Plain English with Derek Thompson

The Netflix Crisis Isn’t What It Seems

Freitag, 30. Oktober 2026 · 54 min

MP3

Shownotes

No matter how you look at it, Netflix is having a pretty bad year. Stock is down, growth has slowed, the company recently laid off roughly 1,000 people, and it dismissed its chief content officer and its head of film. After a decade of explosive growth and dominance over traditional entertainment, the company’s biggest challenge now may have less to do with its competitors in Hollywood than with TikTok, Instagram, and YouTube.

Derek Thompson welcomes Matt Belloni onto the show to discuss Netflix's shortcomings. The break down what’s eating Netflix, why every form of media seems to be converging on short-form video, and what Netflix’s struggles reveal about the future of entertainment.

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Host: Derek Thompson

Guest: Matt Belloni

Producer: Devon Baroldi

Additional Production Support: Ben Glicksman

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