1 Trillion-Dollar AI Superstar That's Eating Netflix's Lunch

Group 1: Company Performance - Netflix has achieved a remarkable 2,580% increase in share price over the past 15 years as of January 30 [1] - In the second half of 2025, Netflix reported a 2% year-over-year increase in view hours [5] - Netflix households spend an average of two hours per day on the platform, significantly more than the half-hour spent daily on Instagram [6] Group 2: Competitive Landscape - Meta Platforms is outperforming Netflix in engagement growth, dominating the attention economy as consumer behavior shifts towards mobile devices [3][7] - Instagram Reels experienced over 30% year-over-year growth in watch time in the U.S. [4] - While Netflix's share of TV viewing time in the U.S. increased by 20% over the past three years, the overall streaming market (excluding Netflix) saw a 92% increase in penetration rate [8]