Netflix beat estimates for Q3 and added two million subscribers. Meta has Super-App dreams for WhatsApp, and Mark Zuckerberg is ready to take on iMessage. Plus, Twitter freezes employees' stock accounts, and an activist investor grabs a significant stake in Salesforce. Friend of Pivot Ben Smith joins Kara and Scott to talk about the state of media, and the l ... Show More
Yesterday
Trump TV, Meta’s Muse Charm, and Xi in D.C.
Kara and Scott unpack the judge’s order restoring White House press access for CNN, MS NOW, and Politico, as well as the lackluster start for Trump TV. Then, Trump’s summit with Chinese president Xi Jinping, and the implications for Taiwan. Plus, Meta goes all in on Muse with new ... Show More
1h 5m
Sep 22
Trump’s Press Crackdown, Paramount Settles, and Anthropic’s $2 Trillion IPO
Kara and Scott unpack the Paramount–Warner Bros. Discovery settlement, the White House’s escalating fight with the press, and Amazon blocking Meta’s AI assistant. Then, they break down Trump's plans for an AI Force, whether Anthropic can pull off a $2 trillion IPO, and the stakes ... Show More
1h 12m
Sep 18
Zuck's AI Safety Pitch, Canada Turns to Europe, and Kash Patel on Bestiality
Kara and Scott debate Sydney Sweeney’s latest controversial ad. Raging Moderates co-host Jessica Tarlov joins to discuss Canada cozying up to Europe, and the art of political disagreement. Then, Universal's cold feet about the Elon Musk documentary, Mark Zuckerberg’s motives in t ... Show More
1h 6m
Jul 2024
Meta Investing Billions in Eyewear? & Netflix Keeps Adding Subscribers
Episode 369: Neal and Toby discuss Meta’s interest in buying a stake in Ray-Ban owner EssilorLuxottica, signaling it wants to lead the pack in smart eyewear tech. Then, Netflix adds another 8 million subscribers and continues to show why it’s the king of streaming. Next, the EA S ... Show More
29m 11s
Jul 2022
Netflix rallies despite subscriber losses
<p>Netflix loses 1mn subscribers, small and midsize venture capital firms in China are struggling to raise funds as foreign investors flee risk, and former Brazilian President Luiz Inácio Lula da Silva is running to be the country’s head of state again, in what could be an extrao ... Show More
9m 52s
Oct 2023
Netflix to Raise Prices After Best Subscriber Growth in Years
Dan Morgan, Senior Portfolio Manager at Synovus Trust, shares his thoughts on Netflix raising prices for some customers in the US, UK and France after posting its best quarter for subscriber growth in years. Bloomberg News Equity Markets Reporter Esha Dey and Bloomberg Intelligen ... Show More
47m 25s
Jul 2021
Netflix gambles on gaming and podcasting
<p>Netflix gained 1.5m subscribers in the second quarter but lost 430,000 subscribers in the US and Canada, and UBS has launched a portfolio that invests solely in women-led hedge funds. Plus, the FT’s metals and mining correspondent, Henry Sanderson, talks about how the London M ... Show More
9m 42s
Oct 2022
Private equity giant CVC bets on going public
<p>Netflix stemmed its subscriber losses in the third quarter and Russia is using Iranian drones in its war against Ukraine. Plus, Europe’s top private equity firm, CVC Capital Partners, is preparing to go public and the move has implications for the whole sector.</p><br><p><stro ... Show More
9m 32s