Nick and Jack

So, Jack, what is the implication of Netflix's huge, ambitious new goal? They must believe they're still in their adolescence. Yeah. After 28 years, they think they're still a growth company. And we should point out, Netflix has three recent growth drivers which have been pumping up the stock. They've limited password sharing, they've raised prices, and they've started an advertising business.

So, Jack, what is the implication of Netflix's huge, ambitious new goal? They must believe they're still in their adolescence. Yeah. After 28 years, they think they're still a growth company. And we should point out, Netflix has three recent growth drivers which have been pumping up the stock. They've limited password sharing, they've raised prices, and they've started an advertising business.

So, Jack, what is the implication of Netflix's huge, ambitious new goal? They must believe they're still in their adolescence. Yeah. After 28 years, they think they're still a growth company. And we should point out, Netflix has three recent growth drivers which have been pumping up the stock. They've limited password sharing, they've raised prices, and they've started an advertising business.

But looking forward, we notice Netflix has one new growth driver. Stamp their passport. stamp that business model passport in other countries. Specifically, they want to penetrate two untapped countries that have good broadband internet access and love streaming just like everyone else. India and Brazil.

But looking forward, we notice Netflix has one new growth driver. Stamp their passport. stamp that business model passport in other countries. Specifically, they want to penetrate two untapped countries that have good broadband internet access and love streaming just like everyone else. India and Brazil.

But looking forward, we notice Netflix has one new growth driver. Stamp their passport. stamp that business model passport in other countries. Specifically, they want to penetrate two untapped countries that have good broadband internet access and love streaming just like everyone else. India and Brazil.

Netflix, they're one half Silicon Valley, one half Hollywood studio, and they've got a playbook on expanding in new international markets. So their goal for the next five years is do what they've already done in the United States, Germany, France, and South Korea, but for India and Brazil. They want to stamp that passport. What's it going to look like, Jack?

Netflix, they're one half Silicon Valley, one half Hollywood studio, and they've got a playbook on expanding in new international markets. So their goal for the next five years is do what they've already done in the United States, Germany, France, and South Korea, but for India and Brazil. They want to stamp that passport. What's it going to look like, Jack?

Netflix, they're one half Silicon Valley, one half Hollywood studio, and they've got a playbook on expanding in new international markets. So their goal for the next five years is do what they've already done in the United States, Germany, France, and South Korea, but for India and Brazil. They want to stamp that passport. What's it going to look like, Jack?

They're going to have to film some local shows and local movies, then dub the rest of their programming into the local language, and then launch in that country at a price that's affordable to that market. Spoiler, we're calling it now. The next Squid Game is going to be a steak-eating competition at a churroscaria in Rio de Janeiro, where everyone's wearing... Brazilian thong bikinis.

They're going to have to film some local shows and local movies, then dub the rest of their programming into the local language, and then launch in that country at a price that's affordable to that market. Spoiler, we're calling it now. The next Squid Game is going to be a steak-eating competition at a churroscaria in Rio de Janeiro, where everyone's wearing... Brazilian thong bikinis.

They're going to have to film some local shows and local movies, then dub the rest of their programming into the local language, and then launch in that country at a price that's affordable to that market. Spoiler, we're calling it now. The next Squid Game is going to be a steak-eating competition at a churroscaria in Rio de Janeiro, where everyone's wearing... Brazilian thong bikinis.

Red paddle, you're dead. Green paddle, you live. That's how it works in Brazilian steakhouse. I think that is exactly how it works. Well, foot jack. So besties, that is how Netflix plants double revenue and triple profits by the year 2030. Stamp their passport in two countries that represent nearly 2 billion people who've never logged in to Netflix. But Jack, I got to pause the pod for a sec.

Red paddle, you're dead. Green paddle, you live. That's how it works in Brazilian steakhouse. I think that is exactly how it works. Well, foot jack. So besties, that is how Netflix plants double revenue and triple profits by the year 2030. Stamp their passport in two countries that represent nearly 2 billion people who've never logged in to Netflix. But Jack, I got to pause the pod for a sec.

Red paddle, you're dead. Green paddle, you live. That's how it works in Brazilian steakhouse. I think that is exactly how it works. Well, foot jack. So besties, that is how Netflix plants double revenue and triple profits by the year 2030. Stamp their passport in two countries that represent nearly 2 billion people who've never logged in to Netflix. But Jack, I got to pause the pod for a sec.

Back to that $1 trillion goal. That is very specific. That is very financial. And that is very un-Netflix. Ta-da! So Jack, what's the takeaway for our buddies over at Netflix? With each new era, you need a new North Star. Now, yetis, few know this, but Jack and I are astrologists. And the North Star actually does change every 26,000 years based on the Earth's axis.

Back to that $1 trillion goal. That is very specific. That is very financial. And that is very un-Netflix. Ta-da! So Jack, what's the takeaway for our buddies over at Netflix? With each new era, you need a new North Star. Now, yetis, few know this, but Jack and I are astrologists. And the North Star actually does change every 26,000 years based on the Earth's axis.

Back to that $1 trillion goal. That is very specific. That is very financial. And that is very un-Netflix. Ta-da! So Jack, what's the takeaway for our buddies over at Netflix? With each new era, you need a new North Star. Now, yetis, few know this, but Jack and I are astrologists. And the North Star actually does change every 26,000 years based on the Earth's axis.

So with each new era, there is literally a new North Star. and we think the same applies to companies. Now, when Netflix was founded, it was in the move fast and break things era of tech. So their goal back in, say, 2005, here's what Reed Hastings said. They had to win a ferocious head-to-head battle with blockbuster video.

So with each new era, there is literally a new North Star. and we think the same applies to companies. Now, when Netflix was founded, it was in the move fast and break things era of tech. So their goal back in, say, 2005, here's what Reed Hastings said. They had to win a ferocious head-to-head battle with blockbuster video.