Netflix just bought Warner Brothers along with their whole suite of movies and TV series including everything HBO. What does this mean? As an investor, how would you look at this? What happens when the world’s biggest streaming platform starts absorbing the world’s biggest storytelling machines? Is Netflix becoming the new entertainment monopoly or is it simply playing by the rules of a Western industry built on scale, control, and consolidation?
In this discussion, Leon, a psychologist and highly successful retail investor, will unpack the implications of Netflix’s push to expand its empire, including the much-talked-about move involving Warner Bros. and its wider ecosystem. With over 260 million global subscribers and roughly $17 billion a year spent on content, Netflix has reshaped how entertainment is made, priced, and consumed, and it’s still gaining ground. Leon will explore how Netflix became so dominant, whether this kind of power is sustainable (or dangerous), and how Western entertainment economics differ from, and increasingly influence, the Chinese market. Expect a smart, grounded conversation that cuts through hype and helps you understand how modern entertainment really works.
Netflix刚刚收购了华纳兄弟及其旗下所有电影和电视剧,包括所有HBO内容。这意味着什么?作为投资者,你该如何看待这一事件?当全球最大的流媒体平台开始吞并全球最大的故事讲述机器时,会发生什么?Netflix是要成为新的娱乐垄断者,还是只是按着一个建立在规模、控制和整合基础上的西方产业规则在运作?
在这次讨论中,心理学家和成功的零售投资者Leon将剖析Netflix扩张帝国的深远影响,包括它收购华纳兄弟及其生态系统的举措。Netflix凭借超过2.6亿的全球订阅用户和每年大约170亿美元的内容投入,彻底改变了娱乐内容的制作、定价和消费方式,而且它还在不断发展。Leon将探讨Netflix是如何变得如此强大,是否这种力量是可持续的(或者说危险的),以及西方娱乐经济如何与中国市场不同,且越来越多地影响着中国市场。期待一场聪明、深刻的对话,帮助你了解现代娱乐背后的真实运作,而非简单的噱头。