The Vergecast Netflix wants linear TV to die, Thread border routers are Matter-ready, and Tesla sold most of its Bitcoin
Jul 22, 2022
The hosts tackle Netflix's bold move to embrace the decline of traditional TV, highlighting subscriber drop challenges and a new ad-supported model. Tesla's significant Bitcoin sale and its evolving electric vehicle strategy get dissected, especially in light of production hurdles. The podcast also dives into the breakthrough of Thread technology in smart homes, promising better device connectivity. With entertaining banter, they explore the unusual trend of subscription features like heated seats and the complexities of streaming service licensing.
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Tesla's Competition
- Tesla faces increasing competition in the EV market as other automakers ramp up production.
- This competition coincides with supply chain issues and production slowdowns for Tesla.
F-150 Lightning Anecdote
- Nilay Patel tried buying a Ford F-150 Lightning but encountered dealer markups and fees.
- This illustrates the high demand and limited availability of electric vehicles.
Shifting Car Revenue
- Traditional carmakers seek new revenue streams as EV maintenance generates less recurring income than gas cars.
- This leads to strategies like BMW's heated seat subscriptions, mirroring the recurring revenue model of software/services.