Scott Galloway

You know, Hollywood Bitch is about Netflix having too much power.

But Ted...

likes Hollywood.

I was at the BAFTA Awards.

He shows up with a bow tie.

He likes creatives.

The guy ran video store chains.

He was the manager of a video rental chain.

He likes movies.

He likes the creative community.

Netflix may have outsourced much of their production to overseas arbitraging geographically, but he believes in big...

production, makeup artists, gaffers, editors, actors.

You know, he's sort of, he is part of the community.

Do you think Ellison gives a shit about, I think he's gonna literally say to his son, all right, okay, this has been a lot of fun, good for you, I'm glad it's your legacy.

This company's trading at a crazy multiple of EBITDA.

You gotta grow revenues, high single digits.

You gotta cut expenses 10 to 20% within 24 months.

Well, how are we gonna do that, dad, without dramatically reducing the top line?

We're gonna use AI.

And instead of putting out 30 movies at 150 million each, we're gonna put out 50 movies at 30 million each using this new cool thing called AI.