Exploring Netflix's journey from DVD rentals to content creation, funding strategies, international growth, market saturation concerns, and potential paths to becoming a trillion-dollar company while addressing challenges like ads, investment decisions, valuation, and future expansion into live content and sports broadcasting.
On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, the bull case for Amazon, how Netflix became the king of streaming, potential challenges ahead for Nvidia, remembering Daniel Kahneman, and much more!
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