Receipt

    Filed August 19, 2026

    Story still evolving.

    The short version

    Scott Galloway predicted on January 5, 2024: “TikTok Comes for $NFLX and $SPOT.” Verdict: Still evolving. TikTok has expanded into longer-form video and music, increasing competitive pressure on Netflix and Spotify for user attention, though it hasn't become a direct substitute. The competitive dynamic is ongoing.

    Prediction by

    Scott Galloway

    On January 5, 2024

    TikTok Comes for $NFLX and $SPOT.

    Follow-up

    TikTok has expanded into longer-form video and music, increasing competitive pressure on Netflix and Spotify for user attention, though it hasn't become a direct substitute. The competitive dynamic is ongoing.

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