Andrew and Ben talk through Netflix’s proposed $72 billion deal to buy Warner Brothers, including the logic for Netflix, the frictionless nature of competition on the internet, and the threat that Netflix sees from YouTube. Then: David Zaslav’s windfall, and an argument about the regulatory questions that may scuttle this deal. At the end: The better business model between YouTube and Netflix, an emailer wonders why everyone is mourning the end of a Hollywood business that can’t succeed in the modern marketplace, groupchats and the college experience, and a word about Flighty. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Netflix and the Hollywood End Game — Stratechery Netflix and the Flattening of Everything — Sharp Text An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros. — Stratechery Interview Economic Power in the Age of Abundance — Stratechery Spotify, Netflix, and Aggregation — Stratechery An Interview with Ryan Jones About Flighty and Building Apps in 2025 — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Analysis: done · source seed