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
Nvidia CEO's Spy Scandal, JD Vance’s 2028 Problem, and America’s Brain Drain
Kara and Scott are live in Denver for the final stop of Pivot Tour 2026! They unpack NVIDIA CEO Jensen Huang’s affair with a suspected Chinese spy and its implications for the company, the AI industry, and national security. Then, how the midterms are reshaping the Republican fie ... Show More
1h 16m
Nov 8
Stephen Miller’s Promotion, Big Tech’s Reality Check, and Guest Harvey Levin
Kara and Scott are live in Los Angeles! They unpack Stephen Miller’s promotion to chief of staff, the post-election stock market roller coaster, and the ongoing backlash against data centers. Then, what L.A.’s mayoral shake-up means for the city, and a farewell to the Cybertruck. ... Show More
1h 10m
Nov 6
Blue Tsunami: Dems’ Next Move, Wall Street Reax, and Guest Amy Klobuchar
Kara and Scott are live in Minneapolis, surfing the blue tsunami! They unpack Democrats’ sweeping midterm victory, Wall Street’s reaction, and Elon Musk’s costly election bets. Plus, Minnesota Governor-elect Amy Klobuchar joins to discuss her historic win, accountability for ICE, ... Show More
1h 22m
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