SPEAKER_00: okay everybody it's friday first up i'm going to do a solo dolo of the problems at meta and facebook talk a little bit about amazon's earnings and how they might be able to turn all this around zuckerberg is man a disaster there's no easy way to put it then molly and i are joined by lon

SPEAKER_01: harris we break down the house of the dragon final numbers warner brother warner brothers disney appointing james gunn to take over the dc universe and warner brothers discovery general zod's law of putting james gunn in charge of dc and the ramifications of that plus a bunch of really

SPEAKER_00: great recommendations for your weekend watching and i dipped my toe into one of them and it was awesome so really get these uh recommendations towards the end of the show finally we wrap with another awesome okay boomer segment it's a lot of show today and it's a great show today so stick with

SPEAKER_06: us this week in startups is brought to you by open phone as a startup founder a lot of mistakes are easy to roll back but using your personal cell phone number as your company number isn't one of them open phone makes it easy to get business phone numbers for you and your team right on top of your existing devices visit openphone.com twist to get 20 off your first six months smash digital scaling

SPEAKER_05: organic traffic for your startup can be challenging but it doesn't have to be visit smashdigital.com slash twist to get a free seo video audit for your business you'll see if seo is right for you and what it takes to become an industry leader and cal she just launched an election forecasting challenge ahead of the national midterm elections on november 8th go to cal she.com slash efc fill out predictions for each race and if you get a perfect score you'll win one hundred thousand dollars if no one gets them all right then the best forecaster gets twenty five thousand dollars sign up and play at cal she.com

SPEAKER_00: slash efc all right everybody welcome to friday's show i'm going to go through some of the earnings reports and what's going on in amazon and meta and how that relates to startups and innovation and after that lon harris is with us we're going to talk a lot about streaming and a lot of great recommendations i got to be honest for this weekend's uh viewing pleasure first up we've been talking about facebook stock getting crushed also known as the meta corporation and they've been down 25 after its earnings report i covered it a little bit with vinnie and sunny uh in a quick reaction a real-time reaction yesterday on the crypto round table but you know looking at meta's q3 uh the third quarter of this year their capex and this includes like payments on finance and leases and all this kind of stuff it was 9.5 billion which is the highest ever reality labs had a 3.6 billion operating loss in q3 and meta said it anticipates significantly growing losses next year a head count up 28 percent year over year and that is extraordinary 87 000 people the market cap is 264 billion it's down 71 year to date 76 off its high of 1 trillion in september of 2021 we've never seen anything like this in the tech industry just to pause for a second they've lost the value of tesla or they they've now lost the value of i don't know 10 airbnbs this is extraordinary how much market cap has evaporated now why is that important well there are employees and it's not just about mark's personal wealth which will be fine obviously there are pension funds there are all kinds of investors endowments people's retirement accounts right uh that have facebook exposure and so watching this collapse one has to wonder uh you know what happens to all those people who lost money and will he be able to retain this talent

SPEAKER_11: so he keeps hiring people but why would somebody work at a company that is in this amount of disarray and you'd really have to be a true believer in this vision of vr and ar of course we've had indications that nobody's using this stuff and when i say nobody's using it the employees at facebook have been admonished in in memos and online forums it's come out they're like hey please use this this product if you're not dog fooding your own product this is a term in our industry you got to eat your own uh food what you make call it dog food it's pretty gross right to eat dog food uh but if the people who work at meta who are building the metaverse really don't have time and couldn't be bother to even use the software and everybody you know who bought a meta oculus headset you know did the uh you know the try oh my and goodbye as i call it they tried it they said oh my this is incredible and it is super interesting uh when you try these things on and you have that vr experience for the first time uh but then you say goodbye very quickly just it doesn't have the stickiness that your ipad your playstation your laptop your iphone your tesla pick a gadget your airpods your watch you can see which devices and gadgets you've used in your life become uh you know permanent fixtures in your daily life the vr headsets are not one and i don't think there'll be one ever vr headsets i do think ar glasses very distinctly different uh where you can still see the reality around you but maybe you augment the reality with pieces of data i do think that's going to work unfortunately i don't think facebook's going to be the company that wins it we've talked about this here for a long time i think apple actually is going to win that because you'll have a smartphone in your pocket you'll have your airpods you'll have your watch and then you'll put on a pair of glasses and there'll be some amount of compute audio coming

SPEAKER_00: from those other devices uh even uh biometrics just super interesting when you think about it uh what they're going to be able to know about you in your life and you can just imagine if you were skiing and your goggles or you were mountain biking your goggles let you see the path ahead of you this is the extreme example because you need to keep your eyes on the road uh when you're skiing uh or in your mountain biking or even when you're driving can you imagine driving skiing or mountain biking or just bicycling generally and being able to get information about the world around you and that could include hey you know a text message from your spouse saying hey the kids are ready to be picked up or five minutes until the fishes you know hits 145 degrees internal temperature these little notes could come up without forcing you to stop skiing or get off your mountain bike and you know these things the things that make you when you look down at your phone or you see somebody riding a bike through manhattan and they're on their phone you're like oh that person's about to go over the hood of a car those kind of moments are going to go away really interesting with ar and i think some people have become enamored with this the problem is when you've got a company that a lot of people are relying on and you take a bet that is this crazy like zuckerberg is doing investors just might say you know

SPEAKER_11: what i'm not down for this this should be a startup this should be a spin out but at the core of this is the governance issue in silicon valley and for those of you don't know we started giving super voting shares it's a google was a big example uh shopify toby just got himself some super voting shares what does it mean it means your shares uh typically have 10 or 20 to one voting so if i own a million shares i get 20 million votes and you're a hedge fund you own a million share you get a million votes the new york times actually is known for this so you can participate in owning facebook or the new york times shopify uh google but you may not have the ability to change management's mind about how the company is running because it's not one share one vote companies with one share one vote yeah tesla actually has that and elon has been pretty upfront actually at the uh ai day he said ai is really important robotics is really important if i do a bad job i hope that you all vote to fire me and if you don't trust me and what i'm doing in ai and i'm not a good steward of the safety he's talking about the safety concerns around ai and robots it's very important that the company that owns the robots and ai has a proper governance and and you can see here facebook is the now become the number one example of this governance issue and i think it's going to have a major impact people coming and saying i want super voting shares i want to control my company it it's just not going to fly anymore after what zuckerberg has done and by the way this is the second time zuckerberg has changed the industry for the worse he makes really poor decisions that are very selfish he became very very skilled at stealing people's innovations and incorporating them into his platform we saw this over and over again with his behavior at snap he also was a terrible steward of people's data and sucking up a bunch of people's data and we saw this with the um cambridge analytica leaks and other

SPEAKER_00: leaks and the election interference and russians buying ads with rubles and we see it today when people try to buy fake news ads on facebook they can still do it zuckerberg is not a good steward for society or for his shareholders and now the chickens have come home to roost people are giving up on the stock and that is going to be perhaps uh it seems based on people's bet betting here and when people have skin in the game and they bet you kind of get to reality a little bit quicker and now that there are other options and the economy has corrected and there's no free cash because the fed has raised interest rates i think this is the beginning of the end for facebook and i don't know that anybody's been able to get through to suck in fact friend of the pod brad gerstner wrote an open letter you probably saw it where you said hey listen here's a very easy path instead of spending 10 billion a year on this crazy vr ar future how about 5 billion and how about instead of you know spending 10 billion a year and doing this in five years just do it in 10 take your time what's the rush and then keep working on the main business i have never seen anybody do this in the history of silicon valley and and former facebook employee in front of this pod antonio garcia martinez you know he's pretty he's a he's one of the sharp knives in the draw and antonio tweets met his business has been kneecapped by apple he's referring to the fact that you can't target ads by phone anymore i used to be able to do that anonymously so if you were using different apps you know fitness apps i could um market to you calm or uh some fitness program a peloton etc second point antonio makes growth has stopped in favor of rivals like tick tock okay yeah that's true and it's too late to build a phone he's referring to the project chamoff polyhapitiya a bestie of mine uh was working on for a short period of time where they were thinking about since they didn't have android or ios and usage was moving to mobile phones building a phone that would have been a much better idea spend 10 billion on that and just give people free phones or highly discounted phones and see if it works antonio sums it up zuck is making an existential bet the company move at enormous scale most

SPEAKER_20: companies would just delude themselves and die slowly or so and slowly die so i agree with his

SPEAKER_21: framing of this we all know tick tock is uh a huge headwind apple huge headwind and obviously yeah

SPEAKER_00: phone is microsoft the mighty microsoft couldn't beat the combination of the duopoly of android and

SPEAKER_20: ios so why would suck have any chance which which does give you a little bit of a a view into the future like how on earth is going to beat apple or google or microsoft or all three of them uh or at least two of them and i just don't think it's going to happen all right everybody on

SPEAKER_11: the phone today is open phones founder darina kuya welcome to the program darina thanks jason great to be here what about the situation where you have you know a phone number that's a common number so customer support number or maybe you wanted people to just be able to call you and generally talk to

SPEAKER_24: the sales team how do you handle that when you have a group number a shared number that's actually

SPEAKER_25: one of the super unique things about the way we've built open phone is that we allow you to

SPEAKER_26: to have a shared number for your team first of all when you call into that shared number you can set round robin if if that's applicable or by default everyone's phone would ring the first person to pick it up will be able to have more like that for customer support wow exactly exactly and also if if i am on a call with a customer i don't want to be interrupted there are other people who can who can pick up new calls coming in but i also really think what's very cool is that this workflow works as well for text messages and not only can you just like share responsibility for responding to text but you can also use this as a training exercise because the way that it works is that if i am a customer support rep there is a text message from a customer i don't know how to answer i can actually tag my teammates privately on that conversation and get help and say hey is this okay to

SPEAKER_11: say or how would you respond okay everybody twist listeners can get 20 off any plan for their first six months at open phone just go to openphone.com twist if you got an existing number they'll put it

SPEAKER_01: right over for free head to o-p-e-n-p-h-o-n-e.com twist today for 20 off what is the right thing to do here

SPEAKER_00: i actually think this is a uh really really bad idea to bet the farm on virtual reality i don't think it's a bad idea to have a virtual reality department but to bet the farm is not a good idea uh if you looked at facebook if you looked at instagram they did some very interesting commerce experience experiments one of the commerce experiments was facebook marketplace if you're hearing my voice you probably know somebody in your family probably a boomer maybe a gen xer uh maybe not somebody living in a in a city but maybe uh they're living in a major city on the coast who love love uh facebook marketplace it's kind of like craigslist and ebay and people really use it instagram started dabbling into commerce and supposedly tick tock is going to go all in on commerce and they kind of never finished that and they also never shared revenue with creators in a meaningful way at the the facebook corporation so those would have been much better projects to put a couple of billion dollars into let alone 10 billion and maybe building a super app right why doesn't facebook uh and instagram have really great payments involved why don't they buy lyft oh right they can't buy stuff anymore because the government doesn't trust them and they're going to block them but they could start building commerce experiences and payment experiences into their giant platform with billions of users and that would throw off money so all you have to do if you're zuck if you want the stock to go back up to two or three hundred is to cut 20 of the employees not a big deal to be honest the company probably function better cut the uh amount of spend by 20 30 40 50 on the vr meta and then get cheryl sandberg to come back and be ceo of the facebook collection of assets that's really what should happen these should be two different units just like uh susan wojeki runs youtube and uh you know there are other people running google and other products there just just split this up let cheryl sandberg come back that would have been the power move i said this for years let her run that collection of assets people trust her she's an incredible operations person she built two the two largest at scale online advertising networks google's and facebook's just give it to her and let her keep making it a better product here's a chart meta's revenue growth has stalled its capex has skyrocketed skyrocketed and free cash flow how much cash this thing's throwing off has fallen 98 year over year zuck change is the company's name to meta in october of 2021 and everything goes downhill since then and it's not just their stock price that's going down uh if you look their free cash flow went down now this of course correlates with the market correction right october 21st so it's not just that the name of facebook changed in fairness the market collapsed after this um but capital expenditures the blue line here if you're watching have skyrocketed and their revenue has dipped and free cash flow has just been crushed why put your money here when you can put it into apple amazon or google other companies that seem to be taking things more seriously or if you don't believe in this company

SPEAKER_37: you can get muni bonds that are tax-free four or five percent right now and uh yeah it's guaranteed

SPEAKER_00: and you don't have to deal with this agita you know your stomach uh flipping over over and over so anyway um this is going to be a disaster i almost feel like this is such a disaster as i make a prediction here that i think i think zuckerberg cannot ignore it i think this is now existential i might put a j trade in at facebook you know at 90 95 100. i i do think that this business can print money and somebody's going to come in here and get through to him and actually i don't know if it's somebody's going to get through to him i think the stock price and losing employees is going to get through to him all right amazon was down 10 after in after hours trading after just slightly missing on revenue profits and uh aws's growth has slowed down so cloud computing is slowing down we saw that with microsoft total revenue for amazon was 127.1 billion up 15 year over year five percent quarter over quarter so it's healthy growth uh it's not nothing and uh it's nice growth on a big number but you know people are comparing this to previous quarters uh and the the last 12 months net income 2.9 billion that's down 10 year over year it's way up quarter over quarter as amazon lost 2 billion on a net basis last quarter aws revenue is the driver here they were up 27 year over year a four percent quarter over quarter they slightly missed expectations you saw microsoft azure all of these assets i think are going to miss and they're going to slow down why everybody who's running um a business in the cloud is looking at their expenses and just going to their developers and saying hey we're spending a million dollars a month on our cloud get it down to 800 optimize it turn off servers you know clean things up because in a down market the best way to make money is to cut expenses you may have a hard time growing your revenue so how do you grow uh your earnings right your profits you can't grow your profits by growing the top line because consumers aren't spending money or businesses aren't spending money that's the headwinds so what do you do you cut expense i've been looking at this myself just going through our expenses saying hey what can we cut now and employees sadly are part of that but it's also a healthy part of this and and this is why the boom bust cycle in economies is actually a good thing because you flush out inefficiencies and the inefficiency could be a person on your team you know you got somebody at the office who just doesn't work hard and you're like why are they here why are they wasting money you know and that person should get cut they're just not a good team member i'm not talking about like as a human should

SPEAKER_11: they lose their job and suffer and get unemployment i'm just talking about they're not a high performer they shouldn't be at the company it's a drag for everybody well in an up market growth will you know make management be lazy and they won't cut low performers now low performers are going to get cut sas software that people aren't using is going to get cut marketing that's not working is going to get cut office space that's not being utilized it's not going to get renewed or people are going to get consolidated when somebody says hey i want a bigger office they're going to say yeah you can go office suite no way and all those conversations are happening inside big companies and of course amazon's going to face those headwinds in their cloud computing they're also giving um lower than expected guidance for q4 which is their big quarter net sales they think will be 140 to 148 billion that'd be two to eight percent growth year over year here's the old sankey chart uh as you can see they have a lot of businesses at amazon's one of the nice things uh they have physical stores now they have third-party sellers they have online stores supposedly the third-party sellers are having their inventory and how much inventory they'll hold for hold for a third-party seller that is being reduced i guess so that amazon is more efficient we're going to talk about that on all in today

SPEAKER_00: i think friedberg had pointed that out to us um so listen to all in 102. they have subscriptions right they got audible and all that kind of stuff they have advertising on twitch and amazon is in just an amazing um ad network with 20 billion dollars and of course aws just absolutely crushing it so there's just lots of money sloshing around uh and a lot of diversification of revenue that you don't

SPEAKER_20: see at a face like at a facebook and this is why amazon is such a great company with the multiple

SPEAKER_00: pillars uh in there and apple crushed it their stocks up people still buying phones uh so congratulations to apple uh all right next up lot i'll go into it next week we don't have a little time today i can't do a three-hour show but uh next up our friend lon harris twitter.com slash l-o-n-s inside.com streaming newsletter he's going to talk all things streaming and he's got some great recommendations and uh one of the recommendations he has i uh you know between taping his recommendations uh the peripheral great recommendation i watched the first episode and i was i was all in on this william gibson so enjoy this

SPEAKER_01: weekend stream with mon harris and mollywood one of the things you want to know before you invest in a company which is what i do is how good is their seo their search engine optimization why well because when people are looking for your product where are they gonna go they're gonna google you they're gonna bing you and if a startup understands search engine optimization well that means they understand one of the foundational ways in which traffic gets to your website some people now they just overlook the fundamentals of seo and you need to get those right early so let me tell you about smash digital they are hyper focused on seo and they specialize in high-end link building this isn't a generic digital marketing agency no it's not facebook ads and all that stuff which is transient no they just focus on world-class seo you understand of course that if you're gonna hire an in-house seo person that's gonna cost you like a hundred dimes a year it's literally gonna be a hundred thousand dollars and then you're still gonna need a budget to build content and to get people to link back to you however smash is affordable they understand what you're going through they want to be your partner for the long term and so they're going to charge you as little as 3500 a month for their service you're going to learn a ton they're going to be a great partner for you and for a limited time smash is offering a free video review for twist listeners at smash digital.com twist that's right a free personalized video audit of your startups seo and smash will map out the exact next steps for you to take to outrank your competitors again it's free go to smash digital.com twist all right

SPEAKER_56: everybody welcome for friday it's time for this week in streaming why is this week this week in streaming molly moving from thursday to friday jenga let me tell a little air traffic control issue we started this next unicorn series everybody loves it you've been doing a great job on it uh really

SPEAKER_57: finding interesting companies but for some reason i put those on wednesdays wednesdays of course

SPEAKER_58: we have this great crypto round table every other week well that got moved to thursday and that means thursdays now moved to friday anyway all that matters is lon harris is here with us tell us

SPEAKER_59: what's going on in streaming news yeah that's the most important thing welcome on you know friday feels

SPEAKER_62: fine for a streaming show anyway for streaming it's actually like friday's the new streaming

SPEAKER_64: day you know you can set us up for like the right like what's dropping friday saturday sunday yeah

SPEAKER_58: it sort of fits in a weird way yeah making it work we're making it work i i am uh absolutely enthralled with house of the dragon and my wife loves it too was that the last episode season one oh

SPEAKER_76: i thought we got one more no where we wrapped this this sunday was the i mean you couldn't you couldn't tell with rayana targaryen was a ranira targaryen receiving that that word from from uh damon

SPEAKER_79: at the fireplace and then turning around and we zoom in on her face and we know that look from a

SPEAKER_80: targaryen means uh all hell's about to break yeah dracarys is uh upon us that was by the way uh i was

SPEAKER_76: reading about this uh that was matt smith's stage blocking suggestion he was like damon comes in he

SPEAKER_79: pulls her aside they go to the fireplace and then she spins around the camera that's where we close he kind of put that final sequence together brilliant brilliant stuff well i don't want to get too much

SPEAKER_58: into it i just want to say that this is uh as good or to me yeah probably better than an average season of game of thrones i don't know where you put it if you were to rank the game of thrones

SPEAKER_76: seasons yeah where would this one right really definitely the i think most of us were afraid is this show going to shake off the the curse of those last few seasons of thrones where it felt kind of aimless a little rudderless a little bit like it was rushing to the climax without knowing where it was going and i think this lays all of those concerns to rest i think this is easily on the level of the first six seasons of thrones amazing if if not better and and i'll tell you one thing i really loved about it is other than the the dra obviously there are dragons in this world so it's not it's not exactly a realistic historical world other than the dragons if you take that element out they are really leaning into the politics the negotiation the palace intrigue it's not a lot of god stuff it's not a lot of prophecy stuff it's not a lot of magic it's really not very much about the fantasy it's much more about the political stuff that's kind of interesting

Jason Calacanis: and if you if you think of the dragons as just a metaphor for like a really big nuclear arsenal or weapons like it's it's just it's a cool government story do you think that that is how they're treating it yeah worked because then that now there are questions i've seen you know people are sort of saying well either the back half of this season shows that the the fast forwarding

SPEAKER_97: totally worked or it shows that they should have just started there in the first place maybe

SPEAKER_76: because that's when it all like really picked up i'll tell you from my perspective i think

SPEAKER_79: uh i loved the the rhaenyra targaryen allison hightower storyline and i think it worked brilliantly

SPEAKER_76: and i think olivia cook and emma darcy both absolutely killed it they're tremendous performances in the second half of that season to bring us up to date with those characters and make us believe these are the same people and it feels coherent i do feel like i got a little mixed up with all the children there's a lot of these children i'll tell you one other thing not to get too much on a tangent

SPEAKER_79: before this season started there was a lot of concern about the uh the valerian family you know not black in the books and they cast these black actors and people were like oh is this going to be another one of these racial whatever not only does that not bother me at all i think like

SPEAKER_76: you know diversify the cast but it works great because it helps you tell everybody apart

SPEAKER_100: imagine if all of those characters were arian looking blonde kids how much harder at least this

SPEAKER_76: way that family and that family are visually distinct i could be like well that's obviously a valerian and that's obviously a targaryen but um yeah that that gets a little messy it's a little

SPEAKER_79: hard to tell your agons and your amons from your balas and your rainas and your lanas and your lanors uh but otherwise i thought at the time stuff worked really well and it didn't it didn't

SPEAKER_102: that's hilarious that was a win it was a massive win like audience wise i think we have to talk

SPEAKER_86: about how this is dovetailing with the tick tock issues because at this point i'm not sure that this show can survive a negroni spagliato with prosecco with prosecco in it stunning yeah stunning

SPEAKER_111: i'm having a hard time watching the latest episode because i keep seeing her saying a negroni

SPEAKER_76: spagliato you know you don't need to say i look this up you don't need to say with prosecco most negroni spagliato just means a negroni but instead of gin it's made with sparkling white wine because the gin is so overpower or because the campari is so overpowering anyway it wouldn't make sense to use an expensive fancy champagne you might as well use just use a prosecco so most

SPEAKER_119: bartenders are just going to use prosecco anyway if you order a negroni spagliato i'm just thinking

Jason Calacanis: i love the internet age is all i'm saying like all i'm saying is that this is the this is the natural progression of conversation and it's amazing the point here is it's a win she is iconic and this is

SPEAKER_32: and this is an iconic exchange yeah and i just you know people have to think of the ramifications of the media they create with with game of thrones and house of the dragon there are people with ptsd about various things that have occurred in their life and you really need to think about that and when it comes to this tick tock exchange we now need to think about the ptsd that bartenders

SPEAKER_127: everywhere cocktail servers waitresses waiters it's not that hard to make that's it it's not

SPEAKER_32: the issue that it's only three it's not the issue but you worked in service i'm sure at some point

SPEAKER_129: lon that's a video service i worked in retail a long time okay never working like a behind a bar

SPEAKER_32: all right now imagine you work in retail and somebody comes in and says i want a sweater that's cashmere that's a medium and like literally the 50th person a day comes in and they expect you to say stunning so so now you just have a legion of bartenders and wait staff that now have to deal with this and really this is going to create a level of ptsd across the the

SPEAKER_134: food service cocktail industry that's going to be years years of this nonsense i mean that along these

SPEAKER_78: lines it's that it's the viral tick tocks that that ruins starbucks all the baristas hate that you

SPEAKER_76: know because people are always giving their 30 ingredient recipes for like going to starbucks and get like a pink unicorn frap it's the strawberry and this thing and this thing and this thing and

SPEAKER_58: you take this out and this kind of milk and yeah if you pull this bs molly anybody pulls this bs you

SPEAKER_01: better be given a hundred percent tip you want to you want to play the spagliato game with your weight server and it's you got forty dollars worth of cocktails i expect to see at least minimum seventy

SPEAKER_140: dollars total at least a thirty dollar tip on the 40. it's just prosecco campari and vermouth i i don't

Jason Calacanis: think it's that bad yeah i think you can get all these things that right of all the things that could be ruining a bartender's life i don't think like the return of the lemon drop this is not that bad

SPEAKER_145: i mean i don't have a limoncello the thing to avoid is you don't want to order the drinks delightful

SPEAKER_119: yeah you don't want to order the drink they don't know how to make that's the that's the one thing i just

Chamath Palihapitiya: it's i know they're trying to do call and response with their waiter and you know these idiots are taking their phone out and then videotaping the bartender while they do it and giggling

Jason Calacanis: and it's enough people it's enough i would watch i would watch an entire like counter programming series on tiktok and instagram that's just like people in restaurants talking about influencers and how influencers are ruining everything everything like have you ever been at a restaurant when like a gaggle of influencers comes in and there's like there's just the one who's the ringleader and

SPEAKER_157: then she brought all the friends yeah and then why does it have to be a shame molly why does it have

SPEAKER_159: to be a shade no i'm just i'm not saying i'm thinking of one in particular yeah my favorite

SPEAKER_122: time i'll tell you when you know this gets really bad i'm just saying step away from the case of media

SPEAKER_79: we know it's a thing there's i just don't want there's entire restaurants that exist only because like that like that guy's salt bay has his own steakhouse here just because just so people can

SPEAKER_169: make this stupid thing with him running the salt down his greasy dirty arm yeah it's disgusting

SPEAKER_173: it's absolutely disgusting and i i i was in downtown l.a by right molly salt bay the guy of course we know i do not and it he can't taste salt and he drops it from his hand like this and he's got a

SPEAKER_89: steak it rolls down his arm he elaborately like slices your meat and then he drizzles steak on

SPEAKER_76: it but he does it over his sauce so the stick there this guy this guy yeah and he's wearing

SPEAKER_176: a dirty white t-shirt are you kidding me i don't think i've ever hated anybody more than i hate this

SPEAKER_179: guy he's the worst it's like thousands of dollars to go eat at his steakhouse so he and he puts he's

SPEAKER_182: one of these like gold foil guys too so you get this they take a steak and they wrap it in gold leaf and you're like okay gold leaf has no flavor it's so dumb i am enraged right now it's the only word

SPEAKER_97: that comes to mind is one i just do not want to say yeah it's just gross anyway uh i just i'm just

SPEAKER_56: putting fair warning out here i will say the most annoying thing the most annoying thing is the wing man or the wing woman i don't want you calling wing man that's female but these wing individuals who when the person is taking their picture decide you know what their job is to all of a sudden they're like the lighting grips and they take out their three phones they put on their or they take out a ring light i saw a woman going into a restaurant the other day and she had her friend

SPEAKER_189: it was a hotel and they were coming in out of the hotel through the lobby and their friend was holding the ring light and i'm like what is going on here on the go you got to have your ring

SPEAKER_193: light with you enough i'm telling you this like literally the tick tocker who starts stalking influencers and just showing how obnoxious they are behind the scenes that is the tick tock that i

Chamath Palihapitiya: will watch i want an influencer black an influencer ban there should be a there should be a sign you remember they had the no hipster rule that would be amazing it needs to be a sign no influencer no

SPEAKER_58: influencers on this i'm opening a restaurant just to ban influencers it's going to be called no influencer steakhouse you it's going to be amazing states they're very instagramable they're very tick tockable but you're not allowed to tick tock or instagram them all right we're going to play this one time people if you miss this trend for this for the four people who missed the trend

SPEAKER_201: here it is first and last time what's your drink of choice in the grooney i was going to say with prosecco oh stunning yeah and now just to break this down it's good there's a couple of

SPEAKER_58: things that make this so perfect i don't know if they i need to understand if they practiced this and it was on purpose but the fact that she is going to tell you her drink and you cannot interrupt her is what makes this charming she's battling through with the description of this and the other person's trying to oh oh and then she leans in to deliver with and she drops down to another octave and this is where why actors are extremely annoying to have as friends is because you try to have a normal conversation with them and it's like hey what did you do last night i went to the gym to lift kettlebells with my mate and you're just like can you just talk normal you're just like can you just that's dramatic you went you looked at kettlebell she went to crossfit they're making it

SPEAKER_01: a story it's doing it's enough it's enough all right you've heard me talk about kalshi before k a l s h i i want you to remember this name it's a regulated exchange that offers financial prediction markets on everyday events so you can trade on things like hey what's going to be next month's cpi or whether

SPEAKER_189: certain legislation will pass maybe what global temperatures will look like at the end of the year

SPEAKER_214: and more but now kalshi has an awesome new contest they just launched an election forecasting challenge ahead of the national midterm elections which are taking place on november 8th basically they're looking to find the best election forecaster in the country here's how you join go to kalshi.com slash efc election forecasting challenge efc fill out predictions for each congressional race it's like march madness but for voting if you get a perfect election call you win a hundred thousand dollars are you following the polls you can change your submission right up to the day before the election if no one gets them all right then the best forecaster gets twenty five thousand dollars this is like crowd source predictive market right here super interesting the contest is free all you need is an

SPEAKER_122: email to play the entire twist team is on kalshi now and we are going to be talking about our bets

SPEAKER_01: during these ad reads when you hear me talk about kalshi you want to listen and hear our bets i want you to sign up and play at kalshi.com slash efc kalshi.com k-a-l-s-h-i.com slash efc i do like this uh by the way molly

SPEAKER_58: uh this this went by pretty quick but i do like the analogy of the dragons or nukes this is something

SPEAKER_100: that i never considered is that just came to me it feels right it feels so right and also the way

SPEAKER_76: they talk about it like if we remember in game of thrones only the target only daenerys has dragons they're they're gone for the rest of the world and the way everyone else it gives its absolute power she can basically do whatever she wanted we saw what happens to king's landing if they defy her because she's the only one but now in this show there's there's multiple houses with dragons and so they have to they're a consideration but it's more like a piece on the board we can't just go do whatever we want well they have well they have dragons too it's like well we have bigger dragons it's like well but you know now now you're now it's gamesmanship just like in reality so i mean it's just like ukraine

SPEAKER_86: we're like what do we do with it's like well he has nukes stunning right it's it's not just a

SPEAKER_76: it's not one you know it's not one-sided now it's like you know we have to think about a balance of power in a world where multiple houses can control dragons yeah i like the fact also that nobody

SPEAKER_11: remembers in both cases like nobody remembers dragons in game of thrones and in this nobody they know how to ride dragons and they have the illusion of control over the dragons but nobody actually knows when dragons fight each other what's going to go down like it feels like it's dangerous and out of control and i kind of like that aspect too almost like nukes where it's like we don't know

SPEAKER_233: exactly what's going to happen if we drop these things we think we have control over this but

SPEAKER_85: we do not another illusion of control parallel with game of thrones because in that one daenerys she's

SPEAKER_76: the mother of dragons they have this very tight bond that was the only relationship we saw and she really does have sort of ultimate power we just kind of assumed that's how the relationship worked but now if you go back and see how it used to be when dragons were still wild and in the world it was

SPEAKER_79: like okay you're sort of it's a collaborative relationship but it's not mastery it's like they

Jason Calacanis: they have minds of their own still and in the books which i know no one remembers and will never have to remember because they will never get finished but by the end of the fifth book she has lost control of the dragons like remember she's basically going back to try to learn the ways of the horse riding like her the original husband yeah right so she has this like realization that like oh yeah one of the dragons takes off and then she's like oh i have to rebuild this relationship and she's going to go to the dothraki because they have that symbiotic relationship with the horses she's like maybe they can teach me how to rebuild this relationship with the dragon she's like not in control it doesn't matter it doesn't matter because the books are never getting done but that was a thing

SPEAKER_241: this week he's mostly thank you with the next one so i read all the books yes i read i don't you

SPEAKER_243: know i'm too i'm chicken for the show but i read all anyway uh also stunning stunning stunning

SPEAKER_245: stunning is the number of uh viewers this thing got 29 million average viewers it was doing great yes

SPEAKER_248: just stunning big hit for them they they need it too i mean they really need franchises over there

Jason Calacanis: and it was up against this is kind of mind-blowing nine million people watched that season finale and it was up against sunday night football which usually always wins right i mean like it's either i mean football and the american league championship between the yankees and astros and it still pulled in nine million viewers all right who owns hbo lon who owns hbo it's well it's

SPEAKER_255: part of it's wbd warner brothers it's your boy correct general zaslav another win for the general

SPEAKER_257: yeah zazlav has won again the two big week big week for david zazlav uh that's what i'm getting at

SPEAKER_260: also got his another nice dc film job yes and i took the girls to see black adam on friday i am not

SPEAKER_11: uh a rock guy not my thing i loved it why did i love it it's playful it was fun it had a great pace i like all the characters around i love the hawk man i like the other guy who's like the doctor

SPEAKER_76: strange in this uh world it's uh dr fate i'm a big fan of dr fate going way back yeah pierce brosnan

SPEAKER_104: is it fake fk what wait f like fake as te okay te dr fate i love pierce brosnan as dr fate more than i love dr strange which is one of my favorite characters of all time he's very much the dc

SPEAKER_76: universe's version of a dr strange a little bit with a little moon knight because he's got the

SPEAKER_58: ancient egypt mythology going on but just to put a pin in it this my daughters loved it i went to the nice theater the air tour where you can order the food molly and i talked about it earlier this week huge hit obviously big spoiler in the stinger but uh this is a another gigantic win for general zod's log this week and then a third one coming out that's the final film of the sort of the prior

SPEAKER_79: era though that's the sun setting on the hamada era and we're now going to get the

SPEAKER_76: the gun era james gunn peter safra and the new the new dc studios chiefs we saw this week yeah you're

SPEAKER_95: not you're not going to see any more brown people in the movies going forward i'm sorry that was the last

SPEAKER_274: fascinating i don't know henry cavill from now on uh i mean one one fascinating thing about this is i

SPEAKER_76: they they're leaving so gun's gonna come in and he's the new feige they're gonna he's gonna oversee dc studios but they're leaving joker 2 and bat the batman under warner brothers so they are gonna basically do what i was pitching last time they're gonna keep kinds of these these independent franchises siloed and then they're gonna let gun make his own dc verse now whatever it may be so the tribe versus strong we're keeping the tribes strong yeah i mean the warner brothers studios is gonna continue to oversee the matt reeves batman series and the todd phillips joker series and then james

SPEAKER_79: gunn's gonna make whatever the james gunn series is so love it there you go there you have it all right

SPEAKER_57: so i guess you couldn't close the negotiations they didn't meet your demands so gun gun gets the nod

SPEAKER_76: after lion walks away you walked away that is a very i think james guns makes a lot of sense a very a

SPEAKER_286: very a very a very sensible choice i think you're so gracious line you're so gracious oh yeah zazlav

Jason Calacanis: finally a guy seems to have uh met his match in in super villains because my new favorite villain in the streaming universe bob chapik delivering today delivering this week with enraging the fans it was wednesday i think he made some live some comments at uh wall street journal live i was like oh i cannot wait to hear chapik step in it because if there's anything we're learning about this guy right there you know clearly there are divisions in opinions about his leadership and but what they seem to be based on is the fact that he just puts his foot in his mouth every chance he gets and so he went to this event and while discussing disney plus said quote our fans and audiences put their kids to bed at night after watching pinocchio dumbo or little mermaid then they're probably not going to tune into another animated movie they want something for them and that led the internet to go absolutely insane about how he's anti-animation jason's just making this face right right now

SPEAKER_01: uh that's like what okay so when i when i well no when i saw it go by on twitter i thought he said

SPEAKER_189: adults like don't like entertainment when i read it here yeah i agree no um yeah i'm happy to watch

SPEAKER_104: little mermaid but i would like something more adult after it yes reasonable overall point he's making is

SPEAKER_76: undeniably correct which is you need these services to have a diversity of content even if you add everything every big animated movie that kids and families wanted to watch you'd want to also have

SPEAKER_140: some counter programming for for people who are into other you know procedurals or sitcoms or sports or

SPEAKER_76: whatever i think we all agree with that i think it's just the way he said it yeah out of context it makes it sound like he's saying adults wouldn't want to just sit down and watch a pixar or sleeping beauty or animation and obviously adults love animation and there are disney adults who love disney animation and and that's a ridiculous thing to say but i know the idea you have to kind of take

SPEAKER_304: it out of context you do but the idea and everybody did to be clear right every headline yes well twitter

SPEAKER_308: that's all they do that's the idea of the disney ceo casting even a tiniest version even something

Jason Calacanis: that appears to be a glancing blow on animation is so uh beyond the pale but but what i think is so interesting about chapek and zazlav both is that they by the way i'm like never gonna remember his real name like god i ever have to interview the guy i mean i know i'm just gonna i could imagine a scenario which i'm like that'd be great mr zazlav great to meet you but like they the two the two of them together seem to have a really fundamental misunderstanding of fandom like fandom is a precious jewel of loyalty and love that you do have to do service to like you have to protect that you cannot be the ceo of disney and suggest that your disney super fans as adults might not want

SPEAKER_76: animation like you can't do that they're just yeah they're they're not they're not showmen i mean i think that in some ways that's why gun is a good hire for dc because he's not just a a guy who's got good instincts about the characters but he's like an entertainment guy like he's funny and like he knows

SPEAKER_315: how to go up on stage yeah he would like to watch two animated movies back to back he would yeah yeah

SPEAKER_76: when you're when you're when they're they're when they're talking about their new slate at comic-con he's the guy you want to set up on stage to get excited about shazam and and i think that that's not chapek that's not that's not zazzlab they're they're suits you know they're be like they're that's what that's what wall street wants them to be that's why they have their jobs they're there to be the bean counters but you know like we can't expect them to get up on stage and be like

SPEAKER_319: you know hey kids pirates listen iger iger had more panache right iger shows up in a nice suit better at shakes hands better yeah better at shaking hands that's right i'm just you have

Jason Calacanis: to bridge it fandom is your engine like it is the core of magma at the heart of your planet and if you you know i i just think that you blow them off at your peril and you do have like you're only where you are with the wall street suits because you have this sort of core of people who will pay

SPEAKER_97: whatever i respect you tell them to pay at disney and i respect is it chapek is it chapek i think i

SPEAKER_146: think i think that guy in the comments is right that it's that it's chape i'd say chapek but i

SPEAKER_303: think it is chapek uh but i think disney ceo is sort of a story like he's because michael eisner

SPEAKER_76: too was like yes great smile big tall big suit great hair business decisions but i think he was a guy you could literally put on tv to host the did the walt disney presents shake your hand and smile yeah shake your hand smile and he's like hey i'm here on main street usa with donald and here's the cartoon this week and like you need that guy to be disney ceo and i don't think that's bob chapek

SPEAKER_86: here's what i like about bob chapek it's very important that people understand this he's he

SPEAKER_58: absolutely holds in contempt the adults who will not grow up and who come to disneyland as adults alone without kids and dress as characters he's appalled he wishes they i mean he understands that they're seven percent of the revenue the wrong job but no he won't say it but just like the rest of us we all have friends who are adults who go to disneyland like more than five times per year they dress as characters that they're on a tuesday they're taking pictures

SPEAKER_168: they're going on the same ride adult friends i've been full support of my disney adult friends no

SPEAKER_344: you're not i have some too i have some too are you wonderful yeah like watch it would you invite

SPEAKER_134: them over for thanksgiving yes sure you would knowing that they're gonna bring a cake that's

SPEAKER_76: like a disney character i would maybe not go to a disney park with them but i would invite them over

Jason Calacanis: for a non-disney activity they're the only ones to go to the disney park with because they know all the secrets and they know where you can like where the one bar is and you know what that's charming

SPEAKER_134: it's charming once it's charming once and then you go to disney with them for day two and you know

SPEAKER_56: all the stuff and then they start repeating themselves and then they're the long tail of disney knowledge becomes completely inane and unimportant and they become insufferable it can be a little

SPEAKER_350: intense it can be a little it's a little too intense it's a lot but i feel like you just you're

SPEAKER_351: not a geek maybe listen i love the stock about anything i love the stock i love the deal making

SPEAKER_56: i love the revenue i love it all these people huge shape these i'm i'm in line with i would trust me i will take pictures with those people i'll tell them they're amazing i'll tell them like they're the spirit of disney and then i'll walk away and i'll just lean over to like my entourage from a disney executives i'll be like freaks these people are strange they're they're sick sick people they should be in the dsm4 there should be a specific like there's like bipolar well reel it in reel it in

Jason Calacanis: see now i sit here and i say you don't understand fandom and understanding fandom is the key to keeping your loyal freaking core of the universe and what does jason do he's like oh yeah no i hate them

SPEAKER_358: these people are freaks come on come on you just said it yourself you said you would have them over

SPEAKER_76: for non-disney activities because it does i i'll tell you i'll tell you exactly what it is i love rides um if it was if going to disney was just like let's go on these eight rides yes i'm in i think rides are super fun i as an adult very much enjoy a ride where i where it falls apart for me is

SPEAKER_179: like the role play stuff the like hey this college student is dressed like chip and dale like go take

SPEAKER_338: a picture with them or like that's supposed to be jack sparrow like go talk to him like he's jack

SPEAKER_366: sparrow that's the issue you nailed it that's the issue they're too involved this is where it gets super weird molly this is where it gets super weird i mean look they want to be involved with the

SPEAKER_121: characters i agree i think it's weird yeah that's the point i'm like weirdly with you but at the same

Jason Calacanis: time that is who keeps if you are a disney or you're a warner or you're making marvel movies or

SPEAKER_253: whatever that's who keeps your engine turning yeah so like you're selling five thousand dollars star

SPEAKER_76: wars hotel rooms you have to sell it to people who want to like be in star wars like and you cannot

Jason Calacanis: make them think that you think they're freaks like if you do that you are never going to be able to get them to pay i mean disney just jack jacked up prices again who you think is paying that somebody

SPEAKER_76: with four kids no that's that's the part that's amazing to me is that chapex strategy is all built around luxury high-end very costly experiences for very rich people it's like well those are who do you think those rich people are parents of five kids no no single disney adults without kids that's who can afford to pay for ten thousand dollars star wars hotel experiences you need to like these people

SPEAKER_32: need to be locked up if you go to disney more than five times a year without a child oh come on it should

SPEAKER_134: be like that i don't not say it's a felony they're not but it should be a misdemeanor if you come with

SPEAKER_377: six time want to get rid of those people and lock them up then you better dump the stock first i will say all i'm saying one good thing has come from these people i also had some of these people in

SPEAKER_57: my life the only thing productive that ever came out of this was the monte cristo sandwich you and i have

SPEAKER_251: had it long this is a battered and fried turkeys ham and swiss sandwich a little bit of fruit on the

SPEAKER_336: side and they give you some preserves yeah it's like you you fry it like french toast and then you put like strawberry preserve on top unbelievable unbelievable amazing sandwich but how do we get

Chamath Palihapitiya: here well that's the blue bayou and what i'm saying is yeah i don't even know there's a blue bayou

SPEAKER_387: restaurant i think you go to disney i i eat before i come i bring a power bar with me i don't know

SPEAKER_175: caribbean queue it's where the boats take off for pirates of the caribbean and there's all those

SPEAKER_76: people sitting and it looks like you're outside in the bayou in louisiana or wherever that's the

SPEAKER_57: blue bayou you have to make a reservation it's a 2 000 yeah it's a 2 000 calorie sandwich i would go i'm not eating chicken fingers i'm not eating a drumstick a turkey deep fried drumstick oh but i

SPEAKER_255: would literally go i would literally go to blue bayou i would go to disney to go to the blue bayou

SPEAKER_76: restaurant right yeah they used to also have a beeline for the drumstick yeah by big thunder they used to have the big thunder barbecue it's got long gone now but they used to have this like

SPEAKER_79: barbecue pit by the big thunder railroad on the other side where it was really good too

SPEAKER_158: you can also get it by the way then you got to go to that stupid that crazy old the dole whip one and then they get that weird like the tiki room exactly the tiki room experience is just nope

SPEAKER_398: i get them you know what i get the mint i like getting the mint julep or the louisiana lemonade

SPEAKER_57: they have like very nice beverages along with your 2 000 calorie sandwich and i like that 2000 no i

SPEAKER_399: like the 2000 calorie sandwich because you're going to walk for five hours right so you'll be walking around for five hours you're going to burn it anything else in streaming news i listen everybody's overreacting no sane adult wants to watch two animated films back to back don't say it next time bob

SPEAKER_219: the only thing you're not wrong for thinking it bob you're wrong for saying it exactly he also said he

Jason Calacanis: was open to our rated content given the elasticity of the consumer base so back to back like first he's like i know you just want to watch some porn and that's a mistake but he said quote we probably ought to listen to our audience which means we have more degrees of freedom than we probably thought so you see this drift this is drift from the core mission and you've got disney and you've got him into

SPEAKER_409: sports betting with the espn they're probably gonna be a match fixing like he doesn't get the brand

SPEAKER_76: it's the espn hulu disney plus like are they gonna be one service is it a bundle of three is it three distinct services they're going and it's international now like they're doing it

SPEAKER_79: differently in different markets and kind of like playing around to see what works and so i think that's what he's kind of dipping a toe in there and testing the waters like maybe maybe you know they've got

SPEAKER_76: disney and the star plus service in other parts of the world where they're just one service you just do tubs like what hulu does with fx so i think they're playing around with that idea like what if hulu was just a subsection of disney plus in the us instead of a distinct service all right listen

SPEAKER_58: um in this case bob's wrong the disney plus service should be pg 13 max you should never put an r rated film on them if that's exactly if that's what he's dipping his toe in hulu is where that stuff exists if i want to watch dope sick about opioid and fentanyl i don't want my six-year-olds having a tab

SPEAKER_412: for you know like fentanyl and opioid uh you know stuff right the one that's not supposed to be on disney

SPEAKER_79: yeah where it gets a little a little bit tricky now is like comic book stuff like you know the the

SPEAKER_76: netflix daredevil show or punisher pretty violent but it makes sense to to how is that with the rest of the comic book stuff that's on disney plus so like there are there are areas of overlap like that

SPEAKER_29: where it shouldn't be there a little bit muddled deadpool you should have to like age verify or something right i do not want my kids you know i don't want six to ten year olds all of a sudden

SPEAKER_249: getting deadpooled not cool that's way too risky i'm telling you he's messing with it he's messing with it i would dump that stock that is not investment advice i'm gonna buy more i'm gonna that's not

SPEAKER_398: investment either but i think i'm warner brothers disney i warner brothers dc i think is like yeah

SPEAKER_119: warner brothers and dc are one in the same and yeah they're doing great discovery and they're you know

SPEAKER_274: they're doing great they're making a lot of moves the notice that i should go short but i don't know how to do that and then we also got don't short anything like that oh yeah we got we got peacock

SPEAKER_179: being like three today uh peacock is basically stalled out around 15 million paid us subs which is

SPEAKER_79: you know i mean it's it's a thing it's not super great they're they're they've also they're doing better on the ad supported side than they are the the paid side but i think we're all seeing right now like they're they're really having a tough time convincing people even when they've got popular

SPEAKER_76: shows just today they released the trailer for the new ryan johnson natasha leone show poker face looks great mystery of the week natasha leone from you know uh she just did uh russian doll uh she plays a woman who she has a supernatural ability to tell when someone is lying and then it's going to be a mystery of the week where every week she solves a new murder investigation using her skills that every week is like guest star so laurel howrey this week or adrian brody's involved in the case this week or whatever but nobody's gonna watch it because it's on peacock that's true i think i signed

Jason Calacanis: up for peacock for some reason there was some show on there and i probably still have it because i forgot to cancel that seems to be the peacock's jam right i really enjoyed the resort and they just had one

SPEAKER_301: called the resort recently that i thought was really good but i tell these i'll tell people you know i'll be like hey girls five ever they just renewed it for season three it's funny it's the new tina fey show but it's like but if you don't have the service what are you gonna do you're not gonna

SPEAKER_97: go get it yeah it's getting tough out there it's getting tough out there for a stream i think i think

SPEAKER_433: uh hbo max is gonna buy it i think that's what that's what happens next they buy peacock be smart and

SPEAKER_76: then put it into i think comcast spins off nbc universal and wb discovery buys it oh they've

Jason Calacanis: already yellowstone by the way that's what i signed i've signed up to watch yellowstone right yeah

SPEAKER_176: and then i have forgotten to cancel ever since right thanks jennifer more consolidation

SPEAKER_100: more consolidation well and warner brothers discovery they've already kind of floated this idea

SPEAKER_76: that you know right now they're they're worried about this debt and and spinning things off and selling things off to pay down this debt but once that's done the next goal might be grabbing nbc universal it does make sense in the term in terms of you know all that great peacock content could live somewhere where people would actually have a chance of seeing it and it would be one fewer competitor to worry about in the us you know like you just grab those 15 million paid subs take that off the table

SPEAKER_79: entirely is it better for those of us in the viewing public you know probably not but

SPEAKER_29: it's better for the companies anything we should be looking forward to this fall like i love the black adam anything we should watch this weekend what's your recommendations if i was going to watch

SPEAKER_57: something this weekend what's streaming this weekend yeah what should i dip into because you know i can't keep up so anything from the last 18 months anything new things that you've picked up on that you just said you know what can't miss with this can't miss with this you know what i like things on netflix i

SPEAKER_76: would draw your attention to right now uh the first one just debuted this past uh wednesday i want to say

SPEAKER_179: guillermo del toro's cabinet of curiosities this is like a new take on a tales from the crypt or an alfred hitchcock presents and i love that g horror guillermo del toro personally introduces every episode he's in like a suit and he's doing a rod serling and all great horror filmmakers jennifer kent who did the babadook david prior who did the empty man vincenzo natali who did cube anna lily amir poor who did girl walks home alone at night all great filmmakers uh

SPEAKER_89: the first i watched the first three ah they're all fantastic and they're great i love gdt abraham is in

SPEAKER_193: one it's true i love uh and also for my nerds the peripheral is out i was came out last week but i haven't watched it yet was that where you're going because yeah i was that was going to be

SPEAKER_79: about my time my final one i'm i'm three deep on the peripheral as well and it's it's really good

SPEAKER_463: it's really good so far it's good oh i'm so relieved oh thank goodness okay wait so we got

SPEAKER_464: the peripheral i haven't read the book where the future which is based on that william gibson book that i have not read so i'm i'm going just based on the show but uh it is jonathan nolan and lisa joy who

SPEAKER_466: produced i'm friends with them i'm friends with them uh they're executive producers on this and it

SPEAKER_79: does have a very westworld vibe like if you like westworld i feel like you would like this as well

SPEAKER_288: i love that uh you should definitely read the book after it's over too because yeah i'm gonna check out

SPEAKER_79: the book for sure the book is by gibson william gibson it's a 2014 william gibson novel that they're adapting it's basically in like a near future and chloe grace moretz is this uh video game

SPEAKER_179: virtual reality video game tester like she's great at video games so these companies sent her these new vr games to like play it and test out and give them feedback and she tries this one game and it's like very cutting edge vr to where it doesn't just feel like a game it feels like you are really in this like alternate world playing through this like spy very high level conspiracy

SPEAKER_226: spy mission but then i don't want to give anything more away okay good enough good enough layers and layers

SPEAKER_89: of twists it's not what the world that she's going to is not what you think and has zuckerberg bought

SPEAKER_132: the rights to this yet to rename meta into the peripheral company he can't afford to anymore hey oh

SPEAKER_464: yeah it's all right so we got two pictures take on a meadow on a one of the implications of a metaverse

SPEAKER_76: kind of world um i mean the last thing i was going to say the last thing i was going to say there's another great australian crime drama on netflix that was it i think can earlier this year uh the

SPEAKER_179: stranger with joel edgerton uh and sean harris who's the bad guy from the mission impossible movies he's solomon lane ethan nemesis from the mission impossible movies a lot it's based on it it's basically a true story from australia and it's about i i didn't even know this was a real term but it's a a a certain kind of sting operation called a mr big sting where you convince a criminal that he's being recruited to join like a cartel and then the cartel is like we want you to join our cartel we don't care about what crimes you've done but before we let you join you have to tell us about your background as a criminal so we make sure you don't get the whole organization in trouble and that's how you trick the guy into confessing love it so it's a it's this real story about this

SPEAKER_226: time they pulled this very elaborate mr big sting on this suspected murderer really fascinating stuff

SPEAKER_245: all right so just to be clear we got the peripheral which is on amazon amazon that's amazon prime then my guy gdt because i've interacted with him on the on the twitter the social media site he used to shop at the video store where i work well he follows me and i've had exchanges with him because i love his film so much so shout out to gdt i'm gonna i'm gonna watch that i'm gonna watch the peripheral

SPEAKER_56: for your suggestion yeah and then finally we got a the stranger which uh this sounds great to me this

SPEAKER_76: sounds to me a little bit like um sicario am i in the right zone yeah well i mean not less action more of a more of a thriller like a crime thriller but very much like a procedural like step by step

SPEAKER_179: here's exactly how the cops sort of like found this guy and like how they got how they seduced him into really believing their story but it's very it's very well done really smart you know it reminds

David Friedberg: me of maybe shot caller i don't know if you ever saw that but that was a fantastic very hard to watch

SPEAKER_76: film but i love shot caller that kind of where it's like the criminal story but it's also very deep about the characters and the emotions and the personalities and like yes it's very much like

SPEAKER_245: that like slow burn and i just want to give one other suggestion uh i watched house of gucci have either of you seen house of gucci sure no yeah no go watch the house of the gucci movie i enjoyed it very

SPEAKER_497: much it's hard to the gucci this film is so great you got a lady gaga she plays the gucci movie

SPEAKER_499: no you don't understand i don't great the performance of a jared leto with the prosthetics he got so many prosthetics and he's the bald bastard and he's a freaking fantastic acting

SPEAKER_179: in a different film like you've got pacino doing this very subtle very very you know like very like thoughtful work you've got adam driver doing his own thing you've got lady gaga playing like a vampire you've got jared leto doing whatever he's doing it's great the four main characters are over

SPEAKER_211: i don't want to say overacting but they're so in it as performances that you literally

SPEAKER_134: how this movie did not become wolf of wall street level meme this this is the wolf of wall street and

SPEAKER_74: see it it's just i didn't see it it's so good lady gaga is unbelievable it's um yeah the star wars kid he's always great and he is awesome adam drive adam driver wonderful and then and you've got

SPEAKER_512: jeremy irons so great jeremy irons amazing and then you have these two big parts are both in this yeah

Jason Calacanis: then you have like this is like a chino and jerry leto weed gummy situation right no it sounds like

SPEAKER_56: like no no no no it is it's literally every academy award waiting actor just being given free reign

SPEAKER_518: yeah ridley's holding no one back he's just do your thing you put some pepper on it just be you

SPEAKER_89: it's also the needle drops are insane because it's it's set all across the 70s and 80s but ridley

SPEAKER_179: refuses to use a single song in the appropriate era so you'll be he'll put like heart of glass on

SPEAKER_76: so you'll be like okay we must be around 1984 and then it'll be like 1976 like that's what that's wrong

SPEAKER_358: like i know that's wrong that's wrong wow just everybody watch this house of gucci is so good

SPEAKER_57: across the boards and shot caller absolutely amazing there's all your folks you have five

SPEAKER_399: shot caller i've seen twice um just the performance in it are unbelievable uh all right they have molly you have something you love right now or anything you've seen recently i'm just trying to

Jason Calacanis: find time to watch tv all i care about right now is the peripheral i'm like a laser yeah like a heat

SPEAKER_526: ck missile in the peripheral and all i need is like three freaking hours of my life i thought it

SPEAKER_89: was going to be more like cerebral trippy heady and it is but there's also a lot of like it's a

SPEAKER_274: it's an action thriller kind of thing i mean i read that book like three times it's amazing wow

Jason Calacanis: i'm so excited for this and i've heard that the um that is really really well done so that's all i care about this weekend that's all i care about nobody call me i got this one halloween party are they

SPEAKER_529: gonna are they gonna do a dev season three or is it not over devs is done i believe i think garland

SPEAKER_119: garland is totally done with that and he's he's moved on to other stuff all right there you go all

SPEAKER_189: right everybody that's it for lawn everybody follow twitter.com slash l-o-n-s and always feel free on the twitter to play stump the lawn you tell him two or three movies restaurants dishes colors

SPEAKER_218: seasons countries to visit uh obscure political figures or philosophers and then he'll tell you a

Jason Calacanis: movie or a streaming show you'll like yeah try racing racing tires start again make the prompt racing tires recommendations and you'll get some good movies out of it i guarantee yeah bye-bye

SPEAKER_540: lon all right lon is gone until next week what's next molly next up it's okay boomer fantastic

SPEAKER_149: okay it wouldn't be friday without okay boomer and rachel reporting is here to tell us what she's

SPEAKER_545: uncovered in her intrepid adventures around the world oh man i came on too early now i'm going full like

SPEAKER_548: ah no next time we'll plan out the intro um so this week i'm really excited for you guys to listen because this is actually somebody that we've mentioned on the podcast before on one of my favorite episodes that we've ever done when we talked about the minions movie um the rise of grew

SPEAKER_551: we talked about tommy clark's the red and tommy clark is joining me today on okay boomer what's what's

SPEAKER_292: his deal what does he uh he looks so he's a head of social already it looks like yeah he is head of

SPEAKER_548: social at triple whale which which is a e-commerce operating system i'm pretty big on twitter but he just has some of the best threads out there and they've really caught my eye and one of the most recent ones that caught my eye was when we were talking about ghost writers back on episode 1586 he had an awesome thread all about him not debunking but maybe calling out some flaws or errors that he saw in the ghost writing piece that came out from business insider i'm talking about how some vcs were hiring people to ghost tweet for them and it was a great thread so it's like he was the one who had the kind of like the back of the envelope math yep exactly exactly so it's like tommy you gotta come on i also love his newsletter it's really really good so you can definitely check that out um in the link in

SPEAKER_559: his bio but excited for everybody to listen to tommy i feel like twitter threads are a new they're a hit or mess they're an art form they are now right and if you hit it do you hate them you hate them right yeah but i'm curious to hear you ask him like so why are you ruining your lives

SPEAKER_564: with these because it right twitter hasn't figured out how to deal with them yet threads just show it to me i don't have to i have to click it and then no no no yeah they're not great and then it's like one

SPEAKER_548: of those things where it's like once you find one that's gold it is just so good it's like it's going into my safe like i screenshot every tweet like we use it for the show but most of them are just like clogging up my feed and i see like bits and pieces of them so he's definitely mastered like that art i guess from marketing standpoint too but his data collection is great how he's presenting it is easy to follow everything's super simple um i kind of hope that i see more people present data like tommy moving forward explaining like even more difficult to understand topics besides just like the minions movie um because i really like having the data broken up in a thread like that like i think how what he's using threads for is actually a great use case it's better than like what i've learned like as a vc like 10 days in like i don't love those but i do love like the data point threads yeah

SPEAKER_97: absolutely the ones that really add value i can't wait i'm excited to hear uh this art of the twitter thread with tommy clark here it is enjoy awesome thanks molly okay boomer i understood the assignment

SPEAKER_573: thank you so much tommy for joining me today on this segment of okay boomer we are a huge fan of your threads here um the first thread of yours that we actually featured in our podcast was way back when the minions movie happened uh the rise of grew excuse me that's like not the official title but you had a great breakdown and to be honest i was following you before that minions breakdown um so what i was writing the show notes i was super pumped that i was able to include that um and knew pretty much since then that i wanted to have you on the show but recently another thread of yours caught my eye and kind of inspired me to reach out and it was about the ghost writers um that are tweeting for venture capitalists which again we covered in the podcast already so we don't have to dive into that but again you just had one of the best breakdowns that i saw on twitter um incredibly well spoken social media

SPEAKER_577: expert thank you yeah thanks for all the kind words and gassing me up like that i i really appreciate it um i'm still i'm stoked to be here i've been watching your guys's show for a minute and uh really

SPEAKER_573: really stoked to be here awesome well to dive into it first after you're doing some research i thought social media and writing about social media was like your main number one thing i follow your newsletter the social files or social files um i know you're a creator at workweek and i believe that newsletters under that umbrella but after reading your bio and checking out your header

SPEAKER_551: i realized that you're ahead of social at triple whale um can you explain to everybody what triple whale is and then we can dive into all the social media stuff yeah so the main goal of triple whale it's

SPEAKER_577: a e-commerce sass company and we help um e-commerce companies d2c brands get accurate data and use their data to scale more confidently especially after ios 14.5 apple kind of introduced these rules that made advertising a lot more difficult and it made getting accurate data a lot more difficult so one of the one of our main products right now is a pixel that helps these brands get accurate data and it we consolidate all this advertising data from facebook tick tock snap whatever platforms are advertising on into

SPEAKER_575: like a really easy to understand and consume dashboard which makes it easy to log in see your data

SPEAKER_577: you know it's accurate so you can actually make good advertising decisions and inform your marketing with it

SPEAKER_573: that's great i think one of the coolest things people can do is um you know they always say you can't manage what you don't measure so tracking data is always important but making sure that data is clean and easily understandable is like a whole nother story i find that a lot of times people collect data and don't really know what it means so triple whale seems like a really useful tool awesome for you doing that but that's not even what i wanted to have you on today to talk about i want to hear everything about the social media space and your thoughts on it so first things first social files how did you get into social media marketing because when i'm reading it it doesn't even sound so you're i think you're around the same age as me maybe like a grade below me in college i think i graduated maybe a year below um and you just sound like you have been

SPEAKER_587: doing this for years and years and years how did you become such an expert in the social media space

SPEAKER_577: it's super roundabout so just to give you some context i graduated from college last year in december when i first got to college i wanted to be an orthopedic surgeon like i was pre-med that was the goal i had that plan set obviously that didn't happen now i get paid to make memes for a living and i'm much happier that way but when i was doing that i was also playing basketball um for my first year and a half in college and during that got super into health and fitness and decided to switch my major switched to nutrition science transferred schools to cal poly and when i did that i also started up this like fitness coaching side hustle and i had to get clients so i started an instagram account and this whole like fitness instagram account and that was my first that that was like my gateway into content creation and i did that for about two ish years until kind of during the pandemic mid 2020s when i pivoted fully into marketing because i realized that i actually enjoyed the process of creating content figuring out how to get clients more than i actually enjoyed the whole like fitness side of it um so over that two-year period just created a lot of really bad content until it started to not be so bad anymore and got better at it um and then it got to a point like i said where i enjoyed the content creation and marketing side of it more than i enjoyed the actual fitness coaching side of it so then pivoted into marketing got a part-time job for a company in that industry while i was still in school did that for another year one of my friends that i met in that health and fitness space her name is kendall she referred me to a freelance position more in this e-com d2c like media world and i took that position during my last few months in school when i graduated was looking for a full-time job they weren't ready to bring me on full-time at the moment just based on resources my current cmo slid in my dms all this time i've been creating content on twitter so i've been tweeting about marketing sharing my thoughts documenting what i believe to be true about social my current cmo rabba saw my work with d2c newsletter saw my tweets slid in my dms we hopped on like a 15 minute zoom call and that was my interview process so very thankful i didn't have to go through like applying to 100 different jobs like most college graduates do so that was a really

SPEAKER_575: interesting experience and that's how i landed in the triple whale role and then i've been creating content around marketing and sharing my thoughts on it for about two and a half years um and then

SPEAKER_577: the newsletter social files became like officially social files and under workweek late june of this

SPEAKER_575: year but i've been more or less writing a newsletter albeit to not very many subs up until recently

SPEAKER_573: for about a year and a half two years got you so i didn't uh subscribe to your newsletter until

SPEAKER_548: you were under workweek um so that is really cool and did you start off that newsletter over on

SPEAKER_577: sub stack was it like weekly yeah so first it was sub stack and then i switched over to beehive and then now it's not on beehive anymore but not because of the platform it's just because of like under work

SPEAKER_589: week we use a certain esp and it is what it is um but big fan of what the the guys at beehive are

SPEAKER_573: building got you so i was just about to say which one do you prefer we um i have actually reached out to the beehive team if you know any of them i want to come on i would love to talk because i'm fascinated by um i don't know if this is necessarily the resurgence of newsletters i don't want to say that um maybe this is just because when i was in university the only newsletter i actually read was morning brew so it's cool sing beehive come from the morning brew team but it seems like everybody and their freaking dog is writing a newsletter and i love it i'm a huge newsletter junkie i know um that's very amazing that might be a hot take i know a lot of people are like you don't need more podcasts on world we don't need more newsletters i literally i have this one platform um i believe it's called just let me check on twitter really quickly because i actually just tweeted at them i used to use this one platform called feedly right okay all the um newsletters that i subscribe to i could categorize in this different like uh platform so it's nice like not clogging up my inbox um being able to organize them by sector i loved um but it is you have to pay for it monthly and i was like you know what like i don't know about that one so i'm experimenting on different platforms and the platform using now is called newsletters but it's spelled kind of weird and basically it takes all my newsletters creates another like email address and i just go to this website it's basically like a different rss feed so it doesn't um you know just jam up my my normal inbox um which is already a little bit nuts to organize i'm sure um for you the same way so here it is newsletters app um okay it just has two s's and app newsletters app and that is its twitter name i highly recommend anybody that's looking to like clean out their inbox to check that out something that i've noticed is since like organizing and going through like all my newsletters is i don't think a lot of people are subscribed to some of the newsletters i'm subscribed to because a ton of them are honestly written by my friend and i think my friends are industry experts um but how can these people scale their newsletters and one of them i want to shout out it's called restaurant adjacent by my friend paul wonderful newsletter he spends like he like he is going to grad school in columbia such a good writer has literally worked in the restaurant industry like as uh literally just like a horrible position like in the you know back in like the kitchen where he has like horror stories securing his like perspective on the restaurant industry and like the stuff adjacent is so cool

SPEAKER_606: but the newsletter isn't growing what advice do you have sorry for that no you're good i think

SPEAKER_577: that's where social comes into comes into play okay um for me i like using twitter and linkedin i gravitate a lot towards writing so i mean obviously social can include a lot of different things like tick tock and now there's a lot of short form video i'm honestly not a big fan of creating content in that medium i just don't enjoy it so i focus more on writing that's part of the reason why i have a newsletter but for that type of content i like twitter and linkedin i think linkedin right now in terms of organic reach it's just absurd like it's very very okay i post on linkedin pretty consistently and i like to think my content's good but it's not like

SPEAKER_575: some of it's not that crazy and just consistently growth just keeps happening week over week and and posts keep popping off so i think if you're starting from scratch linkedin is very promising like

SPEAKER_597: literally like twitter on linkedin or like going through the linkedin newsletter feature oh post

SPEAKER_575: yeah i don't use the newsletter feature um just straight linkedin post but i think that the main

SPEAKER_577: theme there to answer your question as far as growing the newsletter you need to create demand on other platforms and funnel that to the email because there's no discovery like if you're just writing an email it could be amazing but no one's seeing it unless they're already signed up and to grow you're pretty much relying on your current readers to share it which some of them might and if your newsletter is really good referrals will happen but i think if the goal is to really scale you want to be on these other platforms that have the discoverability become known on these platforms get your content out there your ideas out there and provide enough value there that then

SPEAKER_575: someone will want to go read your thoughts in a longer form format in your newsletter so i found

SPEAKER_573: your newsletter from twitter so this totally makes sense i believe i actually did find it from one of your threads i think it was like at the bottom at one of your threads yeah as somebody that hates threads i'm a thread hater i'm so sorry freaking hate them but i like yours what makes a good thread can you please explain why i like them i i feel um i specifically i hate the ones written by i'm so sorry to target an audience investors or other like people in venture capital explaining things

SPEAKER_616: no you mean you mean you mean written by ghost writers writing written by ghost i hate i don't

SPEAKER_573: know why because i've definitely done those before as well like on my own platform like done the threads and i look at them and i'm like yo these are ugly they're unorganized nobody like physically they don't

SPEAKER_580: get a ton of engagement how are you getting these like high engagement threads i love them

SPEAKER_577: yeah when i appreciate that that's kind of the vibe i'm going for for my threads because i don't i don't i don't want to say i don't like threads i love threads when they're good but i just can't stand like you said the the generic like here are 21 websites that feel illegal to know and 10 different accounts use that same exact hook and it just becomes super played out and the biggest thing is like just make threads valuable make it about like a really compelling topic that you're actually an expert in instead of just copy pasting yeah stuff from wikipedia or doing things because you see it work for other people any thread that i write i try to make it about a topic that's relevant and that someone will someone reading this will actually get something valuable out of it versus oh i know this is a format that does well so let me game the algorithm and just try to grow an audience at all

SPEAKER_575: costs because if you do that it might work and you see it work for a lot of accounts where it's like they

SPEAKER_577: get these crazy engagement threads but the engagement isn't from people that are gonna buy from them or want to hear their thoughts or actually be invested in them long term so and for me it's just write about stuff that i have experience in that i consider myself i don't want to say an expert but i know myself when it comes to social so i feel confident writing about that and just trying to add value as as cheesy and cliche as that is it's true got you and something that's

SPEAKER_587: interesting about your background that i've noticed and before we even hopped on this recording

SPEAKER_573: i put two and two together you said that you um went to school in california or from california but you currently live in texas and um friend of the pod danny miranda i know is also moving to austin um it seems like a pretty big place for people our age to being like flocking to it's super fun city i love austin yeah um and something i've noticed also that's similar between you and danny is that start with fitness and instagram i feel like instagram super easy to plateau on

SPEAKER_587: you saw a brand and they were plateauing over on that platform what advice would you have

SPEAKER_575: yeah instagram's tough right now um i think if one if i was starting from scratch i probably wouldn't

SPEAKER_577: build an instagram account from scratch just because it takes so much work relative to other platforms if i already had an instagram presence and i ran into a plateau but i wanted to keep growing i would lean into short form video content most likely at least start including it if you aren't already i don't think you have to pivot all the way to reels but instagram is literally paying people to post reels and inflating metrics and really really incentivizing it because they want to catch up to tick tock they want to um make sure that tick tock doesn't win that race i don't know

SPEAKER_575: how that's going to go for them especially since zuck apparently spent absurd amounts of money on the metaverse this past year yeah so that'll be interesting but i think if i was on instagram

SPEAKER_577: wanted to break a plateau i would lean more into short form video content and really make sure that was a core part of my content strategy i don't think you need to ditch all other types of content because that goes back to what we're talking about with the threads yeah just because something might work for the algorithm and you might be able to get more engagement or whatever in the short term doesn't mean it's the best play for your brand in the long term but you do want to play into what's working to an extent like with my threads like i threat i write threads because i know they'll do well yeah and you do certain things in those threads because you know it'll help with the algorithm so there's this balance of flowing with what's working but also staying true to your brand but to answer your questions distinctly i would lean more into short form video content if i was trying to

SPEAKER_573: break a plateau on instagram how do you know what's going to do well in the algorithm over on twitter i um started tweeting at the start of this year i wasn't a super big active person on twitter i actually didn't put my job title or anything to do with our podcast which is like a verified account in my um bio until a few months ago um and i noticed before that like i know that wasn't the only thing that attributed to my growth in followers which i don't have that many but i noticed the more i tweeted the more followers i got um and i'm not sure if it's like a volume thing um necessarily over there besides tweeting a lot what other advice do you have if somebody like me or somebody that doesn't necessarily have an account that's tied to a brand like i'm not the this beacon startups account how

SPEAKER_636: could like a founder for example grow their account yeah i think a really underrated aspect of twitter

SPEAKER_577: growth is relationship building and like actually becoming friends with dope people and because what happens and what happened with me was i was posting a lot of content i got them posting content

SPEAKER_575: for four years in marketing probably for two two and a half years and what happened is early on you

SPEAKER_577: post a lot of really good stuff and no one really engages with it maybe you get a few likes here and there yeah kind of just a grind but then one person sees your stuff that also has like a bigger audience and they see it and they're like oh this kid writes some dope stuff i actually want to support him and engage and share and kind of lift him up too or lift her up too and that kind of takes you to like a new level where it's like you have this relationship where they're sharing this person is sharing your content and you start building relationship relationships with bigger and bigger people and more notable and notable people assuming you're providing value and you know what you're talking about you'll start to build all these really cool relationships and you just want to you just want to support each other so if someone sees a thread that i put out they'll support it or retweet it just because like we're actually friends and like we have a relationship and we've added value to each other's lives i think that's a really underrated part and it's not even that's not about gaming the algorithm that's just about being a good person and like adding value to people in the industry and building those relationships over the long term and i think that's a really underrated part of gaining momentum on these social platforms but the weird part is you can't really approach like you don't want to approach that from the perspective of oh i want to grow on twitter so i'm going to connect with these people it's like no you just want to connect with dope people and eventually

SPEAKER_595: it might turn into something yeah got you that's so interesting seeing that you um i saw like whenever

SPEAKER_573: i was on your twitter page that you've been tweeting since 2019 and so that's explains a lot seeing how consistent you are too i think is really interesting um uh one debate that i see a lot on all social media platforms is that quality versus quantity topic and i've talked about it to a few

SPEAKER_587: other people that are interested in the social media space on the podcast before including danny um if you were going to pick between the two which one would you gravitate toward and why this is such a

SPEAKER_575: cop-out answer but i don't think you can i think both are very very important to give a little more

SPEAKER_577: nuance there i think early on quantity is very important because you don't know what's going to work you don't know what your audience resonates with you don't know what type of content you enjoy creating you don't know what's going to hit but once you start to understand the topics and the ideas that work well then you can be a little bit more selective and then i think it becomes a bit more important to focus on quality because especially as you grow if you're trying to be a content creator you're trying to have this online presence it's exhausting and yeah maybe you might be able to sprint for two weeks or a month with this insane amount of content but you're gonna burn out yeah so i think the the golden rule and kind of what i will keep in mind is post as much quantity as you can while maintaining a certain level of quality and not burning out because if you start posting too much again you might be able to sprint for a short period of time but you're gonna burn out you're gonna fall off and if you fall off and stop posting well now you're kind of screwed yeah but if you don't post enough if you're like being a perfectionist or you're too scared to post because you're not you're you're afraid that someone's gonna be a hater or it's not gonna hit you're not gonna get any likes well then you're not gonna have any luck either so it's this constant balance i think early on quantity matters a bit more because you just need to get yourself out there but as you start to get better at what you do get better at constant creation get better at understanding trends and best practices on these platforms then you can be a little bit more selective with with quality but it's this constant dance this constant balance i don't think anyone

SPEAKER_575: really has it truly figured out uh but yeah that would be my take there yeah i think the two people

SPEAKER_573: that i've had on the podcast that are like on polar opposites of the side at least from like the outside in is danny as we said again i think danny's a totally a quantity guy not that all this stuff is an absolutely great quality but the other compared to the other person i'm talking about nate o'brien who um produces youtube videos maybe once a month and they are just like these insane high quality youtube videos um so that's always something that i think about because those are two creators that i look to up to quite a lot um and in between there there are two other creators that we've had on the podcast if anybody's interested in listening to other okay boomer segments um on the middle spectrum would probably be jules terpak um amazing stuff super high quality pretty consistent and another youtuber taylor bell who again i don't know if it's necessarily weekly content but her her cuts and things like that like she's obviously putting a lot of time and effort but she's not clipping each one down like danny is making a ton of tick tocks after them so really cool to see everybody who's joining me on the podcast and whose professions have been you know content creation like span this quality versus quantity um spectrum that there is and i know this weekend startups we're trying to up our tick tock game so if anybody has any advice or anything that you think we should be posting on the tick tock um right now we're like resulting in clipping parts of the show but i think it would be funny for jason or molly to like make tick tock sometime i don't know if they'd want to but that was uh that's something i want to fly by them but thank you so much for coming on the podcast if people wanted to go find you over on twitter or on linkedin or wherever you're most active where can they find

SPEAKER_575: you yeah i would say i'm most active data i spend too much time on twitter so if you want to get in touch with me probably over there just at t clark media and then i'm also on linkedin a lot of times the content on both those platforms that i post is very similar i'll just repurpose it just makes my life easier but what schedule do you use a scheduler um depends so okay i'll go back and forth if i'm really on top of my stuff i'll schedule out some tweets in advance but lately really haven't been because i've been just all over the place with work and my own content so it's kind of just on the fly i find that the on the fly stuff tends to perform better oh 100 just because it's like stuff that like you're actually feeling and i don't know it just hits different i i don't that's one of those things where it's hard to explain but yeah um the on the fly stuff tends to do pretty well but twitter most active on there linkedin also posts some stuff over there and then obviously have the newsletter and i would say those are those are the three main places where i put out content right

SPEAKER_587: now awesome can't wait to check it out and next time in austin i'm going to have to get a torches taco with you and danny yeah of course i'm looking forward to that awesome thanks tommy yeah

SPEAKER_21: thanks so much okay everybody thanks for listening what a great week and it's not over yet

SPEAKER_00: sunday is vc sunday school we do a really deep dive uh into just how climate tech seems to be still on fire and the valuations are still high and how should a venture capitalist like molly is now deal with an overheated market in a recession slash down marketing chaos how do you deal with that if everybody's willing to overpay for startups what's the right thing to do as a capital allocator we also talk about warrants which are showing up more and more as people do down rounds quasi down rounds and then molly has another amazing climate interview this is another journalist turned investor a trend that's been occurring so we'll see you on sunday for a nice walk you do your peloton you go get some brunch get your eggs benedict florentine whatever your jam is listen to the show and we'll be back on monday as well and then next week i'm going to talk about twitter i've been on a little bit of a gag order as you might have seen with legal issues going on but it looks like the bird is free and i can talk about it all next week on this week in startups