Money to burn; why Wall Street loves NFLX

The "streaming wars" are here, but they're not what you think—or rather, where you think. While competitors are duking it out in the US, Netflix wants to take over the world. Hosts: Peter Kafka & Rani Molla This podcast is a production of Recode by Vox and the Vox Media Podcast N ...  Show more

In Land of the Giants: The Google Empire, Recode’s Shirin Ghaffary and Big Technology's Alex Kantrowitz explore how a company that began with idealistic goals of creative experimentation and making useful products has turned into a worldwide power with enormous impact on the way ...  Show more

Scott shares his thoughts on why VC-backed startups are burning through so much cash, and what 2024 has in store for them. He then breaks down Netflix’s latest earnings and discusses its unexpected competition. Finally, he takes a look at China’s markets in light of the country’s ...  Show more

Did you know we have a separate Markets feed? Follow Prof G Markets for additional episodes: Apple Podcasts Spotify  Scott and Ed open the show by discussing the latest inflation report, the rise of tuition at private schools and the EU’s investment in AI. Then they break dow ...  Show more

Scott and Ed open the show by discussing the latest inflation report, the rise of tuition at private schools and the EU’s investment in AI. Then they break down Reddit’s earnings, explaining why the company has significant room for growth. Scott and Ed also discuss Netflix's pote ...  Show more

Netflix’s volatility continues; despite a bounce in share price this week, the stock is down 66% this year. Gene Munster, Loup founder, discusses his firm’s “higher risk, higher reward” investment in the streaming platform and why it’s important to get its ad model right. Cons ...