How Netflix Built a Moat in Original Content

In this episode of Business Strategy Talks, Lucas and Luna explore how Netflix built a durable competitive advantage through original content. They trace the shift from licensing to producing, focusing on two specific data points: the $17 billion content budget in 2026 and the 700+ original series and films released annually. The hosts discuss how Netflix's data-driven greenlighting process creates hits at scale, why the company's recommendation algorithm is a flywheel for engagement, and whether rivals like Disney+ can replicate the model. They also examine the risks of debt-fueled spending and subscriber churn. A concrete case: how Netflix used viewing data to greenlight 'Stranger Things' and 'Squid Game', turning them into global cultural phenomena. This is a deep dive into one of the most studied moats in modern business, with lessons for any company creating intellectual property. #Netflix #OriginalContent #StreamingWars #CompetitiveAdvantage #BusinessMoat #ContentStrategy #DataDriven #RecommendationEngine #SquidGame #StrangerThings #DisneyPlus #SubscriberChurn #IPStrategy #ContentBudget #GlobalExpansion #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo