Acquired
Season 3, Episode 9: Netflix (Part 2)
Every company has a story.
Learn the playbooks that built the world’s greatest companies — and how you can apply them.
Show Notes
We complete our two-part Netflix special with the company’s bold transition to streaming, including of course the most (in)famous spin-out in business history. Rising from the ashes of Qwikster, we chronicle Netflix’s rebirth as a media company and long journey back to the top of the FAANG mountaintop!
Sponsors:
WorkOS: https://bit.ly/workos25
Intapp: https://bit.ly/intappceleste
Sentry: https://bit.ly/acquiredsentry
Anthropic: https://bit.ly/acquiredclaude25
More Acquired!
Get email updates with hints on next episode and follow-ups from recent episodes
Join the Slack
Subscribe to ACQ2
Merch Store!
© Copyright 2015-2026 ACQ, LLC
Links:Netflix’s Qwikster apology video: https://youtu.be/c8Tn8n5CIPk
SNL parody of the apology video: https://bit.ly/2PWEyyZ
Evolution of Netflix home page: https://read.bi/2KvHdte
The Chaos Monkey: https://bit.ly/1qkqDxZ
Benedict Evans’ chart of FAANG stocks: https://bit.ly/2r3D72A
Carve Outs:
Ben: Kevin Rose interviews Matthew Walker on sleep: https://bit.ly/2LpIl5v
David: Justin O’Beirne on Apple’s new Maps: https://bit.ly/2zrQ76Z
Transcript not yet processed.
Sign in to unlock (1 credit)
Free to start
Full transcripts, AI insights,
Full transcripts, AI insights,
episode chat — free.
Sign up with Google in one click. 10 unlock credits included. No card needed.
Google sign-in · No credit card · Cancel anytime