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

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Text version: https://stenobird.com/podcast/the-silicon-insider-1276858/netflix-stops-counting-subs-is-the-streaming-war-finally-over.md
Podcast: [The Silicon Insider](https://stenobird.com/podcast/the-silicon-insider-1276858)
Published: 2026-04-17T15:32:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/silicon-insider/episodes/Netflix-Stops-Counting-Subs-Is-the-Streaming-War-Finally-Over-e3i1f80
Audio file: https://anchor.fm/s/2db6ad8c/podcast/play/118586048/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-17%2F422242688-44100-2-7122dc3f0c99f.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-silicon-insider-1276858/episodes/netflix-stops-counting-subs-is-the-streaming-war-finally-over
Duration seconds: 1601

## Resource

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.

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## Transcript

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