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nilay patel @reckless
Jon starts by asking about chip shortages. “When is supply going to catch up with demand?” “What’s different this time is every industry needs more” chips, says Su. “Over 20 new factories coming online this year and 20+ more in planning.” Says it’ll get better into 2022. — PolitiTweet.org
nilay patel @reckless
That’s it for Sarandos. Next up Kara interviews AMD CEO @LisaSu with our friend @jonfortt! — PolitiTweet.org
nilay patel @reckless
Our man @alexeheath asks Ted Sarandos about Epic / Apple ruling and how it will affect Netflix. “Ramifications for anyone who does business on the platform,” he says, but otherwise does not want to engage that question. — PolitiTweet.org
nilay patel @reckless
Netflix not getting into sports, says Sarandos. Not “the next best use of 10 billion dollars, which is what it would take to get into a major sports league.” Best use is more film and TV, and sports-adjacent content like Drive to Survive. — PolitiTweet.org
nilay patel @reckless
“Franchise are nice but what you want are hits,” says Sarandos. Says things like Stranger Things are big world building franchises that can be expanded upon. — PolitiTweet.org
nilay patel @reckless
RT @alexeheath: Sarandos just released some data here at #CodeCon about the number of viewers for its Emmy-winning shows. Accounts in the f… — PolitiTweet.org
nilay patel @reckless
Games will be primarily focused on mobile and part of the subscription, says Sarandos. No hard deadline — “when it’s ready for prime time.” — PolitiTweet.org
nilay patel @reckless
Sarandos looks at games like “any other vertical,” like scripted and movies and foreign language content. — PolitiTweet.org
nilay patel @reckless
The next biggest crossover hit on Netflix is something called Squid Games, Sarandos says — PolitiTweet.org
nilay patel @reckless
Kara asks what Sarandos likes. He says Ted Lasso and “a show on HBO Max called…” and I was really hoping for F Boy Island but he said The Other Two. — PolitiTweet.org
nilay patel @reckless
“Most talent wants to be on the place that they’re watching and their kids are watching and their friends are watching, and that’s Netflix,” Sarandos says about pitching talent. — PolitiTweet.org
nilay patel @reckless
“The one thing about data when it comes to creation is you have to be careful not to use it too much. Reverse-engineering storytelling is a disaster,” says Sarandos — PolitiTweet.org
nilay patel @reckless
“It’s a nice marketing platform for sure, but there are more effective ones,” Sarandos says in regards to Apple TV+ — PolitiTweet.org
nilay patel @reckless
Sarandos says making dedicated devices is “not important” for Netflix. — PolitiTweet.org
nilay patel @reckless
“You can’t look at the world and say how do we protect our business. You have to look at the world and say what do people want,” Sarandos says when asked about the future theatrical movie releases — PolitiTweet.org
nilay patel @reckless
“We really compete with ourselves. The thing I’m most focused on is internal execution,” says Sarandos when asked about Disney, HBO Max, etc. — PolitiTweet.org
nilay patel @reckless
“If you look at trends in the history of television, they happen in 20 year cycles. If you look at [current TV trends] over the next 20 years, you probably won’t even be able to identify Covid,” says Netflix co-CEO Ted Sarandon at Code. — PolitiTweet.org
nilay patel @reckless
And I am interviewing Waymo co-CEO Tekedra Mawakana tomorrow! — PolitiTweet.org
nilay patel @reckless
Y’all. The Code Conference is back. @backlon @alexeheath and I are here. Satya Nadella, Ted Sarandos, and Lisa Su today. Elon tomorrow! And many more: https://t.co/MJM6ADGUB9 https://t.co/40Ku6v9LKh — PolitiTweet.org
nilay patel @reckless
Somewhere the people who make the For Dummies books are feeling the cold wind of disruption. "Should we learn to dance" reads a hastily prepared slide presentation — PolitiTweet.org
nilay patel @reckless
The definition of a platform is when it can support dudes getting rich on TikTok explaining how the features work — PolitiTweet.org
Josh Murchie @MurchieJosh
@reckless @backlon turns out the iOS 15 trick tiktokers really are ruling the world https://t.co/6xocQlH828
nilay patel @reckless
RT @AndyHermanNFL: I gotta think that’s grounding. https://t.co/TGjPQ9jGUz — PolitiTweet.org
nilay patel @reckless
@erigion @AgentMcBride Yeah it’s gotta be the feeds NBC controls directly — PolitiTweet.org
nilay patel @reckless
They’re really gonna run this every few minutes for the whole game huh https://t.co/0k0jcWIi0C — PolitiTweet.org
nilay patel @reckless
@alexjimithing I do, watching on my iPhone in a cab! — PolitiTweet.org
nilay patel @reckless
(Disclosure NBCU is an investor in Vox Media, etc etc) — PolitiTweet.org
nilay patel @reckless
NBC and YouTube TV are in a carriage dispute, and NBC has decided to not screw around. Fun that the oldest and most boring arguments in media have been updated for the modern era! https://t.co/Y42UAkK674 — PolitiTweet.org
nilay patel @reckless
RT @CaseyNewton: Stop telling us what’s on the slides and just publish them so we can all read for ourselves — PolitiTweet.org
nilay patel @reckless
@thierylaverdure Then why do other TV apps have it enabled? — PolitiTweet.org
nilay patel @reckless
@leomvck @adamnash @orenjacob The apps are running on your phone! Same w Android Auto — PolitiTweet.org
