Description

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:

Anthropic: https://bit.ly/acquiredclaude25
Statsig: https://bit.ly/acquiredstatsig25
ServiceNow: https://bit.ly/acquiredsn

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 2015-2025 ACQ, LLC

• 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