At Netflix, we have such a diverse population of shows in 183 countries around the world. We’re really trying to serve up lots of stories people haven’t heard before. When you go into our environment, you’re like, “Ooh, what is that?” You’re almost kind of afraid to touch it, because you’re like, “Well, I don’t want to waste my time.”That level of discovery is literally, I’m not bullshitting you, man, that’s the thing that keeps me up at night. How do I help figure out how to help people discover things, with enough evidence that they trust it? And when they click on it, they love it, and then they immediately ping their best friend, “Have you seen this documentary? It’s amazing.” And she tells her friends, and then that entire viral loop starts.

The discovery engine is very temporal. Member number 237308 could have been into [reality TV] because she or he just had a breakup. Now they just met somebody, so all of a sudden it shifts to rom-coms.Now that person that they met loves to travel. So [they might get into] travel documentaries. And now that person that they’re with, they may have a kid, so they might want more kids’ shows. So, it’s very dangerous for us to ever kind of say, “This is what you like. You have a cat. You must like cat documentaries.”

We don’t see each other, obviously, and I don’t want to social network on Netflix. But knowing other humans exist there is part of it.You answered the question absolutely perfectly. Not only because it’s your truth, but that’s what everyone says! That connection part. So another thing that goes back to your previous question, when you’re asking me what’s on my mind? It’s that. How do I help make sure that when you’re in that discovery loop, you still feel that you’re connected to others.I’m not trying to be the Goth kids on campus who are like, “I don’t care about what’s popular.” But I’m also not trying to be the super poppy kids who are always chasing trends. There’s something in between which is, “Oh, hey, I haven’t heard about that, and I kind of want to be up on it.”

I am looking forward to seeing what Apple does with this and then figuring out more, how are people going to use it? Then I think that we should have a real discussion about how Netflix does it.But to just port Netflix over? No. It’s got to make sure that it’s using the power of the system as much as humanly possible so that it’s really making that an immersive experience. I don’t want to put resources toward that right now.

The design team here at Netflix, we played a really big hand in how that worked because we had to design the back-end tool. What people don’t know about our team is 30% of our organization is actually designing and developing the software tools that we use to make the movies. We had to design a tool that allowed the teams to understand both what extra footage to shoot and how that might branch. When the Black Mirror team was trying to figure out how to make this narrative work, the software we provided really made that easier.

Some of the topics I touch on: Why I believe Vision Pro may be an over-engineered “devkit” The genius & audacity behind some of Apple’s hardware decisions Gaze & pinch is an incredible UI superpower and major industry ah-ha moment Why the Vision Pro software/content story is so dull and unimaginative Why most people won’t use Vision Pro for watching TV/movies Apple’s bet in immersive video is a total game-changer for live sports Why I returned my Vision Pro… and my Top 10 wishlist to reconsider Apple’s VR debut is the best thing that ever happened to Oculus/Meta My unsolicited product advice to Meta for Quest Pro 2 and beyond

Apple really played it safe in the design of this first VR product by over-engineering it. For starters, Vision Pro ships with more sensors than what’s likely necessary to deliver Apple’s intended experience. This is typical in a first-generation product that’s been under development for so many years. It makes Vision Pro start to feel like a devkit.

A sensor party: 6 tracking cameras, 2 passthrough cameras, 2 depth sensors(plus 4 eye-tracking cameras not shown)

it’s easy to understand two particularly important decisions Apple made for the Vision Pro launch: Designing an incredible in-store Vision Pro demo experience, with the primary goal of getting as many people as possible to experience the magic of VR through Apple’s lenses — most of whom have no intention to even consider a $4,000 purchase. The demo is only secondarily focused on actually selling Vision Pro headsets. Launching an iconic woven strap that photographs beautifully even though this strap simply isn’t comfortable enough for the vast majority of head shapes. It’s easy to conclude that this decision paid off because nearly every bit of media coverage (including and especially third-party reviews on YouTube) uses the woven strap despite the fact that it’s less comfortable than the dual loop strap that’s “hidden in the box”.

Apple’s relentless and uncompromising hardware insanity is largely what made it possible for such a high-res display to exist in a VR headset, and it’s clear that this product couldn’t possibly have launched much sooner than 2024 for one simple limiting factor — the maturity of micro-OLED displays plus the existence of power-efficient chipsets that can deliver the heavy compute required to drive this kind of display (i.e. the M2).

Strong technologies capture the imaginations of technology enthusiasts. That is why many important technologies start out as weekend hobbies. Enthusiasts vote with their time, and, unlike most of the business world, have long-term horizons. They build from first principles, making full use of the available resources to design technologies as they ought to exist.

We still believe that there will be a separation between the “application layer” companies and foundation model providers, with model companies specializing in scale and research and application layer companies specializing in product and UI. In reality, that separation hasn’t cleanly happened yet. In fact, the most successful user-facing applications out of the gate have been vertically integrated.

We predicted that the best generative AI companies could generate a sustainable competitive advantage through a data flywheel: more usage → more data → better model → more usage. While this is still somewhat true, especially in domains with very specialized and hard-to-get data, the “data moats” are on shaky ground: the data that application companies generate does not create an insurmountable moat, and the next generations of foundation models may very well obliterate any data moats that startups generate. Rather, workflows and user networks seem to be creating more durable sources of competitive advantage.

Some of the best consumer companies have 60-65% DAU/MAU; WhatsApp’s is 85%. By contrast, generative AI apps have a median of 14% (with the notable exception of Character and the “AI companionship” category). This means that users are not finding enough value in Generative AI products to use them every day yet.

generative AI’s biggest problem is not finding use cases or demand or distribution, it is proving value. As our colleague David Cahn writes, “the $200B question is: What are you going to use all this infrastructure to do? How is it going to change people’s lives?”

By improving home charging for urban apartment dwellers and prioritizing vehicles with smaller batteries, rather than road-trip-enabling charging stations and big batteries, we could maximize the miles we can affordably electrify. In an era of battery scarcity, we could have two 150-mile E.V.s for the battery capacity in every 300-mile E.V. Or, using the same 300-mile E.V. battery, you could have six plug-in hybrids with 50 miles of electric range for daily driving and a gasoline engine for those rarer road trips or many, many more e-bikes.

Rather than holding E.V. adoption hostage to our ability to make batteries match internal combustion in every way, government policy should focus on the cases where E.V.s have advantages that internal combustion will never match: waking up every morning with a full “tank” sufficient for daily commuting and errands.