

Stripe launches Plaid competitor, Cameo layoffs, Elon raises $7B + Streaming news with Lon Harris | E1452
May 6, 2022
Lon Harris, a streaming media expert from Inside Streaming, shares his thoughts on Netflix's evolving strategies and the influx of ads in streaming platforms. He highlights excitement for upcoming shows like the Obi-Wan series and discusses the impact of leadership changes on Netflix's content quality. The conversation dives into the rivalry between Stripe and Plaid, calling out the competitive nature in fintech. Lastly, they touch on Cameo's recent layoffs and Elon Musk's surprising Twitter moves, blending humor with insightful commentary.
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Theatrical Experience
- Jason Calacanis got spoiled on recent movies because his kids assumed they could watch them at home.
- He believes a dedicated theatrical experience is crucial, especially for longer movies like The Batman.
Ideal Streaming Window
- The ideal window between theatrical release and streaming is debated, with Lon Harris suggesting four weeks and Molly Wood six.
- A shorter window keeps the conversation alive, while a longer one builds anticipation.
Netflix Content Strategy
- Netflix's content strategy debate involved "Old Hollywood" focused on quality vs. "Walmart" maximizing quantity.
- This internal conflict, highlighted in a Hollywood Reporter article, potentially led to Netflix's recent decline.