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Netflix is not a tech company (2019)

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Re: Netflix is not a tech company (2019)

#201
post #148

Here's the framework I use: "tech companies" are those where tech still plays a significant factor in the growth of the company such that it's important to an executive level. Example: Google is still a tech company. As much as some might view search as "solved" (just like it was when Google was founded I might add), search continues to get better. Tech still plays a significant role in the actual core business (ie a…

If it's solved, why is the UI for any other content streamer as seamless on my roku as the Netflix one. All the others, I might as well be using a 13 channel rotary dial still. Even Prime sucks, just try rewinding or fast forwarding a minute and see how frustrating that is.

Look at the Roku API and see how primitive it is. Either Netflix cares enough to make it polished or they're getting special access to private APIs.

Re: Netflix is not a tech company (2019)

#203

Earlier quoted context omitted.

Netflix figured out data-driven streaming better than anyone. That's its competitive advantage, full stop. It purchases content based on unparalleled data analysis, i.e. big-data tech . They often don't even order pilots (previously unheard of), they're so confident in their statistics. A useful contrast is with HBO. Yes HBO has a streaming service and app... but its competitive advantage is in prestige content peopl…

>Somehow HBO's management team is incredibly good at nurturing content in an artistic critically-acclaimed way, rather than tech-data-driven way. It was good. As far as I understand, ATT got rid of most of the bosses responsible for nurturing that quality over quantity atmosphere and they are also now pumping out garbage. A few months ago, I opened up the HBO Max app (which I only have access to due to it being bundl…

> and they are also now pumping out garbage

...you mean shows like the critically-acclaimed Mare of Easttown and Hacks and The White Lotus, all this year?

Nobody ever said HBO was exclusively prestige content. There isn't enough to fill multiple channels 24/7. But it's still the main factor that drives subscriptions.

Re: Netflix is not a tech company (2019)

#205
post #148

Here's the framework I use: "tech companies" are those where tech still plays a significant factor in the growth of the company such that it's important to an executive level. Example: Google is still a tech company. As much as some might view search as "solved" (just like it was when Google was founded I might add), search continues to get better. Tech still plays a significant role in the actual core business (ie a…

> Netflix isn't a tech company anymore

They're still solving some interesting problems like how to watch the same content, in sync, with your friends. Interestingly my gf and I noticed that when we watched NFLX together using a video call to see eachother's faces/commentary our video would skew by noticeable amounts across the span of a movie. (eg even a 0.5% speed difference would give a 3 second skew in 10 minutes, which is enough for one to see someone's reaction to a surprising part of the video differ from your own.

So there are still technical fringes to solve that can value differentiate from late adopters like the channel specific providers like say the ABC app https://abc.com/apps

Re: Netflix is not a tech company (2019)

#206
post #183
post #160

Earlier quoted context omitted.

Could you clarify? I subscribe to HBO Max and it works fine.

I wonder if that commenter meant HBO Go? HBO tech has had an interesting history. First came HBO Go. This was the online streaming for those with HBO as part of a standard cable package. Apparently it was built on a .Net stack and had huge problems. HBO Now is the service created for standalone sales of streaming. Apparently it had a completely different tech stack because of issues with HBO Go. Apparently it came fr…

This is the marketing equivalent of a leaky abstraction.

Re: Netflix is not a tech company (2019)

#207
post #148

Here's the framework I use: "tech companies" are those where tech still plays a significant factor in the growth of the company such that it's important to an executive level. Example: Google is still a tech company. As much as some might view search as "solved" (just like it was when Google was founded I might add), search continues to get better. Tech still plays a significant role in the actual core business (ie a…

There is probably still a lot more AI/ML work to do at Netflix. For example if you are browsing through standup comedy specials and you see the trailer joke, and you skip to the next one, they know exactly where in the joke that comedian bombed for you. So for other people like you, they can show a different joke from their special, and for you they can build a profile of the kind of humor you like. Then if you start…

It’s an open question if this kind of capability actually has a positive impact on the bottom line.

Re: Netflix is not a tech company (2019)

#208
post #177
post #148

Here's the framework I use: "tech companies" are those where tech still plays a significant factor in the growth of the company such that it's important to an executive level. Example: Google is still a tech company. As much as some might view search as "solved" (just like it was when Google was founded I might add), search continues to get better. Tech still plays a significant role in the actual core business (ie a…

Tech firm: your product team creates externally used technologies. Not tech: tech improvements are internal and/or your IT staff is all about maintaining/integrating external products. IT as cost center versus profit center may be a useful distinction.

but even if the center is profit, is the focus weighted on the technology it uses or just accomplishing the task (and time to market because any median engineer can accomplish this)?

Re: Netflix is not a tech company (2019)

#209
post #148

Here's the framework I use: "tech companies" are those where tech still plays a significant factor in the growth of the company such that it's important to an executive level. Example: Google is still a tech company. As much as some might view search as "solved" (just like it was when Google was founded I might add), search continues to get better. Tech still plays a significant role in the actual core business (ie a…

> search continues to get better

Many here would dispute this claim. However, it may be that SEO spam has caught up and we're merely at the old equilibrium rather than worse than before the peak of Google usefulness.

Re: Netflix is not a tech company (2019)

#210

Earlier quoted context omitted.

>Somehow HBO's management team is incredibly good at nurturing content in an artistic critically-acclaimed way, rather than tech-data-driven way. It was good. As far as I understand, ATT got rid of most of the bosses responsible for nurturing that quality over quantity atmosphere and they are also now pumping out garbage. A few months ago, I opened up the HBO Max app (which I only have access to due to it being bundl…

> and they are also now pumping out garbage ...you mean shows like the critically-acclaimed Mare of Easttown and Hacks and The White Lotus , all this year? Nobody ever said HBO was exclusively prestige content. There isn't enough to fill multiple channels 24/7. But it's still the main factor that drives subscriptions.

It was exclusively quality content (or a higher probability of it). That is why people used to pay $15 per month just for HBO. HBO's curation was its value. If I have to research whether or not an HBO show is good or not, then the HBO branding is worthless.

Thanks for the recommendations though! They look interesting.

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