Netflix Stops Counting Subs: Is the Streaming War Finally Over?

Netflix Stops Counting Subs: Is the Streaming War Finally Over?

From The Silicon Insider by Pacific Light Media

April 17, 2026 · 27 min

About this episode

Mike Malone and Scott Budman discuss major tech headlines including Netflix's subscriber changes and the implications for the streaming industry.

From Google's $2 billion Malaysia play to the "end" of the Netflix subscriber era, Mike Malone and Scott Budman dissect the week's biggest tech headlines. We explore why nuclear energy is the new AI fuel, the geopolitical shift in Southeast Asia, and why your favorite streaming giant is hiding its numbers. Plus, a look at the Silicon Valley real estate recovery.

People in this episode

Hosts: Mike Malone, Scott Budman

Topics covered

  • streaming services
  • technology news
  • geopolitical shifts
  • nuclear energy
  • Silicon Valley real estate

Keywords

  • Netflix
  • streaming war
  • Google
  • Malaysia
  • nuclear energy
  • AI
  • Silicon Valley
  • real estate

Mentioned in this episode

Organizations: Netflix, Google

Products: nuclear energy, AI

Places: Malaysia, Silicon Valley

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