Felix Gillette

speaker

138 appearances 4 recordings 1 series first heard Jan 2026 last heard 16 Jul

Felix Gillette’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.

Appearances

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Bloomberg Tech · Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo · 2 Feb 2026 podcast

So things are moving forward, and it makes sense that Josh DeMauro would be in the lead at this point.

The parks and cruise division is providing the vast amounts of profit at this company, and it sort of reflects where things are at.

The experience is really working well for consumers right now, and as we've talked about, the home entertainment is still somewhat tumultuous as we make this transition from cable to streaming.

We will invest a great deal of money.

Probably the largest investment we've ever made.

Yeah.

Bloomberg Tech · Trump Rattles Europe Defense Tech Stocks · 21 Jan 2026 podcast

Yeah, I mean, I think investors have every reason to be concerned about spending at this point.

I mean, it's not just that Netflix is pursuing the biggest acquisition in the company's history, but they're also said yesterday that they're going to be spending more in 2026 than they did in 2025 on programming, whether it's TV.

series or movies.

They spent about $18 billion last year.

They're going to be up to about $20 billion this year.

And yeah, they have a lot going on, whether it's live sports that they're continuing to expand in.

They've got this whole podcasting thing they want to do.

They've been talking for a long time about trying to ramp up their video game efforts.

So yeah, spending is a concern moving forward.

I mean, what we learned is they see the competition as being incredibly fierce out there, talking about YouTube, talking about competition from other places like Instagram, TikTok.

And I think from Netflix's perspective, they can't have enough library franchises, content.

They've really become this service for all different people in the family.

And to do that, you've got to work on sports.

You've got to work on topical programming.

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