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
Feb 27
Paramount Wins Warner Bros. Bid, Anthropic vs. Pentagon, and AI Doomsday Memo
Kara and Scott discuss Anthropic pushing back on the Pentagon's demands, and Trump's longest State of the Union ever. Then, Paramount wins the battle for Warner Bros. after Netflix drops out — Puck’s Bill Cohan joins with insights. Plus, Nvidia posts blockbuster earnings, and a v ... Show More
1h 10m
Feb 24
Tariff Turmoil, Trump's Netflix Threat, and SOTU Predictions
Kara and Scott unpack Trump’s tariff defeat at the hands of the Supreme Court, how he’s scrambling for workarounds, and whether billions in refunds will ever get paid out. Then, Trump pressures Netflix to fire board member Susan Rice or "pay the consequences." Plus, Democrats wei ... Show More
1h 4m
Feb 20
Andrew Arrest Fallout, Colbert Calls BS, Zuck Pushes Back
Kara and Scott discuss the arrest of former Prince Andrew as pressure mounts from the Epstein files, and Mark Zuckerberg’s testimony in the social media addiction trials. Then, Stephen Colbert takes on Paramount and the FCC, Warner Bros. Discovery reopens merger talks with Paramo ... Show More
1h 9m
Jun 2024
TIP637: Jeff Bezos's Shareholder Letters w/ Clay Finck
On today’s episode, Clay reviews Jeff Bezos’ shareholder letters and shares his biggest takeaways.
Jeff Bezos is an exceptional capital allocator who has delivered unprecedented returns to shareholders. Since Amazon’s IPO, the stock is up 152,400%.
IN THIS EPISODE YOU’LL LEARN:
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1h 2m