Julia Alexander

speaker

609 appearances 3 recordings 3 series first heard Nov 2025 last heard 11 Jun

Julia Alexander’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 1.

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Decoder with Nilay Patel · Netflix is eating Hollywood — because it has to · 29 Jan 2026 podcast

There's just a lot of stuff in there, including...

Shows like ER and Friends and the things that people really want to watch, the movies that people really want to watch.

And so in order for Netflix to get to that point, they would have had to have another 30, 40 years to build up the library.

And because of the competition from YouTube and these free ad-supported services and Instagram, you know, you have Ted Sarandos saying Instagram is coming in a very Game of Thrones.

like way, right?

This way.

I think in order to get there, they made a very traditional, for kind of this tech disruptor in the media space, they made a very traditional media play, which was just to go and buy someone and scale quickly in that regard.

A big part of it is the economics.

So if you look at why a show like ER, which ran 15 seasons, a show like 30 Rock, which ran I think six or seven seasons, any of these type of long-running shows, big reason was that –

the advertising that supported it through the broadcast and even throughout the cable system with the ads they could bring in on top of the affiliate fees they were generating meant that you could take bet on longer shows because you had to fill the shelf space the ads were going to be there you needed to have shows in order to do it and as they built up those audiences they could kind of go for a longer period of time the efficiency metric which is a term that every content planning and analysis team will use within streaming services

The efficiency metric was much, much higher for those types of broadcast shows during the heyday of broadcast.

Yes, precisely.

And so if you look at Netflix, up until very recently, they were staunchly against ads.

And so everything that they did, their whole efficiency metric was, are people coming in for this type of show?

And are they not canceling because of the show?

Something that we call acquisition and retention.

Right.

And so eventually a show in its second or third season is just going to have less overall acquisition pull.

And by that point, if it's not a phenomenal show or it's only got four or five episodes or six episodes, Netflix loves the limited series in part because of this, you're going to just stop making those seasons.

You're going to try a new show and go, well, maybe we can bring in a customer or retain a customer because of this instead.

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