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(212)

Episode 43: The Square IPO

Episode 43: The Square IPO

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16 Aug 20171h 22min

Episode 42: Opsware (with special guest Michel Feaster)

Episode 42: Opsware (with special guest Michel Feaster)

Acquired dives into the legendary acquisition of Ben Horowitz & Marc Andreessen’s “second act” software company Opsware, from a perspective never before heard—HP’s side of the story! Our heroes are jo...

5 Aug 20171h 20min

Episode 41: Booking.com with Jetsetter & Room 77 CEO Drew Patterson

Episode 41: Booking.com with Jetsetter & Room 77 CEO Drew Patterson

Acquired trains its lens on the “second or third best acquisition of all-time”, Priceline’s 2005 purchase of Booking.com. Our heroes are joined by friend-of-the-show and former Jetsetter & Room 77 CEO...

26 Jul 20171h 21min

Episode 40: Activision Blizzard

Episode 40: Activision Blizzard

Ben & David cover the creation of the gaming world’s equivalent of the 70’s rock supergroup: the 2008 merger of Blizzard and Activision. We tell the story from the Blizzard perspective, tracing the hi...

13 Jul 20171h 18min

Acquired Episode 39: Whole Foods Market

Acquired Episode 39: Whole Foods Market

Ben and David are once again live on the scene, this time covering the biggest disruption in grocery since… well, sliced bread: Amazon’s $13.7B purchase of Whole Foods Market. We place this deal in co...

21 Jun 20171h 19min

Acquired Episode 38: SoundJam (iTunes)

Acquired Episode 38: SoundJam (iTunes)

Ben & David revisit the birth of the digital music revolution and Steve Jobs' "digital hub" strategy, with Apple's 2000 acquisition of the Mac music player SoundJam MP, which would go on to become iTu...

31 Mai 20171h 22min

Episode 37: BAMTech, Disney and "the Biggest Media Company You've Never Heard Of”

Episode 37: BAMTech, Disney and "the Biggest Media Company You've Never Heard Of”

Ben and David continue Acquired’s “tech and sports” mini-series with Disney’s 2016 acquisition of a minority stake (with the right to purchase a majority stake at a later date) in BAMTech, the interne...

10 Mai 20171h 22min

Episode 36: The LA Clippers

Episode 36: The LA Clippers

In honor of start of NBA playoffs, Ben & David venture off the beaten path to explore one of Steve Ballmer’s most famous acquisitions, his 2014 purchase of the Los Angeles Clippers NBA franchise. Was ...

24 Apr 20171h 12min

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