Pivot

Podbit · Pivot

Netflix Chases YouTube, Meta's AI Photo Grab, and Disney Fights the FCC

Explore episode Jul 10, 2026

Where this was said

Predictions: Netflix Free Tier and Madonna's Grammy Moment

At 1:08:20 · chapter starts 1:03:50

Matt opens with his serious prediction: Netflix will launch a free tier within 12 months. All the short-form content deals, the video podcasts, the shoulder content — it's all pointing to a Tubi/Pluto-style free service that serves as a top-of-funnel for paid Netflix and a vehicle to grow ad inventory. He imagines Netflix using unlicensed back-catalog content to populate the tier. Kara compares it to Tubi's model and agrees it's logical. She adds color: she saw YouTube's Neal Mohan and Ted Sarandos walking together at Sun Valley, adding intrigue to the streaming rivalry. Matt's fun prediction is that Madonna's Confessions II — which is getting extraordinary reviews and features a World Cup finale performance — will receive an Album of the Year Grammy nomination, her first since 1998. Kara concurs, praising the album and Madonna's refusal to traffic in nostalgia.

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