Netflix

“Focus on application like Netflix is application. You know, Amazon is a real application. That to me, they're winning.”

“All the questions that matter for Netflix have become media industry questions. This is obviously the great tension point about Tesla. It's a car company. It was a technology company.”

“He is so logical and structured in his thinking... but then once in a while, he's a gambler... I find that there's a superpower in being structured in your thinking, but then not too structured in that you're always going with the flow.”

“Merge itself is now powering infrastructure for OpenAI, JPMorgan, Netflix, Perplexity, Uber, Mistral, and Dropbox — a customer list that validates the scale of AI enterprise adoption.”

“Netflix used to deliver DVDs and envelopes and they thought their competition was Blockbuster.”

“Peter Chernin, whose production company currently has the top Netflix movie and series.”