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“the future is unscripted, uncontrolled, user generated content. You see it on YouTube. It is already the 800 pound gorilla in this space.”
@All-In Podcast
Kids tuning out Marvel and Star Wars for UGC means legacy-IP libraries erode faster than the market thinks
DISSHORT@ $113.91
$97.61+14.31%
since call Dec 13
peak +17.0%
“if the anti-trust regulators look at this, I do think that Paramount has a better chance. The other big factor is just that Paramount's offering more. They up…”
@All-In Podcast
Paramount's $108B all-cash bid for the whole of Warner beats Netflix and clears antitrust easier
PSKYLONG@ $13.89
$7.82-43.68%
since call Dec 13
“I'm a gold buyer and ammo buyer and free stride food buyer, I've already told you. So it doesn't kind of affect me as an investment matter”
@All-In Podcast
Tucker frames physical gold as his core hold against monetary and societal instability, a long-standing position he doubled down on by launching a gold business this episode. The clean way to track that conviction is the gold spot perp rather than coins buried in a yard.
GOLDLONG@ $4,385.81
$4,058.02-7.47%
since call Dec 13
1:10:52LONG
“when you see a third of rides in San Francisco and LA move to Waymo without the driver in it, it's really hard to say it's not happening”
@All-In Podcast
Waymo already taking a third of SF and LA rides signals autonomous ride-share scaling fast
GOOGLLONG@ $315.20
$360.76+14.45%
since call Dec 13
peak +20.9%
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