Podcast appearances and mentions of Reed Hastings

American entrepreneur and education philanthropist

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Reed Hastings

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Best podcasts about Reed Hastings

Latest podcast episodes about Reed Hastings

Media Boat Podcast
Ep. 541 - The Red Hoppers Show Moment

Media Boat Podcast

Play Episode Listen Later Jun 6, 2026 100:01


Welcome to another episode of the Media Boat Podcast. We start with Alan Jackson's farewell concert special. Next, its Summer Game Fest with the next God of War game and the Final Fantasy VII name reveal. Later, executive chairman Reed Hastings has departed Netflix. We wrap it all up with the success of Backrooms for studio A24. We also have thoughts on The Red Clay Strays, MLB The Show Mobile, The Moment and Hoppers. All this and more on this weeks episode of the Media Boat Podcast.

World Business Report
Is the FIFA World Cup boosting the US job market?

World Business Report

Play Episode Listen Later Jun 5, 2026 26:26


US hospitality industry leads on new jobs growth, but is AI still impacting hiring for white-collar roles?Moscow says the Russian economy is proving resilient in the face of international sanctions - we hear how the economy hits the local business from the Russian business owner in St Petersburg.And the legacy of the co-founder of Netflix, Reed Hastings, who departs the streaming giant today after almost thirty years.

CNBC's
A Market Rotation Underway… And Reaction to LuluLemon's Latest Results 6/4/26

CNBC's "Fast Money"

Play Episode Listen Later Jun 4, 2026 44:17


A mixed day for markets, as investors seemingly rotate out of tech and into financials. How the recent drops in semi stocks could be fueling the record runs in money centers and investment firms, and where our traders are positioning in the rotation. Plus, the next move for Netflix as Co-founder Reed Hastings says goodbye, how a flesh-eating parasite hitting the cattle industry is impacting some biotech stocks, and what a top retail analyst sees in store for Lululemon after the company's latest earnings report. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

FT News Briefing
Why foreign investors love Boston

FT News Briefing

Play Episode Listen Later Jun 4, 2026 10:59


Saudi Arabia's wealth fund is swapping foreign CEOs for local ones and Reed Hastings officially steps down from the board of Netflix. Plus, FT-Nikkei names Boston as the best US city for foreign investment. Mentioned in this podcast:​​Saudi wealth fund replaces foreign CEOs with localsNetflix's Reed Hastings: an icon of good leadership and bad governanceBoston tops FT-Nikkei ranking as global companies seek skilled workersAmericans lead AI data centre backlash, global poll findsWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallmann, Michael Lello and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Vlan!
[Solo] Pourquoi sommes-nous si épuisés?

Vlan!

Play Episode Listen Later Jun 4, 2026 39:08


Ceci est un épisode Solo et donc une lecture de ma newsletter à laquelle vous pouvez vous abonner juste ici - Je vous invite également à participer à ma cagnotte sur Tipeee, c'est juste là.j'ai beaucoup approché ce sujet sans jamais en parler directement alors dans cet épisode, je parle de l'épuisement systémique, pas de fatigue passagère. J'interroge l'incertitude comme carburant silencieux de notre surcharge cognitive, l'accélération décrite par Hartmut Rosa, la pression financière documentée par Antoine Foucher, le capitalisme de la jouissance analysé par Michel Clouscard, la machine à attention qui se nourrit de notre peur, et l'isolement silencieux de nos grandes villes. J'ai questionné aussi le grand mensonge de la productivité, et ce que Viktor Frankl, Pablo Servigne, Byung Chul Han et Olivier Hamant ont chacun à nous dire sur comment traverser ça sans se noyer. Et je finis par trois directions concrètes, pas des solutions miracles, juste des pas de côté qui permettent de ne pas s'épuiser à nager à contre-courant.Citations marquantes"Notre réponse à l'épuisement est presque toujours la même : on essaie de trouver une méthode pour optimiser. Et c'est là que ça devient pathétique, parce que même ceux qui veulent ralentir adorent une méthode pour le faire rapidement.""L'amygdale ne fait pas vraiment la différence entre 'un lion va me dévorer' et 'je ne sais pas ce qui va se passer dans six mois avec mon boulot, mon loyer, la géopolitique, l'IA ou le prix de l'énergie.' Les deux produisent de l'épuisement.""On n'a jamais été aussi optimisé et pourtant on n'a jamais eu aussi peu de temps.""L'ennui est biologiquement plus proche de l'énergie que de la léthargie. Le vide n'est pas un problème à remplir, c'est une condition nécessaire à la pensée profonde.""L'épuisement que vous ressentez n'est pas une faiblesse. C'est une réponse rationnelle à un système qui n'est pas conçu pour l'humain."Idées centrales 1. L'épuisement est systémique, pas personnel Ce n'est pas parce que vous êtes mal organisé ou pas assez zen. Nous sommes collectivement victimes d'un système qui n'est pas conçu pour l'humain, avec des ressources inégales pour y faire face. L'individualiser, c'est exactement ce que le système veut qu'on fasse. [~03:00]2. Notre cerveau est une machine à prédire coincée dans un monde imprévisible Pendant des millions d'années, l'anticipation était une question de survie. Aujourd'hui, cette même mécanique tourne en surchauffe permanente face à des menaces diffuses et globales qu'elle ne peut ni identifier clairement ni neutraliser. C'est là que commence l'épuisement, bien avant le surmenage. [~06:30]3. Trois accélérations simultanées qui se renforcent Hartmut Rosa distingue l'accélération technique, l'accélération du changement social et l'accélération du rythme de vie lui-même. Nous vivons les trois en même temps, sans jamais avoir le temps de nous adapter à l'une avant que la suivante arrive. [~12:00]4. La productivité vendue comme remède est souvent une cause supplémentaire L'ennui n'est pas de la paresse, c'est une émotion fonctionnelle qui prépare biologiquement le corps à l'action et ouvre la porte à la créativité. Remplir chaque vide par une stimulation externe, c'est se priver de la condition nécessaire à la pensée profonde. [~22:00]5. Le contrat du travail est rompu, et on fait semblant de ne pas le voir Pendant les Trente Glorieuses, on doublait son niveau de vie en 15 ans. Aujourd'hui, il faut 84 ans, soit deux vies de travail. Ce n'est pas une opinion, c'est documenté. Et continuer à courir plus vite dans ce contexte s'appelle de l'épuisement par définition. [~17:00]6. Nager en perpendiculaire plutôt qu'à contre-courant Résister frontalement épuise. Comme dans une baïne, la bonne réponse n'est pas de nager vers la plage mais à la perpendiculaire. Silence, soutien, sens : trois mouvements latéraux qui permettent de sortir sans s'y laisser noyer. [~28:00]Questions structurantes de l'épisodePourquoi notre réponse instinctive à l'épuisement est-elle toujours de chercher une méthode pour l'optimiser ?En quoi l'incertitude du monde contemporain active-t-elle les mêmes mécanismes que la menace physique dans notre cerveau ?Qu'est-ce que Hartmut Rosa entend exactement par "immobilisme frénétique" et en quoi ça décrit notre condition ?Comment le passage de la "société disciplinaire" de Foucault à la "société de la performance" a-t-il transformé la domination en auto-exploitation ?Pourquoi les médias et les algorithmes ont-ils intérêt à nous maintenir dans la peur plutôt que dans la réalité des chiffres ?Ce que nous avons sacrifié à vivre en grande ville mérite-t-il vraiment qu'on ne le questionne pas ?L'ennui est-il vraiment une ressource productive que l'on a collectivement décidé de détruire ?Comment Viktor Frankl trouvait-il du sens dans les camps de concentration, et qu'est-ce que ça nous dit sur notre propre rapport à l'adversité ?En quoi la "résonance" de Rosa est-elle incompatible avec le contrôle et la performance ?Qu'est-ce que vous faites parce que vous en avez envie, et qu'est-ce que vous faites parce que vous avez peur de ne pas le faire ?Références citéesPersonnesPablo Servigne (chercheur sur l'effondrement, invité de Vlan!) : "La vie danse toujours au bord du chaos. L'inverse du chaos, c'est la mort." [~05:00]Donna Brothers (psychanalyste américaine) : concept d'"anxiété cartésienne", l'idéal de certitude hérité de Descartes comme source de souffrance [~08:00]Hartmut Rosa (sociologue et philosophe allemand) : trois formes d'accélération, "immobilisme frénétique", concept de résonance [~11:00 / ~31:00]Byung Chul Han (philosophe coréen) : "société de la fatigue", dépression et burn-out comme symptômes civilisationnels [~15:00]Antoine Foucher (ancien directeur général adjoint du MEDEF, invité de Vlan!) : livre "Sortir du travail qui ne paye plus", distinction des trois périodes de progression salariale [~16:00]Michel Clouscard (sociologue français) : mutation du capitalisme de la répression vers le capitalisme de la jouissance [~19:00]Rousseau : "Malheur à celui qui n'a plus rien à désirer." [~20:00]René Girard (anthropologue français) : désir mimétique [~20:00]Jonathan Crary (chercheur américain) : Le capitalisme est à l'assaut du sommeil (2013) [~22:30]Reed Hastings (fondateur de Netflix) : "notre plus grand concurrent est le sommeil" [~22:30]Yohan Hari (auteur, invité de Vlan!) : marché de l'attention [~23:00]Kenneth Schlenger (fondateur de Opal, invité de Vlan!) : marché de l'attention [~23:00]Sherry Turkle (professeure au MIT) : Seuls ensemble, trente ans d'étude de notre relation à la technologie [~25:00]Bruno Marzloff (sociologue de la ville, invité de Vlan!) : plus une ville est grande, plus elle rend seul [~25:00]Tim Ferris : La semaine de 4 heures comme symbole du mensonge productiviste [~27:00]Olivier Hamant (biologiste, invité de Vlan!) : robustesse vs performance, l'arbre qui ne transforme que 1% de la lumière [~29:00]Marc de Smedt (invité de Vlan!) : épisode sur le silence intérieur [~32:00]Viktor Frankl (psychiatre autrichien, survivant des camps de concentration) : le sens comme condition de survie, déplacement du regard de soi vers l'autre [~34:00]Sénèque : "Ce n'est pas que nous ayons peu de temps, c'est que nous en perdons beaucoup." [~36:00]LivresLe capitalisme est à l'assaut du sommeil, Jonathan Crary (2013)Seuls ensemble, Sherry TurkleSortir du travail qui ne paye plus, Antoine Foucher"Sur la fonction de l'ennui", article de psychologie cité (deux auteurs non nommés)FilmsFight Club : "Nous achetons des choses dont nous n'avons pas besoin..." [~21:00]SourcesCentre d'observation de la société : données sur l'évolution de l'insécurité en France [~24:00]Timestamps clés (optimisés YouTube)00:00 - Le bracelet connecté et le piège de l'optimisation J'ai voulu mieux écouter mon corps. J'ai obtenu un tableau de bord qui me disait si je méritais d'être fatigué. La réponse à l'épuisement est presque toujours la même : trouver une méthode. Et c'est là que tout déraille.03:00 - L'épuisement n'est pas un problème personnel Ce n'est pas parce que vous êtes mal organisé ou pas assez zen. C'est un épuisement systémique, dont nous sommes tous victimes à des degrés divers. L'industrie du développement personnel, 1.500 milliards de dollars, s'est construite exactement sur ce mensonge.05:30 - Pablo Servigne et le chaos comme condition du vivant "L'opposé du chaos, c'est la mort." Si c'est vrai, alors nous ne nous épuisons pas du chaos lui-même, mais de l'énergie colossale que nous dépensons à tenter de le fuir.07:00 - L'amygdale et le lion derrière le rocher Notre cerveau ne distingue pas entre une menace physique et l'incertitude géopolitique, économique ou climatique. Les deux produisent la même mobilisation d'urgence. Répétée sur des années, cette mobilisation s'appelle de l'épuisement.09:00 - L'anxiété cartésienne de Donna Brothers La pensée occidentale a construit un idéal de certitude. Quand on ne le trouve pas, on ne souffre pas de l'incertitude elle-même, mais de la collision entre ce qui est et ce qu'on croit qui devrait être.11:30 - Hartmut Rosa et les trois accélérations Technique, sociale, rythme de vie. Elles se renforcent mutuellement et nous n'avons jamais le temps de nous adapter à l'une avant que la suivante arrive. "On court de plus en plus vite pour rester sur place."16:30 - Le contrat du travail est rompu Pendant les Trente Glorieuses, on doublait son niveau de vie en 15 ans. Aujourd'hui, il faut 84 ans. Deux vies de travail. Ce n'est pas une opinion. C'est la réalité documentée qu'Antoine Foucher résume dans son titre.18:30 - De Foucault à Byung Chul Han : l'auto-exploitation Le passage de "tu dois" à "tu peux" est la mutation la plus insidieuse du système. Nous ne sommes plus soumis à une contrainte externe, mais à une injonction permanente à nous dépasser, au nom de notre liberté.20:00 - Le désir mimétique et Instagram Rousseau l'avait vu avant tout le monde : "on est heureux qu'avant d'être heureux." René Girard a théorisé le reste. Et Instagram est la machine à désir mimétique la plus efficace jamais construite.22:30 - Reed Hastings et le marché de l'attention "Notre plus grand concurrent est le sommeil." Ce marché n'est pas construit sur votre plaisir, mais sur votre peur. Peur de rater, d'être déclassé, d'être moins compétent. Et les médias ont appris à amplifier cette peur parce que ça marche.25:00 - Seuls dans la ville Sherry Turkle, trente ans au MIT : on peut être hyperconnecté et ne jamais vraiment rencontrer personne. Plus une ville est grande, plus elle rend seul. Et chaque interaction avec un inconnu est une donnée qui échappe aux plateformes.27:00 - Le grand mensonge de la productivité L'ennui est biologiquement plus proche de l'énergie que de la léthargie. C'est une émotion fonctionnelle qui prépare le corps à l'action. Remplir chaque vide par une stimulation, c'est se priver de la condition nécessaire à la pensée profonde.29:30 - Olivier Hamant et la robustesse Un arbre ne transforme que 1% de la lumière qu'il capte. Il est en sous-optimal quasi permanent pour pouvoir survivre les jours sans soleil. La nature entière sacrifie la performance pour la robustesse. Notre cerveau aussi.32:00 - Nager en perpendiculaire Résister frontalement épuise. Comme dans une baïne, nager vers la plage est la mauvaise réponse. Nager à la perpendiculaire, c'est aller ni contre ni avec, mais à côté. C'est là que commence la sortie.33:00 - Silence, soutien, sens : trois mouvements latéraux Pas des solutions miracles. Trois directions concrètes pour ne pas se laisser paralyser. Viktor Frankl dans les camps de concentration. Hartmut Rosa et la résonance. Et cette question finale à garder dans un coin de la tête.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Invest Like the Best with Patrick O'Shaughnessy
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Jun 3, 2026 67:17


My guest today is Dara Khosrowshahi, the CEO of Uber. Before Uber, Dara ran Expedia for thirteen years. We start with why he took this job in 2017, and a big part of that story is Daniel Ek, who told him that life is not about happiness, it is about impact. We talk about what the chaos felt like on day one, and how his family leaving Iran when he was nine shaped the way he handles pressure today.  We spend most of our time on autonomous vehicles and Uber's role as the demand aggregator in a world of physical AI. Dara explains why Uber is a supply-led company, what it will take to win, and why he expects many winners in AVs rather than one.  We also discuss Uber's $10 billion in free cash flow, the push toward a single app for everything, and what he has learned from Allen & Co, Barry Diller and Reed Hastings. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Intro to Dara Khosrowshahi (00:03:37) How Daniel Ek Convinced Dara to Take the Uber Job (00:06:54) Bringing Order to Chaos (00:09:20) Managing Stress as a Leader (00:11:22) The Chip on His Shoulder (00:12:53) Parenting Lessons (00:17:01) Mandate for AI Adoption (00:21:21) Uber's Role in Physical AI (00:22:48) Winning the AV Demand Race (00:27:41) Partnering vs. Competing with Waymo (00:32:05) AV Success Unlocks New Markets (00:35:09) Why Drones Haven't Arrived Yet (00:36:27) Regional AV Rollout Differences (00:37:35) Uber Eats International Winning Formula (00:39:44) Key to Aggregating Supply Well (00:44:34) Adding Hotels to Uber Platform (00:50:46) Lessons in Marketing at Scale (00:52:59) Apps vs. AI Agents in Seven Years (00:54:08) What Dara Learned from Barry Diller (00:56:52) What Dara Learned from Allen & Co (01:00:09) Buybacks vs. Growth Investing (01:04:17) Lessons from Reed Hastings (01:05:49) The Kindest Thing

The Real Women Real Business Podcast
Building a Business Where Creativity Accountability and Contribution Drive Growth with Joy Lynskey

The Real Women Real Business Podcast

Play Episode Listen Later Jun 2, 2026 46:40 Transcription Available


In this episode of The Real Women Real Business Podcast, Shauna Lynn Simon sits down with Joy Lynskey, Founder and CEO of Jewel Toned Interiors, to explore what it really takes to build a team culture rooted in creativity, contribution, and accountability. Joy shares how her background in psychology shaped the way she leads, why her team uses simple daily huddles and deep quarterly meetings, and how she has created a business where people are expected to bring ideas, own outcomes, and learn from mistakes.Listeners will walk away with practical ways to reduce the boomerang effect of delegation, move beyond reactive leadership, and create stronger systems for communication, trust, and decision-making. Joy also offers a powerful perspective on integrity, culture fit, work-life harmony, and using leadership to create meaningful ripple effects.If you are ready to build a team that grows with you instead of depending on you, this episode is a must-listen.Timestamps:(01:50) - (06:30) - Joy's path from psychology to interior design and why human behavior shapes her leadership(06:31) - (13:15) - Daily huddles, team charters, and creating rituals that invite contribution(13:16) - (17:25) - Hiring for culture, accountability, and redefining integrity inside a team(17:26) - (25:15) - Mistakes, ownership, playbooks, and how to stop rescuing your team(25:16) - (36:30) - Role playing client conversations and building confidence without lowering standards(36:31) - (49:10) - Work-life harmony, ripple effects, and Joy's advice for leaders building stronger cultures Resources:Book Your FREE Coaching Assessment Call with Shauna Lynn: https://www.aboutshaunalynn.com/coachmeLearn more about the show: AboutShaunaLynn.com/podcastComplimentary Virtual Design Consultation for 1 Hour (Mention podcast when booking through this link): https://jeweltoned.com/contact-us/No Rules Rules: Netflix and the Culture of Reinvention by Reed Hastings and Erin Meyer: https://amzn.to/4dwJZ0G Connect with Joy Lynskey:Jewel Toned Interiors: https://jeweltoned.com/Facebook: https://www.facebook.com/jtidesignstudioInstagram: https://www.instagram.com/jeweltonedinteriors/YouTube: https://www.youtube.com/@jeweltonedinteriors3352Pinterest: https://www.pinterest.com/jtidesignstudio/Email: joy@jeweltoned.comJoy Lynskey is the Founder and CEO of Jewel Toned Interiors, a women-owned interior design studio based in Fort Lauderdale, Florida. With experience across luxury multifamily, workplace, wellness, residential, and community-centered projects, Joy blends creative vision with operational discipline to create stronger outcomes for clients and teams. Her leadership is shaped by a deep interest in psychology, collaboration, and the human side of design. In 2023, Joy became the first woman President of the Construction Executives Association, bringing a more inclusive and purpose-driven lens to the construction and built environment industries. As a mother of four, business owner, and advocate for intentional leadership, Joy is passionate about helping people contribute meaningfully at work and beyond.

The Jordan Harbinger Show
1332: Screen Time | Skeptical Sunday

The Jordan Harbinger Show

Play Episode Listen Later May 24, 2026 80:38


Screens are rewiring teen brains and torching their happiness. Michael Regilio cuts through the glare to explain what's really at stake on Skeptical Sunday!Welcome to Skeptical Sunday, a special edition of The Jordan Harbinger Show where Jordan and a guest break down a topic that you may have never thought about, open things up, and debunk common misconceptions. This time around, we're joined by skeptic, comedian, and podcaster Michael Regilio!Full show notes and resources can be found here: jordanharbinger.com/1332On This Week's Skeptical Sunday:The fear of new technology is ancient and remarkably repetitive. Critics warned the telephone, the printing press, even writing itself would rot brains and shred social bonds. Today's smartphone panic is the latest verse in a very old song, though experts insist this time the data is louder.The "U-shaped" happiness curve — high in youth, dipping in midlife, rising again after fifty — has held steady across cultures for decades. But around 2014, right as every teenager got a smartphone, that youthful high point collapsed, and researchers like David Blanchflower are sounding alarms.Big Tech isn't accidentally addictive — it's engineered that way. Frameworks like the Fogg Behavior Model power infinite scroll, autoplay, and notification floods designed to exploit adolescent cravings for status and novelty. Reed Hastings admitted Netflix's real competitors are sleep and human connection.Internal documents from Meta and Alphabet lawsuits revealed the ugly truth: companies knew their platforms harmed teen girls and deliberately targeted users as young as 11. One memo read, "If we want to win big with teens, we must bring them in as tweens" — exploiting developing prefrontal cortexes by design.Screens aren't the devil — how we use them is what matters. Play video games with your kids, FaceTime grandma, keep phones away from babies, and set lights-out rules at night. The best screen time report might be a screen-down report: what did you do with your one short life while you weren't scrolling?Connect with Jordan on Twitter, Instagram, and YouTube. If you have something you'd like us to tackle here on Skeptical Sunday, drop Jordan a line at jordan@jordanharbinger.com and let him know!Connect with Michael Regilio at Twitter, Instagram, Threads, Bluesky, and YouTube, and check out War Bar, his comedy special!And if you're still game to support us, please leave a review here — even one sentence helps! Sign up for Six-Minute Networking — our free networking and relationship development mini course — at jordanharbinger.com/course!Subscribe to our once-a-week Wee Bit Wiser newsletter today and start filling your Wednesdays with wisdom!Do you even Reddit, bro? Join us at r/JordanHarbinger!This Episode Is Brought To You By Our Fine Sponsors: Lufthansa Allegris: Go to Lufthansa.com and search for "Allegris" to learn moreRidge Wallet: Get 10% off with code JORDANSimpliSafe Home Security: 50% off + 1st month free: simplisafe.com/jordanProgressive Insurance: Free online quote: progressive.comLufthansa Allegris: Go to Lufthansa.com and search for "Allegris" to learn moreSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Genios de las Finanzas
Reed Hastings, el revolucionario de la televisión

Genios de las Finanzas

Play Episode Listen Later May 22, 2026 8:39


El fundador de Netflix cambió la industria del entretenimiento al popularizar el 'streaming' para ver series y películas. Presume de haber levantado un gigante tomando pocas decisiones y dando mucha libertad a sus empleados."Me enorgullece tomar la menor cantidad de decisiones posible", dijo Reed Hastings en 2014. Apenas había pasado un año desde el lanzamiento de House of Cards (2013) y Orange Is the New Black (2013), pero la capitalización de Netflix ya superaba los 20.000 millones de dólares.Doce años después, no hay margen de discusión: se puede crear una de las mayores compañías del mundo delegando y dotando de gran libertad a los empleados para asumir riesgos. Gracias a esta filosofía, la plataforma de series y películas suma más de 320 millones de suscriptores y una capitalización de mercado superior a los 300.000 millones de dólares.Los redactores del periódico Amaia Ormaetxea y Antonio Santamaría analizan su legado en 'Genios de las Finanzas', un pódcast realizado por Tamara Vázquez y dirigido por Amparo Polo. Hosted on Acast. See acast.com/privacy for more information.

The Game Changing Attorney Podcast with Michael Mogill
464. AMMA — Why “Potential” Is The Biggest Trap For Growing Firms

The Game Changing Attorney Podcast with Michael Mogill

Play Episode Listen Later May 21, 2026 21:39


At what point does believing in someone's potential stop being leadership and start being a liability? In this episode of The Game Changing Attorney Podcast, Michael and Jessica Mogill answer three listener questions about one of the hardest tensions in leadership: the gap between what you see in your people and what they actually deliver. They walk through how to handle a high-talent, low-output team member, how to recognize when a long-tenured leader has plateaued, and whether the popular idea of "unlimited potential" actually holds up. Believing in your team is valuable, but does it replace standards and results? Here's what you'll learn: Why potential without performance becomes a liability, and how to set objective criteria before emotion drives the decision How to know when a team member has hit their ceiling and what to do about it without losing empathy Why "unlimited potential" is a myth, and what a leader can actually be responsible for You can want it for them all day long. If they don't want it for themselves, nothing you do will matter. (00:00:00) Introduction (00:04:12) Earning the Right to Live a Little (00:05:37) Q1: Talent vs. Output (00:08:32) Potential Is Secondary to Performance (00:09:47) The Outside-In Perspective Test (00:10:50) Q2: Has He Hit His Ceiling? (00:11:35) What Got You Here Won't Get You There (00:14:24) Ceilings Aren't Failures (00:15:23) Q3: Does Everyone Have Unlimited Potential? (00:17:03) A Leader Removes Barriers (00:20:48) Closing ---- Links & Resources: No Rules Rules by Reed Hastings and Erin Meyer DreamHack Atlanta LeBron James Michael Jordan Kobe Bryant Gordon Ramsay ---- Learn what sustainable growth can look like for your firm at crispcoach.com. ---- Do you love this podcast and want to see more game changing content? Subscribe to our YouTube channel. ---- Past guests on The Game Changing Attorney Podcast include David Goggins, John Morgan, Alex Hormozi, Randi McGinn, Kim Scott, Chris Voss, Kevin O'Leary, Laura Wasser, John Maxwell, Mark Lanier, Robert Greene, and many more. ---- If you enjoyed this episode, you may also like: 359. The Ultimate Guide to Retaining Top Talent 313. A-Player Attractors - Winning With Who: Cultivating a Winning Team 207. Patty McCord - How to Build a Culture of Freedom and Responsibility

Class Disrupted
Reed Hastings on What It Will Take for AI to be Different from Other Edtech

Class Disrupted

Play Episode Listen Later May 21, 2026


In this live episode of Class Disrupted, recorded at the ASU + GSV Summit, Netflix founder Reed Hastings joined Michael and Diane again to discuss Reed's decades-long journey through various chapters of education reform culminating in his vision for how AI will profoundly reshape learning and schooling. Reed reflected on the slow progress and setbacksContinue reading "Reed Hastings on What It Will Take for AI to be Different from Other Edtech"

The High Flyers Podcast
#256 Shernaz Daver: Growing Up Indian-American, Standing Up to Steve Jobs & Advising Netflix, Waymo and Khosla Leaders

The High Flyers Podcast

Play Episode Listen Later May 12, 2026 79:38


Episode #256 features Shernaz Daver, one of Silicon Valley's most respected executive advisors and communications strategists, who has worked alongside leaders including Steve Jobs, Netflix co-founder Reed Hastings, Khosla Ventures founder Vinod Khosla and Waymo/Udacity founder Sebastian Thrun. In conversation with Vidit Agarwal, Shernaz reflects on a remarkable journey shaped across India, Japan and the United States — from growing up between cultures as part of the small Zoroastrian community to navigating the inner circles of Silicon Valley's most influential founders and companies. She shares stories from Motorola, Electronic Arts and Sun Microsystems, the rejection that changed her trajectory, the unforgettable moment Steve Jobs told her she had done a “terrible job” marketing a product, and the lessons she learned working alongside elite founders and operators. The conversation also explores insecurity, ambition, storytelling, AI, burnout, hype versus reality in Silicon Valley, and what separates visionary leaders from merely successful ones. Please enjoy exploring your curiosity. ________ Get in touch with us via email at contact@curiositycentre.com Join our stable of commercial partners including the Australian Government, Google, KPMG, Vanta, Allens, Macquarie Capital, City of Sydney and more.  Show notes and more episodes here Follow us on LinkedIn, Twitter, Instagram, or YouTube Get in touch with our Founder and Host, Vidit Agarwal directly here Contact us via our website ________ The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW. Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Anil Sabharwal (Global VP, Product at Google), Jason Collins (Head of BlackRock, Asia Pacific), Jodie Auster (Uber's Global Head of Travel), Stevie Case (Chief Revenue Officer, Vanta), Brad Banducci (CEO, Woolworths),  David Haber (GP, a16z), Rob Giglio (CCO, Canva), Jean-Michel Lemieux (CTO, Shopify + Atlassian), Sweta Mehra (EGM, NAB; ex CMO, ANZ), Bowen Pan (Creator, Facebook Marketplace), Sam Sicilia (Chief Investment Officer, Hostplus), Craig Tiley (CEO, US Tennis), John Haddock (CBO, Harvey), Niki Scevak (Co-Founder, Blackbird Ventures), Mike Schneider (CEO, Bunnings), Trent Cotchin (3x Premiership Winning Captain, Richmond FC), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Jack Zhang (CEO, Airwallex), Matteo Franceschetti (CEO, Eight Sleep), Vivek Bhatia (CEO, MUFG), Sanjeev Gandhi (CEO, Orica) and more. 

Long Term Investing - With Baskin Wealth Management

This week, Barry and Ernest discuss Tim Cook's retirement and legacy, smart share buybacks from companies, and TFI International's improving financial outlook.0:00- Introduction 2:12- Tim Cook's retirement and legacy 9:38- Reed Hastings resigning from Netflix's board14:11- Smart share repurchases21:46- TFI International's rebound

DH Unplugged
DHUnplugged #800: 50-50 Market

DH Unplugged

Play Episode Listen Later Apr 29, 2026 63:55


All-time highs – SP500 up 9% MTD – NAS100 even more Balanced risk – up or down from here is evenly matched All tech right now (Example Monday Equal Weighted up 0.33%, SP500 down 0.35%) Worried about No More Mr. Nice Guy The new “Blockchain” , “SPAC”, “MEME” that is pushing stocks PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - HUGE MOVES - All from Tweets - Earnings seasons - banks did goooood -- Earnings season - carrot ahead of next week when the tech giants report (lots of bulls on this) - A belated 420 day to all you stoners out there! Grab a gummy, come back in about 45 minutes and listen - show will be much better... - Tariff refunds now available Markets - All-time highs - SP500 up 9% MTD - NAS100 even more - Balanced risk - up or down from here is evenly matched -- All tech right now (One day Equal Weighted up 0.33%, SP500 down 0.35%,) - Equal weight up 4.5% MTD, S&P up 9% - Worried about No More Mr. Nice Guy ? - Seems like Trump is bored with the Iran thing... - The new "Blockchain" , "SPAC", "MEME" that is pushing stocks Announcing the Winner of the Closest to the Pin for NetGear... Open /Closed - Straits of Hormuz closed again, and again - The brief opening allowed for a cruise ship to sneak through last week. - Celestyal Discovery, a 1,360-guest vessel operated by Greece-based Celestyal Cruises, departed Port Rashid in Dubai, U.A.E., on April 17 at 11:36 a.m. local time, becoming the first cruise ship known to exit the strait since the crisis began earlier this year. - No passengers aboard - aside from Captain and Crew. - - That must have been a pretty scary passing.... OIL - Oil hovering in the $80-$90 range for a while, now topping $100 - WTI and Brent flipped back to the normal relationship - UAE leaving OPEC - (accounts for 12% of OPEC and 4% of global oil) ---- They need more flexibility and there seems to be a rift  with Saudi Arabia and others as they have not been protected -- China! China to begin exporting jet fuel, diesel and gasoline - DOES THIS MEAN PRICED IN YUAN? Economics - Retail sales up more than expected. - Some is due to the high cost of gas - but stripping out gas prices - still beat expectations - How do we square this with the UMich at all-time lows? Consumer Confidence Retail Sales YoY Chips - MRVL Shares jumped more than 7% after a report by The Information said the company is in talks with Google to build two new AI chips. - AVGO (Broadcom) dipped as they had a deal announced prior and this seems to have watered down some of the importance. - Fast forward a few days and then we see a story about OpenAi missing user and revenue projections. Commentary about concern that if they do not meet their numbers, may not have enough money to fund all the build-outs they promised. (Lots of names dropping on this concern) Tim Apple - Apple announces that Tim Cook will become executive chairman of Apple's board of directors and John Ternus, senior vice president of Hardware Engineering, will become Apple's next chief executive officer effective on September 1, 2026. - Ternus joined Apple's product design team in 2001 and became a vice president of Hardware Engineering in 2013. He joined the executive team in 2021 as senior vice president of Hardware Engineering. Throughout his tenure at Apple, Ternus has overseen hardware engineering work on a variety of groundbreaking products across every category. He was instrumental in the introduction of multiple new product lines, including iPad® and AirPods, as well as many generations of products across iPhone®, Mac®, and Apple Watch. - Ternus's work on Mac has helped the category become more powerful and more popular globally than at any time in its 40-year history. Prior to Apple, Ternus worked as a mechanical engineer at Virtual Research Systems. He holds a bachelor's degree in Mechanical Engineering from the University of Pennsylvania. Mo Money - Vendor Financing - Anthropic to secure up to 5 gigawatts (GW) of current and future generations of Amazon's Trainium chips to train and power their advanced AI models. - Anthropic's Claude Platform available on AWS, providing their full AI developer experience in one place. - Amazon to invest $5 bln in Anthropic today and up to an additional $20 bln in the future. Operation Vaccu Suck - AST SpaceMobile — Shares fell 15% after a satellite launched  was placed into the wrong orbit. - The company said in a release it expects the cost of the satellite to be recovered by an insurance policy, and it still plans to conduct orbital launches once every month to two months in 2026. - DH Space Cleanup - this is going to be huge. Like the Spaceballs Mega Maid Scene - goes from suck to blow. Mega maid cleaning up space trash - Operation Vaccu Suck Fed Chair Nominee - Fed Chair nominee Kevin Warsh told Senate hearing that Fed must stay independent and "stay in its lane" - Opening statement (Senate) : "I do not believe the operational independence of monetary policy is particularly threatened when elected officials—presidents, senators, or members of the House—state their views on interest rates. Central bankers must be strong enough to listen to a diversity of views from all corners. - But the actual confirmation may still be stuck until the lawsuit against Powell is dropped (Which it seems is in process) Drugs man... - Compass Pathways — The biotechnology company surged nearly 25% after President Donald Trump signed an executive order that directs his administration to speed up reviews of psychedelic drugs. - Compass is conducting studies of psychedelics to create drugs for treatment-resistant depression and PTSD. HOW? - A refund system for businesses that paid tariffs which the U.S. Supreme Court ruled President Donald Trump imposed without the constitutional authority to do so is scheduled to launch Monday. - Importers and their brokers will be able to begin claiming refunds through an online portal beginning at 8 a.m., according to U.S. Customs and Border Protection, the agency administering the system. - It's the first step in a complicated process that also might eventually lead to refunds for consumers who were billed for some or all of the tariffs on products shipped to them from outside the United States. SUBS Emerging - Sandwich chain Jersey Mike's has confidentially filed for an IPO. - - Blackstone bought a majority stake in the sandwich chain in 2024 in a deal that valued the company at roughly $8 billion. - - - With more than 3,000 locations nationwide, Jersey Mike's is the second-largest hoagie sandwich chain in the U.S. -- Did some research - typical franchisee makes about $100-$200k per store. ----- Initial cost to get store going ~ $700k (3-7 year make-good on initial investment plus risks) NEW Stock MOVER - SPACS were HOT - now by all accounts one of the worst performance groups EVER - AI Pivot - - - Not sure this has legs like some of the ones in the past... - Myseum shares more than doubled after the social media firm became the latest company to refocus efforts on artificial intelligence. -----Shares of Myseum, which has been renamed Myseum.AI, will still trade under the MYSE ticker - The New Jersey-based company announced Wednesday that it would change its name to Myseum.AI amid a concentration on integrating AI into its platforms like Picture Party and DatChat. Myseum will use AI agents to manage personal media in a way that adapts to users' preferences while also maintaining privacy, the company said. - Allbirds' shares during the previous session after the struggling shoemaker announced a pivot to AI (Went from $3 to $24 and now $11) Crypto News - Charles Schwab is rolling out crypto trading, allowing clients to buy bitcoin and ether in the coming weeks. - The move places the brokerage in direct competition with Robinhood and Coinbase, both of which tend to serve younger clients and offer commission-free trading on stocks (but still carry a fee on crypto). - Schwab is the latest example of increasing crypto acceptance by traditional financial firms that previously were waiting on the sidelines to launch crypto offerings. (Only Ether and Bitcoin) -- Stock was down on this news an some earnings hangover (8% from recent high) - Robinhood and Coinbase had some selling on the news too.... OpenAi - Nastyness - Sam Altman is seeking the dismissal of punitive damages claims in his sister's civil lawsuit accusing the OpenAI co-founder and chief executive of repeated sexual abuse more than two decades ago, an accusation he denies. - Annie Altman accused her brother of sexually abusing and raping her between 1997 and 2006 at the family home in suburban Clayton, Missouri, starting when she was three and he was 12. She said the "last acts of sexual abuse and rape" occurred when Sam Altman was an adult. He is now 40. - Sam Altman is countersuing his sister for defamation over her posts, including a video that said "an almost tech billionaire" molested her. (He is seeking $1) Other Strange - FBI Director Kash Patel filed a defamation lawsuit against the Atlantic and its reporter Sarah Fitzpatrick following the publication of an article on Friday alleging the director had a drinking problem that could pose a threat to national security. - The magazine's story, initially titled “Kash Patel's Erratic Behavior Could Cost Him His Job," cited more than two dozen anonymous sources expressing concern about Patel's “conspicuous inebriation and unexplained absences” that “alarmed officials at the FBI and the Department of Justice.” - The lawsuit, filed in U.S. District Court for the District of Columbia, seeks $250 million in damages. Netflix News - Netflix beat Wall Street expectations for first-quarter revenue and reported a big jump in earnings per share thanks in part to a termination fee related to its proposed Warner Bros. Discovery deal. - The company said it expects second-quarter revenue to increase 13% and reiterated its earlier warning that content spending would be weighted in the first half of the year due to the timing of title launches. - The company announced Reed Hastings, Netflix's co-founder and current chairman, would exit the board in June when his term expires. - Netflix reiterated that it's on track to reach $3 billion in advertising revenue in 2026, which would mark a doubling year over year, as that newer revenue line shows growth. ----Shares fell 9% after the announcement QVC - QVC Group Inc. has filed for bankruptcy protection in an effort to shed $5 billion in debt, as the company struggles with declining network viewership and stiff competition for its e-commerce operation. - QVC's business model, which relies on live sales sessions and call-in ordering, gave customers a sense of a personal relationship with their favorite peddlers, but the company's best year ever was in 2020, during the Covid-19 pandemic, and its revenue has dropped by more than a third since then. - The rise of short-form video platforms like TikTok, which has seen success with live shopping and has brought in more than $15 billion in US revenue in 2025, poses a significant challenge to QVC as it tries to restructure its debt and evolve its business model. - There will still be QVC for a while - really just a debt restructure - but eventually they are toast Spirit - 9 Lives? - Spirit Aviation Holdings Inc. has floated offering the US government an equity stake in the discount carrier to help stave off its potential liquidation, according to people familiar with the matter. - The Air Current first reported that Spirit is seeking a bailout from the US government. - Any proposed bailout is likely to get pushback from competitors that are also struggling with a spike in jet fuel prices during the conflict in the Middle East, some of the people said. Transportation Secretary Sean Duffy plans to meet with low-cost airline chief executives this week to discuss their challenges, the people said. Just IN - Jetblue CEO told employees it isn't considering filing for bankruptcy protection this year. - Geraghty's comments come amid higher fuel costs and speculation sparked by the New York-based carrier's founder that the airline could go bust. - The airline has sufficient liquidity and access to additional capital, Geraghty said in an internal memo reviewed by Bloomberg. That includes a recently secured $500 million loan backed by aircraft, with an option to raise another $250 million. Robot 1/2 Marathon - A humanoid robot completed a half-marathon in 50 minutes and 26 seconds, about seven minutes faster than the men's world record. - The second annual robot half marathon showed rapid advances in artificial intelligence, with 40% of the robots running autonomously and demonstrating improvement in handling generalized environments. - The race, which featured over 100 teams and 300 robots, showcased China's industrial policy priorities, including progress in artificial intelligence and robotics to mitigate the economic risks of an aging population. - About 40% of the robots this year rant autonomously Crazy Short Squeeze AVIS Earnings on the way... Microsoft EPS: ~$4.00–$4.05 (+15–17% YoY) Revenue: ~$81–82 billion (+15–16% YoY) Focus: Azure growth, AI monetization, and whether heavy AI spending is translating into margins. Alphabet (Google) EPS: ~$2.60–$2.70 (~5% YoY decline, due to higher depreciation) Revenue: ~$106–107 billion (+18–20% YoY) Focus: Strong Cloud growth and proof that AI investment is turning into sustainable revenue. Meta Platforms EPS: ~$6.60–$6.70 (+20%+ YoY) Revenue: ~$55–56 billion (+18–22% YoY) Focus: AI?driven advertising performance, core margins, and cost discipline outside Reality Labs. Amazon EPS: ~$1.60–$1.65 (+10–12% YoY) Revenue: ~$177–180 billion (+13–14% YoY) Focus: AWS growth, advertising margins, and clarity around large AI capital spending plans. Apple EPS: ~$1.90–$2.00 (+15–16% YoY) Revenue: ~$90–95 billion (mid?teens YoY growth) Focus: Services growth, iPhone demand stability, and capital return priorities.       Love the Show? Then how about a Donation? THE WINNER OF THE CLOSEST TO THE PIN for NETGEAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Behind the Numbers: eMarketer Podcast
Leaving WBD Behind? Reed Saying Goodbye? — The 3 Big Questions for Netflix | Behind the Numbers

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Apr 27, 2026 26:13


On today's podcast episode, we discuss the three big questions surrounding Netflix right now: Will leaving Warner Bros. Discovery behind be a good long-term move? Can Netflix double its advertising revenue this year? And will the streaming giant be okay after its co-founder Reed Hastings leaves the company? And more. Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Analyst Ross Benes and Senior Editor of our Marketing and Advertising Briefing, Daniel Konstantinovic. Listen everywhere, and watch on YouTube, Apple, and Spotify.   Subscribe to EMARKETER's newsletters. Go to https://www.emarketer.com/newsletters   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities, contact us: advertising@emarketer.com   For more information, visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-leaving-wbd-behind-reed-saying-goodbye-3-big-questions-netflix-behind-numbers   © 2026 EMARKETER

Masters of Scale
Possible: Netflix co-founder Reed Hastings: stories, schools, superpowers

Masters of Scale

Play Episode Listen Later Apr 25, 2026 59:10


Reed Hastings has announced he'll leave the board at Netflix, the company he co-founded. Before that news broke, Reid and Aria sat down with Hastings on "Possible" to talk about how technology has rewritten the rules of entertainment before, but AI takes him back to his beginnings. He studied AI at Stanford in the late '80s, decades before it became the only conversation in tech. Few people have watched this moment build from as many vantage points: he's served on the boards of Microsoft, Meta, Bloomberg, and, now, Anthropic. In this episode, they talk about what AI changes in entertainment in the stories themselves, and who gets to tell them. They ask what AI can deliver for education, an area Reed has poured hundreds of millions to reform. They dig into whether the disruption coming for workers is a wages problem, a jobs problem, or something else entirely. And they ask what a two-superpower AI race means for everyone else.For more info on Possible and transcripts of all its episodes, visit https://www.possible.fm/podcast/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

MoneywebNOW
Clicks cautions about rest-of-year trading

MoneywebNOW

Play Episode Listen Later Apr 24, 2026 20:00


Clicks sells off following its latest results – we unpack the market reaction with Petri Redelinghuys from Herenya Capital Advisors. Is this about the numbers, or a consumer under growing pressure? Warren Buhai of STANLIB Asset Management weighs in on rising private credit risks in the US – and whether they pose any real threat locally. Plus, Simon's take on big leadership shifts: Reed Hastings steps back from Netflix, and Tim Cook exits Apple – what does it mean for markets and investor confidence?

Bluesoft Podcast
Bluetimes Talks #T02EP17 - O WhatsApp que virou caixa, o efeito partida da Copa, a busca que virou loja e a IA que salva o hortifrúti

Bluesoft Podcast

Play Episode Listen Later Apr 24, 2026 14:36


Nesta edição, analisamos como o WhatsApp se consolidou como um canal de vendas estratégico no Brasil, com 95% dos retalhistas já a utilizar a ferramenta. Exploramos a inovação da rede Eroski com o "Smart Shop", que utiliza IA Generativa para processar pedidos inteiros via áudio ou foto diretamente no "zap".Destacamos a urgência de preparar o stock para a Copa do Mundo de 2026, onde o "efeito partida" pode elevar o ticket médio em até 69% nas horas que antecedem os jogos. Discutimos também como o Google Gemini está a transformar a pesquisa num ponto de venda direto e como a Inteligência Artificial se tornou a maior aliada para reduzir o desperdício de 1 bilião de reais no setor de FLV.Entre os destaques:

Possible
Netflix co-founder Reed Hastings: stories, schools, superpowers

Possible

Play Episode Listen Later Apr 22, 2026 61:25


This week, Reid and Aria sit down with Netflix co-founder Reed Hastings. Reed has seen technology rewrite the rules of entertainment before, but AI takes him back to his beginnings: he studied it at Stanford in the late '80s, decades before it became the only conversation in tech. Few people have watched this moment build from as many vantage points: he's served on the boards of Microsoft, Meta, Bloomberg, and, now, Anthropic. In this episode, they talk about what AI changes in entertainment in the stories themselves, and who gets to tell them. We ask what AI can deliver for education, an area Reed has poured hundreds of millions to reform. We dig into whether the disruption coming for workers is a wages problem, a jobs problem, or something else entirely. And we ask what a two-superpower AI race means for everyone else. Note: we recorded this episode with Reed Hastings before he announced that he won't stand for re-election to the Netflix board. For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcast/

4x4 Podcast
Warum Japan jetzt die Regeln für Waffenexporte lockert

4x4 Podcast

Play Episode Listen Later Apr 21, 2026 26:00


Japan wendet sich unter Ministerpräsidentin Sanae Takaichi weiter von seinem pazifistischen Kurs ab, den es nach dem Zweiten Weltkrieg eingeschlagen hatte: Das Land lockert die Regeln für Waffenexporte. Warum dies gerade jetzt geschieht, ordnet Thorsten Iffland, ARD-Korrespondent in Tokyo, ein. - Im Zuge der Waffenruhe mit den USA sollte der Iran die Blockade der Strasse von Hormus aufheben. Doch das ist nur zum Teil geschehen. Toby Matthiesen, Nahost-Fachmann an der Universität Bristol, sagt wie aussergewöhnlich diese Blockade historisch gesehen ist. - Netflix steht für das Streamen von Serien und Filmen. Geprägt hat das Unternehmen vor allem einer: Reed Hastings. Nach fast 30 Jahren tritt er jetzt ab. Digitalredaktor Guido Berger sagt, was das für die Firma bedeutet. - Blue Origin hat einen Satelliten in die falsche Umlaufbahn gebracht. Die private US-Raumfahrt-Firma von Amazon-Gründer Jeff Bezos macht SpaceX von Elon Musk Konkurrenz. Was der Satellit damit zu tun hat, erklärt Christian von Burg aus der SRF-Wissenschaftsredaktion.

Countdown with Keith Olbermann
EMPEROR TRUMP HAS NO CLOTHES - AND NO CLUE ON IRAN - 4.20.26

Countdown with Keith Olbermann

Play Episode Listen Later Apr 20, 2026 54:14 Transcription Available


SEASON 4 EPISODE 80: COUNTDOWN WITH KEITH OLBERMANN A-Block (3:00) SPECIAL COMMENT: Nobody is at the wheel of Trump's war in Iran. Is the Strait of Hormuz open or is it closed? Are there peace talks with Iran in Pakistan TOMORROW… or nah? Is Jayvee Vance going? Is Iran going? Has Trump scheduled peace talks where we’re the only ones there? Will it make any difference if we’re the only ones there? Doesn’t “blowing a hole in the engine room” of an Iranian cargo ship yesterday mean we aren’t honoring Trump’s own ceasefire he boasted about? Are we paying 20 billion dollars for the Iranian uranium and hostages? The same uranium and hostages Obama bought for 400 million and Trump called him a traitor? Or is that a no? Don’t ask Trump – he doesn’t know. But that won’t stop him from answering anyway. Yes. Then Nope. Then Yes again. Then: All of the Above. in 48 hours he went from 13 posts congratulating himself on winning, to insisting he would stop being “Mr. Nice Guy” and blow up all of Iran. By the way, eactly when was he “Mr. Nice Guy”? We are LOSING the war in Iran and as of today a total idiot is still president and commander-in-chief. He gets questions about the pointless war he started to divert attention from Epstein and the economy he crashed, so he orders the reporters out of the Oval Office, and sits there with hapless munchkin Little Joe Rogan standing behind him, the shine off his cueball noggin blinding cameras and journalists alike. Trump has set off a chain of events over which he no longer has any control – except to withdraw and flee – and to withdraw and flee is to acknowledge he screwed up. And this man would jump off the roof of the White House before admitting he screwed up. The Trump “Administration” has so UTTERLY jumped the shark, that the truthers are coming out from inside MAGA: Alex Jones now insists Trump has done all this DELIBERATELY, because he has made a “deal with the deep state to throw the election to the Democrats." Marjorie Taylor Greene has joined the Trump Assassination Truthers and Trump himself has floated a kind of conspiracy theory ABOUT himself… he wrote ‘Praise Be To Allah’ on Easter morning to “seem as unstable and insulting as possible.” He wanted to seem as unstable as possible? MISSION ACCOMPLISHED, Trump! You’ve finally done something you promised! B-Block (28:30) THE WORST PERSONS IN THE WORLD: Before the year is out, Major League Baseball will threaten to lock the players out and cancel the season in 2027 because the smaller market teams can't make enough money to compete. One of those teams just sold for $3.1 billion more than it did in 2012. New York's hockey teams support a) Trump putting his name on public buildings or b) legal funds for cops convicted of killing unarmed civilians. Vivek Ramaswamy dismisses his opponent talking about being raped as a child as her "complaining." And Lauren Boebert thinks Congress is too horny and she won't remain, uh, hands off. C-Block (45:00) THINGS I PROMISED NOT TO TELL: Netflix stock took a huge hit, supposedly after the co-founder Reed Hastings announced he was bowing out. But I think it might've been another announcement that did it. They are going into news podcasts with - Brian Williams? The story of how he imploded at NBC, while I was literally an eyewitness to his public self-destruction, and the advice I gave his bosses that could have saved him (and them) if they hadn't ignored it.See omnystudio.com/listener for privacy information.

This Week in Tech (Audio)
TWiT 1080: Destroy All Phonorecords - Musk v. Altman, Claude Opus 4.7, & Voyager 1

This Week in Tech (Audio)

Play Episode Listen Later Apr 20, 2026 168:40


As Anthropic, OpenAI, and industry giants race to outpace each other, data centers and supply chains are straining, while job markets and open-source communities feel the heat. Listen in for a roundtable on whether AI is fueling innovation, burnout, or just the next tech bubble. Anthropic releases Claude Opus 4.7, concedes it trails unreleased Mythos Nobody knows how many CVEs Anthropic's Project Glasswing has actually found You're About to See a Lot of Critical Software Updates. Don't Ignore Them. Cal.com Is Going Closed Source Because of AI AI anxiety is turning volatile Humanoid robots race past humans in Beijing half-marathon, showing rapid advances Snap Is Laying Off 16% of Full-Time Staff as It Embraces A.I. Musk v. Altman Is a Battle for OpenAI's Soul The Little Probe That Could: Why Voyager 1 Matters, and Why NASA Just Switched Part of It Off Sam Altman's project World looks to scale its human verification empire. First stop: Tinder. Meta Must Face Youth Addiction Lawsuit by Massachusetts, Court Rules Section 230 Is Dying By A Thousand Workarounds, And Massachusetts Just Added Another One Live Nation and Ticketmaster lose monopoly case Anna's Archive told to pay Spotify and record labels $322 million over unprecedented music scraping Roblox agrees to a $12 million settlement with Nevada Judge sides with creators of banned ICE trackers who allege DHS and DOJ violated their First Amendment rights What's the point of the App Store, if it can't protect users? TotalRecall Reloaded tool finds a side entrance to Windows 11's Recall database Google, Microsoft, Meta All Tracking You Even When You Opt Out, According to an Independent Audit It Is Time to Ban the Sale of Precise Geolocation Google Broke Its Promise to Me. Now ICE Has My Data. | Electronic Frontier Foundation Billionaire Netflix cofounder Reed Hastings is leaving the company Venture capitalist Ron Conway says he is starting treatment for a 'rare' cancer Host: Leo Laporte Guests: Louis Maresca, Wesley Faulkner, and Glenn Fleishman Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: NetSuite.com/TWIT zscaler.com/security expressvpn.com/twit shopify.com/twit cachefly.com/twit

On The Tape
"The Market Will Never Go Down Again"

On The Tape

Play Episode Listen Later Apr 20, 2026 38:50


Dan Nathan and Guy Adami discuss an unusually persistent market rally, with a “sea of green” pushing the S&P 500 to new highs as crude oil reverses lower on signs the Strait of Hormuz remains open during a ceasefire. They debate whether investors are conditioned to buy dips even if Middle East tensions flare again, noting VIX levels and an overbought setup heading into the heart of earnings. They flag Netflix down 10% despite solid free cash flow, attributing the drop to guidance and Reed Hastings leaving the board, and call out Intel's near-parabolic move ahead of a pivotal print. They also examine software's potential inflection (including SAP), strong bank CEO tone on the consumer, energy-stock pullbacks as buying opportunities, homebuilders surging on lower yields, and key upcoming guests and shows. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

This Week in Tech (Video HI)
TWiT 1080: Destroy All Phonorecords - Musk v. Altman, Claude Opus 4.7, & Voyager 1

This Week in Tech (Video HI)

Play Episode Listen Later Apr 20, 2026


As Anthropic, OpenAI, and industry giants race to outpace each other, data centers and supply chains are straining, while job markets and open-source communities feel the heat. Listen in for a roundtable on whether AI is fueling innovation, burnout, or just the next tech bubble. Anthropic releases Claude Opus 4.7, concedes it trails unreleased Mythos Nobody knows how many CVEs Anthropic's Project Glasswing has actually found You're About to See a Lot of Critical Software Updates. Don't Ignore Them. Cal.com Is Going Closed Source Because of AI AI anxiety is turning volatile Humanoid robots race past humans in Beijing half-marathon, showing rapid advances Snap Is Laying Off 16% of Full-Time Staff as It Embraces A.I. Musk v. Altman Is a Battle for OpenAI's Soul The Little Probe That Could: Why Voyager 1 Matters, and Why NASA Just Switched Part of It Off Sam Altman's project World looks to scale its human verification empire. First stop: Tinder. Meta Must Face Youth Addiction Lawsuit by Massachusetts, Court Rules Section 230 Is Dying By A Thousand Workarounds, And Massachusetts Just Added Another One Live Nation and Ticketmaster lose monopoly case Anna's Archive told to pay Spotify and record labels $322 million over unprecedented music scraping Roblox agrees to a $12 million settlement with Nevada Judge sides with creators of banned ICE trackers who allege DHS and DOJ violated their First Amendment rights What's the point of the App Store, if it can't protect users? TotalRecall Reloaded tool finds a side entrance to Windows 11's Recall database Google, Microsoft, Meta All Tracking You Even When You Opt Out, According to an Independent Audit It Is Time to Ban the Sale of Precise Geolocation Google Broke Its Promise to Me. Now ICE Has My Data. | Electronic Frontier Foundation Billionaire Netflix cofounder Reed Hastings is leaving the company Venture capitalist Ron Conway says he is starting treatment for a 'rare' cancer Host: Leo Laporte Guests: Louis Maresca, Wesley Faulkner, and Glenn Fleishman Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: NetSuite.com/TWIT zscaler.com/security expressvpn.com/twit shopify.com/twit cachefly.com/twit

All TWiT.tv Shows (MP3)
This Week in Tech 1080: Destroy All Phonorecords

All TWiT.tv Shows (MP3)

Play Episode Listen Later Apr 20, 2026 168:40


As Anthropic, OpenAI, and industry giants race to outpace each other, data centers and supply chains are straining, while job markets and open-source communities feel the heat. Listen in for a roundtable on whether AI is fueling innovation, burnout, or just the next tech bubble. Anthropic releases Claude Opus 4.7, concedes it trails unreleased Mythos Nobody knows how many CVEs Anthropic's Project Glasswing has actually found You're About to See a Lot of Critical Software Updates. Don't Ignore Them. Cal.com Is Going Closed Source Because of AI AI anxiety is turning volatile Humanoid robots race past humans in Beijing half-marathon, showing rapid advances Snap Is Laying Off 16% of Full-Time Staff as It Embraces A.I. Musk v. Altman Is a Battle for OpenAI's Soul The Little Probe That Could: Why Voyager 1 Matters, and Why NASA Just Switched Part of It Off Sam Altman's project World looks to scale its human verification empire. First stop: Tinder. Meta Must Face Youth Addiction Lawsuit by Massachusetts, Court Rules Section 230 Is Dying By A Thousand Workarounds, And Massachusetts Just Added Another One Live Nation and Ticketmaster lose monopoly case Anna's Archive told to pay Spotify and record labels $322 million over unprecedented music scraping Roblox agrees to a $12 million settlement with Nevada Judge sides with creators of banned ICE trackers who allege DHS and DOJ violated their First Amendment rights What's the point of the App Store, if it can't protect users? TotalRecall Reloaded tool finds a side entrance to Windows 11's Recall database Google, Microsoft, Meta All Tracking You Even When You Opt Out, According to an Independent Audit It Is Time to Ban the Sale of Precise Geolocation Google Broke Its Promise to Me. Now ICE Has My Data. | Electronic Frontier Foundation Billionaire Netflix cofounder Reed Hastings is leaving the company Venture capitalist Ron Conway says he is starting treatment for a 'rare' cancer Host: Leo Laporte Guests: Louis Maresca, Wesley Faulkner, and Glenn Fleishman Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: NetSuite.com/TWIT zscaler.com/security expressvpn.com/twit shopify.com/twit cachefly.com/twit

Radio Leo (Audio)
This Week in Tech 1080: Destroy All Phonorecords

Radio Leo (Audio)

Play Episode Listen Later Apr 20, 2026 168:40


As Anthropic, OpenAI, and industry giants race to outpace each other, data centers and supply chains are straining, while job markets and open-source communities feel the heat. Listen in for a roundtable on whether AI is fueling innovation, burnout, or just the next tech bubble. Anthropic releases Claude Opus 4.7, concedes it trails unreleased Mythos Nobody knows how many CVEs Anthropic's Project Glasswing has actually found You're About to See a Lot of Critical Software Updates. Don't Ignore Them. Cal.com Is Going Closed Source Because of AI AI anxiety is turning volatile Humanoid robots race past humans in Beijing half-marathon, showing rapid advances Snap Is Laying Off 16% of Full-Time Staff as It Embraces A.I. Musk v. Altman Is a Battle for OpenAI's Soul The Little Probe That Could: Why Voyager 1 Matters, and Why NASA Just Switched Part of It Off Sam Altman's project World looks to scale its human verification empire. First stop: Tinder. Meta Must Face Youth Addiction Lawsuit by Massachusetts, Court Rules Section 230 Is Dying By A Thousand Workarounds, And Massachusetts Just Added Another One Live Nation and Ticketmaster lose monopoly case Anna's Archive told to pay Spotify and record labels $322 million over unprecedented music scraping Roblox agrees to a $12 million settlement with Nevada Judge sides with creators of banned ICE trackers who allege DHS and DOJ violated their First Amendment rights What's the point of the App Store, if it can't protect users? TotalRecall Reloaded tool finds a side entrance to Windows 11's Recall database Google, Microsoft, Meta All Tracking You Even When You Opt Out, According to an Independent Audit It Is Time to Ban the Sale of Precise Geolocation Google Broke Its Promise to Me. Now ICE Has My Data. | Electronic Frontier Foundation Billionaire Netflix cofounder Reed Hastings is leaving the company Venture capitalist Ron Conway says he is starting treatment for a 'rare' cancer Host: Leo Laporte Guests: Louis Maresca, Wesley Faulkner, and Glenn Fleishman Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: NetSuite.com/TWIT zscaler.com/security expressvpn.com/twit shopify.com/twit cachefly.com/twit

All TWiT.tv Shows (Video LO)
This Week in Tech 1080: Destroy All Phonorecords

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Apr 20, 2026 168:40 Transcription Available


As Anthropic, OpenAI, and industry giants race to outpace each other, data centers and supply chains are straining, while job markets and open-source communities feel the heat. Listen in for a roundtable on whether AI is fueling innovation, burnout, or just the next tech bubble. Anthropic releases Claude Opus 4.7, concedes it trails unreleased Mythos Nobody knows how many CVEs Anthropic's Project Glasswing has actually found You're About to See a Lot of Critical Software Updates. Don't Ignore Them. Cal.com Is Going Closed Source Because of AI AI anxiety is turning volatile Humanoid robots race past humans in Beijing half-marathon, showing rapid advances Snap Is Laying Off 16% of Full-Time Staff as It Embraces A.I. Musk v. Altman Is a Battle for OpenAI's Soul The Little Probe That Could: Why Voyager 1 Matters, and Why NASA Just Switched Part of It Off Sam Altman's project World looks to scale its human verification empire. First stop: Tinder. Meta Must Face Youth Addiction Lawsuit by Massachusetts, Court Rules Section 230 Is Dying By A Thousand Workarounds, And Massachusetts Just Added Another One Live Nation and Ticketmaster lose monopoly case Anna's Archive told to pay Spotify and record labels $322 million over unprecedented music scraping Roblox agrees to a $12 million settlement with Nevada Judge sides with creators of banned ICE trackers who allege DHS and DOJ violated their First Amendment rights What's the point of the App Store, if it can't protect users? TotalRecall Reloaded tool finds a side entrance to Windows 11's Recall database Google, Microsoft, Meta All Tracking You Even When You Opt Out, According to an Independent Audit It Is Time to Ban the Sale of Precise Geolocation Google Broke Its Promise to Me. Now ICE Has My Data. | Electronic Frontier Foundation Billionaire Netflix cofounder Reed Hastings is leaving the company Venture capitalist Ron Conway says he is starting treatment for a 'rare' cancer Host: Leo Laporte Guests: Louis Maresca, Wesley Faulkner, and Glenn Fleishman Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: NetSuite.com/TWIT zscaler.com/security expressvpn.com/twit shopify.com/twit cachefly.com/twit

Radio Leo (Video HD)
This Week in Tech 1080: Destroy All Phonorecords

Radio Leo (Video HD)

Play Episode Listen Later Apr 20, 2026 168:40 Transcription Available


As Anthropic, OpenAI, and industry giants race to outpace each other, data centers and supply chains are straining, while job markets and open-source communities feel the heat. Listen in for a roundtable on whether AI is fueling innovation, burnout, or just the next tech bubble. Anthropic releases Claude Opus 4.7, concedes it trails unreleased Mythos Nobody knows how many CVEs Anthropic's Project Glasswing has actually found You're About to See a Lot of Critical Software Updates. Don't Ignore Them. Cal.com Is Going Closed Source Because of AI AI anxiety is turning volatile Humanoid robots race past humans in Beijing half-marathon, showing rapid advances Snap Is Laying Off 16% of Full-Time Staff as It Embraces A.I. Musk v. Altman Is a Battle for OpenAI's Soul The Little Probe That Could: Why Voyager 1 Matters, and Why NASA Just Switched Part of It Off Sam Altman's project World looks to scale its human verification empire. First stop: Tinder. Meta Must Face Youth Addiction Lawsuit by Massachusetts, Court Rules Section 230 Is Dying By A Thousand Workarounds, And Massachusetts Just Added Another One Live Nation and Ticketmaster lose monopoly case Anna's Archive told to pay Spotify and record labels $322 million over unprecedented music scraping Roblox agrees to a $12 million settlement with Nevada Judge sides with creators of banned ICE trackers who allege DHS and DOJ violated their First Amendment rights What's the point of the App Store, if it can't protect users? TotalRecall Reloaded tool finds a side entrance to Windows 11's Recall database Google, Microsoft, Meta All Tracking You Even When You Opt Out, According to an Independent Audit It Is Time to Ban the Sale of Precise Geolocation Google Broke Its Promise to Me. Now ICE Has My Data. | Electronic Frontier Foundation Billionaire Netflix cofounder Reed Hastings is leaving the company Venture capitalist Ron Conway says he is starting treatment for a 'rare' cancer Host: Leo Laporte Guests: Louis Maresca, Wesley Faulkner, and Glenn Fleishman Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: NetSuite.com/TWIT zscaler.com/security expressvpn.com/twit shopify.com/twit cachefly.com/twit

Techmeme Ride Home
Reed Hastings Rides Into The Sunset

Techmeme Ride Home

Play Episode Listen Later Apr 17, 2026 22:15


Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and DeepSeek seeks its first outside funding at $10B+. Netflix reports Q1 revenue up 16% YoY to $12.25B, vs. $12.2B est., net income up 83% YoY to $5.28B, and forecasts Q2 EPS and revenue below est.; NFLX drops 10%+ (Bloomberg) Anthropic launches Claude Design, a new experimental product that lets users create visuals like prototypes, slides, one-pagers, and more using Claude (TechCrunch) Sources: Dario Amodei is set to meet with WH Chief of Staff Susie Wiles on Friday, a breakthrough in Anthropic's effort to resolve its fight with the Pentagon (Axios) OpenAI updates its Codex desktop app with features like computer control, an in-app browser, image generation, automation memory, plugin support, and more (ZDNet) Sources: DeepSeek is in talks to raise outside capital for the first time, seeking at least $300M at a valuation of at least $10B (The Information) Longreads India produces 1.5M+ CS graduates annually, but AI coding tools are forcing its $315B IT outsourcing industry into an existential reckoning (Bloomberg) Doug Liman's $70M movie Bitcoin: Killing Satoshi uses AI for sets, lighting, and more in post-production, cutting costs from an estimated $300M (The Wrap) Defunct startups are being liquidated for their Slack archives, Jira tickets, and email threads—operational exhaust that AI labs now treat as premium training data (Forbes) Learn more at liquid.trade/techbrew. Disclaimer: ● Initial 3 week subscription and 4 weeks of medication from $79 plus tax and $179 per month plus tax for 12 week subscription thereafter. Final pricing depends on program selection. ● Noom GLP-1Rx Program involves healthy diet, exercise and support. Individual results vary. Meds & personalization based on clinical need. Not reviewed by FDA for safety, efficacy, or quality. No affiliation with Novo Nordisk Inc., the only US source of FDA-approved semaglutide. Not available in all 50 US states ● Based on an analysis of self reported data from 1,254 engaged Noom users. Learn more about your ad choices. Visit megaphone.fm/adchoices

FT News Briefing
Fresh challenge for US Treasuries dominance

FT News Briefing

Play Episode Listen Later Apr 17, 2026 12:18


President Donald Trump said Lebanon and Israel had agreed to a 10-day ceasefire, the US Treasury's status as the world's lowest-cost dollar borrower is facing a fresh challenge, and Netflix's chair and founder is stepping down. Plus, Iran secretly acquired a Chinese spy satellite that has helped it target US military bases across the Middle East during the war, and shares in the world's biggest chocolate maker aren't looking so sweet.Mentioned in this podcast:Israel and Lebanon agree 10-day ceasefire, Trump saysUS's status as lowest-cost dollar borrower challenged as investors shun Trump riskNetflix founder Reed Hastings to step down from boardIran used Chinese spy satellite to target US basesShares at world's biggest chocolate maker Barry Callebaut plunge as cocoa prices collapseCredit: BBCNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Sonja Hutson, and produced by Saffeya Ahmed, Victoria Craig, and Fiona Symon. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallmann, David da Silva, and Michela Tindera. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Squawk Pod
News from Netflix & Linking GLP-1s & Mental Health 4/17/26

Squawk Pod

Play Episode Listen Later Apr 17, 2026 30:29


In the Middle East, Israel and Lebanon have agreed to a 10-day ceasefire, and Iran declared the Strait of Hormuz open to shipping. Meanwhile, President Trump reassures Americans that the war in Iran is going “swimmingly.” Former Assistant Secretary of State Mark Kimmitt discusses the negotiations in the region and the leverage of each stakeholder. In business, Anthropic may be bringing its Mythos LLM to some government agencies, and Netflix's CEO Reed Hastings is stepping down. Plus, obesity expert Dr. Angela Fitch addresses the link between GLP-1s and mental health.    Mark Kimmitt - 14:04 Dr. Angela Fitch - 24:32   In this episode: Kelly Evans, @KellyCNBC Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Business Pants
Allbirds' pivot, Illinois' AI law allows nuclear war, Amazon's dead worker, Reed Hastings steps off

Business Pants

Play Episode Listen Later Apr 17, 2026 66:22


Story of the Week (DR):Sneaker Company Allbirds Plans to Pivot to A.I. Yes, A.I. MMAfter selling its business for $39 million last month, the company said it planned to buy powerful computer chips and rebrand itself NewBird AI.Allbirds is ditching years of clean and green street credEach share of Class A common stock is entitled to one vote on each proposal and each share of Class B common stock is entitled to ten votes on each proposalClassified: one Class I director to hold office until the 2028 Annual MeetingAI/technology experience on board: ZEROVoting powerCofounder/former CEO/director Joseph Zwillinger (24%)VC dude: B.S. in Industrial Engineering and Operations Research; M.B.A. Wharton; director since 2015Cofounder/former CEO/director Timothy Brown (27%)Former soccer player: B.S. in Design; M.Sc. in International Management; director since 2015 Director Dan Levitan (33%)VC dude: B.A. in history from Duke University and an M.B.A. from Harvard; director since 2016Lead independent director and “effective chairperson” Dick Boyce (4%)VC dude; B.S.E from Princeton and M.B.A. from Stanford; director since 20162 whole womenAlsoSnap blames AI as it lays off 1,000 workersStarbucks launches beta app in ChatGPT to fuel new drink discoveryUS Army Builds First AI Chatbot for Troops, Trained on Live Conflict Data From Iran and Ukraine, Built on Reddit-Style ForumsMeta is making an AI Mark Zuckerberg to talk to employees, report says‘AI Is Our Friend,' Morgan Stanley CEO SaysTrump administration taps automakers to boost weapons production in WWII-style pushSenior U.S. defense officials have held talks about producing weapons and other military supplies with top executives ​of companies includingGeneral MotorsCEO/Chair Mary Barra has spent 2025 and 2026 "cozying up" to the administration. In recent shareholder letters, she has explicitly thanked Trump for his support of the industry and praised his tariff policy for "leveling the playing field."Director Wesley G. Bush: the former CEO of defense giant Northrop Grumman also sits on the board of GE Aerospace, acting as a major link to the administration's military expansion goals.Two weeks prior to his resignation as CEO, a scathing independent review outlined the 14-year delay, 19x budget overrun ($800M), and numerous human errors made by Northrop Grumman in the construction of the James Webb Space Telescope, which led to Wes testifying before congressGM donated $1 million to the 2025 inauguration and supplied the official presidential motorcade vehicles, continuing their long-standing traditionFord MotorCEO Jim Farley has been described as a frequent caller to President Trump. In January 2026, Trump was caught on a live mic during a Michigan factory tour claiming Farley calls him "all the time" to push for the repeal of environmental "garbage" (EPA regulations).Chair William Clay (Bill) Ford Jr.: has maintained what he calls a "great relationship" with President Trump since the 2024 election. In January 2026, he personally hosted Trump at the Ford Rouge Center in Dearborn, where they toured F-150 production lines.Ford Motor Company was one of the first major corporations to "line up" for the 2025 inauguration. The company donated $1 million to the Trump-Vance Inaugural Committee and provided a fleet of vehicles for the ceremony's transportation needsDirector Jon Huntsman Jr. served as Trump's Ambassador to Russia during his first term.GE AerospaceCEO/Chair Larry Culp has a very direct win-win relationship with the administration. In May 2025, Culp accompanied President Trump on a high-stakes trip to the Middle East.During that trip, Trump helped broker a $96 billion order from Qatar Airways for Boeing jets, which will be powered exclusively by GE engines.Culp was seen side-by-side with Trump in Doha celebrating the deal.Director Wesley G. Bush: the former CEO of defense giant Northrop Grumman also sits on the board of GM, acting as a major link to the administration's military expansion goals.OshkoshDirector David Perkins: a retired 4-star General and former commander of the U.S. Army Training and Doctrine Command (TRADOC)U.S. tech companies ramp up government lobbying amid Iran war uncertaintyNetflix Chair Reed Hastings to Leave Board in June The founder is stepping aside to focus on his philanthropic effortsSarandos or Peters or Hoag?Average Frequency 2004: approximately 5 to 6 discs per month per subscriberToday: Monthly Average: This adds up to about 31 to 32 hours per month.The "Browsing" Tax: Interestingly, data shows that the average user spends about 18 minutes per day just scrolling through the menu before actually hitting "play." If you include that, people are "using" the app for nearly 40 hours a monthPopulist math time: that's 6570 minutes=109.5 hours=4.6 daysAccording to the latest data from the U.S. Bureau of Labor Statistics (BLS) for March/April 2026, the average hourly wage in America is: $37.38 per hour=$4093.11Average US minimum wage is $11.60=$1270.20IBM folds to Trump anti-DEI push, admits no misconduct but pays $17M penalty3 (of 14) women with 11% total influence: no leadership positions21 execs/5 women: 3 are Assistant General Counsel, Chief Human Resources Officer, Chief Legal OfficerWhite House study says DEI policies cost US economy by promoting unqualified managersGoodliest of the Week (MM/DR):DR: Oil prices may be falling, but for the wrong reason: ‘Demand destruction' throttling global consumptionEuropean Airlines Face Fuel Shortages Within WeeksDR: Karen S. Carter Named Dow CEO; Number Of Black Women Running Fortune 500 Companies Now At 2MM: Big grid batteries are finally on a roll in New EnglandAssholiest of the Week (MM):There is one asshole of the week - protection from liability. Here are the incarnations.Security: We're in a new era of heightened CEO safety measures, security pros sayStarbucks Mandates CEO Private Jet Use After Security ReviewMeta spends more guarding Mark Zuckerberg than Apple, Nvidia, Microsoft, Amazon, and Alphabet do for their own CEOs—combinedFriday's attack on Sam Altman's house underscores a growing worry for some CEOs: safety at homeSnap paid $2.8 million for CEO and cofounder Evan Spiegel's personal securityAlphabet paid $8.3 million for CEO Sundar PichaiMusk = $2.4mHuang = $2.2mTech billionaires seem to be doom prepping. Should we all be worried?Reid Hoffman, the co-founder of LinkedIn, has talked about "apocalypse insurance".Security costs are directly correlated to how much we hate the CEOs - this is not a mistake, literally these people are the ones who take advantage of employees and customers, ruin the free world, destroy everything they touch and make billions doing itI never need to make an asshole list again - I just need to identify what company pays the most for security for their CEODamion's prediction of a corporate nation state is close - small armies, bubbles and islands, no accountability?Social Media: Meta vows appeal of 'landmark' social media verdicts, warns of free speech erosionSo now Meta is arguing that the teen in California was harmed by the content, which is protected by section 230, so Meta can't be liable. But the teen argued that the DESIGN of Meta social media was the problem, NOT the content, and that's how they wonMeta and Google lost because of content recommendations, not content - the recommendations are entirely in the control of Meta and GoogleMeta is effectively now arguing that algorithmic delivery is free speech - but they talk out of the other side of their mouths when coddling Trump and conservatives, because if algorithm is free speech here, it means content moderation IS ALSO FREE SPEECH since the algorithm IS MODERATIONIf Meta wins on appeal, it means that the social media companies can never be liable for anything - not the product design, not the content - it is the ultimate coup, there would be nothing you could possible sue them forNew study shows just how Facebook's algorithm shapes conservative and liberal bubblesLegislation: Bill Cunningham, Illinois State Rep DROpenAI Backing Law That Protects It When AI Causes Mass Deaths and Other MayhemAnthropic Opposes the Extreme AI Liability Bill That OpenAI BackedProvides that a developer of a frontier artificial intelligence model shall not be held liable for critical harms caused by the frontier model if the developer did not intentionally or recklessly cause the critical harms and the developer publishes a safety and security protocol and transparency report on its website. Provides that a developer shall be deemed to have complied with these requirements if the developer: (1) agrees to be bound by safety and security requirements adopted by the European Union; or (2) enters into an agreement with an agency of the federal government that satisfies specified requirements. Sets forth requirements for safety and security protocols and transparency reports. Provides that the Act shall no longer apply if the federal government enacts a law or adopts regulations that establish overlapping requirements for developers of frontier models."Critical harm" means the death or serious injury of 100 or more people or at least $1,000,000,000 of damages to rights in property caused or materially enabled by a frontier model, through either: (1) the creation or use of a chemical, biological, radiological, or nuclear weapon; or (2) engaging in conduct that: (A) acts with no meaningful human intervention; and (B) would, if committed by a human, constitute a criminal offense that requires intent, recklessness, or negligence, or the solicitation or aiding and abetting of such a crime.Headliniest of the WeekDR: Amazon Accused of Hiding Worker's Death for a Week, Making Employees Keep Working as Corpse Lay on FloorDR:374Water Reappoints Richard "Rick" Davis to the Company's Board of Directors AND CMC Announces Appointment of Michael 'Mike' Dumais to Board of Directors AND Regis Corporation Announces Appointment of William “Bill” Charters as Independent DirectorMM: ChatGPT's “Honest Reaction” to a “Song” Composed Entirely of Gas-Passing Noises Will Make You Question Whether It's Honestly Evaluating Your Other Brilliant IdeasWho Won the Week?DR: Wesley BushMM: Anyone who wants to cause “critical harm” to societyPredictionsDR: Wharton creates two new MBA courses inspired by Allbirds: MKTG 655: Consumer Gaslighting & The Algorithmic Pivot and MGMT 910: Advanced Failing UpwardsMM: In 2027, Reed Hastings will be elected as an independent director at Netflix

The Investing Podcast
Tech Turnover: Reed Hastings Steps Down & Apple Executives Flee | April 17, 2026 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Apr 17, 2026 21:12


Ben and Tom discuss tech world turnover and the week ahead. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

TD Ameritrade Network
Netflix Earnings Beat, Guidance and Strategy Raise Questions

TD Ameritrade Network

Play Episode Listen Later Apr 17, 2026 7:13


Kenneth Suh and Matt Dolgin explain why Netflix (NFLX) shares slid even after posting an earnings beat. The main culprits: weaker guidance and news of Reed Hastings stepping down from the board. They discuss the balance between pricing power and subscriber retention as Netflix expands into live sports, advertising, and video podcasting. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Rundown
Iran Reopens Strait of Hormuz, Netflix Tanks After Reed Hastings Steps Down

The Rundown

Play Episode Listen Later Apr 17, 2026 9:59


Market update for Friday April 17, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Iran opens the Strait of Hormuz, oil drops below $90Netflix beats earnings but the stock gets crushed anyway (plus Reed Hastings is leaving)Google's SpaceX investment could be worth $100 billion.Elon is buying his own Cybertrucks to prop up sales numbersNiSource lands energy deals with Google and Amazon for AI data centersAlcoa misses on earnings NBA ratings hit a 7-year high

Bloomberg Daybreak: US Edition
Trump Optimistic on Iran Deal; Gulf Leaders Say Deal '6 Months Away'

Bloomberg Daybreak: US Edition

Play Episode Listen Later Apr 17, 2026 15:37 Transcription Available


Today's top stories, with context, in just 15 minutes. On today's podcast: 1) President Donald Trump claimed Iran has made key concessions in an ongoing negotiation to end the seven-week war, while a ceasefire between Israel and Hezbollah in Lebanon increased the prospect of a broader peace.Trump said it may not be necessary to renew an April 7 truce with the Islamic Republic before it expires next week, defying expectations that an extension will be needed to allow more time for diplomacy. 2) Some leaders in Arab states in the Persian Gulf and Europe expect it will take about six months to agree to a peace accord and that the ceasefire should be extended to cover that period, according to officials familiar with the matter, who asked not to be identified discussing private talks. That’s in part to allow for a reopening of the critical Strait of Hormuz waterway, they said. 3) Netflix Inc. gave a forecast for the second quarter that fell short of analysts’ expectations, sending the shares tumbling in extended trading.The streaming pioneer also announced that Chairman and co-founder Reed Hastings is stepping down from the board at the company’s annual meeting after 29 years to pursue philanthropy and personal interests.See omnystudio.com/listener for privacy information.

La Estrategia del Día
Omisiones en Pemex, Netflix, PepsiCo, ganadores en Washington y las Galápagos

La Estrategia del Día

Play Episode Listen Later Apr 17, 2026 13:55


Muy buenos días, al director de Pemex, los empleados no le informan. Tenemos (graves) novedades sobre el derrame en el Golfo. El fin de una era de liderazgo: Reed Hastings dejará Netflix. En esta temporada de reportes, la empresa además incumple sus propias expectativas y las papitas botaneras ayudan a PepsiCo. Ganadores de las Reuniones de Primavera en Washington, que ya concluyen: Venezuela y Argentina. Y las Islas Galápagos, el nuevo destino de moda entre los ultrarricos.Patrocinado | Conoce más de la Suite de Negocios junto a Dell e Intel aquí

Doppelgänger Tech Talk
Siri-Team muss ins Coding-Bootcamp | OpenAI öffnet die Büchse der Pandora | Amazon Project Houdini & Globalstar Übernahme #554

Doppelgänger Tech Talk

Play Episode Listen Later Apr 17, 2026 64:36


Anthropic veröffentlicht Claude Opus 4.7 mit deutlichen Fortschritten bei Agentic-Coding, Reasoning und Financial Analysis. Heavy-User werden zunehmend auf Token-basierte Abrechnung umgestellt. Investoren wollen bei $800 Mrd. in Anthropic investieren – mehr als doppelt so viel wie die letzte Bewertung. OpenAI stellt sein Werbemodell von CPM auf CPC um, nachdem die Budgets der ersten Advertiser kaum ausgegeben werden. Amazon kauft den Telko-Anbieter Globalstar für sein Satelliten-Projekt Leo und beschleunigt mit Project Houdini den modularen Data-Center-Bau. Apple schickt sein Siri-Team ins Coding-Bootcamp. Trade Republic stellt 1000 externe Kundenservice-Mitarbeiter ein. SumUp plant einen IPO in London bei $10 Mrd. Bewertung. Das Pentagon verhandelt heimlich mit Anthropic über Zugang zu Mythos. Der Saudi-PIF zieht sich aus Liv Golf und Al-Hilal zurück. Snap entlässt 1000 Mitarbeiter. ASML leidet unter China-Exportrestriktionen, TSMC steigert den Gewinn um 60%. Netflix-Gründer Reed Hastings tritt nach 25 Jahren ab. Allbirds pivotiert vom Schuhhersteller zum GPU-Service. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Claude Opus 4.7 & Token-Pricing (00:09:48) OpenAI: Rabatte gegen Churn & von CPM auf CPC (00:22:01) Amazon kauft Globalstar, Project Houdini (00:28:41) Apple schickt Siri-Team ins Bootcamp (00:35:05) Trade Republic: 1000 Leute für Support (00:40:25) SumUp plant IPO in London (00:42:42) Saudi PIF zieht sich aus Sport zurück (00:51:41) Earnings: ASML, TSMC, Netflix (00:57:20) Pentagon verhandelt heimlich mit Anthropic (00:59:50) Allbirds pivotiert zu GPU-Service Shownotes Anthropic Opus 4.7 veröffentlicht - heise.de Anthropic stellt auf nutzungsbasierte Abrechnung um - theinformation.com Anthropic: Investoren bieten bei $800 Mrd. - bloomberg.com OpenAI plant neues Pricing für ChatGPT-Ads - theinformation.com OpenAI releases new cyber security model - ft.com Amazon kauft Globalstar - reuters.com Amazon Project Houdini: Modulare Data Center - businessinsider.com Data centre delays - ft.com Apple schickt Siri-Team ins Coding-Bootcamp - theinformation.com Trade Republic: 1.000 Leute für Kundenservice - finanz-szene.de SumUp plant IPO in London - bloomberg.com Liv Golf: Unsicherheit bei Saudi-Finanzierung - nbcnews.com PIF verkauft Al-Hilal-Anteil - peinsights.substack.com Hastings verlässt Netflix-Vorstand - techcrunch.com Pentagon will Anthropic Mythos für nationale Sicherheit - axios.com Allbirds - ft.com Trade Republic Kundenservice-Ankündigung - linkedin.com

Radiogeek
Radiogeek 2859 - Según una filtración, Motorola demando a 300 influencers Indios

Radiogeek

Play Episode Listen Later Apr 17, 2026 18:04


El programa 2859 de Radiogeek, les habló de varios temas importantes. Motorola fabricante de teléfonos demanda a más de 300 influencers por su "imagen de marca negativa", según una filtración; Anthropic ha presentado Claude Opus 4.7; Microsoft contrarresta el MacBook Neo con un paquete gratuito de Game Pass y Office en portátiles Windows; Google AI Mode se integra profundamente con Chrome en computadoras de escritorio y dispositivos móviles; YouTube ahora permite bloquear los shorts; y por último Reed Hastings deja Netflix después de 29 años. Toda esta información la pueden encontrar desde nuestra web www.infosertec.com.ar o bien desde el canal de Telegram/Whastapp, o Instagram. Esperamos sus comentarios.

Capital
Radar Empresarial: Netflix se desploma en after hours tras decepcionar con su previsión de ingresos

Capital

Play Episode Listen Later Apr 17, 2026 4:33


En el Radar Empresarial de hoy revisamos los resultados del primer trimestre de Netflix, protagonista destacado de la jornada. La plataforma de streaming publicó sus cifras tras el cierre del mercado y sus títulos han llegado a caer cerca de un 10% en las operaciones posteriores. La reacción negativa parece estar relacionada con las previsiones de ingresos para el segundo trimestre, que no han convencido a los inversores. La compañía anticipa unos 12.574 millones de dólares, una cifra ligeramente inferior a los 12.620 millones esperados por el mercado. A pesar de esa decepción inicial, Gregory Peters, codirector ejecutivo, defendió las estimaciones para el conjunto del ejercicio. Este enfoque ha restado protagonismo al desempeño positivo de otras áreas del negocio, que sí han superado las expectativas del consenso de analistas. Los ingresos crecieron un 16% interanual, alcanzando los 12.000 millones de dólares. Aún más destacado fue el avance del beneficio neto, que superó los 5.000 millones, con un incremento del 81% respecto al mismo periodo del año anterior. Este fuerte aumento del beneficio se explica en gran medida por una compensación económica recibida tras la cancelación de un acuerdo con Warner, valorada en unos 2.800 millones de dólares. Estos resultados generaban especial expectación por ser los primeros tras ese episodio. Aunque Netflix ya no publica el número de suscriptores trimestralmente, la empresa insiste en que su principal motor sigue siendo la facturación procedente de ellos. Más allá de las cifras, otro factor relevante ha sido la salida del fundador y presidente, Reed Hastings, tras casi tres décadas al frente. Su marcha, motivada por intereses filantrópicos y nuevos proyectos, ha alimentado especulaciones, aunque la dirección ha negado vínculos con el conflicto con Warner. De cara a 2026, la compañía apuesta por diversificar su oferta, ampliando su presencia en podcasts, eventos deportivos en directo y videojuegos, además de continuar con nuevas producciones y temporadas de sus series más populares.

WSJ What’s News
Israel and Lebanon Reach a 10-Day Cease-Fire Deal

WSJ What’s News

Play Episode Listen Later Apr 16, 2026 13:12


P.M. Edition for April 16. The cease-fire, which went into effect today after nearly seven weeks of fighting, creates space for diplomacy. WSJ national security reporter Robbie Gramer explains what could undermine a potential peace agreement. Plus, while Trump says the U.S. might hold discussions with Iran this weekend, the U.S. is expanding its blockade. WSJ's senior video and national security correspondent Shelby Holliday discusses how this applies more economic pressure to Iran. And Netflix announces that its chairman and co-founder Reed Hastings is leaving the board. Sabrina Siddiqui hosts.  Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

World Business Report
Jet fuel warning in Europe

World Business Report

Play Episode Listen Later Apr 16, 2026 26:28


The head of the International Energy Agency Fatih Birol says the blockade in the Strait of Hormuz could trigger what he calls the largest energy crisis the world has ever faced. He's warned Europe may have as little as six weeks of jet fuel left. It comes as airlines across the world struggle with fuel supplies and cost. Airlines in Nigeria are warning they may suspend flights from Monday over soaring jet fuel prices and South Korean Airlines say they will impose the highest level of surcharges they can on flights in May as global oil prices surge due to the tensions in the Middle East.Netflix's second quarter profits fall short of expectations and it announced that its chairman and co-founder Reed Hastings is stepping down from the board after 29 years. Netflix stepped back from a battle to control Warner Bros Discovery earlier this year. Sweden, one of the most technologically advanced countries in the world, will be going back to basics with the use of physical books, pens, and paper for their students, but some tech companies are concerned that the move could damage pupils' job prospects. And we explore why Allbirds whose trainers were worn by Hollywood stars and President Obama are getting out of footwear and into artificial intelligence.

The Leading Life Podcast.
Episode 117: 10 Lessons That Will Transform Your Leadership!

The Leading Life Podcast.

Play Episode Listen Later Apr 13, 2026 12:40


Today were going to talk through 10 powerful leadership lesson to help you transform how you lead!These lessons come from Reed Hastings.A leader who didn't just build a company—he rewrote the rules of leadership.And I'll tell you right now…Some of what you're about to hear will feel uncomfortable.Because great leadership isn't comfortable. It's honest. It's intentional. And it's bold.Let's dive in!

Business Pants
QUIZ: Air Canada's CEO step down, Xerox governance, and Starbuck's investors hate sugar

Business Pants

Play Episode Listen Later Mar 31, 2026 46:03


Air Canada CEO [Michael Rousseau] to step down in 2026 amid recent controversy over French-language skillsThe Board of Directors of Air Canada has announced that President and Chief Executive Officer Michael Rousseau will retire by the end of the third quarter of 2026, following nearly two decades with the airline.Did the official press release mention the crash?Did the official press release mention the CEO's inability to speak French?Will he remain on the board?According to the Board, when did it start the internal succession planning process?According to the Board, when did it start the external succession planning process?Did the press release stick to Canadian/Quebec language laws and use the appropriate accents in Montreal and Quebec? YES: Montréal, Québec.Some TRUE and FALSE questions from the company's latest proxy statement:TRUE of FALSE: Air Canada “regularly test the linguistic skills of its more than 15,000 public facing employees in respect of Canada's official languages”TRUE of FALSE: The proxy states it has “2 official languages.”TRUE of FALSE: In the CEO's opening letter to shareholders he states that “We are immensely proud of … promoting our official languages.”TRUE of FALSE: Language proficiency is an official skill used to describe directorsTRUE of FALSE: Air Canada is the only airline required to offer services in both official languages in CanadaTRUE of FALSE: “Air Canada uses both official languages of Canada in its corporate, customer and employee communications and is committed to promoting both official languages of Canada across the country, and have policies, programs, procedures and tools to help our employees learn and improve their language skills. Six of the seven members of our Executive Committee are bilingual.”Xerox Board of Directors Appoints Louie Pastor as Chief Executive OfficerWill he be chair or just a director?How many CEOs since 2022?How many CFOs since 2025?What is the average board tenure of a Xerox director?How many different executive positions has Louis Pastor held at Xerox since 2018?How many times has Louis Pastor resigned from Xeros since 2018?On March 25, 2026, Starbucks Corporation held its 2026 Annual Meeting of ShareholdersAverage support for directors?Number of directors with 99% support?Lowest support?Percentage against Say on Pay?The Accountability Board submitted a shareholder proposal requesting supermajority shareholder voting requirements be replaced with majority voting requirements. The board gave no recommendation? What percentage of shareholders supported this proposal?How many supported an SHP asking for an Independent Chair?Why was it so low?Finally, there were 4 anti-SG/anti-woke/anti-DEI. What was their average level of support?Democrats Examine Elon Musk's Role in Suspension of Business Disclosure LawThe Corporate Transparency Act requires companies to report information about their ownership to the government, an effort to combat problems such as money laundering and terrorism.In February, a New York Times investigation revealed that Mr. Musk was quietly operating at least 90 private companies in Texas that would have been subject to heightened disclosure; and that he has used limited liability companies that disclose little about their ownership structure to disguise his spending, including to support Mr. Trump in the 2024 election.The Treasury Department suspended the law last March one day after Mr. Musk posted on X, in response to a user frustrated about the law, that he “can look into it.”Who is the group examining Elon Musk led by?What is Chick-fil-A offering families to ditch phones at the table in push to unplugTotal bill forgiveness“Conversation Cards” sponsored by Chick-fil-AA signed photograph of CEO Andrew Cathy, the third generation of the Cathy family to lead the companyEarly access to new menu itemsIce CreamNetflix cofounder Reed Hastings says his first boss out of college would wash his dirty mugs at 4:30 a.m.—so now he returns the favor for his staff too“One morning I came in very early to the office [at] like 4:30 [a.m.], and I went into the bathroom, and there was my CEO. And he's washing coffee cups,” Hastings explained. “And I was like, ‘Barry, are you washing my coffee cups?' And he said, ‘Yes.' And I said, ‘Have you been doing that all year?'” “He said ‘Yes.' And I'm like, ‘Why?'” “And he said, ‘Well, you do so much for us and this is the one thing I can do for you.'”How does Reed return the favor to his staff?Investors Suing to Vote on ESG Proposals Meet Corporate PushbackChubb Ltd. and BJ's Wholesale Club Holdings Inc. are pushing back against shareholder lawsuits seeking to place ESG proposals on annual meeting ballots.Chubb: 23% F (3/13) with 13% total influenceThere are only 3 women on Chubb's board, how many Michaels do they have?CEO (2004-) and Chair (2007-) Evan Greenberg has been at the helm for 22 years. How many years has he served with Lead Independent Director Michael Connors (2011-)?BJ's Wholesale Club30% F with 14% influenceTwo of 10 key executives at BJ's are women. How many of BJ's 6 key board leadership positions are led by women (3 committee chairs, CEO, Chair, Lead Director)?A CEO trying to reindustrialize America says blue-collar pay is headed for ‘massive hyperinflation' and kids should skip college to become weldersThis is from Hadrian Automation, a high-tech manufacturing company that builds "software-defined factories" for the aerospace and defense industries using AI-powered software, unlike a traditional machine shop which relies on the "tribal knowledge" of veteran machinistsWhat is the name of Hadrian's CEO?Duke ThunderRex ChargerChris PowerBlaze CannonJack HammerDid he graduate from college?

Millennial Investing - The Investor’s Podcast Network
TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O'Malley & Daniel Mahncke

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Feb 15, 2026 85:38


Shawn O'Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic slowdowns by leaning into advertising and password crackdowns, with much room left to run internationally. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:13:36 - How Netflix pivoted from mailing DVDs to streaming 00:14:48 - How Netflix killed Blockbuster 00:24:20 - Why the business works so well with two co-CEOs 00:46:25 - How being a first-mover got Netflix through the cash burn phase before any competition arose 00:48:29 - What Netflix is doing to sustain growth into the future 00:54:00 - What makes the company's culture so legendary 01:04:18 - Why Netflix's app just “works” better than the competition 01:18:03 - How to think about modeling NFLX's intrinsic value 01:22:28 - Whether Shawn and Daniel add NFLX to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to ⁠⁠⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Value Investors Club pitch on NFLX. The Acquired podcast's episode on Netflix. Business Breakdowns' podcast on Netflix. Check out No Rules Rules by Reed Hastings & Erin Meyer. Netflix CEO Ted Sarandos on the future of entertainment. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

How I Built This with Guy Raz
Netflix: Reed Hastings. “We're Not a Family.” The Provocative Idea That Helped Build a Streaming Giant

How I Built This with Guy Raz

Play Episode Listen Later Feb 9, 2026 84:59


Netflix shouldn't have survived.In 1997, Blockbuster owned home entertainment—9,000 stores, a business fueled by late fees, and a brand that felt untouchable. Netflix was a scrappy DVD-by-mail experiment that almost sold itself off to stay alive.So how did Netflix win?In this conversation, Reed Hastings breaks down the behind-the-scenes decisions that helped the business thrive: the uncomfortable leadership choices, the culture blueprint that surprised corporate America, and a near-catastrophic misstep that could have blown the whole thing up.Reed also talks about what shaped him long before Netflix: being a late-bloomer, teaching in the Peace Corps, learning humility from a former boss, and the painful management mistakes he made while building his first company.This is a masterclass in: challenging the status quo, choosing a culture on purpose, and making big bets without pretending you're always right.What you'll learn: Why Netflix's early “obvious” advantages weren't enough—and how close it came to dyingThe leadership lesson Reed learned from a CEO who was admirable… but strategically wrongWhy Reed says the best companies are like championship sports teams: if you can't perform at peak, leaveThe “keeper test” and how it changed corporate cultureThe Qwikster fiasco: what went wrong, and how Netflix moved to prevent future misstepsBuilding a House of Cards: How Netflix made the leap to original contentReed on the media landscape: The remote-control moment of truth, rival streamers, and the rise of AITimestamps:00:08:06 — “I was a late bloomer.” Reed on why no one saw greatness coming00:09:30 — Peace Corps in Swaziland, and the moment he nearly quit00:11:23 — An unforgettable lesson learned from the CEO who washed Reed's coffee cups00:14:39 — Building his first company in a cold cabin—no internet, just obsession and proof of concept00:16:48 — Reed's early struggles as a manager: “Too busy chopping wood to sharpen the axe.”00:24:11 — Blockbuster's late-fee pain and an early bet on DVDs00:44:47 — The dot-com crash… and the $50M LVMH round that saved Netflix (barely)00:47:12 — A possible Blockbuster buyout: “We probably would've taken any offer.”00:56:18 — The Netflix culture deck: “We're not a family,” and why that shook people up01:05:07 — The Qwikster crisis, and the backlash that humbled Reed01:19:33 — The competition: Netflix is just

Zen Trading Magazine
ZTM Ed.105 En palabras de Ted Sarandos “Nuestra clave es anticiparnos a la siguiente ola de innovación”

Zen Trading Magazine

Play Episode Listen Later Feb 9, 2026 8:47


Netflix (NFLX) está siendo noticia por la oferta de compra que hizo de Warner Bros y la contraoferta de Paramount. A la cabeza de esta empresa están Reed Hastings y Marc Randolph, dos ejecutivos que fueron ascendidos a CEO hace unos años. ¿Cuál ha sido su aporte al negocio? ¿Hacia dónde están conduciendo a la plataforma de streaming más relevante? Encuentra en esta entrevista simulada, basada en información real, la respuesta a esa y otras preguntas de interés para los inversionistas.

Business Pants
BLAME GAME: WestJet's cramped seats, Walmart's exec planning, SEC proxy voting, Netflix movie list

Business Pants

Play Episode Listen Later Jan 20, 2026 60:43


DAMIONMLK Day:Incoming Walmart CEO John Furner:Dr. Martin Luther King Jr.'s legacy reminds us blahblahblah. During our annual MLK Day Celebration, we reflected on blahblahblah. We care for people. Blahblahblah We strive to be honest, fair, and courageous. And we put others first in the work we do to help people live better.When we lead with care, show respect and do what's right, we honor Dr. King's legacy through action and continue building a Walmart that reflects our purpose and values.Walmart: $27,408,854, the fiscal 2025 annual total compensation of our median associate was $29,469, and the ratio of these amounts was 930:1.By 11:14 AM: He has earned $29,469 (the median worker's entire year of labor).Total Earnings by MLK Day: ~$1,425,000That $1.4 million is equivalent to the lifetime earnings of 48 median Walmart associates (assuming each works for one year at $29,469)As of January 20, 2026, the combined net worth of the Walton family has reached a historic $513.4 billion, according to the latest Bloomberg and Forbes data.As of January 2026, the Walton family collectively receives approximately $3.4 billion per year in dividends from Walmart.Per Day: The family earns roughly $9.27 million every day just by owning the stock.Per Hour: They earn about $386,000 per hour, 24 hours a day.King was literally campaigning for a living wage in Memphis when he was shot by the FBI. your move, walmart CEO John Furner WHO DO YOU BLAME?WestJet reverses cramped seating layout after viral videos show passengers' knees pressed against seats.In the reconfigured layout, which rolled out in late October on select Boeing 737s, space between rows was reduced to 28 inches to accommodate an extra row of seats. WestJet also made economy class seats non-reclinable, offering passengers the option to pay extra for adjustable seats.In a news statement, the company said it will reverse what it called the "densified seating" by removing the additional row of seats.WHO DO YOU BLAME?Samantha (Sam) Taylor was appointed WestJet Group Executive Vice-President and Chief Experience Officer March 2025. Sam joined Sunwing in March 2020 as Chief Marketing Officer. Sam's portfolio is accountable for critical touch points in the guest journey and includes leading all Marketing, Guest Experience and Contact Centres for WestJet and Sunwing Vacations. MMStakeholders!Customers: WestJet's rollout of the reconfigured seats has sparked widespread outrage among travelers and even crew members.Employees: Reuters reported that pilots and flight attendants have raised concerns over the new configuration's comfort and safety, specifically whether passengers could safely evacuate the plane in an emergency due to the confined seating.Journalists: Reuters reported that pilots and flight attendants have raised concerns over the new configuration's comfort and safety, specifically whether passengers could safely evacuate the plane in an emergency due to the confined seating.Labor Unions: Alia Hussain, president of the union local representing WestJet cabin personnel, said: "It created a hostile working environment for us as cabin personnel."Onex Corporation, WestJet's publicly traded ownersWhich is really founder and board Chair Gerry Schwartz (annual Chair fee of $1 million), who maintains 100% control of the Multiple Voting Shares (MVS) of Onex Corporation, which effectively grants him 60% of the total voting power in the company.This control allows him to elect 60% of the members of Onex's Board of Directors. While he also personally holds a significant portion of the Subordinate Voting Shares (SVS)—roughly 11.3% as of late 2024—the primary mechanism of his control is the MVS class.All stupid U.S. dual class dictatorships who do not do this!!The "Sunset" Provision: In May 2023, Onex shareholders approved a plan to implement a "sunset" on these special voting rights. Under this agreement, Schwartz's multiple voting rights are scheduled to expire three years after the effective date of the amendment (roughly May 2026).Current Status: As we are currently in early 2026, Schwartz remains the controlling shareholder. Upon the "Event of Change" later this year, the Multiple Voting Shares will convert into Subordinate Voting Shares, and he will lose his absolute control, shifting the company toward a more traditional governance structure.Matt Damon says Netflix wants to make action movies differently to account for shorter attention spansHow the art of filmmaking is being subvertedThe "Say What You Do" Rule: Writers are frequently being told to eliminate subtext. In traditional filmmaking, if a character is sad, you show them staring at a cold cup of coffee. Now, streamers often request that the character explicitly say, "I'm just so sad right now," or have another character ask, "Why are you so sad?"The Reason: If you are looking at your phone during a silent, emotional shot, you miss the story. If the character says it out loud, you can follow the plot without looking at the screen.Heightened Audio Cues: If you've noticed that modern movies have very aggressive sound design—sudden loud bangs, dramatic musical stings, or high-pitched notification-like sounds—it's often intentional.The "Audio Hook": These sounds act like a "ping" to pull your eyes back from your phone to the TV. It's a literal alarm clock for your attention.The "First 10 Minutes" Mandate: In the past, a movie could have a "slow burn" opening (think 2001: A Space Odyssey). Today, Netflix and other streamers use data that shows exactly when a user hits the "Back" button.The Note: Writers are told that a "major event" (an explosion, a death, or a massive hook) must happen within the first 2 to 5 minutes. If the "inciting incident" happens at the 20-minute mark, the data shows they will lose 30% of the audience to TikTok.Centered Framing: Cinematographers are increasingly being told to keep the "important" action in the center of the frame.The Reason: This makes the content easier to view on a mobile device if the user decides to switch from the TV to their phone, or if they are watching a cropped "clip" of the movie on social media later.Increased "Recapping": Have you noticed characters summarizing what just happened more often?The "TikTok Brain" Fix: Because people are multitasking, they often lose the thread of the plot. Streamers now encourage dialogue like, "So, let me get this straight, we have to get the key from the vault before the guard returns in five minutes?" It's a recap for someone who tuned out for the last three minutes.WHO DO YOU BLAME?Netflix: Ted Sarandos & Greg Peters (Co-CEOs of Netflix), Reed Hastings, Jay HoagDrug CEOs (re: The Algorithm): Passive Viewing: Data shows that up to 94% of people use a phone while watching TV.TikTok CEO Shou Zi Chew: TikTok is widely considered the pioneer of the "Short-Form Video" era. Its algorithm is specifically designed to provide "intermittent reinforcement" (like a slot machine), which studies suggest can reduce the ability to focus on long-term tasks.Meta CEO Mark Zuckerberg: Zuckerberg pivoted Facebook and Instagram (Reels) to aggressively compete with TikTok. Critics argue this transition turned a platform for connection into one of "passive scrolling" that further erodes focus.YouTube CEO Neal Mohan: Under his leadership, YouTube Shorts was launched to capture the short-attention-span market. Even YouTube co-founder Steve Chen has recently warned that these short videos are "shrinking kids' attention spans."Smartphones: Former Apple CEO Steve Jobs MMStanford: The "Father of Persuasive Tech": B.J. FoggStanford's Persuasive Technology Lab, run by B.J. Fogg, taught many of the founders and early employees of Instagram and Facebook.The "Fogg Behavior Model" taught engineers how to use "triggers" and "rewards" to change human behavior through software. He provided the scientific framework that allowed tech companies to treat the human brain like hardware that could be "hacked" for maximum engagement.Trump calls NYSE Dallas expansion plans 'unbelievably bad' for New York: Trump says move poses 'big test' for newly inaugurated Mayor Zohran Mamdani. WHICH HYPOCRISY DO YOU BLAME?The Free Market BullshitTrump and Texas leaders have long championed the freedom of businesses to flee blue-state regulations. However, now that a prestigious icon like the NYSE is actually expanding to Dallas, Trump has pivoted to calling it "unbelievably bad" for New York.The Anti-Woke /Anti-ESG scaremongeringTexas frames itself as a "Sanctuary from Socialism," yet the Texas Stock Exchange (TXSE) is being used to bypass ESG transparency. While railing against woke mandates, these leaders are creating their own ideological silos—demanding a protected market where management isn't held accountable by shareholders for social or environmental impacts.Texas AG Ken Paxton described BlackRock, State Street, and Vanguard as an "investment cartel" that was "illegally controlling national energy markets" and "squeezing more money out of hardworking Americans."Paxton sent a formal warning to Larry Fink and other CEOs, stating that their "radical environmental policies" and "race-based quotas" (DEI) would face severe enforcement actions if they prioritized "politics over consumers."Lead by example: Trump quits NYC and Musk's Dexit to Y'all StreetThroughout his 2024 campaign, Trump consistently compared New York unfavorably to states like Florida and Texas: as an example, he pointed to the lack of state income tax in Florida as a reason why "everyone is leaving New York." Elon Musk's Dexit from Delaware/California is sold as a strike for freedom, yet his empire is built on nearly $40 billion in government subsidies and contracts. He moved to Texas to escape over-regulation (re: his pay package and people being mad about nooses in his factories) while simultaneously heading the most over-regulatory body ever: Department of Government Efficiency (DOGE).Leader name calling and scaremongeringTrump's pre-bromance attacks on New York's new mayor, Zohran Mamdani (communist lunatic" and a "Marxist"). Dallas Mayor Eric Johnson (UPenn, Harvard, Princeton): "un-American socialist impulse" and explicitly marketed Dallas as a "sanctuary from socialism" for businesses looking to Dexit New York. The Elite vs. Common Man NonsenseDespite bullshit Y'all Street populist framing, the Texas Stock Exchange is backed by the world's most powerful financial titans. There is no common man victory here; it is the CEO class moving the financial capital to a jurisdiction with fewer labor protections and less oversight.The Big Four Anchor InvestorsBlackRock: (managing ~$14 trillion), despite being the primary target of "anti-woke" and anti-ESG rhetoric from the same politicians who support the TXSE.Citadel Securities: Led by Ken Griffin, this firm executes roughly 1 in 4 of all stock trades in the U.S. Left Chicago for Miami.J.P. Morgan Chase: Jamie Dimon. Joined in 2025 during a $90 million funding round and holds an observer seat on the board.Charles Schwab: handles over 50% of U.S. retail stock orders.MATTWalmart International CEO Kath McLay to step down - WHO DO YOU BLAME?Half exiting CEO Doug McMillonMcLay was under McMillon her entire tenure at WalMart, raised to CEO of the international divisionClearly a protege - passed over for the new CEO?Incoming CEO John FurnerThe white guy who became CEO is such an interesting new story, but Furner started as a sales clerk and has been with the WALTONS a long time through Sam's Club as CEO, another Walton jointFurner/McMillon/Walton family named David Guggina CEO of Walmart US (passing McLay), Chris Nicholas replace McLay, Seth Dallaire was made chief growth officer… rounding out an all male promotion cycle of new execs - no women in major positionsMaybe McLay read the tea leaves - women got chief legal and chief of people, like everywhere else, but leave the big jobs to the swinging dicks.The compensation and management development committee, who according to the company charter, ir responsible to “periodically review and recommend to the full Board succession planning practices for the Company's CEO and other executive officers.”Carla Harris (chair) - black woman with “multicultural” in her job description at Morgan Stanley who apparently didn't apply “multiculturalism” to Walmart executive search?Marissa Mayer - yes, THAT Marissa Mayer, who is on the board of Starbucks with Brian Niccol and AT&T where Randall Stephenson was CEOBrian Niccol - CEO of Starbucks, with no conflict by having Marissa Mayer on the same boardRandall Stephenson - ex CEO of AT&T, with no conflict of interest by having Marissa Mayer on the board. Also on the board - Tom Horton, ex CEO of American Airlines who was… CFO of AT&T under StephensonShishir Mehrotra - who worked at Google via YouTube when… Marissa Mayer worked there (she was in search/maps)Kath McLay, who just couldn't cut it at Walmart anymoreAn SEC official has said (implied) you don't HAVE to vote your proxies as an investor - WHO DO YOU BLAME?Brian Daly, who gave a speech titled (Re)Empowering Fiduciaries in Proxy Voting on Jan 8 in which he argued that not voting doesn't necessarily violate fiduciary dutyGamblers: “Not voting makes sense in many situations. Look, for example, at quantitative and systematic managers, who often operate models that merely seek exposures to identified sources of alpha.”Index investors: “But it may be appropriate for these categories of investment advisers (and the Boards that exercise oversight over this function) to consider whether taking positions on fundamental corporate matters, or on precatory proposals, is consistent with their investment mandates.”Hedging himself: “So, there is no stock answer to the “Must I vote?” question... Instead, it is important that advisers and clients have a fair amount of latitude to decide what works in their individual cases.”Threatening using proxy advisors: “And if we are raising issues for consideration, I will also mention, because the President did, that there is real concern out there that habitual adherence to a proxy consultant's recommendations could pull an adviser into a Section 13(d) group.”Investors, because no matter what Brian Daly suggests, investors almost never vote against management and neither do proxy advisors, so what the fuck are we talking about?Cost, because Daly points out, “And in assessing proposed votes, investment advisers might utilize the Fiduciary Interpretation's concept of a “reasonable inquiry into the client's objectives.” If an investment adviser routinely follows a proxy advisor's stock recommendations without a tailored engagement or independent analysis, is this “reasonable inquiry?” Maybe, but it is certainly worth thinking about. And, to go back to the first question, if the voting process is so burdensome that it requires extensive external resources, why is the adviser voting at all?”John Chevedden, along with Jim McRitchie, without whom we have maybe half the shareholder rights as SP500 companies, and who the no-action data is now showing is disproportionately getting responses for exclusion from the SEC (as if to double down on the idea that we can ignore those commie socialists entirely, but we want to tell you explicitly you're totally legally cool and there's no threat if you exclude Chevedden). Chevedden might be the reason investors were voting at all - maybe now they won't have to?

Invest Like the Best with Patrick O'Shaughnessy
Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Jan 6, 2026 61:33


My guest today is Reed Hastings, the co-founder and former longtime CEO of Netflix. Netflix is an example of two ideas that everyone talks about, but are extremely hard to do in practice. The first is finding a simple idea and taking it extraordinarily seriously. Reed talks about how even the DVD business was nothing more than a stepping stone toward streaming, which they envisioned from the company's inception in 1997. The second is talent density, and what it actually takes to set and sustain an exceptionally high bar over decades as a company grows.  We talk about how those ideas shaped Netflix's culture and strategy, what Reed learned from mistakes like Qwikster, and why Netflix treated content like a venture portfolio. We also discuss Reed's work today. He shares how he's thinking about AI, what he's learned from serving on the boards of Microsoft, Meta, Anthropic, and Bloomberg, and what excites him about Powder Mountain, the ski resort he acquired after Netflix. Please enjoy my conversation with Reed Hastings. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠ to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vanta. Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit vanta.com/invest.  ----- This episode is brought to you by Rogo. Rogo is an AI-powered platform that automates accounts payable workflows, enabling finance teams to process invoices faster and with greater accuracy. Learn more at Rogo.ai/invest. ----- This episode is brought to you by ⁠WorkOS⁠. WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit ⁠WorkOS.com⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Sponsors (00:03:33) Welcome to Invest Like The Best (00:04:29) Intro (00:05:43) Sponsors (00:07:16) The Concept of Talent Density (00:11:19) Evaluating Talent (00:13:47) Managing on the Edge of Chaos (00:14:51) Why Netflix Gave Large Severance Packages (00:16:37) The Keeper's Test (00:17:07) The Qwikster Mistake (00:19:15) The Informed Captain (00:20:39) How to Come Up with Good Ideas (00:22:32) Transitioning to Streaming (00:23:05) Being on the Board of Facebook, Microsoft, Anthropic & Bloomberg (00:26:25) The Role of a Board Member (00:29:37) Sponsors (00:30:15) Why Netflix Had Open Compensation (00:32:04) Netflix's Content Strategy (00:37:52) Competing with YouTube and Traditional TV (00:39:23) Creating Hit Content (00:40:02) Impact of AI on Netflix (00:41:24) Innovations in Show Formats (00:43:23) Sponsors (00:43:44) Netflix's Technology Backbone (00:45:29) Expanding into Gaming (00:46:06) Lessons from Failed Projects (00:47:30) Financial Strategy and Capital Allocation (00:50:27) Stepping Down as CEO (00:50:52) Powder Mountain (00:56:08) Focus on Education and AI (00:59:00) Risks and Benefits of AI (01:00:56) The Kindest Thing (01:02:56) Sponsors

What's Next! with Tiffani Bova
RELOAD: Disrupting the Old, Building the New with Mitch Lowe

What's Next! with Tiffani Bova

Play Episode Listen Later Dec 4, 2025 33:06


Welcome to the What's Next! Podcast with Tiffani Bova.      This week I am excited to share a replay of a conversation I had with Mitch Lowe. Mitch was one of the early pioneers in the movie rental industry opening video rental stores in the early 1980's. In the late 90's Mitch joined Marc Randolph and Reed Hastings at Netflix as the video industry expert and led many of the partnerships that drove new subscribers to join Netflix. Mitch left Netflix in 2003 after a very successful IPO and joined the business development team at McDonalds Ventures to build a DVD evening machine business called Redbox. Mitch served as its COO and President for 8 years, growing the company from $36k in first-year revenue to over $1.5B in revenue 8 years later. Today Mitch invests in startups and gives inspirational speeches around the world to corporations, conferences, and students.    THIS EPISODE IS PERFECT FOR… executives, managers, founders of small and large organizations – anyone looking to hear from someone who has been part of one of the biggest disruption stories in the new digital age.   TODAY'S MAIN MESSAGE… Mitch shares his proven experience and tips on how to become more innovative and disruptive in your own organization. What should you do and when? Mitch shares how you can identify a need on the frontlines of your customer base and use that data to create a company that truly addresses that need.   WHAT I LOVE MOST… I get to chat with an innovator whose work I covered in my own book, and I love the concept of the order and sequence in which you do things! Mitch gives you actionable items you can implement Monday Morning to start making that progress.   Running time: 32:48    Subscribe on iTunes    Find Tiffani Online: LinkedIn Facebook X   Find Mitch Online: LinkedIn Website