Netflix makes shows. And movies. And podcasts. And games. And… YouTube videos, apparently. So what even is Netflix anymore? Nilay and David have ideas. After that, they talk about Meta’s ongoing smart glasses mess, and whether Meta or anyone can make these devices work. Finally, it's time for Brendan Carr, RAMageddon, the state of X, and a dumb TV mystery.

Further reading:
<ul>
 <li>Bloomberg: <a href="https://www.bloomberg.com/news/newsletters/2026-07-05/netflix-viewers-are-abandoning-shows-after-one-season">⁠Netflix Viewers Are Abandoning Shows After One Season⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/entertainment/962382/netflix-season-two-viewrship-dropoff-beef-avatar-one-piece-tiktok">⁠Of course viewers are giving up on Netflix shows&nbsp;⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/streaming/962528/netflix-digital-media-brands-streaming">⁠Netflix is about to host videos from BuzzFeed, Condé Nast, and other publishers⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.businessinsider.com/netflix-short-form-video-licensing-deal-partnership-video-podcasts-youtube-2026-7">⁠Netflix Bets on Short Videos to Compete With YouTube - Business Insider⁠</a></li>
</ul>
<ul>
 <li><a href="https://awfulannouncing.com/netflix/video-podcast-engagement-numbers-are-low-matthew-belloni.html">⁠Netflix's video podcast engagement numbers 'are low,' per insider⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.netflix.com/tudum/features/emmy-nominations-2026">⁠Emmy Nominations List 2026: BEEF, The Diplomat, The Beast in Me, Black Rabbit, and More - Netflix Tudum⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/games/962837/microsoft-xbox-spin-off-sell-divest-layoffs-asha-sharma">⁠If Microsoft sold off Xbox, who would even buy it?⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/tech/963138/meta-smart-glasses-recording-super-sensing-ai">⁠Meta is reportedly working on smart glasses that would be recording all the time&nbsp;⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/gadgets/962514/meta-privacy-light-tampering-smart-glasses-update">⁠Meta’s glasses will turn off the camera if you tamper with the privacy light&nbsp;⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/tech/961711/solos-airgo-a6-smart-glasses-ai-assistant-privacy">⁠Solos debuts an even lighter version of its camera-less smart glasses&nbsp;⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/tech/963057/meta-smart-glasses-facial-recognition-andrew-bosworth">⁠Boz describes how Meta’s smart glasses facial recognition feature would work.&nbsp;⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/tech/962478/another-verdict-on-camera-glasses-in-court-nope">⁠Another verdict on camera glasses in court: nope!&nbsp;⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/policy/962342/abc-fcc-the-view-free-speech">⁠ABC tells the government to get out of its newsrooms⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/tech/962485/meta-muse-image-ai-model-instagram">⁠Meta’s new Muse Image model can pull other Instagram users into AI photos&nbsp;⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/ai-artificial-intelligence/962998/you-can-and-should-opt-out-of-letting-people-use-your-instagram-posts-with-metas-ai">⁠You can (and should) opt out of letting people use your Instagram posts with Meta’s AI.⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/tech/960802/3d-printed-gun-laws-ghost-guns">⁠Are you ready for what it takes to stop ghost guns?⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/tech/960916/vizio-mini-led-quantum-tv-review">⁠Vizio accidentally made the best dumb TV on the market⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/business/963069/pc-shipments-fell-for-the-first-time-in-over-two-years-thanks-to-ramageddon">⁠PC shipments fell for the first time in over two years thanks to RAMageddon.&nbsp;⁠</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/gadgets/962359/a-tough-chart-about-the-ram-crisis">⁠A tough chart about the RAM crisis.&nbsp;⁠</a></li>
</ul>
<a href="https://www.theverge.com/subscribe">⁠Subscribe to The Verge⁠</a>&nbsp;for unlimited access to&nbsp;<a href="http://theverge.com/">⁠theverge.com⁠</a>, subscriber-exclusive newsletters, and our&nbsp;<a href="https://www.theverge.com/bulletin/795051/verge-podcast-ad-free-set-up-how-to">⁠ad-free podcast feed⁠</a>.We love hearing from you! Email your questions and thoughts to&nbsp;<a href="mailto:vergecast@theverge.com">⁠vergecast@theverge.com⁠</a>&nbsp;or call us at 866-VERGE11.

(Timestamps are approximate.)

00:01:00 Intro
00:04:00 Netflix Identity Crisis
00:08:00 Creators Versus Netflix
00:15:00 Netflix Buys YouTube Videos
00:18:00 Go90 Scale Check In
00:19:00 Netflix Should Buy Xbox
00:28:00 Smart Glasses Panopticon
00:46:00 Backlash And Offline Tech
00:49:00 Smart Glasses Without Cameras
00:55:00 FCC Chilling Effect
01:03:00 Ramageddon Price Shock
01:07:00 Regulating Ghost Guns
01:14:00 X Product Reality Check
01:20:00 Vizio Dumb TV Mystery
01:25:00 Wrap Up And Plugs Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices">podcastchoices.com/adchoices</a>

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