netflix

Neighbor invited me over for BBQ last weekend. Works at Netflix as senior infrastructure engineer. 10+ years there.
Few beers in, conversation turned to work.
"We're testing something interesting. Decentralized storage for content delivery. Your world, right?"
"Wait, Netflix is looking at decentralized storage?"
"Yeah. Our AWS costs are... problematic. Can't share exact numbers but let's say it's nine figures annually just for storage."
NINE FIGURES = $100M+ ANNUALLY.
"Why now?"
"AWS raised prices three times in 18 months. Our CFO basically said find alternatives or we're cutting engineering budget. That got everyone's attention fast."
"We started evaluating options 6 months ago. Looked at everyone. Google Cloud, Azure, smaller providers. All have same problem - they're centralized. One contract negotiation away from another price increase."
"Then someone on infrastructure team discovered this Walrus thing."
THIS WALRUS THING = @walrusprotocol
"What made it interesting to Netflix specifically?"
"Content delivery is perfect use case for erasure coding. We need redundancy but don't need full replication everywhere. Walrus architecture is literally designed for exactly what we do."
"We store massive video files. Distribute globally. Need high availability. Traditional cloud replication is expensive overkill. Erasure coding gives same reliability at fraction of cost."
"How far along is testing?"
"Four month pilot. Started November. Testing with non-critical catalog content first. Performance has been solid. Cost savings matching projections - 70-80% reduction."
70-80% of NINE FIGURES is $70-80M+ annual savings potential.
"What happens if pilot succeeds?"
"Gradual migration. Can't flip switch overnight with our scale. But if everything works, we'd move significant percentage of catalog storage to $WAL infrastructure over 2-3 years."
"Other streaming platforms watching?"
"Can't speak for them. But I know for fact our AWS rep is nervous. They've offered us 'special pricing' three times since we started Walrus testing. That tells you everything about how seriously they take the threat."
AWS PANICKING about Netflix testing Walrus.
Neighbor wouldn't share more. NDA and all that. But facts are clear:
Netflix testing @Walrus 🦭/acc for content storage
Nine figure annual AWS costs driving search for alternatives
70-80% cost reduction in testing
Potential multi-year migration if successful
AWS offering desperate discounts to prevent it
If Netflix migrates meaningful percentage of content to Walrus, every streaming platform will evaluate it.
Entertainment industry storage costs are MASSIVE. Video files are huge. Global distribution required. Perfect use case for decentralized erasure coding.
Neighbor's final comment: "Don't tweet this or anything. I could get fired. But between us? This technology is legit. It's going to change content delivery infrastructure."
When senior Netflix engineers tell you technology "is going to change content delivery infrastructure" over beers - that's insider signal.
Market still treating $WAL like web3 storage solution. Meanwhile Netflix testing it for mainstream content delivery at scale.
Gap between crypto market perception and enterprise evaluation won't last forever.
Not financial advice but when Netflix tests your infrastructure to replace nine-figure AWS bills that's validation money can't buy.
#Walrus #Netflix

Netflix был основан в 1997 году в Калифорнии предпринимателями Ридом Хастингсом и Марком Рэндольфом. Изначально компания задумывалась как сервис по прокату DVD-дисков по почте — инновационная альтернатива традиционным видеопрокатам, где клиенты сталкивались со штрафами за просрочку и ограниченным выбором.
Ключевой особенностью Netflix стала модель подписки без штрафов за задержку возврата. Пользователи могли заказывать диски онлайн, получать их по почте и возвращать в удобное время. Такой подход быстро привлёк аудиторию и позволил компании вырасти на фоне падения классических видеопрокатных сетей.
В начале 2000-х Netflix сделал стратегический поворот, начав активно инвестировать в цифровые технологии. В 2007 году компания запустила стриминговый сервис, позволив пользователям смотреть фильмы и сериалы напрямую через интернет. Это решение стало переломным моментом и заложило основу для глобальной трансформации всей индустрии развлечений.
Следующий этап развития начался в 2013 году, когда Netflix выпустил свой первый крупный оригинальный сериал. Инвестиции в собственный контент превратили платформу не просто в дистрибьютора, а в полноценную медиакомпанию. Успех оригинальных проектов привёл к росту подписчиков по всему миру и сделал Netflix конкурентом традиционных киностудий и телеканалов.
Сегодня Netflix представлен более чем в 190 странах, использует алгоритмы персонализированных рекомендаций и ежегодно инвестирует миллиарды долларов в производство фильмов, сериалов и документальных проектов. История компании — это пример того, как технологическое мышление, ориентация на пользователя и готовность к радикальным изменениям могут создать новую глобальную индустрию.
#netflix

🌆 Ao vivo na Netflix — o lendário escalador americano subiu livremente o Taipei 101 — sem corda, sem arnês, sem equipamentos de segurança — e alcançou a agulha de 508 m (1,667 ft) de um dos edifícios mais altos do mundo! 👏💀📺
⏱️ 1 hora 31 minutos de coragem, foco e pura habilidade — e o mundo inteiro assistiu ao vivo no Skyscraper Live da Netflix. 📡🌍
📍 Taipei 101 — um ícone arquitetônico — foi conquistado de uma maneira que ninguém nunca fez antes. Honnold não apenas escalou.

O fundador #Netflix uma vez declarou que sua empresa competia não apenas com a HBO e a Disney, mas também com o sono. Essa compreensão radical da concorrência transformou o serviço de entrega de DVDs em um império avaliado em $150 bilhões.
A maioria das empresas que estudam inteligência artificial faz as perguntas erradas. Elas querem saber como usar IA para melhorar o produto, automatizar processos internos e resolver problemas de marketing. Mas os vencedores da corrida da inteligência artificial não são necessariamente aqueles com o melhor produto. São aqueles que tornam a sua obtenção a mais simples possível.

O apelo de Elon Musk para #CancelarNetflix gerou um debate acalorado, com as ações da Netflix despencando quase 4% e eliminando cerca de $15-17 bilhões em valor de mercado. A crítica de Musk gira em torno da inclusão de temas LGBTQ em programas mais antigos da Netflix, que ele acredita estar empurrando uma "agenda woke" sobre as crianças.¹

*Consequências de Mercado* 📉

- O preço das ações da Netflix caiu significativamente, impactando o valor de mercado da empresa.
- Os investidores estão incertos sobre o impacto da política cultural na Wall Street.
- Os mercados globais estão reagindo, com a influência de Musk desencadeando bilhões em movimentos de mercado.