Part 4/11:
The hosts speculate that this metric shift is driven by business pressures, particularly Netflix's need to hide declining or stagnating subscription numbers. Neon suggests that once a company hits the "ceiling" on subscription growth—people hesitant or unable to pay more—changing the metrics allows them to give the illusion of expanding audiences. If they claim to reach more viewers, they can justify higher advertising rates and please investors, even if the real engagement hasn't grown proportionally.