2003
Netflix's stock fell about 60% when Amazon was reported to be entering the market, and McCarthy stayed on instead of leaving.
“It dropped literally the stock price drops 60, six zero percent shades of what's happening with Peloton now.”
Topic
Netflix
28 facts from 21 episodes, in date order. These are what speakers said on the shows, each linked to the moment it was said. They aren't independently verified.
2009
Netflix became an AWS customer in 2009.
“2009, Netflix becomes a customer. And how crazy is this?”
2012
Netflix CEO Reed Hastings was the first guest interviewed on stage at the first AWS re:Invent conference in 2012.
“Reed Hastings was actually the very first guest interviewed on stage at the first reInvent in 2012.”
2016
Fleabag debuted in the United States on Amazon, amid a race among networks, cable and streamers including Netflix to make good shows.
“streaming TV services like Netflix and Amazon, where Fleabag debuted in the United States, were all in a race to just get good stuff out there.”
2017
On its August 2017 earnings call, Disney announced it would pull its content from Netflix as agreements expired.
“We're taking our content off of Netflix as our, as our content agreements with Netflix expire.”
2019
Disney+ was priced at $6.99 a month, compared with $12.99 for Netflix's basic plan.
“$6.99 a month compared to $12.99 a month for the basic plan of Netflix.”
2020
Anna Lembke appeared in the 2020 Netflix documentary The Social Dilemma.
“Lembke is an author and was featured in the 2020 Netflix documentary The Social Dilemma”
2024
Matt Garman said Netflix runs its own homegrown content delivery network and that this part, not its AWS infrastructure, was stressed during the Jake Paul-Mike Tyson stream.
“Netflix has their own homegrown CDN that they use, and that's the part that I think was stressed.”
2026
Mike Eruzione said about fifty to sixty people gathered at a nine-hole golf course in his hometown to watch the Netflix documentary on the 1980 team.
“I had, I think, about fifty f- fifty to sixty people at a little 9 hole golf course where I'm a member at in my hometown.”
Undated
Hamilton Helmer said late fees made up half of Blockbuster's income, which Netflix declined to charge.
“So late fees accounted for half of Blockbuster's income. Netflix said we're not doing it.”
Undated
Hamilton Helmer says late fees made up about half of Blockbuster's income, and Netflix chose not to charge them.
“So late fees accounted for half of Blockbuster's income. Netflix said we're not doing it.”
Undated
Hamilton Helmer says Netflix's scale economies carry into new countries when part of its existing content, even 20 percent, applies there.
“So let's say you're going into England and 20 percent of your U.S. content applies.”
Undated
After Netflix adopted the subscription model with McCarthy as CFO, revenue rose from about $1 million to $5 million, then $35 million, then hundreds of millions.
“It goes from 1 million to 5 million in revenue that year. The next year, 35 million and then hundreds of millions after after that.”
Undated
Chenyi Shi and Hamilton Helmer used Netflix's expansion into Korea as an example of growth that reuses fixed content costs across countries.
“And so Netflix streaming in Korea, it built on, so you're saying you can share content across countries, right?”
Undated
Bezos pointed to Netflix, which began streaming as a free extra for DVD subscribers, as the model for making Amazon video free for Prime members.
“Jeff reminded us how Netflix got started off by offering watch now streaming videos to its DVD subscription service.”
Undated
To differentiate its streaming service and avoid endless bidding against rivals for studio content, Amazon concluded it had to produce its own movies and TV shows.
“We had to create our own content. It was time to make our own movies and TV shows.”
Undated
Bojinov uses the Netflix ranking algorithm as an example of an external-facing AI project deployed to customers.
“You have external facing projects where the AI is going to be deployed to your customers. So think like the Netflix ranking algorithm, right?”
Undated
Taylor recalls, with uncertainty, that Netflix CEO Reed Hastings said Netflix's greatest competitor was Fortnite, illustrating that its job was evening entertainment rather than streaming movies.
“I think Reed Hastings mentioned that the greatest competitor Netflix at the time was Fortnite or something.”
Undated
Hancock says the Society for American Archaeology wrote to Netflix asking it to reclassify Ancient Apocalypse as science fiction.
“the Society for American Archaeology wrote an open letter to Netflix, uh, asking Netflix to reclassify the series as science fiction.”
Undated
Netflix uses cues such as 'for you' and 'recommended because you saw X' to show its recommendation system is learning.
“In some companies like Netflix, you see them address this by including little cues such as, you know, for you, or, you know, recommended because you saw X”
Undated
Arora recalls that for years it was unclear how YouTube would make money while Netflix was seen as the profitable streaming business.
“I remember how for the longest of years, nobody quite knew how YouTube was gonna make money, and everybody was looking at Netflix as the one who are making money in streaming.”
Undated
Thomas Holmes uses Netflix recommendations to illustrate a case where inconsistent model output has low consequences, unlike insurance pricing.
“And for something like a vastly different Netflix recommendation, that's fine.”
Undated
Nishtha Jain cited the Blockbuster and Netflix story as a famous example of how technology change reshaped a market.
“the the famous story we hear is the blockbuster Netflix story, um, that, you know, how, how that all changed.”
Undated
Mike Eruzione said the Netflix documentary includes Ken Morrow talking about his father.
“Kenny Morrow talking about his dad and what his dad meant to him.”
Undated
Mike Eruzione said people at Netflix told him the Miracle on Ice documentary might be the best one they have made.
“people at Netflix have told me it might have been the best one they've ever done”
Undated
Aamer Baig described machine learning as predictive and prescriptive AI and cited Netflix recommendations as an everyday example.
“Machine learning, which is the type of AI that does predictive and prescriptive analysis, is been has been used a lot. Think of Netflix recommendations in in our daily use.”
Undated
Debanjan Saha envisions Netflix generating personalized content on request based on a viewer's mood.
“You can tell Netflix, this is what I am in the mood for, and they will cook something up for you and show it to you, right?”
Undated
Colman Domingo said he is developing a Netflix show called Headliners House.
“we're developing something now, uh, for Netflix, uh, a show called, Um, Headliners House”
Episodes
- 16 Aug 2021Understanding & Treating Addiction | Dr. Anna Lembke1h 58m
- 4 Apr 2023Interview: Hamilton Helmer & Chenyi Shi on How to Build an AWS-Like Second Business1h 31m
- 6 Sep 2022Amazon Web Services2h 45m
- 10 Feb 2022Peloton2h 20m
- 8 Dec 20217 Powers with Hamilton Helmer1h 4m
- 17 Mar 2020The Top 10 Acquisitions of All-Time1h 51m
- 25 Nov 2019Disney, Plus2h 19m
- 16 Oct 2024#449 – Graham Hancock: Lost Civilization of the Ice Age & Ancient Human History2h 41m
- 21 Sep 2023#321 Working with Jeff Bezos57m
- 27 Sep 2026The Best TV Shows of the 21st Century59m
- 3 Mar 2026Mike Eruzione: The Miracle on Ice & Team USA Winning Olympic Gold18m
- 19 Oct 2026Colman Domingo1h 4m
- 18 Feb 2025The Consumer Psychology of Adopting AI27m
- 5 Dec 2023Setting AI Projects Up for Success25m
- 13 Jan 2025Why CEO Matt Garman is willing to bet AWS on AI1h 10m
- 4 Oct 2025The Impact of AI, from Business Models to Cybersecurity, with Palo Alto Networks CEO Nikesh Arora58m
- 3 Sep 2024Bret Taylor - The Agent Era - [Invest Like the Best, EP.386]1h 28m
- 2 Apr 2026297. Boards in the age of AI46m
- 4 Jul 2026Reengineering Work with Intelligent Agents - with Debanjan Saha of DataRobot30m
- 17 Feb 2026Enterprise AI Adoption at a Moment of Maximum Skepticism - with Nishtha Jain30m
- 21 Jan 2026Translating AI Models into Business Value From Governance to Deployment - Thomas Holmes of Akur826m