00:00Do most of the people who use Netflix know you offer games?
00:03I would say, I mean, that's part of, frankly, what's been hard about this.
00:07And I think it's hard for any brand that has a deep, you know, consumer sense of what are you doing for me, right?
00:16And then you're like, well, I'm going to do this as well.
00:18And you have, it takes a while to really build up that sense of what's happening.
00:23But it's not, it's not that dissimilar to, let's say when we launched, you know, in a new country.
00:28Like, you know, I watched Japan, right?
00:30So when we started in Japan, 2% of the Japanese population had ever heard of Netflix.
00:36So nobody knew what we, nobody even knew our name, much less be able to tell you what we were doing.
00:41And we were doing pay TV service in a country that doesn't really have a great pay TV, you know, operation.
00:44We're doing over the internet in a way that was totally new.
00:46And so you've got to, every day, build a little bit of like, what are we doing, who we are, what are we, you know, how are we here to serve you?
00:53So that 10-year journey, let's say, you know, we just did the 10th anniversary in Japan, you know, tremendous progress over 10 years, but it took us a long time.
01:01And I think, you know, the gaming situation is not dissimilar to that.
01:05How much is it an impediment that for the most part now you can only play it on your phone?
01:10Well, I would say, you know, the phone is, what's great about it is it's a well-developed gaming ecosystem, right?
01:18So, you know, folks know to find games there, but it's also a highly competitive gaming ecosystem.
01:24So it's developed, this gives you both that upside and that downside.
01:27But what's exciting is that now we are moving beyond the phone to the TV.
01:32So I mentioned, like, one of the big gaming areas we're going after, one of the big gaming areas we're going after now is, you know, social gaming experiences that will show up on your TV.
01:40So we are now announcing, we're going to announce here, actually, that we're going to have these social party games, a pack of social party games that you can play on your TV with your phone as the controller.
01:51And it's things like, you know, recognizable games like Boggle.
01:53You've got Pictionary.
01:54We've got a Lego party game.
01:56We've got Tetris.
01:58We've got, like, a Mafia-style whodunit.
02:00And this is me and our CTO, Elizabeth, playing Boggle here, which is, it's, we're two very competitive people, so it got pretty ugly.
02:11Who won?
02:12I'm not going to say.
02:13That means he lost.
02:15Oh, does it?
02:16Why don't you watch the video, my friend?
02:19You triggered my competitive spirit.
02:22But this is, again, this is, you know, so it's your phone, which is an incredible device.
02:26And there's all sorts of things you're going to be able to do on your phone that you can't do on a normal controller, like touchscreen.
02:32And this is us basically picking our words on that.
02:35And it's, you know, it's dead simple to use.
02:38It's intuitive.
02:39And then this is, you know, us on the earliest days of how we actually can use that.
02:44And if we, you know, basically are going to, like, unleash this with a bunch of creators, and they're going to go figure out stuff that we didn't even imagine that they can do with that interactivity.
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