Netflix "bent the world to the Netflix model," Peter Kafka says, and its competitors are now many laps behind. Kafka, the co-host the current season of Recode’s "Land of the Giants" podcast, talks with Brian Stelter about the streaming service’s growth and worldwide reach. He describes Netflix’s "frenemy relationship" with media companies that both supply programming and compete with the service. Kafka also comments on Netflix's "astonishing" 160 Emmy wins and the impact of challengers like HBO Max, Disney+ and Peacock.

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