Andrew and Ben talk through Netflix’s proposed $72 billion deal to buy Warner Brothers, including the logic for Netflix, the frictionless nature of competition on the internet, and the threat that Netflix sees from YouTube. Then: David Zaslav’s windfall, and an argument about the regulatory questions that may scuttle this deal. At the end: The better business model between YouTube and Netflix, an emailer wonders why everyone is mourning the end of a Hollywood business that can’t succeed in the modern marketplace, groupchats and the college experience, and a word about Flighty.

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@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Netflix and the Hollywood End Game — Stratechery

Netflix and the Flattening of Everything — Sharp Text

An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros. — Stratechery Interview

Economic Power in the Age of Abundance — Stratechery

Spotify, Netflix, and Aggregation — Stratechery

An Interview with Ryan Jones About Flighty and Building Apps in 2025 — Stratechery Interview

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