Matt is joined by Bloomberg’s Lucas Shaw to discuss Netflix’s strong second-quarter earnings, and how the company’s strong numbers might weaken in the next few years partially because of their underwhelming advertising revenue. They then ask a larger question: Is the race for streaming now down to two finalists—Netflix and YouTube (2:43)? Matt finishes the show with a prediction for which city will win hosting duties of the 2027 Sundance Film Festival (25:30).


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Host: Matt Belloni

Guest: Lucas Shaw


Producers: Craig Horlbeck and Jessie Lopez

Theme Song: Devon Renaldo

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