During the Netflix earnings call, co-CEO Ted Sarandos discussed the potential impact of artificial intelligence and generative AI on TV and film content on the streaming platform. Sarandos expressed his belief that these technologies could offer powerful tools for creators, although he acknowledged uncertainty about the extent of their influence. He drew parallels with the animation sector, pointing out the advancements from hand-drawn animation to CGI and how technology has not necessarily reduced costs or replaced human creators.

Sarandos suggested that AI could provide creator tools to enhance storytelling, noting the excitement among filmmakers and producers who currently experiment with AI. However, he emphasized that quality and connecting with the audience remain paramount, highlighting the importance of writing, acting chemistry, plots, surprises, and twists. In terms of content discovery, fellow co-CEO Greg Peters mentioned that Netflix has been utilizing similar technologies to drive engagement for years and expressed optimism that generative AI could further improve their recommendations and discovery systems. Overall, the executives reiterated their commitment to delivering great stories while exploring the potential benefits of AI for both creators and viewers.