AI is quickly chipping away at Netflix’s quality advantage. The only way out for the streaming giant is to dramatically increase its content flywheel. Enter gaming and user-generated content.
Hey, great read as always. Your analysis of the YouTube flywheel and Netflix's economic limits feals incredibly sharp, especially with AI changing content paradigmes.
Thanks for the kind feedback! And great points on speed and timing here. My take is that there’ll still be plenty of demand from consumers for high quality programming and AI will still need time before you can simply press a button and spin out incredible programming just like that. But it’s happening.
This is Sido the reason I believe why Netflix changed its mind and now wants to explore buying Warner Bros Discovery - the additional content offers prolonged protection while they figure out UGC.
Hey, great read as always. Your analysis of the YouTube flywheel and Netflix's economic limits feals incredibly sharp, especially with AI changing content paradigmes.
Thanks for the kind words!
Thanks for the kind feedback! And great points on speed and timing here. My take is that there’ll still be plenty of demand from consumers for high quality programming and AI will still need time before you can simply press a button and spin out incredible programming just like that. But it’s happening.
This is Sido the reason I believe why Netflix changed its mind and now wants to explore buying Warner Bros Discovery - the additional content offers prolonged protection while they figure out UGC.