Netflix owes around $15 billion, yet it continues to spend money billions each year to fund its original programming. Is this a brilliant move to set it apart from the competition or a house of cards ready to collapse?
Hosts: Peter Kafka & Rani Molla
This podcast is a production of Recode by Vox and the Vox Media Podcast Network. This episode was produced b ... Show More
Jan 2024
Prof G Markets: Why Netflix Dominates, China’s Economic Strife, and a Year of Reckoning for Startups
Scott shares his thoughts on why VC-backed startups are burning through so much cash, and what 2024 has in store for them. He then breaks down Netflix’s latest earnings and discusses its unexpected competition. Finally, he takes a look at China’s markets in light of the country’s ... Show More
51m 48s
Jun 2022
Netflix’s Bumpy Ride & Buy Now, Pay Later Debt 6/3/22
<p>Netflix’s volatility continues; despite a bounce in share price this week, the stock is down 66% this year. Gene Munster, Loup founder, discusses his firm’s “higher risk, higher reward” investment in the streaming platform and why it’s important to get its ad model right. Cons ... Show More
19m 41s
Mar 2025
Is Netflix Spending its $18 Billion Content Budget Correctly?
Matt is joined by Bloomberg’s Lucas Shaw to parse Netflix’s latest data dump and look at what is and is not working for the streamer. Big-budget live-action movies, sitcoms, reality shows, crime documentaries, foreign films and TV all contribute to Netflix’s enormous slate of con ... Show More
31m 47s
Aug 2025
The Trillion Dollar AI Question
AI spending is approaching $1 trillion per year, but will there be a return from that spending. And the crew discusses the latest housing trends and how KPop Demon Hunters could change media. Travis Hoium, Lou Whiteman, and Tim Beyers discuss: - AI capex trends- Housing prices de ... Show More
41m 12s