Matt is joined by Bloomberg’s Lucas Shaw to discuss his latest piece about Amazon CEO Andy Jassy asking his studio executives for detailed budget analyses of some of their biggest shows. They debate whether Amazon’s issue is more related to its content strategy, what happened during the production of ‘Citadel,' the overall goal at Amazon with Prime Video, Je ... Show More
Yesterday
Did Donald Trump Just Save Filmmaking in America?
Matt is joined by Film USA cofounders Tony Armer and Katie Pryor to discuss President Trump’s public endorsement of a federal tax credit for film production in the United States, how this could reshape filmmaking in America, how it could transform the filmmaking industry, how the ... Show More
35m 45s
Aug 28
Disney's Biggest Swings and Misses, Plus Iger vs. Eisner—With the Acquired Guys
Matt is joined by the hosts of the Acquired podcast, Ben Gilbert and David Rosenthal, to discuss their two-part series on the history of The Walt Disney Company; what surprised them the most during their deep research; Disney's most precarious investments, biggest missteps, and b ... Show More
41m 43s
Feb 2019
Amazon vs. NYC, Coke vs. Pepsi, and Oscars Preview
Amazon rebuffs the Big Apple. Coke fizzles while Pepsi sparkles. And NVIDIA stops the bleeding. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and talk Activision Blizzard, Shopify, Restaurant Brands International, and UnderArmour. Plus, corporate governanc ... Show More
40m 29s
Oct 2019
Amazon Under Attack, and Household Financial Stress
Youngme Moon , Felix Oberholzer-Gee , and Mihir Desai discuss the problem of household financial stress. They also debate whether current criticisms of Amazon are justified.Suggested Reading“Is Amazon Unstoppable?” (Charles Duhigg, The New Yorker)“Jeff Bezos’s Master Plan” (Frank ... Show More
36m 28s
Aug 2023
Is AI now coming for your private data?
Ros Atkins and guests consider the dilemmas faced by streaming companies in the face of growing costs and competition, the changing face of sports broadcasting and concerns about AI trawling our private data.Guests: Minal Modha, Consumer Lead, Ampere Analysis; Scott Bryan, TV Cri ... Show More
28m 1s
Oct 2023
Prof G Markets: OpenAI’s $90 Billion Valuation, FTC Takes on Amazon, and The Recession is Coming
This week on Prof G Markets, Scott shares his thoughts on OpenAI’s new valuation and Amazon’s investment in Anthropic. He also debates the FTC’s case against Amazon with Ed. Finally, he explains why he thinks a recession is on the way (for real this time).
Vote now for Prof G Ma ... Show More
36m 28s
Dec 2024
The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explaining why it’s a win for shareholders and a potential ... Show More
41m 30s
Sep 2024
Is AI the Hollywood Killer? + Amazon’s New Return to Work Policy
Scott and Ed open the show by discussing the Federal Reserve’s rate cut decision, SpaceX’s deal with United, Blackrock and Microsoft’s AI infrastructure fund, and Instagram’s new teen accounts. Then Scott and Ed share their reactions to Lionsgate’s partnership with an AI company. ... Show More
53m 28s