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 at Amazon. Kara and Scott talk about Jeff Bezos' most recent letter to sharehold ... 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
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
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
Apr 2025
Google Ruled a Monopoly… Again? & Netflix Takes Closer Step to $1T
Episode 564: Neal and Toby recap the fallout from a federal judge’s ruling of Google monopolizing the ad tech space. Then, President Trump goes on the offensive, calling for the termination of Fed Chair Jerome Powell after he said tariffs would increase inflation. Plus, Netflix c ... Show More
31m 25s
Apr 2019
The Trillion-Dollar Sleeper
Microsoft’s market cap crosses the trillion-dollar mark as shares hit an all-time high. Amazon reports its most profitable quarter ever. Facebook surprises, but in a good way. And Uber and Slack get ready for their public debuts. Analysts Andy Cross, Emily Flippen, and Jason Mose ... Show More
40m 39s