

Encouraging Netflix Earnings, Continuing Questions, and How the Model Might Evolve
Jan 23, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
Chat GPT - What's the Tenor of Every Chat Conversation?
01:43 • 2min
Netflix's Fourth Quarter Report
04:08 • 5min
Netflix's Average Revenue Predictor
09:25 • 2min
Cable, I'm Excited to Hear Cable's Last Laugh
11:12 • 4min
Netflix's Headline KPI Is Revenue, Right?
15:28 • 2min
Is There Any Comfort TV Being Produced Today?
17:43 • 2min
Is a Free Ad Supported Streaming Service in Netflix's Future?
19:54 • 5min
The Ultimate Monetization Model Is Ads
25:04 • 4min
Netflix and Reed Hastings
29:18 • 3min
Netflix
32:31 • 2min
Netflix and Spotify - What's the Difference?
34:17 • 4min
Netflix
38:43 • 2min
Netflix
40:13 • 2min
Gogaro Electric Scooter Review
41:53 • 6min
Tesla Valuation
47:53 • 4min
I Don't Need a Scooter in Taiwan
51:47 • 2min
The Beginner's Guide to Arm Chips
53:46 • 4min
Cigar Night in DC
57:50 • 3min