Julia Alexander

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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

So now that the advertising economics are starting to come much more into play for premium services, especially Netflix, I think you will see them try to get to their own ER.

They tried with a show called A Pulse, and I think they had a show called The Residence, which was very kind of procedurally.

And these didn't really work out for Netflix.

So I think they do want to build it.

But again, they've just

they feel like they've run out of time in order to do it if they're going to compete in a heavily consolidated market and if they're going to compete specifically for sports rights which is also key to this conversation and they're going to compete with companies like amazon and google on securing the those sports rights then they need to be able to increase their engagement increase the amount of shows that they can have ads on kind of overnight and this was just the best opportunity

If the fact that somebody can put Michael Keaton's Batman on in the background, even if they're playing Candy Crush or watching Instagram reels, the fact that they still are opening Netflix to do so and not opening HBO Max or not going to something like Tubi, which may also have it, like that's the other thing is a lot of these titles are not exclusive.

So really the option of where to get them is becoming more of a problem for a company like Netflix and this kind of highly contentious environment for attention.

It is still a win.

I think about this a lot with advertisers.

And of course you spend a lot of time thinking about ads and talking to advertisers and you never can promise the ROI, right?

Even if you're saying this, we have 325 million subscribers.

We have 190 million monthly active users on our ad supported tier.

Whether or not those ads are reaching people, unclear.

And advertisers don't know.

But the fact that they are seeing engagement with something like Batman, and maybe there's four ads on Batman, the hope is that, OK, well, maybe somebody is watching this, not in the background, and they are going to look up.

And so I think the question for Netflix really is,

is this going to be valuable for us in this race against YouTube and other potential mega streamers, which they also saw with Paramount.

The threat from Paramount was that, okay, if Paramount comes in and buys the Warner Brothers Discovery Library and keeps it exclusively, what does that do to our business?

Is this more of an offensive or defensive strategic move from Netflix?

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