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The Vergecast · Friday, July 10, 2026

Netflix's identity crisis: is it becoming YouTube?

Co-host Eli Schwartz questions Netflix's evolving identity, suggesting the streaming service may be transforming into a platform like YouTube. This shift is driven by factors like expanding into creator-driven content and user engagement patterns.

tickerNFLXpersonEli SchwartzcompanyNetflixcompanyYouTube

The tape

3 quotes
There's just the thing I wrote at the top of this Google Doc is, what is Netflix anymore?
It's boy, how fast does Netflix going to turn into YouTube?
And is that, is that maybe the goal? Like it's, it sure looks like that is the thing that they're after, but that might be affirmatively the plan.
Heard on The Vergecast — “Netflix is turning into YouTube, published Friday, July 10, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.08