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“And then Anthropic, I've only been on the board for a year and it's a wild story because, you know, it's growing so fast.”
@Invest Like the Best
Anthropic is growing so fast its trajectory stands out even to a seasoned tech board member.
ANTHROPICLONGIDEA · NOT YET PRICED
“And so, you know, even today we're only about— Netflix is about 10% of US television. We've got a long way to go. And internationally, It's less than that…”
@Invest Like the Best
Netflix still has only 10% of US TV time, so the subscriber and revenue runway is years long.
NFLXLONG@ $93.30
$70.18-24.79%
since call Jan 6
33:23LONG
“No, YouTube, uh, is about 12%.”
@Invest Like the Best
YouTube is a real substitution threat to Netflix, set to grab more time as AI creators improve.
GOOGLLONG@ $318.29
$361.00+13.42%
since call Jan 6
peak +17.6%
TIMESTAMPS
20:18
32:31
33:23