SPEAKER_00: hey everybody welcome to thursday it's a crazy day meta is just crushing at the stocks

SPEAKER_03: nearly doubled since november when i made my j trade news there molly up like uh 28 i think today so we're going to compare strategies here and then advantages because we compare it with snaps earnings which were almost the same but did not produce the same result we'll break down why a little bit and also everybody's ripping today because the fed hiked rates by only 25 bips

SPEAKER_04: we're going to talk a little macro about what's next for the economy yeah i mean it's pretty clear they're ending uh their action of hiking rates and the market seems to have concluded from their

SPEAKER_06: comments about deflation or the de-escalation of inflation you know whatever term but it was kind of dovish and the soft landing um is a possibility or a mild recession so that's good news for the economy but the labor shortage remains and so we talk a little bit about automation uh in the face of this crazy labor shortage and what we're seeing in the real world yeah and then we wrap up the news

SPEAKER_03: with a quick update on generative ai story of the year we have entered the ai era chat gpt hit 100 million monthly active users google is already testing a competitor and bing sees a chance microsoft

SPEAKER_06: sees a chance and leap ahead yeah they're going to incorporate it and then teams microsoft teams is incorporating chat gpt as well so this is extraordinary that chat gpt got to 100 million

SPEAKER_20: monthly active users in only two months took tick tock nine months to get to 100 million and then we have lon harrison for another edition of this week in streaming oscar nomination spotify earnings

Chamath Palihapitiya: james gunn in the dc universe and we'll talk about my favorite new rom-com episode three of hbo

SPEAKER_23: smash it the last of us it's gonna be just a fantastic show yeah stick with us this week in

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SPEAKER_29: at anyplace.com twist all right everybody it's thursday lots going on we'll have lon harris to talk

SPEAKER_32: about all of the things happening in streaming from spotify to dc to hbo's what is the winning streak

SPEAKER_33: last of us yeah last of us episode three my favorite rom-com of all time just gonna have to do it maybe

SPEAKER_05: this is time for me to face my favorite my favorite rom-com i stepped on that great line

SPEAKER_37: my favorite all right but there's a lot of news going on i guess

SPEAKER_39: top amongst the news is meta i think that's the number one i think so yes i think that uh we have

SPEAKER_40: to acknowledge that one okay jacal has played this perfectly like like a maestro yes like he took

SPEAKER_41: that cello and he just made us weep with his j trade it's mercenary at exactly the right moment

SPEAKER_23: he in doing this j trading you go check out j trading.com i said you know what i'm just going

SPEAKER_44: to put a little bit of money in a box i'm going to just start trading and take it out of this

SPEAKER_45: i had some money laying in a uh uh um and a uh um like a perfectly balanced portfolio account you

SPEAKER_47: know like a mutual fund type thing so let's see if i can trade it myself to see if i can learn lessons about trading and one of the lessons i learned and i said it to you was i'm not going to go with my heart or my ethics or my morals i'm going to go with the pride that zuckerberg has uh and never losing in his life and now being faced with everybody telling him he's a loser let's see uh if he responds to this and that night on a sunday night he said he's laying off 10

SPEAKER_46: 000 people's like oh he's listening to people so i put an order in when it was at 90 it got filled at

SPEAKER_03: 94 and i think today it's trading at 180 or something yeah the stock is up over 196 196.

SPEAKER_55: it's the it's the best trading day in a decade for meta if not ever like by the end of the day

SPEAKER_03: it could be ever um up well over 20 i believe after meta beat revenue estimates and most importantly and this is i mean this is what i find so amazing right is like you played the game perfectly and zuck played wall street perfectly he did the layoffs he announced a 40 billion dollar share buyback incredible and he stopped talking about the metaverse for like five freaking minutes and boom

SPEAKER_02: scene like no fundamentals have changed at meta they laid off like some but not all of the people

David Friedberg: they hired during the pandemic yeah massive share by 75 000 people i think is the rough estimate i think so i mean like an insane amount of people were laid out right 11 000 people but i think that

SPEAKER_03: was still maybe less or about as many as they had hired during the pandemic reality labs uh i think still lost double digit billions maybe something like that but he just he turned that game around he turned that story right around he did the things that wall street wanted and jcal won big okay uh yeah it's fine

SPEAKER_47: i think i think looking at the newfound focus they are getting focused on the existing business cutting costs and leaning into ai and maybe cutting some of the costs associated with the metaverse and so great uh revenue is down year over year a little bit four percent which you would expect in a down market for an advertising based business uh reality labs

SPEAKER_50: 4.2 27 million in revenue in q4 um i think they lost a ton of money but they lost 4.2 billion dollars

SPEAKER_03: in q4 yeah and that net income was down 55 year over year 4.6 billion dollars i mean it's really this is why i keep saying like i actually don't think the fundamentals have changed i don't think there is a lot of like sudden new austerity or a change in focus he's just playing the game better honestly he's

SPEAKER_50: playing for with wall street in mind right now yeah uh and if you look at snaps earnings they were flat

SPEAKER_47: year over year so slightly better on a percentage basis yeah uh and they lost 288 million 375 million dollars so they're up 17 year over year so snaps growing not revenue but the number of users and they have that paid version for four bucks a month you can get some premium snap features and they got 2 million people paying for that so yeah that to me is the most fascinating what you know half a percentage point 50 basis points of the users are now paying i wonder if that can get to five percent and if they get to five percent could that be 20 million people at some point right paying for a social network and

SPEAKER_66: maybe that's a little bit of extra uh money but maybe they don't have to do buyback so i think that's

SPEAKER_03: probably the big difference snap is up today everything's up today right today is on a river because

SPEAKER_55: good transition yeah snap is up but its stock immediately dropped 10 percent upon earnings yesterday whereas meta of course through the roof um but yes everybody is feeling great and in the green today because the fed uh hiked 25 basis points yesterday quarter percent and noted that jobs and wage data are cooling off and then i don't know if you watch the press conference at all but i started

SPEAKER_03: playing a little fizzy water drinking game with the word um disinflation like he actually said

SPEAKER_55: more than once we are at the beginning of a disinflation curve yeah like he was like i don't know it's gonna happen right we can't you can't say we're there yet but the tone was very different in that word i think you know they're so careful like you parse the fed down to the like emphasis on

SPEAKER_71: the syllable and so for him to repeat i think over and over disinflation is a is a big signal

SPEAKER_72: they knew that we were getting to the end of this right because they raised 75 basis points in

SPEAKER_47: november 50 basis points in december 25 basis points i guess at the beginning of february here

SPEAKER_74: and they're going to do it again another 25 points and that puts them from zero all the way up to 4.5 or 4.75 whatever that is and some people said hey maybe he goes to five and a quarter or something

SPEAKER_47: but we knew we're getting to the end of this and the question was did it have any impact and obviously it's had an impact and i think he was saying like a lot of this was yet to be seen so if it's yet to be seen i think that means they see their actions um will continue you know getting to 4.5 or whatever and they see their actions are going to slow everything down and then people obviously trade ahead of the market so they want to get into stocks now thinking well maybe next year or the end of this year they go up right um but i don't think there's going to be a cut or anything but it's made me feel a little bit better about the economy that maybe they did the right thing by moving so fast the fed that is after doing the wrong thing by moving so slow let me tell you about

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SPEAKER_55: worked really well we're still at the the only sort of note of caution there not to get too macro is that we're still kind of at the mercy now and by we i mean fed sentiment is this was also kind of a big theme of the press conference is heavily dependent on what happens with the labor market and as you

SPEAKER_71: know the labor market is still artificially constrained by the fact that our borders are

SPEAKER_03: effectively closed and so we can't we're not bringing in new workers like the fed can't do anything about labor supply yeah and yet is looking at wage growth and extremely low unemployment as

Chamath Palihapitiya: almost like negative signals in terms of inflation so they want to see unemployment go up we have

SPEAKER_83: record low unemployment some states i was looking at like utah something had like under two percent unemployment there are places in this country where like they can't find workers and then companies are

SPEAKER_37: holding on to workers so if you've got three or four you know i don't know waiters or chefs or retail workers or whatever it is you don't want to give them up because uh you know is finding one's

SPEAKER_47: going to be hard i guess in some areas but nurses doctors come to mind as well with those shortages that we talked about here and you know that's something they can't control so i guess they're going to give up trying to control that and just be okay with inflation slowing down and then if people have jobs

SPEAKER_87: paying jobs they can still spend money but maybe people have burned off all that savings so i think

SPEAKER_03: maybe but that's what i'm that's what i'm saying about that's the one note of caution still is that he they don't at least right now the fed is not signaling that they're okay with where labor is

SPEAKER_55: they're signaling that they're concerned about increasing wage growth and increasingly tight employment but since they so it's sort of like are they gonna so the big question was is the fed going to punish the broader economy for what is effectively a supply and demand problem right i think

SPEAKER_90: and we don't we're gonna have to have our other representatives in government get together and

SPEAKER_72: say okay the fed has pointed this out we need to have more reasonable immigration if everybody in

SPEAKER_47: this country is going to retire early if seven percent of the country is going to opt out of working uh you know that's 69 peak labor participation we had in 99 2000 2001 time frame is going to be 62 percent now that's seven point swing which is about 10 of the overall active workforce if those 10 are

SPEAKER_13: not coming back to work people are retiring early people died from cove or not even early like boomer

SPEAKER_83: age is they're retired but there are there's also this phenomenon of people who did so well with their

SPEAKER_96: homes or stuff oh yeah absolutely right and they're like covet scared me i don't want to go to work

SPEAKER_03: anymore and they just yeah i mean it's it's this whole combined thing yeah and all it adds up to is there are not enough people for the job and then that starts to constrain like i will tell you i'm not that interested in going to a restaurant right now or like even staying in a hotel isn't as fun as it used to be because there aren't because i'm sorry like i don't want to be a big diva but the service

SPEAKER_102: sucks like it sucks to be in a restaurant they're raising the price they don't have enough people

SPEAKER_03: it's more expensive and you sit there for like an hour because they literally don't have a human to like bring you the check it's just like not fun and so then that starts to become a spending drag

SPEAKER_13: because i'm like i'll just cook i have to say i went to a dumpling there's like this really cool

SPEAKER_47: dumpling place that's really hot in san mateo and they use my wife and i were talking about it how much we love this toast system uh you get to the table you scan especially when you're with oh yeah especially young kids you scan the logo you get the uh it knows what table you're at i already have a toast login so i'm logged in automatically it's got my payment it does apple pay so it is so smooth and easy my wife scans the same thing it's it knows the two of us are at the same table so it says you and jade they added this to this toast interface it's brilliant you and jade are ordering so then jade you know i had to step out for a phone call she orders two things and then says here's what you ordered here's what jade ordered split the bill now we're married so we pay the bill together but if you have four people at the table it would be like you each have your own check you pay the check at the table through the phone you order through the phone they print the ticket they tape the ticket to your table when the dish comes they just check it off so you know if the kids like the kids ate all these one type of dumplings and we just immediately order

SPEAKER_108: another one no flagging a waiter yeah you know no no uh worrying about the bill and then my wife

SPEAKER_45: is like oh i paid the bill already uh and i was like yeah i want to order them dessert who cares just or two more desserts it's not like a big deal and then pay they have so few servers there it is

SPEAKER_47: unbelievable the efficiency of it so that's where we're going right and the same thing i understand at mcdonald's i don't eat at mcdonald's but um you know i i went to one recently so i was getting my

SPEAKER_45: snow tires changed it was the only place open uh in sacramento so i went to a mcdonald's i ate a mcdonald's breakfast sandwich it was horrific um heck my friend was terrible but the hash brown was

SPEAKER_74: terrible terrible but the hash brown was life-changing uh i would literally go there and

SPEAKER_45: order four hash browns yeah coffee was good actually not bad for like a black you know hardcore

SPEAKER_123: coffee yeah but you ordered from a giant touch screen and it's like amazing wow you got the like that

SPEAKER_03: was just rolled out i think yeah not very long ago it doesn't i guess it makes sense that that would be the this would be the region yeah i mean that is the way it's just only automation can solve some of these labor problems but the thing is like automation can't clean a hotel room automation can't like treat your beer we have like a massive shortage that being said another anecdote i was in

SPEAKER_83: miami and there's a new hotel chain citizen m yeah it's 175 bucks a night 200 bucks a night reminds me of the w hotel you check in yourself you get off the elevator you just check in at a kiosk

SPEAKER_47: again and it gives you a key now there's a person there if you have a problem but you can just check

SPEAKER_108: yourself in and then you have an ipad in your room by default they clean your room every three days not every day yeah fine and like if you do that they donate three dollars a day or three euros a day

SPEAKER_47: to charity so you see on your ipad where you control everything through your ipad uh and you can check it off i want my room clean here's your stay you're here for three days and it says which days

SPEAKER_66: do you want to clean and it's off off on but i can make it on on on which i did i want my room

SPEAKER_130: cleaned every day i'm in a hotel but i was just like wow this is incredible it's so affordable

SPEAKER_74: and i can pick what hotel i could say a thousand dollar hotel 200 hotel probably doesn't make a

SPEAKER_47: difference ultimately for me at this point in my career but i'm like i'm saying it's an m i don't

SPEAKER_108: want to blow 800 bucks and the room was perfectly clean the bedding was amazing it's like right in brickle so you come downstairs and you're in the middle of all the action it's like this is incredible

SPEAKER_03: cheaper than an airbnb in fact yeah and it will be it will be about wisely integrating those kind of features and automation so that it's not a situation where like dude i just need a fork but there's no one to bring me a fork and you don't have a fork anyway you know it's sort of like if i'm in a hotel i need you to take care of me a little bit and i like it that's why i'm in a hotel

SPEAKER_47: because i don't have to be mom today i saw these hotels though in europe like a decade ago like this and i think it's actually a scandinavian company they do have these like business hotels that are meant to be you know you're kind of on your own super self-serve yeah if you if you forgot toiletries you just go downstairs the front desk they literally had the toiletries in a basket self-serve and you just swipe and pay for them you know if you have you need them so i i think that this is where the

SPEAKER_98: world is just changing labor it's all going to be like different exactly we're going to have to overcome labor with innovation because we do not have enough labor cafe x um you know this robotic

SPEAKER_47: coffee machine that we invested in you know it had a really tough time doing stores in san francisco it was horrific regulations vandalism you know the whole cohort of things that could be horrible in san francisco but they put them in sfo these things are the two machines are making almost a million dollars a year it's like the highest per square foot revenue of any uh thing in sfo or any airport anywhere because you go for less than an hour a day half an hour to change the milk clean it you know just check on the machine maintain that's awesome so if they could have a hundred of these with like a dunkin donuts logo on or something you could have coffee machines i don't know if the last time you've traveled was but they're so short staffed at starbucks what was the line like for you at a starbucks at the airport have you seen the lines i was trying to get a starbucks it

SPEAKER_45: was yeah absurd like you you literally would take the next flight to give you one to get a starbucks

SPEAKER_146: it was there must have been 40 people online at starbucks the last time i flew it was no means

SPEAKER_22: this it's like so we're just not i keep thinking about this yeah like how unaccustomed americans are to having this sort of like these occasionally bizarre like soviet-esque experiences where it's just like you gotta wait two hours for a coffee and p.s there's no eggs and you know like you might get a like literally it's so weird to go to the store and have there be no eggs and you know this has been ongoing in the pandemic like so many things combining at once but especially the labor shortage are just like wow it's so we're gonna have a different expectation in life and that might be

SPEAKER_47: great because we are really spoiled this is what happened in other countries i saw it in australia uh you see it in japan uh and you i saw it in norway like i specifically saw this i remember going places like that 10 years ago and when the you know when the minimum wage was six seven bucks here five six seven bucks here in the united states the minimum wage there was 15 or 20. yeah and you were like oh you normally you would see maybe some immigrants perhaps in these certain category of jobs

SPEAKER_66: and you didn't you saw people from norway were bus boys were you know cleaning the rooms and you're like okay that's interesting uh and it's like yeah they're being paid a lot of money to do that job

SPEAKER_47: and they are protectionists they don't allow people to immigrate into their country and they allow

SPEAKER_66: those what would normally be considered like entry-level jobs first rung jobs on the ladder they kind of moved them up to third rung in terms of union protections benefits time off and the hourly

SPEAKER_47: wage in other words being you know cleaning hotel rooms in some countries is not something for immigrants

SPEAKER_03: it's something for the people who live there and so they're very nationalistic like we have it we want to have it all we want to like be giant divas and only have like amazing awesome jobs but then

SPEAKER_41: not pay yeah people to do work that we need done and then be jerks about the service yeah yeah

SPEAKER_156: pretty crazy oh america you'll learn eventually doing more with less is more important than ever

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SPEAKER_02: microsoft for the microsoft for startup founders hub um hey let's do a real quick um humans exactly

SPEAKER_125: speaking of that the topic of the year according to semaphore sources microsoft will and this is a big

SPEAKER_03: one integrate gpt4 into its bing search engine in the quote coming weeks whoa now gpt4 this is where we should do a quick quick quick level set which is that right now everything that you have seen from chat gpt that has blown your mind and made you think that like school is over and lawyers are over and most you know careers are done and producers are on the ropes and whatnot that's gpt3 yeah and gpt4 is the engine that they say is going to be faster and more powerful like way more crazy more right

SPEAKER_55: they're like it'll be a thousand times more powerful or whatever um sam altman at an event that i was at specifically said that that gpt4 would be a slow rollout that they didn't want to like release it on society before it was ready but apparently microsoft um is like that's cool though we'll do it we'll do it

SPEAKER_47: we can have it just us yeah i think what's happening right now is this thing has captured the imagination more than anybody expected because it's so good it's so customizable that it has hit the zeitgeist in the same way tick tock the iphone bitcoin you know different uh nfts maybe to a lesser extent but sometimes the technology captures people's imagination and they flow into it this and they're

SPEAKER_37: a hundred million users um which to hit a hundred million users that normally takes years uh and this thing has hit it in like months what that means for somebody who got the pole position like microsoft they're going to want to squeeze this orange for every drop of juice and it's putting them in the

SPEAKER_47: press uh and i think it's going to attract people to the office suite so remember i said uh you know they're going to incorporate this into bang and it's going to cause google to really move quickly yeah google is testing their own version with their employees now yeah uh and i forgot what that's called but uh i think it's called something like apprentice or something so apprentice bard yeah

SPEAKER_170: there are down course of this with the naming and the framing um very important because half of

SPEAKER_66: the results are wrong some of the results are biased as i showed the other day like with like hey i said on chat gpt like make me um uh a play or write a poem about the irish being drunks right and it was like i can't do that buddy and i was like okay make me a make me a poem about irish loving beer and it's like oh the irish and the love of goodness you know it's like yeah let's go those drunken bastards those you know like so and then people were like hey write a poem about how great trump was it's like yeah we can't really do that it's like write a poem about how great

SPEAKER_47: body is like oh biden is incredible yeah so i don't know if you saw this but like now that they've proven some bias which you predicted over and over again since it's based on data sets which are

SPEAKER_179: based on humans is a little racist it turns out maybe it's part of like the left not the right

SPEAKER_178: political party so we're going to need to have a rumble version of chat gpt or something oh god

SPEAKER_183: so uh today i saw our friend uh sam altman was defending the employees because the employees are

SPEAKER_13: now being attacked because it won't write trump poetry it won't write trump i did not know that

SPEAKER_98: yeah you can look it up you can't even you know say something nice about trump it's like yeah i mean that's the thing right like it's built on it's built on human data sets yeah and human data

SPEAKER_03: sets are super humans are super flawed and biased and weird and you know like but yeah so regardless that's where we are with it right now right it's flawed it's wrong

SPEAKER_95: it is probably going to put a lot of people out of work potentially immediately if chat gpt4 is as powerful as we think like it will be really hard to defend if it's learning right answers like

SPEAKER_83: school paralegals but does all the extra what i'm trying to figure out molly is i connected it to a

SPEAKER_47: slack room right and i was like hey this is interesting like if you could connect it to a slack room we did it and then i noticed like everybody was playing with it but then kind of like a parlor trick it was like well i'm not getting actually good answers so it's a nice research tool it's a good starting point like a google search can be a good starting point or well that's

SPEAKER_197: what i'm saying is like that's where we are with this but because everybody is excited by it and

SPEAKER_03: seeing a bunch of dollars we're like let's go let's roll that sucker out let's just let's make chat gpt4 part of bing because microsoft wants to win and so all of the so like unintended consequences don't have to be unforeseen and we are choosing to be like monkey see no evil

SPEAKER_198: about the unfore unintended consequences because winning is on the table now i think that's right

SPEAKER_47: and so you know we're i think if you put a big caveat in front of it like don't trust this number one don't trust this number two uh don't trust this number three don't trust this like you can't trust the results from it to make any kind of a decision in life like even a recipe it might give you some tips on you know like how to do a party but to do a recipe you're probably going to burn your food or it's a coin toss so if you ask how to cook a steak gpt3 might burn the steak kind of unreliable and i think that's what i'm wondering if gpt4 becomes reliable will any of this be reliable and then there's the lawsuits on top of it molly like that's unresolved citations where did they get this data and so what this is going to do if this gets released into the wild when google releases there is the reason google doesn't want to do this is they don't want to get sued i know and the lawsuits are already here google's a big target but i guess now people are just saying hey we're going to deal with the lawsuits in the review mirror like youtube did like napster did and in youtube they survived

SPEAKER_03: and in napster it didn't yeah so we'll see what happens here but like like the rollout i mean for all of open ai's original stated intent we are now fully in beg forgiveness rather than ask permission territory like we're full steam ahead here and damn the consequences and the dent the

SPEAKER_47: consequences could be pretty rough for a while pretty rough and you got to think with gtp4 i think they're going to have to roll back some of the training in it because i don't know if you saw elon tweeted publicly that he removed opening eyes access to the twitter fire hose and that you know the fire hose or the api is now paid where it's going to be paid you have to pay to use the data which has been facebook's position all along right right craigslist position or it's not an untenable position to say this is our data you can't use it to train your ai model i think most people take that position so that means there must be people who are looking at this and all the money being made and if you have data that's in chat gpt3 right now like if they scraped quora or if they scrape reddit you got to think reddit's on the phone with sam altman or quora saying and microsoft saying or yelp so if you're yelp or quora you've got to be on the phone with these people saying are you indexing me to train your ai if so we're going to file a lawsuit you need to take us out so i can see gpt4 getting worse as time goes on yeah yeah it might get better the data set it has but

David Friedberg: the data sets might get tangled and this is where i think there's a good note of caution for

SPEAKER_03: all of the people who are really running for this right now vcs and entrepreneurs there was a report

SPEAKER_55: or at least a tweet or something that said that half of yc's new con cohort is stuff that's built on top of chat gpt it makes sense we've talked about how if you write if you have a thing with a really narrow uh implementation there's really a possibility there and also a lot of people are going to lose a lot of money going like stampeding toward this bubble when all of the things that you just said are true chat gpt4 might have a real data ingestion problem and all the things i said are true too which is the

SPEAKER_03: unintended consequences might be super terrible for in a variety of ways and i don't necessarily mean

SPEAKER_55: end of humanity super terrible right i just mean like it's going to disrupt education in

SPEAKER_03: ways that might not be good or it will probably put people out of work and maybe produce an inferior

SPEAKER_47: result like who knows yeah i think it's a tool here we go humans yeah it's going to be a tool for humans like a research tool just like the web is and so people said wikipedia would kill education like people just copy the wikipedia and people do that then they create a plagiarism tracks i think grammarly you know would like make it too easy to be a good writer like so i think hogwash like grammarly makes you a better writer you learn over time the changes it's making because it tells you like hey here's the mistake here's why we're giving you the change so as a research tool like does wikipedia net net make people stupid or no it makes people more informed they very quickly find information that they can build arguments on top of so i think this will augment human intelligence and performance largely because blindly following it is not going to result in a great answer you have to review it for now at least for now um yeah people are underestimating how much progress is i think the lesson for me is people are underestimating how much progress has been made in ai so self-driving is you know people have really um derided self-driving right like their crews and waymo i heard they're lobbying to get them out of san francisco now because they are stopping too often and causing traffic congestion is that you saw that story go by yeah i think so

SPEAKER_37: yeah so yeah that i think was very indicative of something um well i think that's yeah well the

SPEAKER_47: fact that it's causing some congestion but that it's actually working right the fact that it's

SPEAKER_108: actually working is underappreciated there are cars self-driving in san francisco without a driver right now and we're just like yeah of course there are and it's like no no um there are so many of them that they're effing up traffic that's now becoming the dialogue and we've kind of just skipped over the fact that you know that's ai in the wild working um and you know when this comes to i got

SPEAKER_45: my my chest x-ray and it's you know because i was sick and uh came up negative i don't have like um uh pneumonia or whatever or um upper respiratory problems thank god okay but i was like hey can i

SPEAKER_47: see it and they're like yeah here it is boom so it's obviously instant x-rays now right you don't have to get film developed and i'm like oh okay so are you reviewing she's like no no this other office is reviewing i'm like oh they're like yeah yeah they i'm on with the person right now they're looking at your x-rays right now at the central office i'm like do you guys use ai they're like no but they've been talking about that so obviously what's going to happen next you're going to get your x-rays you're going to get your pre pre-novo or whatever you know and it's just going to be an instant ai analysis informing you know the doctors the radiologists whoever hey here are some things to look at there are some possibilities you know you're not going to make a decision based on that but it's certainly going to point you in the right direction just like satellite imagery does now

SPEAKER_03: right weather right and then what we'll be complaining about in a couple of years is how it got nine things wrong out of you know because what we're going to realize is that we're sort of two things one 85 percent like i was saying with you know speech to text 85 is amazing it's that 15 missing though that makes you sound like a garbled lunatic yes and ai will probably fall into that camp in a lot of instances where it's like 85 miracle and the 15 is where the problems lie and that's where

SPEAKER_55: we'll be complaining about the incidences that it missed and the things that it got wrong but yeah like

SPEAKER_98: there's no there's no looking back here like this horse has left the bar and the ai era has begun

SPEAKER_228: yes buckle up 100 million people in seven months for chat gpt that is just apparently thank you

SPEAKER_232: producers the previous record oh two months by tick tock by seven months ah so the previous record holder

SPEAKER_02: was tick tock to get to 100 million users uh-huh yeah um all right well next up we're going to talk

SPEAKER_03: about next up the truth is stranger than fiction but next up we're going to talk about fiction we got lon harrison uh for another edition of this week in streaming we're going to talk about the nominations for best picture spotify earnings how they may be pivoting uh or have had mission accomplished in

SPEAKER_41: terms of spending a ton of money on content and then james gunn's announcement of the first chapter of

SPEAKER_50: the dc universe it's a great discussion uh and like many discussions with lon we could have talked for

SPEAKER_13: two hours but we'll also talk about best picture and uh who's gonna win best picture as well we need

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SPEAKER_242: for 250 dollars off all right next up on the show lon harris is here for this week in streaming welcome

SPEAKER_243: back to the show lonnie donnie hey i made it all right a week off but we're back we're back and

SPEAKER_244: there's just so much stuff backed up um you're causing chaos on twitter i see you did not like

SPEAKER_246: triangle of sadness i didn't i really i thought i would because i like uh it's the same director as force majeure and the square both of which i like okay so i sort of thought i would be into it now

SPEAKER_250: it was it's really heavy-handed it's really on the nose i didn't i thought the menu covers a lot of the same ground but in a more clever lighter more fun way oh interesting but it was nominated

SPEAKER_255: molly for best i know i saw best director and i mean over some really amazing films which is so

Jason Calacanis: funny because i feel like it's not unusual to hate a best picture nominee like i'm surprised that people are coming at you so hard about that but this one also won the palm door this one took the one con

SPEAKER_261: last year i mean it's supposed to be a great movie it's a system director i don't know what

SPEAKER_263: i like this about you lon movie but what we are seeing here you're witnessing it everybody is even lon harris has a woke ceiling and this is broken on the nose about classism

SPEAKER_266: on the nose it's very right no there's no by the time and i on the nose is not the same thing as

SPEAKER_254: wokeism spoilers no it's a woke movie by the time everyone on the luxury yacht is like barfing and

SPEAKER_273: pooping everywhere and it's literally rivers of feces flies we we get it you don't need to hit us with

SPEAKER_32: it quite so hard while rich people are gorging themselves to the point of absurdity and now the

SPEAKER_279: poorest person is lording it over them and sexually harassing them it was we get it it's literally blatant i i feel like it's literally the world a little bit more chat gpt could have written the script

SPEAKER_250: oh that's funny when you're when you're doing satire like that i feel like deploying a little bit more subtlety letting letting us get there for ourselves instead of dare i say tar did that which

SPEAKER_242: challenges you with the character and this one is like chat gpt write me the a screenplay about all

SPEAKER_249: the tropes about classism yeah about how obnoxious rich people are and awful and clueless and pampered

SPEAKER_74: and all all those things right are you happy otherwise are you happy otherwise with the best

SPEAKER_250: picture noms i still haven't seen women talking i really want to see that uh i like i i hate knocking it because technically i thought it was very impressive but i also don't really feel like all

SPEAKER_246: quiet on the western front would have been one of my top ten as a as an adaptation on that book i feel like it's a little lacking it just haven't seen it it's it's it's good it's well made it's very like

SPEAKER_291: handsomely done and the battle scenes are great and well acted like i i i it's not a movie don't you

SPEAKER_292: think don't you think hollywood just cannot resist a war movie it's true and and yeah especially when

SPEAKER_273: they're like sort of mounted in this way and it's this very professional like well oiled machine of a production but i mean to dominate this and like i feel like nope and women king and decision

SPEAKER_250: to leave there were so many movies i love this year that didn't get that kind of acclaim molly are you

SPEAKER_295: excited for maverick being nominated yeah obviously i'm just going to watch it for like a seventh time

SPEAKER_250: what are the chances ever win no chance i think it's i think it has a chance i i wouldn't say definitely i don't think it's i don't think it would be favored i would say to me i feel like everything everywhere all at once would be where i would like i feel like that's the that's leading a good thing right now a good film i really i mean i really liked it and i feel like just the groundswell of popularity it dominating the nominations process so much i just feel like the momentum is all on their side okay i feel like tar's got a shot i think top gun's got a shot other movies are in play but to me i feel like it's probably going to be that one all right there's a lot of streaming news what

Jason Calacanis: do you you got a favorite to win molly in this group um i am definitely on the everything everywhere all at once train and i think tar is my dark horse right i feel like yeah tar is an infinitely better

SPEAKER_317: film than everything but okay it doesn't have to do with it's not exactly like that's not what they

SPEAKER_320: that's not what they're fighting on it's the best picture but it's not the best picture it's the one that makes us feel best about our vote of that it's a lot of things like if we look at the

Jason Calacanis: if we look at the like history if we look at titanic winning or something like you could imagine a

SPEAKER_254: universe where maverick wins they love to they i mean that there's a there is a definitely a contingent of the academy that likes to vote for big populist popular beloved films i mean gladiator won best picture like there's a lot of there's a lot of like this was a huge hit yeah yeah that there are definitely a lot of examples of that and i mean avatar but not recently right not not recently not recently i mean not as much recently they've they've but there are definitely you know there's there is a strong political act you know part activists yeah and i feel like uh with all the attention over the last decade oscar's so white and all these attempts to diversify that's on the

SPEAKER_273: minds of the people voting they want to project this new image they want to virtue signal is it though

SPEAKER_336: because no virtue signaling is not nominated right nope is not nominated uh but that's everything everywhere once would only ever take it so far yes like that would have been another great example

SPEAKER_170: of like i think everything everywhere would fit that bill of making them feel good for a lack of

SPEAKER_261: representation of asian characters that would fit that down michelle yo is the first uh asian nominee since the asian nominee for best actress since the 30s since the 30s that's insane the last time

SPEAKER_273: an asian woman was nominated for best actress it was merle oberon and she hid her asian ancestry so she could get roles people didn't even know i was about to say was it played by a white male

SPEAKER_352: she was afraid she wouldn't get you know romantic roles in movies yeah so nice

SPEAKER_295: well there's a lot going on uh spotify uh stock is way up i don't know if that's because of layoffs

SPEAKER_357: or what what's going on here mom or the fed you know thank you everybody but yeah spotify uh did

SPEAKER_55: have layoffs also though showed strong user growth growth in q4 earnings and then kind of interestingly seems to be implementing some austerity measures around content and talent they had some executive turnover as a result of those layoffs including firing cheap content officer don ostroff who was responsible i think for like a lot of those big blockbuster deals right the rogan deal and call her daddy and like really bringing in a lot of expensive content to try to kind of put spotify ahead and this seems to

SPEAKER_170: indicate that like the margins were not there for that strategy huh those deals were big deals and they knew they were overpaying i think to make a splash and get people to listen to podcasts on spotify which spotify is i don't know if it's the number one two or three player but it's definitely up there

SPEAKER_365: in terms of podcast consumption so in that way mission accomplished and they also had i think

SPEAKER_250: they were coming in from behind apple dominated podcasting in the early days to the point where

SPEAKER_366: that was it it was like well you got to get into the itunes store that's where people find their podcasts and so spotify managed to i don't know who's leading i don't follow it that closely but what if i like mostly caught up like at this point i feel like if you say check it out wherever

SPEAKER_310: you get your podcasts people are thinking apple or spotify primarily maybe stitcher or a few other

SPEAKER_254: options youtube as the third yeah yeah all right uh and uh so i think it was successful in that way

SPEAKER_250: but i do feel like there was a downside they maybe didn't see coming which was when spotify is just

SPEAKER_366: the hosting platform they can be like hey those guys say whatever they want to say and we're not you know we're just we're just spotify the company where you come listen to it we're not in charge but once they start making these hundred billion dollar deals with podcasters they own it now people can go to spotify and be like why are you letting joe rogan say this i wonder that too i wonder how much

SPEAKER_55: of this now i mean you guys know my feeling about the the black hole of content spending right like if you're in a rain we're going to talk about this a little bit more but like if you're in a race to

SPEAKER_03: get eyeballs you have to spend absurd amounts of money on content it's an unwinnable game because it's just an endless black hole of that spending but i also do wonder how much of this has to do with spotify saying like you know what we don't want to necessarily be in the business of right curating

Jason Calacanis: choosing and then becoming responsible for the things that are set on our platform yeah they clearly

SPEAKER_310: don't want to stand behind everything joe rogan says sounds like like that sounds like an interesting

SPEAKER_170: theory so the theory is hey we made this big splash my theory we made this big splash we got ourselves to be one of the top two or three clearly top two i think uh places to go to listen to podcasts we got a lot of blowback now we don't have to deal with that blowback if we don't do these big money deals but we still get all the benefit of people thinking podcasts open spotify so it's probably get your cake and eat it too and then what that would mean is joe rogan and call her daddy and alex and all those folks will just sell to the next highest bidder sure which will probably be youtube quite

SPEAKER_96: possibly but i mean like does youtube have a podcast specific offering or are they building that they're building that youtube.com podcasts um remember they included us in that so if you go to

SPEAKER_170: youtube.com podcasts they are now building a hub and the way you're it's a beta but you give them your playlist as like a proxy for your rss feed and so you will see them i think continue to work on this i would be i would not be surprised if you see on the youtube app a podcast button and in that podcast button molly if you can subscribe and download those shows right because downloading of shows is

SPEAKER_44: something they don't allow unless you have premium but podcasts that's kind of the core of it or youtube

SPEAKER_382: podcasts their own this week in startups and all in both featured on the youtube i see all in

SPEAKER_230: featured under bitcoin which is hilarious and other things too but this is good startups is under

SPEAKER_295: philosophy well done jason look at us no it's probably picking up keywords so they got they got some

SPEAKER_55: work to do there over time i think i mean literally every recommendation for me is like mma yeah anyway whatever every time i look every time i look at youtube i'm like who do you think i am

SPEAKER_385: yeah those are clearly customized for you based on your subscriptions right exactly which is why i want

SPEAKER_108: all those dudes and yeah which is why it's all there are also people who take the time to do

SPEAKER_44: video for their podcast is a small subsection of overall podcasting right so you know work to do there but um what was their revenue like are they still growing spotify spotify i believe so i don't

SPEAKER_32: know we don't have it looks like 18 year over year 3.16 billion euros free cash flow 73 million euros so you guess they're they're solvent negative negative negative 73 million so i don't know how much cash they have uh but premium subscribers up 14 year over year in a down market that's pretty good i

SPEAKER_55: guess so it was a negative pre-cash flow but q4 cash and short-term investments looked like they were 3.3 billion okay and then monthly active users were up 20 year over year so they seem to i mean they have definitely like if the if it was all a plan spend a billion dollars right like buy eyeballs and

SPEAKER_398: then keep them mission accomplished yeah they got everybody to subscribe to podcasts inside of spotify

SPEAKER_170: and they also bought gimlet right um and they bought the ringer but the ringer is still running independently so that'll be interesting to see what happens um but they they've made cuts

SPEAKER_397: uh of a bunch of i i just they caught a bunch of gimlet stuff it's not like the other the like the

SPEAKER_254: streaming platforms for for tv content just because of no the idea of exclusivity didn't really take hold in the podcasting world podcasters are selling ads on their own show they want the maximum audience possible to be able to hear those ads so it's not really in most of their favor to be like i'm going to go exclusive to these guys or that guys unlike tv shows where they're all like we're on prime

SPEAKER_32: video the default is that's a good point default is exclusive right only exclusives they had were call her daddy and then maybe yeah like one or two others obama and bruce it's terrible

SPEAKER_254: but uh that's right so you know all this i listen to a bunch of podcasts on spotify but none of them

SPEAKER_250: are spotify inclusive i could jump over to another platform and listen to how did this get made they're everywhere so i feel like for if you're spotify like you don't need to be paying for your blockbuster

SPEAKER_249: content people are going to produce it and put it on your platform for free all right before we go

SPEAKER_02: to the most important news okay oh well i was going to say you know we forget about all the time that

SPEAKER_55: i think is like a slow and steady turtle here is amazon amazon music yeah has podcasting built in and they just keep it's almost like a microsoft-esque strategy it's this just like good junk we're still here we're here we got a new feature we got this thing we got like a clubhouse type thing like

SPEAKER_254: they get a lot of people like my mom who's just gotten used to using alexa so she'll just say

SPEAKER_250: totally pull up this podcast and that's on amazon because alexa's pulling it up yeah yeah and if

SPEAKER_257: you don't i mean to change the default on your alexa devices it's which of course my mom did hardly

SPEAKER_417: anybody does right go into settings defaults podcasting and nick reminds us too that am that audible

SPEAKER_03: signed the obamas away from spotify like i think that there are way more years in the amazon ecosystem

SPEAKER_420: than we realized dark horse yeah i would agree with that yeah dark horse for sure definitely uh

SPEAKER_44: and they also like to spend money i if okay if you if they're who should who should buy the rights

SPEAKER_391: to joe rogan the number one podcast in the world who should buy the rights next if he does do another

SPEAKER_44: deal he could go on his own and just sell his own ads that's probably best for him and just be available on all platforms but if joe rogan were to do another five-year deal or something like that

SPEAKER_365: who would be best who would get the most out of it who's the most likely to do it who should do it who should back up the brink truck to bring joe rogan's 20 30 million people like he's just it's

SPEAKER_424: dangerous yeah like you're gonna get that you're gonna get a wave of bad press when you do it you're

SPEAKER_250: gonna immediately get a lot of people like why are you well he's an anti-vaxxer he's promoting misinformation he's a fascist and i'm not saying i agree with those things or not folks listen i don't

SPEAKER_254: want to say like it's a risky it's a risky deal to me that's the word out there in the world you're gonna hear from those people who feel that way neil young still doesn't have his songs on spotify it's a real bummer sometimes i want to listen to you know zuma and i can't because i see youtube i see

SPEAKER_292: youtube doing it yeah i think they would i mean you know i think you would jump the fence i feel like

SPEAKER_02: you're willing to absorb that could potentially jump the fence although they haven't well i mean they like incubate creators but they don't necessarily they don't play that direct content i feel like

SPEAKER_41: unless jason's got an idea we should just stop speculating because jason clearly has an idea yeah

SPEAKER_398: obviously youtube uh should do it right but they're not going to do it because they don't want to set

SPEAKER_170: the precedent of giving guaranteed revenue deals because their whole thing has been sharing revenue so it just screws up their model so it's even though they should do it i don't think they will then you have amazon as you astutely pointed out uh but maybe they don't want to deal with the chaos and the backlash but who don't give an f and who kind of leans into the intellectual dark web if you picked

SPEAKER_44: an executive who did it would be mark zuckerberg he is intellectual dark web curious interesting uh you remember he went on lex friedman he went on joe rogan he's doing mma he's doing mma he's slaughtering his own

SPEAKER_78: goats for me he kills goats and then drinks their blood he's exactly in the joe rogan kill zone i would not be surprised to see him man boy too absolutely he is a listener i bet he's an avid listener and so if he were to pick up joe rogan and put it inside of an exclusive inside of facebook

SPEAKER_44: and instagram and whatsapp and you know you had to have one of those three apps to listen to it you know that's accretive to him and he's letting trump back on he he wants both sides he's got mark andreason on the board like these are meme lords it's it's it's in his wheelhouse i would say yeah

SPEAKER_03: no it's the best person to do it it's bold they haven't really done content deals for a while so it

SPEAKER_459: would it's like if you're coming back maybe you make him never you make him the anchor show in the metaverse in the metaverse you can go watch they have facebook podcasting and they shut it down

SPEAKER_170: because it had no differentiate but there is an ongoing debate inside of facebook right now should they really lean into splitting revenue with creators because they see that they're losing that battle and this would be a great opening salvo yeah just say you just do a deal with just

SPEAKER_462: broder now who's the guy uh louder with crowder you get louder you just go right down the bench

SPEAKER_466: oh my god i mean just go right down into electro darkroom that's like half of what you see brothers

SPEAKER_468: rolodex and start calling those guys pretty much download instagram and get my podcast okay okay

SPEAKER_470: time to talk about last of us enough all right did you watch it molly did you watch it because you hate

SPEAKER_03: zombies you didn't watch episode three scared and then i asked my friends who were watching it i was like okay scale one to ten they were like well here's the thing it's the scariest zombies i've seen

SPEAKER_257: since the world war z like they're fast and i was like yeah i feel like you could watch episode three

SPEAKER_254: and be so alone of the rest of the show i don't think there are really there's hardly any zombies

SPEAKER_474: zombies that's what i heard episode three maybe episode one episode two episode three is my new

SPEAKER_44: nodding hill like when i want to when i i love nodding hills like my favorite rom-com this episode three of last of us is now my favorite rom-com it's right up there with nodding hill okay i mean

SPEAKER_05: i'm just gonna watch that one i'm just gonna watch that and i love nick offerman so much and

SPEAKER_246: murray barlin what a delight i mean just watch it with that i think you could you know the context

SPEAKER_254: yeah there's a global apocalypse going on but i don't there's hardly it's not really very violent

SPEAKER_249: it's not really there's not a lot of horror beats in it it's mostly a love story but once again the big

SPEAKER_44: story here is that hbo warner brothers discovery and zod's law has created must watch appointment

SPEAKER_254: television correct lon yeah that's what's happening i think the conversation that's happening around like it's interesting when something like wednesday hits on netflix it doesn't it it's huge for a minute and there was that dance everybody was doing or whatever but the binge model just means it's a it's a quick burst like everybody's into wednesday and then okay what what else you got that's over over and and i feel like the episodic weekly we've been already talking about last of us for close to a

SPEAKER_250: month and there's still months left of season one you really can't you can't capture that with the netflix model there's just no way to do it you can't sustain interest for that long if i can watch

SPEAKER_55: it all in one weekend and you can't spend money like this like this is hbo showing both discipline

SPEAKER_03: and quality right like you make four unbelievable appointment viewing shows a year and you parcel them out a week at a time while netflix is just again lighting money on fire just pouring money into

SPEAKER_254: bingeable content that's like immediately over i haven't really seen a lot of very specific

SPEAKER_250: budget stuff about i actually feel like last of us is not as expensive as what we would think of as it's not a lord of the rings level investment like it's a lot of locations but i i don't know it's it's it's there it's it's smaller scale than you'd maybe think based on like a global apocalypse it's more

SPEAKER_487: like a walking dead we're like okay let's stay here for the full episode in one location with

SPEAKER_488: three ten fifty million per episode which when you think about a movie a movie's two hours and they

SPEAKER_273: spend hundreds of millions on a two-hour movie a game of thrones might be a 50 60 million per

SPEAKER_254: episode investment if it's you know battle of the bastards or blackwater bay or one of these massive scale you know like there's nothing like that so far even better they can have like a high

SPEAKER_292: quality expensive show that isn't outrageously expensive right i think that's kind of the sweet

SPEAKER_250: spot is if you could figure out a euphoria or a white load like these shows that are doing so well they're not all game of thrones level investment white lotus they take over one four

SPEAKER_489: seasons for a few months and they pay a bunch of actors that's it no special effects hbo is crushing

SPEAKER_55: it so uh the last of us is let's see tracking 21.3 million viewers that's per episode and extended

SPEAKER_292: right per episode and extended viewing so that's sunday nights and then hbo max you know afterwards

SPEAKER_03: it's both and then that third episode put up absolutely insane numbers go and rose significantly over like episode one did 4.7 million episode two rose 22 to 5.7 million because no one can stop talking about it and then episode three rose another 12 to 6.4 million i mean this thing's a hit

SPEAKER_170: yeah and that's the live audience on sunday night and then your first night numbers yeah yeah those are the first night numbers and you triple that and this thing's going to catch heat it's going to be like sopranos it's going to be like breaking bad where people jump in the second or

SPEAKER_44: third season and work backwards because people got into white lotus and watch season two but they

SPEAKER_273: then they went back and watch season one it's growing at a sort of a game of thrones house of the

SPEAKER_254: dragon sort of rate at this point and if you look at game of thrones this is where it started and by the end it was 50 million viewers per episode 60 so i mean wow they're on track if they keep going at

SPEAKER_250: their current heat and building momentum at this pace they're on track for another like massive massive

SPEAKER_102: hit uh incredible and it's a video game adaptation like i'm such a nerd that i just keep coming back to

SPEAKER_254: that like yeah and there's only two so they've got maybe two seasons of runway maybe two and a half three if they make the the second game last but then you know like they're who knows how they're

SPEAKER_366: going to keep this going they could they could franchise this out what did you think of the dc

SPEAKER_74: announcement on uh james gunn he did like a six minute announcement of their slate and it's it's

SPEAKER_250: yeah and it's a it's a little complicated because we've got there's basically three tracks there is the we've got to finish up through the rest of 2023 track which is the flash movie with ezra miller

SPEAKER_254: the aquaman 2 sequel with jason momoa uh you know all the other stuff that's going shazam 2 exactly uh and then there's the elseworlds which is this is stuff we're working on but it's not going to be part of the main dc universe continuity elseworlds outside of it that's a dc comics brand elseworlds is like here's a batman comic but it takes place in an alternate reality that won't affect the main batman storyline so that's stuff like robert pattens's batman 2 uh joaquin phoenix's joker 2 uh the harley quinn hbo max show that kind of stuff it's like stuff happens on there and it doesn't impact and then there's the new main dc universe continuity that james gunn is going to kick off

SPEAKER_250: that starts summer 2025 with his new superman movie which is called superman rebirth uh we're gonna get a booster gold hbo max show which i'm excited about we're gonna get a swamp thing film

SPEAKER_254: which is very exciting i think and then uh you know like there's there's a bunch of other projects that there's a super girl like a gritty super girl movie coming up where she's sort of troubled and

SPEAKER_250: and a lot of projects there my concern is not that any of these things sound bad because i think they

SPEAKER_254: all sound kind of fun uh for the most part we get a green lantern show that they're comparing to true detective uh viola davis is going to do an hbo max show where she returns as amanda waller from the suicide squad movies uh your prediction will it be it's a little all over the place okay well let me just

SPEAKER_244: ask you this james gunn is a supreme talent here is your question very good supreme town so will this be

SPEAKER_44: as good as what we've seen from dcu to date uh which has been obviously a mixed bag so will be better than let's call it the snyder verse and yeah the snyder verse is where we've been since the wonder

SPEAKER_246: woman verse patty um patty jenkins but we call it because man of steel and then his justice league that was like he okay he cast a lot of these actors he kind of laid better than snyder verse

SPEAKER_44: so if you were to rank mcu to date snyder verse to date and then we put in gun verse dc gun i mean it's really hard where will it rank i think so much one two or three so much is going to come down

SPEAKER_250: to this superman movie it's very hard to say like i feel like he's putting a lot on because the superman movie is young superman young superman total franchise reboot and people are going to be looking to that movie for like here's our starting point i it it's it's a very dangerous precedent it's

SPEAKER_254: kind of another remember that tom cruise the mummy movie where it was like okay universal universe

SPEAKER_329: and it all starts here and it's the kickoff and they get like eight other movies and then nobody

SPEAKER_250: cared you're always in danger of that happening if that happens with this superman movie gun is immediately behind the eight ball like right away it's basically like you take a supreme talent and you

SPEAKER_02: give him too much money and then he turns into adam newman like you could go either way i mean right

SPEAKER_246: maybe maybe if the superman movie is a huge hit then you know who's to say maybe it's gonna be

SPEAKER_254: amazing but like this is kind of what happened with batman v superman snyder put so many eggs in that basket this is i'm introducing batman i'm introducing the justice league i'm introducing all of these threads and then when that movie didn't really do that well you know now he's in this awkward place

SPEAKER_246: where he's so constantly going back what does your gun tell you really like my god tells me that i

SPEAKER_250: think i don't think this is another mcu i don't really feel like anybody's gonna so it's not number

SPEAKER_320: one mcu stays number one so then is it better than snyder verse i feel like there's a lot of potential

SPEAKER_254: here i trust james gunn's instincts more than zach snyder's myself like not that i hate i like some

SPEAKER_250: zach snyder movies but i feel like i'm more aligned with james gunn's view of what these movies and this world should be like yeah sure and there's there's i think there's some exciting stuff the authority's doing a team-up film there paradise lost he's doing a show set on themiscara wonder woman i'm looking

SPEAKER_410: forward to home island so that sounds good like there's a lot of cool stuff here if they do mascara

SPEAKER_254: are they gonna bring back gal gadot he's the only two that we've gotten definite they're done we know henry cavill's done as superman and we know ben affleck's done as batman okay other than that he

SPEAKER_506: might keep wonder woman might keep he might keep one it doesn't sound and he might keep the flash he said he might keep ezra miller he might keep momo is definitely still in the mix but we don't

SPEAKER_246: know who he's playing um but okay who's to say and i mean because viola davis is going to stay

SPEAKER_254: around as amanda wall or they're doing a new season of peacemaker with john cena so those characters are going to stay so anybody in the suicide squad margot robbie might still be harley quinn in something who knows because we're going to have lady but that's an elseworld project so

SPEAKER_549: all right thank you it's such a grand bag we got him we got him riled up all right

SPEAKER_13: we'll see you next time all right everybody thank you for tuning in on a thursday tomorrow

SPEAKER_47: this is rachel's getting called up to the big leagues molly's out of town so rachel is going

SPEAKER_60: to read the google amazon apple earnings molly's out on the slopes you're gonna ski yeah i am i'm skiing in your hood oh be careful which i don't normally do i'm not skiing like you ski

SPEAKER_47: you don't want to push it when you get towards the end of the day there is the last run curse

SPEAKER_45: yeah um our our boy matt in uh in our partnership department uh took a spill yesterday on the last

SPEAKER_20: run last run curse exists always go easier on the last run oh yeah i suppose to producer nick

SPEAKER_561: run is like don't say what's the heart no don't say you just don't say last run that's just don't say that you never say last run and then you just get to the bottom you say i think that's a good last

SPEAKER_03: run i'm the laziest skier in the world you guys i like to have fun don't get hurt like five four to six nice long blue runs and then a hot toddy that's my jam there you go perfect yeah yeah so

SPEAKER_71: thanks for taking over rachel i appreciate it i'm excited about this little last minute john uh enjoy and we'll see you all see you monday and molly monday i'll see you when you all right bye