logo
episode-header-image
Jul 2024
29m 11s

Meta Investing Billions in Eyewear? & Ne...

Morning Brew
About this episode
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 Sports College Football 25 video game launches after an 11-year hiatus now that N ... Show More
Up next
Jul 17
"The Odyssey" Creates Insane Demand for IMAX 70mm & Diarrhea Parasite Linked to Taco Bell?
#891: Christopher Nolan’s epic reimagining of an epic, “The Odyssey,” has officially landed in theaters and is expected to shatter records over the weekend. Netflix reports its earnings that doesn’t surprise but admits it’ll need to claw back TV viewership. The EV maker Lucid Mot ... Show More
29m 17s
Jul 16
OpenAI’s First Device is a Speaker? & Permanent Daylight Saving Passes The House
#890: IBM shares crashed after its CEO warned of a performance shortfall, reigniting fears of a SaaSpocalypse. China is cracking down on romantic feelings for chatbots to encourage citizens to have more babies as its economy stumbles. There’s whispers of OpenAI’s first consumer p ... Show More
31m 29s
Jul 15
JPMorgan Has Historic Q2 & New York Temporarily Bans Data Centers
#889: Welcome Ray and Kyle! Today, the guys break down a flurry of bank earnings yesterday, including a record-setting quarter from JPMorgan. Next up, what Fed Chair Kevin Warsh said about inflation in congress and what the latest CPI data says. Then, New York temporarily bans da ... Show More
28m 27s
Recommended Episodes
Oct 2022
Netflix Breaks a Losing Streak, Zuck Swipes at iMessages, and Guest Ben Smith of Semafor
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 ... Show More
1h 1m
Sep 2021
🕶️ “Facebook Ray-Bans” — NFL’s hail mary 5G. Zuck’s 1st smart glasses. Lulu-ton vs Pelo-lemon.
The NFL season kicks off this weekend, but the focus is your phone. Facebook just whipped up its first smart glasses, so Zuck’s sporting Ray-Bans. And Lululemon stock hit a record high just as Peloton announced… a Lululemon athleisure rival.$LULU $PTON $VZ $FBGot a SnackFact? Twe ... Show More
18m 54s
Jan 2021
The Power of Netflix
Netflix hits an all-time high on strong subscriber growth. Bank of America, IBM, Intuitive Surgical, and Procter & Gamble slip on earnings. Intel stays flat despite surprising PC sales. Lumentum joins forces with fellow laser maker Coherent. Google grounds its balloon initiative. ... Show More
39m 10s
Sep 2025
👁️ “eyePhone” — Zuck’s screen-in-lens glasses. Kodak’s renaissance moment. Quarterly Earnings psych. +Treadmill trends.
Meta leaked that they’re launching new smart glasses today… with a screen on the lens. Kodak is back with a camera that sold out… thanks to Labubu dolls.Trump wants to end quarterly earnings… So we’ll explain the psychology of long-term thinking.Plus, there is 1 fitness fad that ... Show More
23 m
Feb 2019
The Netflix of Video Games?
Jeff Bezos squares off with the National Enquirer. Chipotle sizzles. And Alphabet ramps up its spending. Our analysts discuss those stories and dig into the latest from Disney, Electronic Arts, Take-Two Interactive, Hasbro, Mattel, Papa John’s, Skechers, Spotify and Twitter. Plus ... Show More
40m 9s
Apr 2020
Netflix’s Reed Hastings has a huge quarter, Facebook makes big investment in India, Bezos takes the reins at Amazon
Kara and Scott talk about Netflix's biggest quarter yet. The company doubled its projections for how many new subscribers it would acquire. They discuss Facebook's single biggest company investment into Jio – an Indian service provider. Meanwhile, Jeff Bezos is back at the wheel ... Show More
54m 22s
Oct 2024
AI monthly update: Meta’s AI eyewear boon and OpenAI’s valuation explosion
Meta took headlines recently by announcing more AI eyewear and celebrity voices on their platforms, all while Open AI rebounded from some staff exits and aims for incredibly high profits. Just the past few weeks in AI have been a lot. So, today we’re joined again by Martina Breto ... Show More
18m 53s
Nov 2021
Pulp Fiction NFTs, Netflix’s Numbers Revealed, and Peloton Peddles New Stock
Kara is back with Scott to discuss Peloton's new stock offering, the Miramax versus Tarantino battle over Pulp Fiction NFTs, and alarming updates in Activision's sexual misconduct allegations. Plus, Netflix reveals its most popular content and an iconic arena gets a crypto name c ... Show More
55 m
Sep 2025
Meta Smartglasses Leak
Looks like we’re going to be getting new Meta smartglasses later this week. OpenAI wants to up its AI for coding game. Is the whole TikTok saga finally coming to a conclusion? Almost half a billion people use Spotify for free? And how to use the best feature of the new iOS. 'Meta ... Show More
20m 35s
Oct 2025
Big Tech Breaks the Bank for AI
Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar. Travis Hoium, Lou Whiteman, and Asit Sharma di ... Show More
42m 1s
Listen to millions of songs and podcasts on Anghami