Trung Phan Profile picture
Oct 6, 2021 23 tweets 9 min read Read on X
A Netflix user will browse the app for 90 seconds and leave if they find nothing.

Thumbnail artwork is actually NFLX's most effective lever to influence a viewer's choice. A user will look at one for only 1.8 seconds, so NFLX spends huge to optimize them.

Here's a breakdown🧵 Image
1/ Spoiler alert: humans are visual animals.

Our eyes move 3-4x per second to process information and we can analyze an image in as little as 13 milliseconds.
2/ In 2014, Netflix consumer research showed that thumbnail artwork:

◻️ is "the biggest influencer...to watch content"
◻️ is the focus of 82% of browsing time

A user looks at one for only 1.8 seconds. If they can't find Netflix content in 90 seconds, they'll leave the app. Image
3/ Consequently, Netflix uses an elaborate thumbnail selection process for each of its 200m+ users.

The process is called aestethic visual analysis (AVA), which starts by pulling all the frames from a video.

For reference: a 1hr episode of "Stranger Things" has 86k frames. Image
4/ In a process known as "Frame Annotation", each frame is tagged with metadata identifying key variables:

◻️ Saliency
◻️ Frame #
◻️ Brightness / Contrast
◻️ Nudity probability
◻️ Face / skin tone Image
5/ The frames are then graded on these variables.

◻️ Visual (brightness, contrast, color, motion blur)
◻️ Contextual (face detection / shot angle)
◻️ Composition (photography principles like "rule of thirds", symmetry, depth of field) Image
6/ The next step is "Image Ranking", which chooses the best thumbnails (most likely to be clicked).

Winning traits include:
◻️ Expressive faces
◻️ Main characters
◻️ Brightness

For "Unbreakable Kimmy Schmidt", Netflix research showed the bottom right frame as the "winner". Image
7/ Another winning trait is good localization.

The best thumbnails (green arrow) for each country for the show "Sense8" had attributes most attractive to that specific region. Image
8/ Also: thumbnails with villainous characters outperform.

Netflix says these bad guy thumbnails (green arrow) for "Dragons: Race to the Edge" are the most clicked. Image
9/ One last finding: Netflix discovered that thumbnails with more than 3 people vastly underperform.

Netflix applied this knowledge for the rollout of "Orange Is The New Black". Season 2 has only one character in the thumbnail (vs. an ensemble for Season 1) Image
10/ One reason Netflix started creating its own thumbnails is that the artwork provided by studios weren't optimized for the streaming app.

The creative work Netflix received was meant for other mediums like billboards or DVD covers. Image
11/ At the most basic level, Netflix applies ML to select a thumbnail for you based on recent watch history.

Take "Good Will Hunting" as an example:
◻️ Rom-com watchers get the top thumbnail ("a date")
◻️ Comedy fans get the bottom thumbnail (with Robin Williams) Image
11/ Here are different Netflix thumbnail selections for "Pulp Fiction":

◻️ Uma Thurman fans get the top thumbnail
◻️ John Travolta fans get the bottom thumbnail Image
12/ Unsurprisingly, Netflix also A/B tests the thumbnails it shows users. The artwork is constantly changing.

Here is a sample of thumbnails for the film "The Short Game" and how each performed: Image
13/ As with any ML algorithm, results can be curious. In 2018, Netflix was accused of creating artwork based on race.

For a majority caucasian film "Like Father", one Black user was served the right image. Netflix said it makes artwork only on viewing history (not demographics). Image
14/ A less harmless example of thumbnail optimization is showcasing trending actors / actresses for content they played a smaller role in:
15/ Back to the Squid Game thumbnails from the 1st tweet. They don't really follow any of the artwork "rules".

Then again, those are only 3 that I saw out of 1000s of other options.

And Squid Game is about to be NFLX's most popular original series ever, so something's working. Image
16/ If you enjoyed that, I write threads breaking down tech and business 1-2x a week.

Def follow @TrungTPhan to catch them in your feed.

Here's a one that might tickle your fancy:
17/ Sources

Vox: vox.com/2018/11/21/181…

Thumbnail controversy: nme.com/news/netflix-a…

Netflix internal docs are a must read

1: about.netflix.com/en/news/the-po…
2: netflixtechblog.com/selecting-the-… Image
18/ I also discuss interesting topics like this once a week (with a healthy dose of dumb jokes) on the Not Investment Advice (NIA) podcast.

Subscribe here: youtube.com/notinvestmenta… Image
19/ Last image: Here's what Netflix's home screen looks like with ZERO thumbnail artwork. Image
20/ One more factoid: Netflix’s revenue per employee is an insane $2.6m.

More than:

◻️Apple ($2m)
◻️Alphabet ($1.4m)
◻️Microsoft ($877k)

(Apple obvi crushes profits and FCF, though) Image
21/ @netflix is def one company where this meme doesn’t apply:

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More from @TrungTPhan

Jul 28
The invention of bánh mì is a combination of climate, trade and urban layout of Saigon in late-19th century designed by French colonist.

When the French captured the area in 1859, most economic activity in the region took place along the Saigon river.

The population built makeshift homes tightly bundled by the river banks. Outgrowth from this eventually lead to narrow alleyways between many buildings that is trademark of the city (the Khmer named the region Prey Nokor then French renamed it Saigon and then it was renamed to Ho Chi Minh City in 1976 after end of Vietnam War).

Over decades, the French created European street grids and built wide Paris-type boulevards in the city to funnel commerce to larger markets (also make the city easier to administer).

It was at these markets that French baguettes were introduced and traded.

Bánh mì bread is known for being flaky and crispy on the outside while fluffier on inside (so god damn good).

Two features of Saigon helped create this texture:

▫️Climate: The heat and humidity in Southeast Asia leads dough to ferment faster, which creates air pockets in bread (light and fluffy).

▫️Ingredient: Wide availability of rice meant locals added rice flour to wheat flour imports (which were quite expensive). Rice flour is more resistant to moisture and creates a drier, crispier crust.

Fast forward to the 1930s: the French-designed street layout is largely complete. Now, the city centre has wide boulevards intersected by countless narrow alleyways.

The design was ideal for street vendor carts. These businesses were inspired by shophosue of colonial architecture to sell all types of goods as chaotic traffic rushed by.

Vietnam has some of the most slapping rice and soup dishes, but many people on the move in the mornings wanted something more portable and edible by hand.

Bánh mì was traditionally upper class fare but it met the need for on-the-go food.

Just fill the bread with some Vietnamese ingredients (braised pork, pickled vegetable, Vietnamese coriander, chilies) along with French goodies (pate).

Pair it with cà phê sữa đá (aka coffee with condensed milk aka caffeinated crack) and you’re laughing.Image
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Haven’t lived in Saigon for 10+ years but ate a banh mi every other day when I did.

While there, I also sold a comedy script to Fox (pitch: “The Fugitive meets Harold & Kumar set in Southeast Asia”).

It never got made but fun story to retell: readtrung.com/p/im-making-a-…
Classic episode Image
Read 4 tweets
Jul 26
the most underrated winner of the AI boom is the 15,000 person Caribbean island of Anguilla (which has a GDP of ~$320m) Image
The research team is happy to announce that we’ve played our part contributing to Anguilla’s windfall.

We also paid $99 to GoDaddy to see if we could secure one more .AI domain. Bearly.AIImage
Polynesian island Tuvalu has an even smaller population (10,000)!!
Read 4 tweets
Jun 8
someone used Veo3 to make Moses as a YouTuber live-streaming the Exodus
accent does change at end: reddit.com/r/ChatGPT/s/bO…Image
On-demand history vids like this in few years with Google Veo very plausible.

I previously wrote on YouTube as greatest athletics learning machine ever…could get souped up: readtrung.com/p/youtube-the-…
Read 4 tweets
Jun 8
reminder that no “asian guy and stripper” story will ever top Enron Lou Pai’s “asian guy and stripper” story Image
Totally forgot Lou Pai got the stripper pregnant.

If this story was transplanted to 2020s, Pai would probably have been a whale on OnlyFans and gotten got…anyways, I wrote about the economics of OF here: readtrung.com/p/onlyfans-sti…
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Apr 29
Boston Consulting Group (BCG) trained an AI slideshow maker called “Decker” on 900 templates and apparently gotten so popular that “some of its consultants are fretting about job security.” Image
Sorry, called “Deckster”. That excerpt was from this BI piece that also looked at McKinsey and Deloitte AI uses: businessinsider.com/consulting-ai-…

The Mckinsey chatbot is used by 70% of firm but same anonymous job board said it’s "functional enough" and best for "very low stakes issues." x.com/bearlyai/statu…
Here’s a r/consulting thread based on Computer World last year. Deckster was launched internally March 2024…some think it’s BS…some think it helps with cold start (B- quality): reddit.com/r/consulting/s…Image
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Feb 4
Norway discovered off-shore oil in 1969. It launched its sovereign wealth fund with $300m in 1996.

It’s since grown 6,000x to $1.8T or $327,000 per Norwegian (5.5m people).

The fund owns 1.5% of all global equities but, most impressively, had a UX designer put a real-time fund value tracker on its website landing page.
Norway’s SWF roughly is 65% equity, 25% bond, 10% real estate/infra (all global).

Unsurprisingly, its largest holding is Apple ($47B, or 1.4% of the entire company).

On a related note, here is my deep dive podcast on Steve Jobs and making of the iPhone: podcasts.apple.com/us/podcast/caf…
Norway spared no expense on its SWF website. Look at that carousel!
Read 4 tweets

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