Netflix Has a YouTube Problem

If Netflix listens to two podcasters, then the company will turn around. Ricky Mulvey and Malcolm Ethridge discuss: Netflix’s earnings, and if a management shake-up can solve long-term problems. What Netflix should do with the $2.8 billion breakup fee from Paramount Skydance. Why Tesla and SpaceX should just merge, and what to make of Elon Musk’s $1 billion investment in Paramount Skydance. Credit default swaps on CoreWeave, Oracle, and Meta: why Malcolm sees a warning sign in Meta’s debt, and why Ricky isn’t convinced. Why a New Yorker profile of Barnes & Noble makes the case that the age of reading isn’t over. Want to contact us? thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Malcolm Ethridge, Ricky Mulvey Engineer: Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices