Netflix is turning into YouTube

Netflix makes shows. And movies. And podcasts. And games. And… YouTube videos, apparently. So what even is Netflix anymore? Nilay and David have ideas. After that, they talk about Meta’s ongoing smart glasses mess, and whether Meta or anyone can make these devices work. Finally, it's time for Brendan Carr, RAMageddon, the state of X, and a dumb TV mystery.

Further reading:

• Bloomberg: ⁠Netflix Viewers Are Abandoning Shows After One Season⁠

• ⁠Of course viewers are giving up on Netflix shows ⁠

• ⁠Netflix is about to host videos from BuzzFeed, Condé Nast, and other publishers⁠

• ⁠Netflix Bets on Short Videos to Compete With YouTube - Business Insider⁠

• ⁠Netflix's video podcast engagement numbers 'are low,' per insider⁠

• ⁠Emmy Nominations List 2026: BEEF, The Diplomat, The Beast in Me, Black Rabbit, and More - Netflix Tudum⁠

• ⁠If Microsoft sold off Xbox, who would even buy it?⁠

• ⁠Meta is reportedly working on smart glasses that would be recording all the time ⁠

• ⁠Meta’s glasses will turn off the camera if you tamper with the privacy light ⁠

• ⁠Solos debuts an even lighter version of its camera-less smart glasses ⁠

• ⁠Boz describes how Meta’s smart glasses facial recognition feature would work. ⁠

• ⁠Another verdict on camera glasses in court: nope! ⁠

• ⁠ABC tells the government to get out of its newsrooms⁠

• ⁠Meta’s new Muse Image model can pull other Instagram users into AI photos ⁠

• ⁠You can (and should) opt out of letting people use your Instagram posts with Meta’s AI.⁠

• ⁠Are you ready for what it takes to stop ghost guns?⁠

• ⁠Vizio accidentally made the best dumb TV on the market⁠

• ⁠PC shipments fell for the first time in over two years thanks to RAMageddon. ⁠

• ⁠A tough chart about the RAM crisis. ⁠

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(Timestamps are approximate.)

00:01:00 Intro

00:04:00 Netflix Identity Crisis

00:08:00 Creators Versus Netflix

00:15:00 Netflix Buys YouTube Videos

00:18:00 Go90 Scale Check In

00:19:00 Netflix Should Buy Xbox

00:28:00 Smart Glasses Panopticon

00:46:00 Backlash And Offline Tech

00:49:00 Smart Glasses Without Cameras

00:55:00 FCC Chilling Effect

01:03:00 Ramageddon Price Shock

01:07:00 Regulating Ghost Guns

01:14:00 X Product Reality Check

01:20:00 Vizio Dumb TV Mystery

01:25:00 Wrap Up And Plugs

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