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
Yesterday
Trump's War on "Artificial Intelligence," Elon v. Scott, and Google's Wall Street Meltdown
Kara and Scott unpack Trump's bizarre attempt to ban the term “AI,” Elon Musk finally taking aim at Scott, and the final countdown to the midterms. Then, they discuss Microsoft's earnings win, Alphabet's Wall Street stumble, and Nvidia's increasingly circular AI investments. Plus ... Show More
1 h
Oct 27
Anthropic's IPO Filing, Elon's Talarico Obsession, and Elizabeth Holmes' Box Office Surprise
Kara and Scott break down Anthropic’s IPO filing — the revenue, the losses, and the risks to humanity. Then, with just a week to go before the midterms, Elon Musk pours millions into the Texas Senate race, and James Talarico fires back. Plus, Elon admits to restricting Ukraine’s ... Show More
1h 5m
Oct 25
Pivot Extra: From ‘Trump Curious’ to ‘Trump Furious’: Inside the Midterm Odds
With just under two weeks until the midterms, Democrats have reason for cautious optimism. Analysts at the Cook Political Report project the party could flip the House. The Senate, meanwhile, has swung from Republican confidence earlier this year to a jump ball, and the Democrati ... 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
Jan 2023
Netflix Doubles From One-Year Lows, and Microsoft’s AI Move to Amp Up Search 1/10/23
Shares of Netflix rose another 4% today, bringing it to its highest close since April. Should you ride the rally, and will it bring the rest of big tech with it? Plus Microsoft reportedly looking to invest in the technology behind the popular ChatGPT app. What that could mean for ... Show More
43m 56s