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
Jul 17
Military Testosterone Screenings, Diarrhea Parasite Politics, and Data Center Debates
Kara and Scott unpack the military’s new testosterone screening program, Trump’s election fraud obsession, and the growing food contamination outbreak. Then, they discuss OpenAI’s first AI device, IBM’s stock plunge, and New York’s new restrictions on data centers. Watch this epi ... Show More
57m 12s
Jul 14
Apple Sues OpenAI, States Move to Block Paramount Deal, and McConnell Conspiracy Theories
Kara and Scott discuss Lindsey Graham's legacy, the conspiracy theories around Mitch McConnell's new photo, and whether the Democrats can still pull off a victory in Maine. Then, Apple sues OpenAI over alleged trade secret theft, marking the company's latest setback. Plus, Kara s ... Show More
1h 11m
Jul 10
Netflix Chases YouTube, Meta's AI Photo Grab, and Disney Fights the FCC
Kara is joined by Puck’s Matt Belloni to unpack states’ upcoming antitrust challenge to the Paramount–Warner Bros. Discovery merger, Disney’s fight with the FCC over "The View," and Netflix’s growing YouTube ambitions. Then, they discuss Meta’s controversial AI image generator, t ... Show More
1h 9m
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
Apr 2023
Ben Smith on the Turmoil at Buzzfeed, Fox News and Everything In Between
To make sense of a turbulent and important week in media, we turn to Ben Smith who was the founding Editor in Chief of Buzzfeed News (2012 to 2020) and the former New York Times media critic (from 2020 to 2022). On the agenda: the shuttering of Buzzfeed News, the meaning of Murdo ... Show More
1h 4m