Neal Freiman

December was one to remember.

According to Bloomberg's LucasShot, Netflix posted its best month of viewership ever in December,

thanks to its NFL Christmas Day games and the final season of Stranger Things.

During that month, Netflix accounted for almost double the viewership of Disney's streaming services.

Toby, the only thing stopping Netflix from even more global domination might be regulators.

So Netflix is trying to stake out the argument that they are just one of many streaming companies or television companies seeking attention for your eyeballs.

It competes in this very competitive market.

Perhaps regulators or the government is going to say, no, you actually are a streaming TV service.

You're competing against HBO Max, Disney.

plus Paramount, plus you are actually operating in that market.

And when you look at that specific market, if Netflix were to combine with HBO Max, just HBO Max, the streaming service, that would put the combined company over 30% U.S.

market share, which would maybe raise monopoly concerns.

But then if you put it in the bigger market with YouTube and now Instagram Reels, said Ted Sarandos mentioned Instagram Reels, it's because they just released an app to put Instagram Reels on TV.

He's saying we're actually operating in this much wider market than the one that you guys think we are actually operating in.

Ravi, AI talk is everywhere at WEF.

Most are even calling it a revolution.

Be honest, hype, real deal, or both?

And be sure to head to our YouTube channel for special interviews with Lightspeed founders all week.

We just posted one with the co-founder and CEO of Proxima Fusion, Francesco Shortino, who is trying to power the world with fusion energy.

Keep an eye out as we will be posting more throughout the World Economic Forum.