Season 3, Episode 9: Netflix (Part 2)

第 3 季第 9 集:Netflix(第 2 部分)

Acquired

商务

2018-11-26

1 小时 28 分钟
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单集简介 ...

We complete our two-part Netflix special with the company’s bold transition to streaming, including of course the most (in)famous spin-out in business history. Rising from the ashes of Qwikster, we chronicle Netflix’s rebirth as a media company and long journey back to the top of the FAANG mountaintop! Sponsors:ServiceNow: https://bit.ly/acqsnaiagentsHuntress: https://bit.ly/acqhuntressVanta: https://bit.ly/acquiredvanta More Acquired!: Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!Links:Netflix’s Qwikster apology video: https://youtu.be/c8Tn8n5CIPkSNL parody of the apology video: https://bit.ly/2PWEyyZEvolution of Netflix home page: https://read.bi/2KvHdteThe Chaos Monkey: https://bit.ly/1qkqDxZ Benedict Evans’ chart of FAANG stocks: https://bit.ly/2r3D72A Carve Outs: Ben: Kevin Rose interviews Matthew Walker on sleep: https://bit.ly/2LpIl5vDavid: Justin O’Beirne on Apple’s new Maps: https://bit.ly/2zrQ76Z
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单集文稿 ...

  • Oh, my God, David, look at that podcast room.

  • You are in that foam padding.

  • Welcome to season three, episode nine of Acquired, the show about technology, acquisitions and IPOs.

  • I'm Ben Gilbert.

  • I'm David Rosenthal, and we are your hosts Today.

  • We are back with the acquired version of Terminator 2, the second part of our Netflix episode.

  • You like that, David?

  • It's just for you.

  • Oh, man, that's great.

  • That's great.

  • Love it.

  • Listeners, now, if you remember, the last episode we did covered the DVD saga of Netflix and where we left our heroes in 2009, shortly before the epic launch of Quickster.

  • So today, we're going to dive in on the era of streaming and later, original content.

  • So, David, I wanted to have a fun fact to start us off on Netflix.

  • So, as you remember, they were once a plucky startup mailing DVDs to customers and a remnant of the pre.com bubble starting in 97.

  • And they were doing this even before most people had DVD players.

  • They were waiting for the DVD wave to crest.

  • This company now accounts for 15% of all Internet traffic.

  • I know, it's in my show notes.

  • Well, sorry to blow your cover early, but streaming movies and TV as a category actually now makes up 58% of downstream Internet traffic.