Pivot (Kara Swisher & Scott Galloway) · Tech Strategy & Big Tech · October 2026
Galloway and Kara Swisher on Netflix's slowing growth. He frames it as warfare: Netflix has the biggest army, but YouTube owns the skies and fights asymmetrically. The transcript reads "The life sports", corrected here to "Live sports".
I think everything comes down to warfare and that is Netflix. Netflix is, they own the arms race. They have the biggest army. And then they looked up and YouTube Ed owns the skies and asymmetric warfare.
Yeah.
YouTube can launch a million drones and just see which one works, right? Netflix is committing to B1 bombers. Like they spend a lot of money on series. The life sports is weird. It's like a gym membership. Right now, nobody uses it much, but they don't want to stop paying for it. So we'll see. But
what about like, I've noticed, I don't look at any other podcasts there. I mean, the only one that's doing well, as I said, was Charlemagne, the God.
Is that right?
Yeah, that's what I understand. Like doing like really well. I mean, I'm sure they do fine. But I never, I see it there and I never think of it for them. You know what I mean? Like, I don't know why. It's