Yes this is also a question that comes to my mind. Where are the design docs from the past 50 years of software development. There must be something concrete for people to study and learn from.
India possibly. It's not much in the geopolitical discussion, but in 50 years time, may be earlier, India will have a larger economy than the US. That will truly be then end of the "American Age". Whole playbook which has been applied to USSR, China won't apply either.
Even as on today, moving to India and Indonesia and similar countries will bring similar quality of life that people get in the US at a lower cost. Rents, Healthcare, labour all are much cheaper. Interest rates are much higher.
You'll even get things like quick-commerce, which isn't really taking-off in the US.
The transcript of the video doesn't really work that well as the intro text in GitHub. The tone of it feels haughty, before even it has entered into the main details of the project. My suggestion is to rewrite it toning down the things that work on video but not as standalone text.
ARPU could be smaller but the user volumes would be much higher. In absolute terms it could be a significant portion of revenue. Netflix perhaps is not doing as well in these markets, presently.
There are reports that Netflix is doing badly in India, for example, which is a massive potential market.
What about the state of affairs in emerging markets, which are likely going to be bigger revenue source than US/Europe in the not too distant future?
Also what about (live) sports coverage? Does Netflix have a strategy there? For many subscribers it is appealing if their streaming service carries sports coverage.