Snapshot · Pivot
Matt Belloni predicts Netflix will launch a free ad-supported tier within a year, housing lower-cost content to compete with YouTube and Tubi while serving as a top-of-funnel for paid subscriptions.
Where this was said
At 1:05:44 · chapter starts 1:03:50
Matt opens with his serious prediction: Netflix will launch a free tier within 12 months [1] — Matt Belloni "Netflix will launch a free ad-supported tier within 12 months, housing short-form content, old licensed shows, and video podcasts to compet…" 1:05:44 . 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 [2] — Matt Belloni "Madonna's Confessions II: first Grammy nomination since 1998 predicted: Matt Belloni predicted Madonna's new album Confessions II will rece…" 1:08:40 — 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.
Netflix will launch a free ad-supported tier within 12 months, housing short-form content, old licensed shows, and video podcasts to compete with YouTube and Tubi while funneling viewers into paid plans. It's the logical end of everything Netflix has been signaling.
Matt Belloni predicts Madonna's new album Confessions II will land an Album of the Year Grammy nomination — her first since 1998. With strong reviews, a World Cup finale performance, and a survivor narrative, the Grammy voters have every reason to recognize her.
Matt Belloni predicted Madonna's new album Confessions II will receive an Album of the Year Grammy nomination, which would be her first since 1998.
Bhanu and his team built approximately 50 free tools to attract search traffic, each linked back to SiteGPT.
With AI coding tools like Cursor, Bhanu can now create a new free marketing tool in less than 5 minutes by referencing existing tools.
Bhanu filters Ahrefs keyword results to show only those with a keyword difficulty below 10, making them realistic ranking targets for any decent website.
Bhanu sets a minimum search volume of 1,000 monthly searches when selecting keywords to target with free tools.
PropGPT averaged 20 downloads per day right after launching on the App Store through influencer marketing.
Eyal and Yali shut down all marketing and spent 4 months completely rebuilding PropGPT from scratch.
PropGPT has accumulated over 40,000 total downloads since launch.
PropGPT's large language model (AI) operating costs are just $20 per month, and the cost is continually falling.
Ad-based monetization works well for game apps where users spend extended time in-session, as seen with Grid and Wordle.
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