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Netflix's Cockiness in the Markets
Jules: I hate the cockiness in their investors letter about how when they make these moves in markets, they see a drop and then they see a growth. And there seems to be a growing divide between people who consider Netflix a must have service and people who think that it's a fourth or fifth tier streaming service now. He says he could happily live without Netflix, but his wife watches a lot of Netflix and he spends most of his time on HBO stuff on Disney plus on Prime. Jules just put like a pirate chant to you, like quietly under the sauce segment and we'll move on.
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