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)

Season 2, Episode 10: The Rover-DogVacay Merger (with Rover CEO Aaron Easterly)

Season 2, Episode 10: The Rover-DogVacay Merger (with Rover CEO Aaron Easterly)

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Season 2, Episode 9: GitHub

Season 2, Episode 9: GitHub

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Season 2, Episode 8: T-Mobile / Sprint

Season 2, Episode 8: T-Mobile / Sprint

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Season 2, Episode 7: PowerPoint

Season 2, Episode 7: PowerPoint

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Season 2, Episode 6: Spotify’s Direct Listing

Season 2, Episode 6: Spotify’s Direct Listing

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6 Apr 20181h 51min

Season 2, Episode 5: The Dropbox IPO

Season 2, Episode 5: The Dropbox IPO

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Season 2, Episode 4: SoftBank, Fortress and the Vision Fund

Season 2, Episode 4: SoftBank, Fortress and the Vision Fund

Acquired dives into the topic on the minds and lips of just about every VC and founder these days: SoftBank’s $93B+ Vision Fund, and its seemingly-overnight rewriting of the rules of venture capital a...

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Season 2, Episode 3: Nest

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