Season 4, Episode 1: ESPN

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21 Jan 20191h 29min

Season 3, Episode 10: Tencent

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We close out Season 3 and our China mini-series with a monster episode on Tencent, the Shenzhen-based social networking and entertainment powerhouse. We dive deep into the story of Pony Ma and his cof...

17 Des 20181h 56min

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