Matt is joined by Bloomberg’s Lucas Shaw to parse Netflix’s latest data dump and look at what is and is not working for the streamer. Big-budget live-action movies, sitcoms, reality shows, crime documentaries, foreign films and TV all contribute to Netflix’s enormous slate of content, but which of them are working the most? Is Netflix in need of a Taylor Sheridan-like universe? Do they need $200M live-action movies? How much do they need live events like the Jake Paul-Mike Tyson fight? Should they get into podcasting? (02:56). Matt finishes the show with a prediction about Amazon’s commitment to release 12-14 movies in theaters in 2026 (23:54).

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Host: Matt Belloni

Guest: Lucas Shaw

Producers: Craig Horlbeck and Jessie Lopez

Theme Song: Devon Renaldo

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