cover of episode TWiST News: Netflix Goes Live, The FCC Revamp, Free Speech, and Regulatory Shifts | E2046

TWiST News: Netflix Goes Live, The FCC Revamp, Free Speech, and Regulatory Shifts | E2046

2024/11/19
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This Week in Startups

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A
Alex Wilhelm
知名科技记者和《This Week in Startups》播客主持人,专注于科技行业分析和趋势讨论。
J
Jason Calacanis
一位多才多艺的美国互联网企业家、天使投资人和播客主持人,投资过多家知名初创公司,并主持多个影响广泛的播客节目。
Topics
Jason Calacanis 认为 Netflix 直播 Tyson vs. Paul 的比赛质量差,技术故障多,虽然吸引了大量观众,但暴露出其直播技术上的不足。他认为这次直播是一次失败的压力测试,但也对 Netflix 未来发展体育直播业务有益。他同时指出,如果体育赛事免费并包含在订阅服务中,其观众规模可能会大幅增加。他认为,体育赛事和自然纪录片是全球通用的内容,没有文化和语言障碍,因此流媒体平台应该大力发展体育直播,并通过广告盈利。 Alex Wilhelm 则认为 Netflix 的直播活动吸引了大量观众,其中包括创纪录的女子体育赛事直播,这证明了体育直播的巨大潜力。但他同时也指出,体育赛事版权分散在不同的流媒体平台上,这对于观众来说很不方便,他希望所有体育赛事都能像 NBA League Pass 一样,用户只需一次订阅即可观看所有比赛。

Deep Dive

Chapters
The discussion covers Netflix's live event issues, particularly the 'fight' night, and explores the potential of sports streaming. The conversation delves into the fragmentation of sports rights and the evolving business models in streaming.
  • Netflix's live event faced technical issues and poor quality.
  • The event drew 65 million concurrent streams, indicating a large potential audience for live sports.
  • The intersection of professional wrestling, sports betting, and viewership is growing.
  • Netflix is leaning into live sports, with upcoming NFL and WWE games.

Shownotes Transcript

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Todays show:

Alex Wilhelm joins Jason to discuss Netflix's 'fight' night, exploring content rights, media models, and the fragmentation of sports. They then covered Brendan Carr's promotion to FCC chair, a win for satellite Internet but raising concerns about business interference. The conversation shifted to global social media regulation before examining the tech community's excitement about Emil Michael potentially leading the Department of Transportation.

Timestamps:

(0:00) Jason and Alex kick off the show

(1:14) Netflix's live event issues and potential in sports streaming

(6:28) The growing intersection of professional wrestling, sports betting, and viewership

(10:03) Evolving business models in streaming: Advertising vs. subscription

(11:55) Coda - Get a $1,000 startup credit at https://coda.io/twist)

(13:49) The future landscape of sports streaming rights and network deals

(17:17) Maintaining editorial independence in media companies

(20:24) Analyzing NFL viewership trends and their influence on television

(21:11) Netflix's content strategy and Amazon Prime's new ad policies

(23:10) Lemon.io) - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist)

(24:39) AI, monetization, and the move towards ad-free experiences

(27:49) Exploring the viability of Netflix hosting pay-per-view events

(33:52) Brendan Carr's FCC chairmanship and the future of rural broadband

(38:22) The role of the free market in social media platform regulations

(32:21) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.

(45:02) Political shifts and their impact on tech and social media

(49:50) TikTok's regulatory challenges and UK censorship laws

(1:03:11) Emil Michael's potential cabinet position and government efficiency

(1:12:26) Strategies for balancing the federal budget and reducing national debt

(1:16:19) ByteDance's valuation amidst US restrictions

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Mentioned on the show:

https://www.usatoday.com/story/sports/boxing/2024/11/15/mike-tyson-jake-paul-netflix-issues-buffering-reactions/76343456007)

https://www.wsj.com/tech/ai/ai-investments-are-booming-but-venture-firm-profits-are-at-a-historic-low-f1b3ca6b?st=seBBTr&reflink=desktopwebshare_permalink)

https://www.cnn.com/2024/11/18/media/brendan-carr-trump-fcc-nominee-project-2025/index.html)

Follow Alex:

X: https://x.com/alex)

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm)

Follow Jason:

X: https://twitter.com/Jason)

LinkedIn: https://www.linkedin.com/in/jasoncalacanis)

Thank you to our partners:

(11:55) Coda - Get a $1,000 startup credit at https://coda.io/twist)

(23:10) Lemon.io) - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist)

(32:21) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.

Great TWIST interviews: Will Guidara,) Eoghan McCabe), Steve Huffman), Brian Chesky), Bob Moesta,) Aaron Levie), Sophia Amoruso), Reid Hoffman), Frank Slootman), Billy McFarland)

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