SPEAKER_01: Hey, everybody. Happy Friday.

SPEAKER_00: Bri yay. Yeah, it's fry yay. We made it to the end of the week. Crazy news continues in the eye of the storm. My Lord. But we've got an awesome show for you today. We'll go a little off duty and we'll talk about Obi-Wan part four, a really great, great, uh, series that I'm enjoying immensely

SPEAKER_03: with my three daughters. And we have more news coming out of Disney. Coincidentally, we do.

SPEAKER_06: We're going to go super deep. Again, we want to reiterate, this is a Friday show. We are ignoring the rest of the world. And we're going to talk about Disney plus streaming numbers and how Indian cricket might be the key to global streaming domination. And this is the break. You need trust. Yes. And then finally, we have another great edition of okay. Boomer from producer, Rachel.

SPEAKER_08: It's going to be a great show. Stick with us.

SPEAKER_09: This week in startups is brought to you by intercom. If you're an early stage, high growth startup, you can get access to intercom's early stage academy today at a 95% discount. Join the program today at intercom.com slash early dash stage or email them at startups at intercom.io gun.io the simplest way for anyone to hire world-class developers expertly vetted for you by senior engineers. Get $250 off your first hire at gun.io slash twist and in broker and brokers startup insurance program helps startups secure the most important types of insurance at a lower cost. Lower cost and with less hassle save up to 20% off of traditional insurance today at a broker.com slash twist. While you're there, get an extra 10% off using offer code twist.

SPEAKER_12: All right, everybody. It is Friday. Usually we do this week in streaming on Thursdays, but we got so busy this

SPEAKER_00: week, but we're just super happy to have our pal on Harris with us. He's a writer at screen junkies and he does the inside streaming newsletter and also community now inside.com slash streaming. And he's the podcast host of binge boys. Welcome back to the program.

SPEAKER_15: Lon.

SPEAKER_14: Thanks. Thanks for having me.

SPEAKER_15: All right. Let's get right to it. It's kind of nice to do this on a Friday. Yeah, exactly. Let's see. Yeah. No messing around. Obi-Wan. Obi-Wan cannot be part four. Right into it.

SPEAKER_16: Right into it. Uh, so directed by Deborah Chow, the whole show.

SPEAKER_00: The whole show is Deborah Chow and now, uh, and written by Joby, Harold and Hannah Friedman.

SPEAKER_20: What do we take from, you know, this group of people so far on the show lawn? Because I'm enjoying it immensely. I don't know what the feedback has been out there from star Wars fans, new and old, but this to me has been absolutely delightful.

SPEAKER_22: Star Wars fans, new and old can't, can't agree on much. So it's a very, a very divisive show out there in, in the world so far.

SPEAKER_23: Uh, a lot of people really enjoying it. A lot of people enjoying the, the, the Leia Obi-Wan connection. Uh, uh, you know, sort of like, uh, I think there are a lot of people at this point now who grew up with the prequels. They're, they're, you know, a generation behind me. Uh, and they, you know, they were, those were their star Wars movies when they were kids. And so going back, being nostalgic about the prequels, fleshing out those storylines. That's very satisfying for a lot of Star Wars fans. But of course there's, there's a lot of haters too, who think it looks cheap and it's unsatisfying. Especially last week's lightsaber battle had a lot of critics who felt like it was insufficiently epic scale and cinematic.

SPEAKER_24: Uh, so, you know, there's, there's always that sort of push and pull within the star Wars community.

SPEAKER_23: My God, people, I mean, there's a lot of people who just like the fan base. Yeah. There's a lot of people who just, they want that. They want the action. They want show me the characters. I love being the ultimate badasses. So you have that, that moment from Mandalorian where Luke is just wrecking house and killing

SPEAKER_32: all the droids.

SPEAKER_23: And like, there are a lot of Star Wars fans where whatever it's not that they're disappointed. They're like, why isn't Obi-Wan out there using the force, just destroying everybody in

SPEAKER_24: his path?

SPEAKER_36: Because he's been in the desert alone, hiding, not using his force powers. It's damaged. And after getting his ass handed to him by the most bad ass Darth Vader we ever saw in episode three, he is now coming back to form. Of course. They actually anticipated it.

SPEAKER_12: And there was a lot of action in this one from Obi-Wan himself. Mm-hmm. The lightsaber comes out. He's using the force.

SPEAKER_37: There's this great scene when he's on, on his way to the inquisitor's castle, where you can see he's like testing his force powers. And of course, you know, as, as the action starts to unfold, you start to realize he's figuring out the force again. Right. Uh, which I thought was a great arc. Mm-hmm.

SPEAKER_40: Yeah.

SPEAKER_23: And I mean, you remember too, in, in last Jedi, that's part of Luke's arc that he shut himself off from the force and then has to like reestablish that connection. And I think, you know, we're, we're getting a mirror of that with Obi-Wan story this time.

SPEAKER_47: All right. So take us through the overview of the story, Molly, and then we'll get Lon's comments here.

SPEAKER_49: Spoiler alert. Spoiler alert. Yes. Turn this off. If you have not watched episode four.

SPEAKER_06: Just fast forward through it. Yet. Just skip it. All right. So Obi-Wan, we see him in the back to tank, which is getting a lot of usage, uh, per,

SPEAKER_24: from Boba Fett, Boba Fett, also 11 on this season of stranger things, spending a lot of time in her own version of a back to tank.

SPEAKER_23: It's becoming a real, a bunch of season four of stranger things says 11 has to go into an isolation chamber where she has her own memories about her past. When are we going to have a back to tank?

SPEAKER_56: I mean, this is going to become a, we live in the future segment here, right? I know, the tank is coming to the real world. I keep thinking that too.

SPEAKER_06: So he's in the back to tank and it's, it almost, and so is Darth Vader in his own back to tank and it almost feels like they're psychically communing a little bit. He's like reliving the battles. Uh, and then appears to all of a sudden realize Leah is not there. She has in fact been taken captive and is being interrogated by Reva for details on this kind of Jedi underground, the path, um, which I thought I got to say for as much as I have not seen as much as I wanted from Reva, the character or the actress, that was a great scene. It was so tense. It was so lovely. She's so small is so tiny. Anyway, Obi-Wan convinces Tala to infiltrate the Inquisitor's palace on the ocean moon Nur in the Mustafar system during the break in. He discovers this unbelievably morbid, uh, situation of vault full of preserved Jedi that the empire has apparently captured and killed, including like a kid, you know, a little one. Um, Obi-Wan uses his lightsaber, uses the force for real. He's like fighting off the bullets with the lightsaber, uh, Tala and Obi-Wan free Leah, but Tala's cover is blown. Veda gets furious because they get away, almost kills Reva. And then she reveals that she attached a tracker to Leia's droid Lola.

SPEAKER_12: Classic great action filled, you know, Star Wars episode where you have to go rescue somebody. This happens in almost every Star Wars, you gotta do a rescue mission.

SPEAKER_37: And this one was incredibly satisfying to me. And I'll just tell you like watching Obi-Wan go from being, uh, you know, completely unable to use his lightsaber properly to all of a sudden you saw the Obi-Wan lightsaber form coming back with the spinning and how he was holding it and how effortlessly he started, um, deflecting blasters. Mm-hmm. And at one point he defects, deflects a blaster, uh, shot to then lock a door. You know, that's like a classic Clone Wars level Jedi move. Yep. And the Jedi in the Clone Wars are peak Jedi. They're going super fast.

SPEAKER_12: In the main, you know, New Hope, Empire, and Return of the Jedi, these are old Jedi going really slow. So what we're seeing is Obi-Wan getting back his speed and he's got a face peak Darth Vader.

SPEAKER_37: So this to me was incredibly satisfying, especially when the, uh, glass in this, you know, underwater building starts cracking. He's able to hold back, not only hold back. This is all very subtle force stuff, but he's not only holding back one window. I don't know if you notice this lawn, but then when the storm troopers come in, he's defending with the other hand his lightsaber. And then he decides I'll just use the force to break all the windows on them. Yeah. Mm-hmm. So he is back, I think, to close to full strength here.

SPEAKER_65: If he can do that with the force. Did you notice that detail on? I did.

SPEAKER_23: They, they have to get him back to close to full strength because there is a cartoon series set after this called Rebels. Yes. And they have established Obi-Wan and that is still a badass version of Obi-Wan. Yes.

SPEAKER_53: So we have to kind of bridge that gap and get him back to his, there's a lot of Easter egg stuff. A lot of Easter egg stuff in this episode, by the way, just generally. Yes, we'll go through that. Yeah.

SPEAKER_24: A lot of shout outs to the game Fallen Order. I don't know if you guys ever played Jedi Fallen Order. Yes, exactly.

SPEAKER_69: But I, yeah, I saw a whole thing that was like, this is a shot per shot.

SPEAKER_23: This whole water, moon, Noor, that moon that they're on is a key location from the game. So putting that in there explicitly is definitely meant to, to let you know that that's all canonical. What you're saying, Jason, I think about the mirrors of a new hope specifically, I think we're definitely on their minds. Like, I mean, obviously we're recreating a whole bit from a new hope where they have to go rescue Princess Leia in the Imperial, you know, like they got to invade the base or whatever. Yeah. There's even a moment where, uh, Obi-Wan takes out a storm trooper. And I thought, is he going to put on that? Yes.

SPEAKER_75: The Luke move from, you know, like where they dress up like storm troopers.

SPEAKER_48: Are you sure for a storm trooper? Right. I kind of thought they were going to have that moment, but then he, he keeps his robes on.

SPEAKER_12: They also have in terms of the parallelism here, um, and good shout out there, Molly with the, you know, Darth Vader and Obi-Wan both going through this parallel experience of healing their wounds.

SPEAKER_37: Um, there's the, uh, parallel experience with Princess Leia, uh, in a new hope, having a probe droid come to torture her. Yeah. In this case, Reva decides, well, you know what?

SPEAKER_12: I'm going to put you in a chair, kind of similar to the Emperor, Empire Strikes Back when they tortured Han Solo. And I'm going to torture you and I'm going to try to read your mind. Now, I don't know if people caught this, but Darth Vader was not able to read Princess Leia's mind in a new hope, right? He got very frustrated by this, like inability to crack Princess Leia because Princess Leia all this time was a force user, but her power seems to be in her brain, her charisma, her ability to interact with people as a senator.

SPEAKER_37: Reva has the ability to read minds. Remember she did it to, what's the actor's name from, I think, Silicon Valley?

SPEAKER_80: Yeah.

SPEAKER_81: Yeah. So she, he tried, she, he, she very easily read his mind. No problem. Right. She couldn't read up eight year old Princess Leia's mind.

SPEAKER_12: That's because I, my theory. Princess Leia, Princess Leia is so strong in her brain with the force that she unknowingly, she doesn't know she has the force, but she can just block people from another Jedi or another force sensitive creature and inquisitor from reading her mind.

SPEAKER_83: Am I correct? Yeah. And that's what was happening?

SPEAKER_23: I think that's the, I think that's the implication.

SPEAKER_35: So they've been really setting up this idea that the young Leia, she doesn't have what we would think of as traditional force. You're not flipping around and grabbing things with her, with her mind.

SPEAKER_87: But she's, yeah, she's got these, and just the ability to read people too.

SPEAKER_88: It's not, it goes beyond being precocious too. Right.

SPEAKER_35: She always knows what everybody, what's going on with everybody. She sees into your soul. Even before they're talking to her. Right.

SPEAKER_06: If anything, that scene actually freaked me out a little bit because I was having all those same thoughts. I was like, she's not reading her mind. She's not reading her mind because Leia is in fact strong in the force with this sort of like psychic vibe and ability. And then I was like, is Reva? I, I don't know if it's a little bit of a miss on the show's part that Reva doesn't immediately go like, Hey, you seem kind of force sensitive.

SPEAKER_94: Hmm.

Chamath Palihapitiya: Or if she does, you know,

SPEAKER_00: Leia doesn't know she's force saving, but I did think about that too. How come nobody can sense Leia is strong in the force? Yeah. Or are they just not even considering it?

SPEAKER_06: I mean, if they're like rooting out people, you know, there's that kind of throwaway line too. They're rooting out, they're finding anybody who's more sensitive.

SPEAKER_53: I, I mean, I'm not disagreeing with the point you're making, but there is, there is, I think this idea that even the Jedi, even people who've been around a lot of force users, this is a rare thing. Like the idea that you could be very powerful with the force, but it doesn't demonstrate itself like it does with Grogu, where you could just like throw things around where it's this more intuitive.

SPEAKER_35: Yeah. I think people they're not looking out for it because even the Jedi don't ever put this together. Leia grows up and is an adult and they've never been like, Hey, you have the force you should train or something.

SPEAKER_53: Like nobody ever says that to her. It's kind of a loss. She doesn't ever get to access that because they're not on the lookout for it. I think it might be part of the thematic idea of like, the Jedi aren't necessarily as great as we thought. They have a lot of internal biases and prejudices that keep them from really seeing the whole truth.

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SPEAKER_36: Clicking on the link in our YouTube description or the episode page.

SPEAKER_12: Great job, Intercom. Here's a question for you. These Jedi who were down in the catacombs. I'll call them the catacombs underwater areas. They're not in carbonite. They're in what looks like ember of some type.

SPEAKER_74: Some sort of preserving formaldehyde type fluid.

SPEAKER_104: Are they dead or are they preserved? Because I didn't see blasters. I got a theory. I didn't see arms chopped off.

SPEAKER_12: I mean, and then why are they here?

SPEAKER_37: I think they're there because they're going to try to connect this to Snoke Palpatine and like, you got it. Getting more Grogu or pulling the force and doing biological clone experiments on them.

SPEAKER_12: This is like Camino. Remember Camino where they made the.

SPEAKER_106: I think that's, that's exactly what they did. I mean, when we know Dave Filoni who did Mandalorian and Clone Wars. This is what he does.

SPEAKER_23: He loves to go into these movies and then find the little connections and threads between them. And then like, that's where I'm going to live. I'm going to expand on this and make these connections stronger between these threads that are already in the movie.

SPEAKER_53: So I think that's clearly what they're doing is they're taking that throwaway line in Rise of Skywalker, dark science, cloning secrets only the Sith knew. You know, Dominic Monahan from Lord of the Rings says that. Uh, and I think they started in, in Mandalorian a little bit where you've got, who's that scientist who's working with Grogu.

SPEAKER_23: We need his blood. We're developing. We don't know what he was working on. Now they're preserving all these Jedi. I think it's obvious they're trying to figure out the secret of midichlorians, the secret of how to replicate force powerful users down the road. And it is all going to culminate in, well, this is how they cloned Palpatine.

SPEAKER_113: This is how they made snow.

SPEAKER_34: So does this mean Molly? Yeah. What are the chances that the Emperor shows up in Obi-Wan episode six? What are the chances the Emperor shows up, Molly? That would be-

SPEAKER_116: Alan is like trying not to give it away. He's like, no. No. I don't think the Emperor in this one.

SPEAKER_23: You think no? Down the road maybe. I don't think it's- Okay, so they save him. Well, he-

SPEAKER_87: I mean, at this moment, he's just the big man in charge. He's running the galaxy. Yeah. So I don't really know. I mean, I guess you could-

SPEAKER_123: I guess you could- If it's just the like-

SPEAKER_06: At this point- At this point, do we know how much the Emperor is aware? I mean, the Emperor saved Anakin and turned him into Vader. He made Darth Vader. Yeah.

SPEAKER_94: He's an apprentice. A little- I don't know. I mean, I would say that that's a 50-50. Like, I wouldn't- I'm not giving that one a hard no. I think like, you might want to save it, but at the same time- There's definitely going to be an Obi-Wan too.

SPEAKER_126: So why not save it, right? Yes.

SPEAKER_130: But why wouldn't the Emperor be very, very interested in Obi-Wan Kenobi? He's driving this. Yeah. He would be super interested in this.

SPEAKER_87: I think they love these- They love treating these shows as like little hubs. They're storytelling hubs and it's like- You know, they introduce a lot of threads that we can ping off of that.

SPEAKER_23: So I think- I don't think the dark side's cloning, we've got these Jedi in jars.

SPEAKER_53: I don't know if that's going to come up in Obi-Wan necessarily. That might be a thread they're laying out there and then- Yes. Andor or in another show or in next year we'll pick that thread up. Like, I don't even necessarily know if they know what the plan is. They're just like-

SPEAKER_12: These are like plot threads that are like, um, they're like landmines. These are plot threads that are just planted like landmines. Sure. You can step on them in the future.

SPEAKER_53: And that's how, I mean, we're seeing, you know, sort of Kevin Feige would be like the mastermind. Like he's the guy that started doing this at Marvel and has sort of taught everybody how to do it. But now everybody, every franchise is doing that. And we saw, uh, Ghostbusters just the other day, hardly the thing you'd think of as a lore heavy franchise, but Jason Reitman just announced they're doing the next one. And it picks up right from the end of Afterlife where they're driving the Ecto-1 back into New York. So every, every franchise now is thinking about this.

SPEAKER_23: Like how do we tell a story, but also drip enough secret stuff in there that we can pick up in the next story.

SPEAKER_141: Cause there will never be original IP again. There will only ever be- No, we're done. We're, we're tired of it.

SPEAKER_142: I have another hot take, but Molly, you have any hot takes?

SPEAKER_06: No, I will say an Easter egg department though. I really did like the moment where they're in the kind of the path underground and he refers to like every kid out there moving a rock with his mind or whatever. Like they were just like nice. I feel like the thing that's so satisfying about Obi-Wan probably for people our age is that it's just like, this is the, this is the Star Wars we grew up with a little bit. Yeah. And it, that's just really, it's nice. I'm like, I feel like I know this, I get this.

SPEAKER_145: Well, and this is what could have happened with the sequels. I know it.

SPEAKER_12: I don't want, I don't want to get in there, but this is bridging the prequels and the main, what do you call the non-sequel prequels? You call it the original trilogy.

SPEAKER_53: The original trilogy. The original trilogy. The original trilogy. There's the prequels, the original trilogy, and then the sequel trilogy. Okay.

SPEAKER_12: So the OT is being bridged perfectly to the prequels right now. Yes. I feel. Cause you get a little Leia, you get a little Luke, you got Owen, you got Obi-Wan, you got Darth Vader.

SPEAKER_37: It's just bridging it perfectly. Um, just like rogue one did.

SPEAKER_00: And so that connective tissue feels really good. As you were saying, Lon, here's a lot. Any other hot takes for you before I give my. Oh, I'm just excited.

SPEAKER_23: I mean, I think this is really setting up and or in a way I was not, I like rogue one, but I was not super pumped for and or just because like Diego Luna as Cassian and or not, not a character that stood out to me. But the idea of now this, cause that's going to be a 24 episode show. They're really devoting some time. What? Yeah. Two 12 episode and or seasons. And it really is less the Cassian and or show and more the birth of the rebel Alliance show. Wow. We even saw in the trailer, you had a little bit of young Mon Mothma. Wow. So the idea is there's all these cells. There's all these, like the path is a great example of, of rebellious cell, but it's not a rebel Alliance. It's just one group of people doing one thing. And so and or is really going to be this journey from all these little pockets of rebellion all over the galaxy to a unified rebel Alliance on Yavin 4 with a base where we meet them in a new hope.

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SPEAKER_12: Well, yeah, I mean, so yeah, I wonder if they'll have Forrest Whitaker in Andor, right?

SPEAKER_155: Well, Saw Gerrera, we know from the cartoons, is very active in that world at this time.

SPEAKER_87: So presumably there would be room for that.

SPEAKER_12: Here's my hot take. Uh, this Darth Vader, uh, and this, uh, episode combined with the previous one to me is very, um, I think aware of the fact that the middle episode of the original trilogy, the Empire Strikes Back is every fan's favorite because it's the most dark. It was done by that French director. It had so much gravitas in it, right? Luke loses a hand. He finds out Darth Vader is his dad. Han Solo gets tortured. He's in carbonite. He's been sold. But I mean, it's just dark all over the place. Right. In this episode, my daughters who are loving this through the covers over their head jumped on me. My two six year olds. Daddy protect us. I don't want to watch it. And I said, well, and it was during the, uh, Princess Leia potential torture scene. Sure. And I said, she's not gonna get tortured. It's gonna be okay. I guarantee you. But they were really scared.

SPEAKER_160: And then that scene where they escape and all of a sudden, Darth Vader hums charging. Like he's walking in a very angry, fast pace. Everybody on the couch jump. And then he comes in and he's got Reva and he's about to snap her neck and he's choking her out.

SPEAKER_37: And he's just toying with her like a, you know, a fish like that he's about to cut up for sushi.

SPEAKER_12: And you're just like, my Lord, the, the, they're really leaning into how sadistic and insane Darth Vader is. And how terrifying is just that marching when they have the closeup of his head.

SPEAKER_66: I'm curious if that's Hayden Christensen in, in there. We know that's another actor.

SPEAKER_23: It's him in the back to tank. I don't know if it's him in the actual Vader costume.

SPEAKER_164: He got to meet a guy in the back to take.

SPEAKER_23: Yeah. He got to put that. They definitely put all the scars on.

Jason Calacanis: Well, I mean, Star Wars has always been dark and it's not, but it's like a little, you know, I mean, when you think about that, just like the sheer number of lives lost. Yeah.

SPEAKER_06: It it's like two extinction level events, right? An entire freaking planet and the death star, which presumably has hundreds of thousands of people on it. If not more, like it's a messed up. Yeah. It's a war. It's a serious war.

Jason Calacanis: Yeah. It's a serious war. They really bring it home when they are about to legit torture a 10 year old girl.

SPEAKER_175: Yeah. Crazy. Who, by the way, is this tiny, like her little freaking hand. And it'll be, I can't get over how small this human is. Even as a child. They're like, here are two giant needles. It's like a baby hand.

SPEAKER_179: She's also. Here's two giant needles.

SPEAKER_12: We're going to stick into her eyes. Yeah. It's like, oh my God. My daughter's. I have six year olds. They were a little. That's true. Scared by. All right. Let's see what they should have done though. This is what everybody's confused about. We all thought there would be flashbacks of hating Christensen as Anakin Skywalker and Obi-Wan.

SPEAKER_36: There has been no flashback one. No. We saw that one.

SPEAKER_35: We saw that one shot of like, Obi-Wan was imagining what he would look like in the present day.

SPEAKER_182: And so there was like, he, he saw a vision of Anakin staring at him in the desert. I think in episode one or two. Uh, and that's it.

SPEAKER_35: That's so far the only shot we've got clearly of Hayden Christensen's face. So wait a second.

SPEAKER_81: That means they're saving. Yeah. Because they have not used him yet. James Earl Jones voice. You were just asking if that's him in the suit.

SPEAKER_12: It's not. There's another person playing the suit. Oh, there's a guy in the suit.

SPEAKER_187: Yeah.

SPEAKER_12: Yeah. So where's, what is the point of having Hayden Christensen here? Just to be like in a bunch of FX makeup in the back to tank?

SPEAKER_188: No. I have to feel like there's something in episode six.

SPEAKER_36: Yeah. Episode five, I think, or six is going to be a flashback to the clone wars.

SPEAKER_12: And it's going to be the moments at which, uh, Obi Wan and Anakin, uh, were really at their peak friendship. And then they're going to show, uh, Anakin killed the, uh, Padawan. This is my theory.

SPEAKER_37: So Anakin is coming back for two purposes. Some crazy flashback of the clone wars where they're like really bonding and or they're going to show him kill those younglings.

SPEAKER_00: You know, the scene where they're like, oh, master Skywalker, what should we do?

SPEAKER_191: There's a little quick shot of it in revenge of the sick, but we don't hang out for much. We don't hang out.

SPEAKER_00: It's just like, he just opens his lightsaber. I think they're going to show him. Cause they showed a little bit of order 66.

SPEAKER_194: I think they're going to show the actual slur. Presumably that's a Reva flashback that she was there.

SPEAKER_53: And that's why she feels so betrayed by the, by the Jedi. I mean, I, it certainly, listen, and anything is possible.

SPEAKER_23: It's all on the table. And with their love of this de aging technology, it would be pretty sure. It would be pretty straightforward. They could very easily make a scene where we, it looks like it's old Peyton and they have their faces and they're not that old. Maybe we're talking about 20 years, but you could easily, like, they already have a computer look of what young Obi-Wan looks like. They made three movies with young Obi-Wan. So, uh, you know, I, I feel like it's, it's doable. Technically. My only thought is I feel like they're, they've established this in, in last Jedi, they established what, you know, like for Skype. That Adam, Adam driver and, uh, Daisy Ridley can sort of communicate through the force as if they were, it's basically for Skype. Yeah. And I feel like that gives us a way that in their respective back to tanks or whatever, Obi-Wan and, and Anakin could meet in the ethereal in the ancestral plane from black Panther or whatever. Yeah. And they can have a conversation as themselves. I feel like that's why you'd introduce that shot of Hayden present day in his robes. Like what would Anakin Skywalker look like today? Interesting. Because that's the Anakin Skywalker we will see interact. And I, I like thematically, I think that's kind of neat too, that like, because we know from the very end of this story, return of the Jedi, that there, Anakin Skywalker is still in there. He's not totally gone. Oh, big time. And so the idea that he could summon this version of himself and project it through the force, like, this is the part of me that is still Anakin Skywalker.

SPEAKER_53: I think thematically there's something really promising there too.

SPEAKER_83: Molly, the, Molly, the promise of this show was that we would see an Anakin and Darth Vader, uh, Anakin Darth Vader slash Obi-Wan lightsaber battle.

SPEAKER_12: We did. We did. But it wasn't that good. So my question to the rest of the class, two questions here. Will we see, was that the pen ultimate for this series? And when we see the ultimate lightsaber battle, now that Obi-Wan has his force powers back in, and what will happen in that? And then two, he was supposed to commune with Qui-Gon Jinn. It hasn't happened yet. Will he commune with his original master Qui-Gon Jinn? He, he tried to. Yeah. But he went for Skype. Nobody picked up. Oh yeah.

SPEAKER_56: So two questions. Will we see another one who, who wins? What happens? Yeah. It's just making that sound. Yeah.

SPEAKER_06: Um, I do think so. I think like it's a, you know, it's almost a little bit clunky and on the nose that what we're seeing is he is evolving back into his powers. He's under, he's starting to, I think, see, I think the point of the path is again, a very literal metaphor for like, this is the path that Obi-Wan is on. He's never going to come on. He's a Jedi for life. Like the Jedi will continue and have to continue. And I think the point at which he it's like any coming of age movie or something. The point at which he gets it clarity where he is actualized back into his, his old self and the self that he can then be right as a future leader of not just Luke Skywalker, but maybe even more Jedi. Um, I think is definitely the point where we will see the Skype call get picked up.

SPEAKER_94: Do I think there's going to be another lightsaber battle? Yeah. Right.

SPEAKER_06: Cause they sort of have to get to know each other well enough for us to see the eventual battle where he kills Vader. Like it's just this kind of, they understand each other. And nobody dies in that battle.

SPEAKER_15: So what happens in that battle? I guess. Yeah, I don't know.

SPEAKER_06: Maybe a little more damage to Darth, but can I go back to one other thing though?

SPEAKER_37: Oh no, you just had it, Molly. A little more damage to Darth Vader. Yeah. I think they haven't explained all the scars on Darth Vader when we take the helmet off from Return of the Jedi. You know how there's a big, deep scar on his head? Yeah. I'm gonna make another crazy. Look at you.

SPEAKER_129: Look at you. You've just been like waiting for me to get there. Yeah. He's like, come on.

SPEAKER_219: I was waiting for you to get there.

SPEAKER_129: You got there.

SPEAKER_12: And he hits him in the head. Here's what I think happens. I think Reva dies during this.

SPEAKER_37: I think it becomes like a three or four person battle where, uh, Obi-Wan or, or, or, or Darth Vader kills Reva. I mean, who knows? They both hate her. Um, and then somehow Obi-Wan bests Darth Vader. Darth Vader's besting him the whole time.

SPEAKER_12: And he cracks his, you know, beautiful helmet, which is perfect at this point, and puts that scar on his head that eventually Luke Skywalker sees.

SPEAKER_138: And that's how that scar, because that scar is not coming up in the back of the tank. I looked for it.

SPEAKER_113: Yeah. He's got that, that it's almost like an indent in his. An indent in his head. Yeah. Look at this. Here it is.

SPEAKER_219: Oh, there it is. Yeah. That's it. Yeah. That's going to be, this is if I was writing it. Bless him. Did he just go and find this picture in circle?

SPEAKER_226: I don't know what's going on with the scar on his face, but I think that top one is going to be an Obi-Wan, an Obi-Wan slash to his head.

SPEAKER_23: The scar on the face could be the, the fires of Mustafar. Sure. That could be explained. This just burn. Yeah. But the, you're right that the, we don't see a pronounced wound on the top of the scalp, which could definitely come up. I think you're definitely right about, uh, that this is going to be a, not just Luke, not just Obi-Wan versus Vader. Reva's gotta be in the mix. And if, if the history of, you know, Freddie versus Jason, Godzilla versus Kong movies teaches us anything.

SPEAKER_35: It's that, uh, these two warriors are going to end up as allies. Uh, and I think Obi-Wan and Reva do have a common enemy.

SPEAKER_23: If, if, if our guess is correct and Reva is upset about order 66, the Jedi being wiped out.

SPEAKER_98: Well, she's angry at the same person as Obi-Wan.

SPEAKER_84: Maybe she doesn't realize everything that happened yet.

SPEAKER_06: And this is the point I was about to make about Reva actually, which is that I think some really interesting therapy occurred when Reva was questioning, you know, just like black widow does it when they question her, she's questioning them.

Jason Calacanis: So Reva is questioning Leah, Leah, but the whole time she is dropping these giant, I mean, almost like, like, please ask me about why I'm so screwed up.

SPEAKER_234: I had a droid once.

SPEAKER_06: Yeah, I had a droid once, but they took it like they took everything, AKA the Jedi who make you leave your family, right? Like Obi-Wan referred to that. They will abandon you.

SPEAKER_07: These are the people who will abandon you.

SPEAKER_06: Like she clearly believes that the Jedi left her to die when order 66 was given, which is like, because there's still so much raw pain there that she keeps telegram. I like was literally waiting for Leah to stop being interrogated and be like, do you want to talk about it? Like what?

SPEAKER_236: Tell me more. Who left you?

SPEAKER_06: Yeah.

SPEAKER_237: Tell me more. I can put some tea on. Exactly. Celebrate the moments of our lives. Let's just get a blankie. Like, you've got stuff to say. Wait a second, now Lon.

SPEAKER_06: I'm liking this theory here. But that's how they get her is they convince her that no, it was all along the Empire that betrayed her and not the Jedi.

SPEAKER_149: Yeah. And she's so isolated in the Empire.

SPEAKER_23: I mean, we've seen fifth brother, you know, from, from a Fast and Furious son Kang there. He also is an, an, an enemy of hers. Uh, you guys got that, right? That that's Han from Fast and Furious. Yeah.

SPEAKER_244: Yeah. Uh, so anyway, I, I feel like she doesn't have any, any, any allies in this entire show.

SPEAKER_246: Yeah.

SPEAKER_244: Okay. Which I think sets it up for her to become Obi-Wan's ally in the end.

SPEAKER_249: Yeah.

SPEAKER_248: Producers think fifth, fifth brother is a twerk. He is. Oh, he's in.

SPEAKER_249: I love that hat.

SPEAKER_258: Take off that hat. Come on. The hat's terrible. The hat's ridiculous. You can't fight in that hat.

SPEAKER_257: That's ridiculous.

SPEAKER_258: I mean, I get what they're doing. They're going for that Japanese thing. Embarrassing. Homage thing to Kurosawa, but it's just not.

SPEAKER_23: Well, they're, they are also tied. The, the, the inquisitors were introduced in previous cartoons. So they've got a look that they've got to kind of. Thank God.

SPEAKER_95: None of them. None of the spinning lightsabers are helping them fly in the cartoons. They can put their spinning lightsaber up.

David Friedberg: Yeah. And it will help them fly. Yeah. It was like that or like levitate a little bit. It was kind of ridiculous.

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SPEAKER_12: T-W-I-S-T.

SPEAKER_37: Here's a theory. Okay, there's a battle going on. Obi-Wan's being bested.

SPEAKER_12: And then he convinces Reva to flip somehow, just like, uh, Darth Vader flipped against the emperor. So they mirror that. Remember that moment where Darth Vader then, you know, uh, Skywalker's getting the lightning. Turns out Darth Vader picks up the emperor, throws him down.

SPEAKER_00: Yeah. That's happening. Obi-Wan is getting essentially the lightning, but he's getting hammered by Darth Vader.

SPEAKER_37: He says to Reva, I can sense the good in you. And Reva's the one who smashes Obi-Wan over the head and creates that scar. And then Darth Vader kills her.

SPEAKER_00: While he's killing her, Obi-Wan is able to escape. Scene. Yeah.

SPEAKER_272: I mean, I think it's gonna be, it's gonna be something along, along. That's a great show. I cannot wait to watch that episode.

SPEAKER_273: Yeah. I think we're, we're, we're getting, we're circling it. Whatever.

SPEAKER_275: We're circling what's gonna happen here. What a great series. It's great. I didn't like a couple of scenes.

SPEAKER_00: What broke, if anything, the episode for you? Any moments that broke the episode?

SPEAKER_23: I mean, I don't think there was a moment that broke the episode. I think that there are, we're starting to see, you know, the, these shows are made with this really revolutionary technology where it's like these led green screens and they're shooting it. And I think that obviously it gives them incredible choices and posts and all of that. They can put the actors anywhere, drop them in and it looks good. And they're, they're in all these different environments. But I do think sometimes it can be, it could, there must be some kind of limitation because it does feel claustrophobic. Sometimes the way that the show is shot there, it feels like they are. Yeah. Real-time virtual production. As they say in the chat room, that's what they're, that's what they call it. I think it must limit what you can do with lighting where you can place the camera and it gives them fewer options because there are occasional times where the editing will be a little clunky. A sequence will be put together in a way that's not totally clear where everybody is. There are some odd visual choices and I don't think it's just bad directing or whatever. I think that it's probably coming from in some way, the limitations of shooting in this production environment that then gives you so many options. Once the, once it's in the computer and you're just dropping things.

SPEAKER_279: It still looks beautiful to me.

SPEAKER_00: Molly, anything that stood out to you that broke you out of the suspension of disbelief and where that you found just ridiculous in the show. Cause that's what there's a lot of fans like really nitpicking on this.

SPEAKER_283: Yeah. Any nitpicking stuff? You probably heard some of them.

SPEAKER_94: I don't care at all. Although I did definitely laugh out loud when Obi-Wan was hiding Leia under his coat.

SPEAKER_287: Yeah, that was a little ridiculous. I was like, yeah, I'm buying that. Like everybody else is so buttoned up and tight. Like those uniforms are just like, you know, they don't get away with it.

SPEAKER_290: I don't really care.

SPEAKER_87: They don't get away with it. I'll tell you a thing that really bumped screen junkies fans that they didn't like was Adira

SPEAKER_23: Varma as Tala. She talks her way into the Imperial base. That was what I was about to say.

SPEAKER_103: She's like, who are you? I am your superior officer. You don't know who I am. And I'm going to talk to your grand inquisitor about this.

SPEAKER_06: I love that though, because that is such like Imperial culture. Imperial culture is all about bullying someone else. Okay.

SPEAKER_07: Fair enough. And also being like, I'm going to rat you out to Darth Vader. I'm like, that's where it happened 10 times in every single Star Wars movie ever. I love that. I was like, that's on brand.

SPEAKER_297: You and I are on the same page, Bob.

SPEAKER_23: That's exactly what I said yesterday, but it's a critique of the way the Empire rules through fear. It's all a hierarchy. It's all dog eat dog. Rat out your coworker and you move up, you know, Admiral Moti gets choked and now you're the admirable and you're the admiral. And this is the downside of that is that, well, everybody's at each other's throats and you can manipulate people through this system. It's really a toxic culture. Let's face it. It's a toxic culture. It's a very toxic workplace.

SPEAKER_214: It's a very toxic workplace with a lot of trouble. And then the only other one for me, I already mentioned, which is that I was like, okay,

SPEAKER_06: Reva, we get it. We get, okay. Okay. You're upset. Okay. Yeah.

SPEAKER_301: You want to. She definitely needs some therapy. She needs some therapy.

SPEAKER_303: Definitely needs to do some, some, some serious ketamine therapy or something.

SPEAKER_06: I just couldn't get heartbroken about Wade. I mean, we saw Wade for like 33 seconds. R.I.P. Wade. R.I.P.

SPEAKER_149: Wade. a Star Wars universe who has an earth name. I always liked the, when there's like a Wade and a Sully in the Star Wars universe. Yeah. Yeah.

SPEAKER_12: I'm the fact that they, the other one was the woman who is part of the path that we just talked about. I forgot her name. Tala. Tala.

SPEAKER_309: I love that. F. her yeah yes the game of thrones i'm just so glad she did not get like i just keep waiting for her

SPEAKER_310: to get killed and every time she doesn't i'm so happy she's gonna be she's dead by the end of the

SPEAKER_258: series no way she's making it out uh every episode that she doesn't she's making it to

SPEAKER_23: andor is she in andor well i'm just saying you got you i'm not saying uh specifically about this character but you do need to leave some of these people alive if you're gonna do the rebel alliance

SPEAKER_12: coming together so maybe somebody's got somebody okay but did you notice that when the stormtroopers

SPEAKER_00: are taking her after riva says like you know take her away and the stormtroopers are there i thought her interaction with riva was actually pretty good when she's like i'm a liar no of course i'm a spy

SPEAKER_315: it was like a that was another empire scene but when the two stormtroopers take her away and you'll definitely find this image on the internet she smacks one of the stormtroopers and then she grabs the other one by his helmet which i love and like pulls the helmet up or down and kind of just slaps her you know like with a blank slap well to be fair stormtroopers are like

SPEAKER_287: legendarily wimpy like they always go down with one shot somebody's gonna find this image she open

SPEAKER_65: hand smacked a stormtrooper she will smithed him she will smithed him she will smithed him

SPEAKER_06: all right i like the grab of the helmet though i thought that was like a nice action movie touch

SPEAKER_327: like you just grab him and it's like a maybe she punched him in the throat in his chain with it

SPEAKER_160: like i know that's never happened in star wars you grab the bottom of the helmet and just

SPEAKER_12: yank him and smack him it's brad it was a good whack i mean one of the producers is probably going to find this because i'm sure there is a bunch of star wars nerds who have screen grabbed this and have like an 18 slap you know debate going on here of stormtroopers being slapped in history all right let's move on there's some other stuff that happened in streaming news uh by the way our we're going to finish this one and we're going to also start talk about maybe next

SPEAKER_83: week star trek episode three four five six or some number of them i'm up to episode four i'm

SPEAKER_145: strange new world strange new world strange new world is i'm at episode four i love it uh i mean

SPEAKER_12: they're really doing a great job each i like that there are each one's an encapsulated story but

SPEAKER_331: there are some themes going across them it's so true to star trek it's so true yeah it feels

SPEAKER_48: it feels very much like a like a star trek series again after all the like attempts to sort of meld

SPEAKER_53: star trek and geek tv they're back to just let's just do a star trek show episodes out of order and be equally happy each one is like a standalone sci-fi adventure with its own little ideas and plot and then you move on it's perfect wonderful exactly so we'll talk more about that next week but today as

SPEAKER_06: long as we have lon we want to talk about a little bit of a business story and how disney disney seems to be turning into its own version of the empire like i'm just imagining everybody at disney being the kind of people who walk around like do you know i'm sorry do you know what i will rat you straight out yeah straight out so disney has fired peter rice who was chairman of disney's general entertainment content basically the head of the tv division um he will be replaced by dana walden who spent 25 years at 21st century fox previously reported to rice so basically she cut his head off and took his job uh just sticking with the theme here according to deadline this was reportedly out of the blue and was a shock to rice walden and their team members and this is the even spicier part via deadline the speculation is that rice was fired for quote being high in the room mill as a potential replacement for disney ceo bob chapik whose rocky go of things since succeeding bob eiger has left questions of whether he would be re-upped with a contract next february did they just

SPEAKER_40: kill the competition how empire is this yeah it's a it's a crazy story i mean basically rice bryce and

SPEAKER_23: uh walden both came over to disney from fox but they've been like a unit that whole time and he's been rice is the guy that everything tv comes through so if you're working on a hulu show you're working on an abc show you're working on a disney plus show doesn't matter fx john langrath at fx comes through him everybody comes through him so to get rid of that guy and not have a plan in place with all the teams it's a pretty big move i mean it's a it's a huge transition moment to make without any warning at all or preparation for it you would you would think there would be some kind of car hearing that

SPEAKER_340: it was without cause it was just like well that guy's coming for my job it's like very unexpected

SPEAKER_06: is that where we are now with the bob eiger is like what have i done you're right i should have stayed on no wonder i meddled for so many years yeah it's big news i mean it's yeah it's a it's a pretty it's a

SPEAKER_23: pretty wild story and it's it's just you know that you would oh this kind of thing happens where there's a personality clash or it's a bad cultural fit or whatever somebody wants to leave but they always it's like you give the person a few months to like find their next gig and like prep the team is

SPEAKER_315: behind the scenes for the transition production deal for two years right it's like like some sort of golden parachute on the way out some golden parade out the door it makes it feel super personal to

SPEAKER_23: have it just be like one day it drops with no explanation and i think the other thing is it makes they had to purposefully go out of their way to be like it's not misconduct like in 2022 if you are a powerful man and you get fired suddenly unexpectedly they have to then come in so it does add this sort of like it feels weirdly personal like to not give him a soft landing and then just make

SPEAKER_105: it like one day i want to know what that bill murray thing is about i saw that go by where bill murray

SPEAKER_12: made a joke that because i saw he kind of made a apology for it yeah it's it's hard to know exactly what

SPEAKER_146: went down but yeah there was a full investigation and they shut the movie down so it must have been it must have been serious big enough for them to shut the movie down also aziz ansari was directing

SPEAKER_23: who's had his own background with with semi cancellation and me too so he might have been an

SPEAKER_145: extra sensitive to it it's hard to know that whole thing he was it's mostly blown over it was it was a

SPEAKER_35: without getting too deeply into it a woman wrote a blog a woman wrote a blog post accusing him of of

SPEAKER_53: going on a very bad date with her in which he sort of pressured her but it wasn't an accusation of

SPEAKER_351: anything we would consider it wasn't a me too day with his criminal or you know it was just like

SPEAKER_68: he's like a it was a bad date predatory jerk kind of wow more like casting him as a predatory is how she wrote it yeah that's how she wrote it yeah exactly she wrote it also i'm trying to find that

SPEAKER_06: other story about bob chapak because remember there was some so the board we should say he abruptly fires this guy it's you know sources inside are like we can't believe this happened apparently took

SPEAKER_69: seven minutes to boot him yeah and i mean in hollywood this guy was a very well established respected yeah but there was something else recently we also did another story about disney and bob

SPEAKER_06: chapik that made it seem like he is really prickly was it like he was a micromanager the board expressed their support for him after this firing but i feel like there was some other story maybe the notice their producers can help not that long ago that really made it sound like he like i was i remember reading it and being like it sounds like that guy is kind of not a great manager

SPEAKER_363: following he consolidated the uh the way that iger set up the structure of disney he like

SPEAKER_365: consolidated everything he consolidated everything under under his power then reported to someone named kareem i think is the next he's like number two guy below him and then also him and iger like haven't spoke like they're like not on speaking terms yeah apparently he's like iger was like said he

SPEAKER_06: was going to help him through the transition yeah he sounds like you know iger's very good with the

SPEAKER_365: press right so he gave all these quotes to the press like listen if bob ever needs help i'm here you know i you know whatever i'm on his side and traffic took that as like don't you ever talk about disney behind my back like i'm the ceo now is what it seemed like the press was playing it up as because

SPEAKER_368: he's a little bit more prick he's pricklier than iger like that story also noted like iger just he

SPEAKER_365: was known for his unbelievable relationships with all their top tier talent and like as soon as

SPEAKER_369: chapa goes in like they get in a lawsuit with scarlett johansson and everyone's like oh my god dude what are you doing like literally six months after he took over they're like in a lawsuit with

SPEAKER_372: one of their biggest let's move on to the disney prickly plus problem it's disney plus got stalled

SPEAKER_00: at some point or maybe it wasn't uh growing as fast well it's it's they've they've set this very

SPEAKER_23: ambitious goal i think it's 240 to 260 million global subscribers and number to hit that number they basically are there a lot of it's going to depend on india i think india is about 30 of their global subscriber base right now okay because huge country a lot of streaming yeah a lot of people a lot of them have streaming devices uh so the indian market super super vital for disney moving forward they have to really be expanding there if they're going to hit these global goals we've seen with netflix what happens even if you have a pretty decent explanation for why you didn't hit your global goal doesn't matter wall street very unforgiving if you don't hit that goal uh and and what is coming up disney inherited with 20 21st century fox's assets when they act when they acquired fox they acquired the rights to the indian premier league cricket matches for five years that was 2017 so this is this is the last year so now there is a bidding war for the rights to these indian cricket matches which in this country

SPEAKER_35: does not seem like oh it's make or break if you get the rights to stream cricket but in india very very popular sport so if they don't and there are lots of other bidders up against disney viacom has an

SPEAKER_23: interest there locally i think amazon is also in the mix companies with deep pockets who could theoretically compete with them on this uh and if they lose indian premier league cricket this year that's going to cause a loss of a lot of subscribers in india just at the time they need to be really adding all of those subscribers so in this weird way a lot of disney's future global streaming plans now comes down

SPEAKER_382: to indian premier league cricket which is not not a profile high profile sport in the u.s really the

SPEAKER_06: starting price for these rights is evidently 4.4 billion dollars some estimates have the ultimate sale price at over six billion dollars apparently some wall street analysts are actually hoping disney opts out of overpaying for these indian cricket rights because it's so much but at the same time disney will not it sounds like will not hit those audience goals yeah and i mean this is what's

SPEAKER_35: fascinating to me is because a lot of those investors are pointing out too that the average indian subscriber to disney plus is worth a lot less than and i don't mean that's what is it like a dollar

SPEAKER_23: a month or two dollars subscription fee is a lot lower so you earn more from a european or an american subscriber so focusing so much energy i i thought about this too uh netflix canceled that babysitters club show and it was a big talked about thing because it was very critically acclaimed and popular in the u.s and the showrunner came out and said it has nothing to do with that they're trying to grow in india and southeast asia and africa and the middle east and all these emerging markets where people have never heard of the babysitters club it's not an ip that has value there so i think that that's another thing that we're looking at is like it's not just making content that the whole world is gonna like it's like where do you vote where is the most do you do you worry about scraping that last 50 000 american subscribers you can maybe attract or do you worry about the 400 000 people you haven't reached yet in malaysia you know like it's these very complicated i mean we're

SPEAKER_06: already seeing it in movies somehow sometimes like the overt love letters to china that are built into every big action movie right now like did you guys see moonfall that one had a crazy one moonfall

SPEAKER_117: that's absurd like it's a whole au pair character who's chinese and she's teaching her young charge mandarin throughout the movie it's just for china just so there could be some chinese

SPEAKER_395: in the movie fan service what's it going to feel like for us here in the united states when we are

SPEAKER_94: no longer the entertainment center of the unit we will no longer be the sun no we will be we just we

SPEAKER_18: just have to sell our souls when we go to china uh 76 a month is the average revenue per user from

SPEAKER_402: disney hot star 76 cents yeah 76 cents per month yeah it's like waystar hot stuff it's a little bit

SPEAKER_405: like waystar yeah waystar royca when's that coming back lon when's that coming back i believe it's

SPEAKER_83: next year i think succession in 2023 is or i listened to his autobiography it was great

SPEAKER_00: putting a rabbit into the brian cox brian cox listen to brian cox's autobiography putting a rabbit putting the rabbit into the hat um it's just like the background on how he got where he is and it's like all about theater in the 60 50 60s and 70s in england and it's just madness and his own personal story and his like deranged mom and craziness it's pretty amazing but back of the envelope uh on subscriber growth to hit this 260 million global subscribers or more conservatively 230 disney wants to hit the more conservative goal by the end of 2024 they have 10 quarters left to do so uh since they just reported the fiscal q2 of 2022 this year they would have to grow paid subs by 67 over 10 quarters seems possible or an average uh compound average growth rate of 5.26 per quarter also seems somewhat reasonable more aggressive goal they got to hit like six and a half percent so it's possible they grew their paid uh subs by six percent quarter over quarter in the most recent earnings from 129.8 million to 137.7 and if your management there think about live sports is like that's a

SPEAKER_12: must-have for people you know that's why people overpay for it so if you lost money on it let's say

SPEAKER_00: you actually lost money how many of the p then you're doing calculation how many people unsubscribe you know take the time to do it uh or not captivated by the other parts of the offering and

SPEAKER_46: that's why people will overpay for this stuff i don't know if you saw uh the golf stuff it's a

SPEAKER_420: whole other story oh yeah i've been following this one to the liv golf uh is there a streaming angle

SPEAKER_130: here because i have been wanting to ask somebody about this golf thing i you know i just watch the

SPEAKER_422: things you know i've been very critical of the kingdom but yeah so we're coming i believe we're

SPEAKER_23: coming up on there's going to be another one of these huge auctions for the liv golf uh streaming i think

SPEAKER_12: that's coming up in a few weeks yeah so they're going to do a bunch of golf folks just took the bag they were like here's a huge bag we're going to spend two billion they said tiger woods had a high nine figure deal and passed on it that's i mean the other folks seem to have gotten 50 100 million

SPEAKER_06: dollars we should say the reason that he passed on the reason this has been so controversial is that it's all funded by the saudi investment fund yes and so there have been a number in fact i think it's phil mickelson who took the bag but only after he had to apologize for basically saying like these saudis are crazy mother effers who chop up people and put them in uh bags and but you don't want to not do business with them right so those comments leak he has to apologize then he's like no i love

SPEAKER_426: this the liv tournament i'm playing and then the pga tour is kicking out all the golfers who signed up

SPEAKER_12: to be on the liv tour pretty amazing when you think about it as a negotiating strategy you're like let me

SPEAKER_37: say the worst possible thing about saudi we know they're trying to sports wash i think they call it sports washing like green washing we know they want to sports wash so if phil mic is a phil mickelson

SPEAKER_12: who said this stuff if phil says this stuff and they are in fact trying to sports wash if they get him

SPEAKER_160: to flip he was the biggest critic if you flip the biggest critic you succeeded in washing so this could have been the ultimate um negging of the saudis to secure the bag on a negotiating basis you think he

SPEAKER_428: like tala was pretending to be a double agent there you go exactly good good good callback

SPEAKER_00: it's so anyway i mean this thing is crazy because they're gonna pay like five times or ten times the amount that you know you're making the pga and they're giving these um you know people who are you know like these are not the top golfers currently these were kind of like getting all-stars at the end of the career it'd be like signing lebron james at 37 or something right he can still play basketball

SPEAKER_06: but you know he's no honest strategy it's up and coming people who would otherwise according that producer nick points out otherwise would have to pay they have to pay for their travel in the pga so if you're not making those big purses and you have to pay to go to every pga tournament and then here the saudis come and they're like we'll fly you to this party probably first class we almost

SPEAKER_426: certainly will not chop you up like let's go let's party nobody's getting chopped up yeah no they're

SPEAKER_305: on the payroll uh just don't be critical anymore and it's ending my understanding is it's ending at

SPEAKER_437: trump's florida golf course dorado or l course so of course it is you know jared kushner's uh two

SPEAKER_00: billion dollar saudi venture firm with the most ridiculous pitches i mean the saudis are good at this

Jason Calacanis: sometimes you get like sometimes you really just get the peak all the way behind the curtain right like sometimes the corruption does not even bother with the thinnest of face masks nope and you're

SPEAKER_439: just like yeah i give up the press conference was next level did you guys see the press conference clips no i missed that oh god you just have to type in like live press live golf uh they're gonna stream

SPEAKER_441: it on youtube to start the first the first one of these invitationals is just going to be for free

SPEAKER_55: on youtube and facebook this english is like so uh phil mickelson uh is is there any place you

SPEAKER_444: wouldn't uh consider uh getting paid to golf uh for example like would you golf for putin in russia

SPEAKER_55: and uh given that you've made 76 million dollars in your career um is this incremental uh amount of

SPEAKER_20: money uh worth it to sell your soul uh your comment please mr mickels they literally the press laid into

SPEAKER_15: these guys and then the guy was like i love the international media our media is not doing that

SPEAKER_20: our media is just like how are you feeling about your stroke well then this other person was like uh he's like well you know listen i made the best decision for my family and i you know pga i don't

SPEAKER_00: have guaranteed earnings and i don't get to see my family in this case i get to see my family so you know i did what was best for me and my family some pr person was like just keep talking about your

SPEAKER_37: family and you know like people will be like you did the right thing for your family it doesn't matter

SPEAKER_65: who you're in business with uh also announcing the new anchor of the launch fund for a saudi

SPEAKER_454: investment truck will be angry oh no 500 million dollar fund just here we go 500 million dollar fund

SPEAKER_457: take the mask off just take it out just yeah we just you know feel it off listen look at that

SPEAKER_459: shaggy new baby skin underneath everybody's got a price mine happens to be a pj and buying the knicks so welcome to the saudi investment fund for joining launch fund four it's not happening but best

SPEAKER_464: oh my god how come nobody's trying to pay me off i've been super critical time stay tuned

SPEAKER_465: coming up right in this spot next stay tuned in the next hour oh my god dustin johnson's initial

SPEAKER_06: liv contract will exceed tiger woods career earnings on the pga tour bad courtesy of charlie

SPEAKER_32: kenny my god my god pga is very established if you want to take them out you gotta you gotta come

Chamath Palihapitiya: big with the nba players what if they did this with the nba and they came up with the live basketball association yeah and they just put up 10 billion dollars oh my god i mean if it works

SPEAKER_12: could they get who could they get who like if they went to somebody and said listen lebron you're making 40 well lebron's already a billionaire but you know take carmelo anthony or i think you

SPEAKER_182: go right you go to the you go to the second tier you go to the guys who are well established but not

SPEAKER_74: the superstars nobody you try to nobody try to get them away well nobody's giving westbrook another

SPEAKER_12: contract he's making 44 million this year and nobody's uh giving james harden one or whatever uh

SPEAKER_37: because you know injuries whatever so what if they gave those folks like 100 million dollar a year like basically what the salary cap is here in the united states why are you giving them these ideas

SPEAKER_467: yeah don't stop oh my god he's got his excited face on too he's just like i'm iterating on this

SPEAKER_477: genius startup idea i'm making it even better it's a hot take but it's it's a dark shake so you need

SPEAKER_478: to find like a chill nation with a huge sovereign wealth fund and then we need to go a bit to business

SPEAKER_480: with them yeah does norway have a big sovereign world norway has a huge sovereign wealth fund the

SPEAKER_398: largest in the world it's the largest in the world oh yeah but it turns out the oil out of the ground

SPEAKER_06: big time it's all from oil and uh big time weapons exporter norway you wouldn't know you wouldn't think yeah you wouldn't think business is i mean there's a lot of countries that need to defend

SPEAKER_41: themselves suddenly there's a lot of danger in the world molly fair enough dangerous world out there it'd be a shame if something's out there at full strength right now it'd be a shame if something happened to your little country there close to the big countries uh all right listen thanks for

SPEAKER_261: joining us you're amazing as always everybody follow at lon's and uh we'll see you and get to

SPEAKER_06: watch in star trek yeah next week next week all right and episode five yeah bye bye all right see you guys thanks to lon as always and let's uh bring on rachel for okay boomer all right everybody it is friday and we have i mean legitimately i know we say this every week everybody's favorite segment but it is we got okay boomer this week with capri wheaton or is it uh like the fancy island capri no you got

SPEAKER_49: it it's capri yeah you got it all right uh rachel i don't the hair looks great today thank you it looks

SPEAKER_499: fantastic i uh had to open up my window because i don't have ac yet so you guys are seeing a lot of a lot of light coming in right now we got like the beyonce breeze for those okay but this is off topic

SPEAKER_06: uh capri wheaton a uc berkeley dropout love building dressed a peer-to-peer rental marketplace like airbnb for clothes tell me more because you know how i love my rent the runway i freaking love

SPEAKER_504: this idea i actually saw it on twitter and i didn't realize that she was the founder but she was tweeting

SPEAKER_498: about this company dress that she founded and it kind of reminded me of you actually molly where you're obviously huge fan of front runway for rent the runway for me doesn't really make too much sense it's really expensive i'm not going anywhere really fancy but it would be nice to be able to rent clothes for things like formals for concerts and things like that and that's the problem that dressed is solving and it's peer-to-peer so i recently just put up a dress that i wore to my sister's graduation obviously we work from home so i'm not wearing dresses too often and i'm excited to see who's going to rent out my dress um the shipping is all included in it as well so it takes away that little issue but they're currently i believe in beta right now so how much are you renting your dress for i bought it for 60 and i'm renting it out for i believe like 15 and the reason i'm going so low is the shipping i saw was also 15 you're going up to 30 at that point but that's still like 50 off the dress so i thought uh i thought that was a good idea but it's kind of like turo like you

SPEAKER_06: could buy exactly exactly it turns just for this purpose apparent which apparently people do in miami all the time i learned when i was in miami they buy like uh yeah they buy like the g-wagon mercedes just so they can rent it to people who are coming to town and want to look cool yeah oh wow that's

SPEAKER_513: fantastic what also like the turo is the peer-to-peer is peer-to-peer car sharing around and stuff like

SPEAKER_06: that it's right but you but it's individual cars and this is like that for clothes i love this so that

SPEAKER_514: means if you were to rent this dress five times you would have made money yes exactly and ladies

SPEAKER_12: how long would a 60 dress last before you probably would be a little worn out can you get 10 20 my

SPEAKER_517: big thing isn't it getting worn out it's me not wearing it enough so my big problem is i still have

SPEAKER_498: my prom dresses and things my sister just graduated high school and unfortunately she's not the same size as me and i saved all those prom dresses for six years now they're really expensive and i'm really short really small so if somebody else can get another wear out of them that's awesome but it's not necessarily something that i'm ready to poshmark out yet like i don't want to i don't want to sell

SPEAKER_504: it like i still want to keep it but um it's it's really silly to have something that's that expensive

SPEAKER_521: that's not getting worn year-round yeah it's great for the environment too yeah definitely because you

SPEAKER_12: know here's the thing you would think the shipping would cost money but the shipping routes are already set so and those trucks are not at 100 capacity so it's one of the things i learned about shipping is like the amazon truck the ups truck it's coming through your neighborhood anyway whether they drop something off at you or not so it's uh wow what a great idea and it's peer-to-peer so uh they just

SPEAKER_498: take a percentage they take 10 20 of whatever you get yes exactly so it's very similar to you poshmark runs the runway how they go that's how they make money i said still in beta but you can definitely check it out um the bare bones of the product is live right now and capri and i got to talk a lot too about how her startup was impacted by their tick tock presence and the reason that it's out in super bare bones right now it's because they kept promoting it kept marketing it and finally people were really like when are you coming out with this like we're we're ready for it to come out so that's why it's really bare bones right strategy yeah yeah super good so we were able

SPEAKER_532: to talk about that strategy you know what you should do is you're going to make a business out of this

SPEAKER_11: is if you did the full outfit where you said hey here are the sunglasses the dress

SPEAKER_12: the shoes and the accessories i'm going to make a full outfit and instead of charging you 15 i'm going to

SPEAKER_533: charge you 75 but you get the full outfit so she is doing that she is for festival outfits yeah so

SPEAKER_06: you can do that that's what i'm thinking coachella right yeah that's amazing exactly oh my god you could eventually create a tier where you were like you had power users who just had great style like

SPEAKER_49: depop you know like on depop you actually have like people that you follow quite specifically and

SPEAKER_499: you have people with great style to dress you that's exactly what she said we talked about the power

SPEAKER_498: user uh power users on depop and how they'll be able to do that um but big fan excited to see to

SPEAKER_541: see what comes of it i love this up next can't wait boomer let's go thanks guys okay boomer i

SPEAKER_504: understood the assignment thank you so much capri for joining me on a segment of okay boomer capri wheaton

SPEAKER_498: you are a uc berkeley dropout building dressed yep i found you on twitter and i almost freaked out because i actually didn't realize that you were the founder i thought you were just reading about the startup and i actually died because i wish this existed in college so dressed is a peer-to-peer rental marketplace and the first thing i thought about was back in college all my sorority sisters and i um lived in our senior year in a apartment right and there was four of us and we exchanged our formal dresses and things like that and greek life at penn state is sororities have different floors of like dorms and normally the clothing sharing normally like exists like only on that floor and i kept thinking like oh my gosh if we could just tap into like the other floors of the sorority or like other apartments or other girlfriend groups like we would have such a network of formal dresses and i would never have to buy another formal dress again and that is what dressed is doing um i am obsessed with this idea i love the idea of rent the runway but i don't really have first off it's very expensive second off like i'm not doing anything very nice so dressed i am somebody who would use it great idea super duper pumped to have you on thank you so much for having me and i really appreciate

SPEAKER_547: that that's sort of like what inspired this idea was my time in a sorority as well so yeah that's

SPEAKER_548: awesome to hear so is there any part of dressed that i missed there is there any other aspect of

SPEAKER_547: it that you'd like to share that's pretty much it yeah um although we're gonna be experimenting with

SPEAKER_551: festival wear um coming up pretty soon for the summer so um that will be really really exciting i know myself and my friends spend so much money on festival outfits so now you'll be able to rent

SPEAKER_553: them for cheap so very cool i love that so i actually uploaded this morning my first dress

SPEAKER_526: up there for other people so i've got this dress from zara that was like really popular on tiktok

SPEAKER_498: it's silk has a little underwire but it's a silk purple maxi dress because my sister for graduation she wanted everyone to wear purple i don't wear purple a lot but i really wanted this dress and i really like it so i'm extremely sentimental i'm like i can't i can't just like sell this dress and um like myself you're also a avid thrifter i love poshmark but i just couldn't poshmark this dress so this is a really cool use case um for me honestly right now so i'd love to hear a little bit more about what

SPEAKER_551: people right now are using dressed yeah yeah so we're still super early on um we've seen the most success um actually with prom season which we just sort of got out of um and so our tick tock kind of accidentally blew up and we kind of launched our mvp sort of very unprepared um with just like the most basic version of our product that could physically function and get people to ship things um so yeah we had a dress um that went viral with over a million views um and then we had like instagram dms flooding um you know with people wanting to rent that dress um and then we did our first like um pilot launch with our first several rentals and everything went really smoothly and so now we're um sort of thinking about which events to target through the summer and through the fall because it's it's very heavily event-based so we have to be kind of very strategic in um how we do our marketing um because people are typically as as you mentioned renting dresses for things like events or festivals you know really where their only option is to either buy something super expensive or um to rent it so that's kind of what we're thinking about right now so totally

SPEAKER_498: makes sense that this blew up on tick tock um we've seen the rise of things especially depop um which was already in its own sense you know a really successful platform um the founder of nasty gal i know started off like her entire journey as somebody who was a like resold thrifted clothing and was really good at curating so this isn't anything novel necessarily in the space but the idea of swapping i'm really surprised nobody has honed in on like i'm surprised this isn't a feature yet on poshmark or on depop which are to the best of my knowledge like the two biggest

SPEAKER_559: thrifting websites for people around our age why don't you think this was something that existed

SPEAKER_551: within those platforms yet yeah so it's really interesting actually depop did um they didn't have this as a feature but they did a like collab or partnership with this peer-to-peer clothing rental company in the uk i want to say it's called her collective but don't quote me on that um but yeah it was a really cool partnership and and um i was sort of following a lot of reddit threads and essentially what people were saying was it was really confusing in the depop interface to sort of determine what was for rental and what was for purchase um with that partnership so people really wanted their own designate designated platform to do peer-to-peer rental and so that collaboration ended up not being as successful as depop probably hoped or thought um but that peer-to-peer platform was um you know ended up being pretty successful in the uk so i figured you know there's nothing you know there's no peer-to-peer clothing rental company at scale i think this would really take off within sororities so um yeah why don't i just launch that here so yeah that's awesome so

SPEAKER_498: i know like the uh i know exactly what you're talking about because i was really interested in re-commerce and like reverse logistics a really expensive thing that happens with companies is the return process like the actual shipping is really expensive so i've always been really um fascinated also by there's this one preface in poshmark in particular where i swapped clothing with a lot of people um so you can bid on certain clothing or ask to swap it i don't know if this is a feature anymore but it was when i was younger and it was really interesting do you guys ever think that you're going to branch out from the rental service into kind of trying to tap into that depot market or poshmark market or right now where all your focus is on this rental space yeah totally so a lot

SPEAKER_555: of people have asked us about um like a potential rent to buy model which is something we initially

SPEAKER_551: yeah exactly we initially thought that'd be something that we would actually launch with but after sort of seeing the customer behavior and because peer-to-peer rental hasn't existed at scale yet we want to keep it just um you know to rental at first just so we can really hammer home that behavior and like get people to realize they can actually make way more money over time off the same items by renting them out um because we've we've had a ton of demand for people to like want to buy things off of our platform and we're just trying to hold out because um i'm also myself a user of dressed and i've seen like how beneficial it can be so um but i think like anytime you're doing something that hasn't really been done before in the market you've got to kind of like wait a little

SPEAKER_571: bit for the consumer um behavior to really sort of like catch on yeah i know i totally get that so i guess i want to back up a little bit for pricing is this going to be like a fixed price like with

SPEAKER_498: poshmark or is this dependent on where the person is based yeah so we um the rentals are for now

SPEAKER_551: standard pricing so um there's a set rental price that the the person renting out their item sets and then you get to keep the item for about two weeks and then you have to ship it back um but right now you're paying um shipping on top of the rental price um so that is something to be factored into the cost of of renting an item but they're all pretty affordable a lot of the dresses on our platform are renting out anywhere from like 15 to 70 ish dollars tends to be like the typical range um but a lot of those dresses retail for significantly more so yeah and then we're we're launching um like a pickup model in the near future so that will be really cool like as you're saying girls on the same campus can just walk to another sorority house or drive to another campus and pick up an item to save

SPEAKER_498: significantly on the shipping costs that's awesome so is that when i check out the dress and i see like that 15 or whatever it is with shipping does that include the return process

SPEAKER_551: as well or is that just getting shipped to me yeah so when you see the the 15 on the site and you have to add shipping to that as well yeah and then that will be the total cost um for uh both ways of

SPEAKER_558: shipping essentially and when you when you get the address you get the return label um usually in the package otherwise you'll get it on your email awesome okay so similar to poshmark in that sense but

SPEAKER_498: they give you the shipping that's so much easier my only problem i really want poshmark um where rent the runway has done this and i'm not sure if any other place would be great at this but i loved in i worked at goldman sachs for like a summer but they had a drop off for rent the runway clothing that people were done with and like it would be so cool for example like on a college campus for um there to be a space maybe it's like a box or something like that um where you can just drop off like all the clothes and then there's people that are hired i don't know it's like hourly workers that can go through and like sort it out and say hey your clothes have been dropped off like you can pick it up at a certain time for like the return process because something that i am like really not a fan of is every time i have to get a shipping label i have to go to fedex which is like the bane of my existence i feel like i have to give up my firstborn child every time i want to freaking print something in the city yeah um so being able to like i would rather walk to the whole foods down the street from me um which is a little further away to return something to amazon then print out a label and have them pick it up from my house so it's just the return stuff is mind-boggling i'm so interested by the space and i'm really interested to uh to see how you guys how you guys grow and how many how you said your tick tock blew up um who is making your tick tocks and then also how did you know that tick tock was like the correct platform for you guys to start marketing on so i think it really um

SPEAKER_551: at first i was really inspired by emily weiss from glossier um and how she sort of launched the into the gloss blog before she launched her product and so for me when i was um back in like uh january 2022 when i was just sort of like you know coming up with this idea we were also um we also just decided to launch on tick tock because i figured it was sort of the best platform to really quickly gain traction and really quickly gain interest um and also because you know we're dealing with dresses and it's pretty visual i just thought it was a really great fit for the platform so yeah i mean it was really just like how can we sort of like get the word out like start building our initial waitlist before the product even launches and i just felt you know tick tock was is the platform

SPEAKER_558: right now where you can grow the quickest um so yeah what was sorry sorry what was the other

SPEAKER_574: question i totally forgot i think that was like a great answer honestly all very all-encompassing and

SPEAKER_498: i think that brings up a great point that um you see a lot in especially in like the cpg group of things where people say like well people don't say people do this they build a community and then they sell that product into community one person that is incredibly good at doing this is marty bell from pool suite who now sells sunscreen or something i have no idea all in was pool suite is sick it's a community it's really aesthetic i think they started off as like an online radio channel that played good music but the website's just really cool now there's a bunch of people that really like pool suite aesthetic website aesthetic uh photos up on all their social media accounts gives very like summery vibes and now there's a product that has come off of it and i believe there was sunglasses before that and i think it's really interesting the whole premise of like building a community before having the product like you mentioned that you guys launched like really bare bones were you ever nervous about trying to build this community without having the product yet

SPEAKER_578: yeah yeah i was i was really nervous um especially because we were sort of like we had some like

SPEAKER_551: technical difficulties getting the app up like we were so for context i previously had a technical co-founder and we were going through the transition where he was leaving and i was trying to figure out who was even going to build the app meanwhile we had this tick tock community and we were talking about the app on our tick tock and people were commenting like are you ever going to launch the app like what's happening when's the website going to be out you know like people were kind of like aggressively pushing like when is this going to come but i mean i think for us that was just like a positive sign of validation and i was like okay well it you know at least the good side is people are interested and people care when the app's going to come out and we were sort of funneling people to a waitlist and then yeah we used that waitlist to run like an initial closed beta test on test flight before we even um did our like uh first pilot launch so i think having that community was really able to validate a lot of the questions early on because i think i i've tried to launch just like sort of bare bones before where like the product is out and then you try to build the community after that and it's just i think you lose 100 of the hype when you do that it's like what's the incentive for people to follow you you know they're not like looking forward to something you know so do you yourself have a presence at all on social media so actually my personal tiktok actually just got its first video um with over a million views um just the other day i started it a few months ago doing like fashion commentary and talking about my outfits and i think i have like 5.7k which is not that much but um it's been going pretty quickly and um it's been a lot of fun to sort of be building my own personal audience

SPEAKER_498: at this time as well so you were mentioned emily wise who i think has kept a really good profile low um she doesn't do she didn't um do a lot of media or a lot of press yet glossier was like very very good um at obviously selling makeup they're they're phenomenal even um maybe they're not doing super hot right now but i'm a big fan of their cloud paint i really like emily wise on every podcast interview that i have listened to her of and there are not that many i think she sounds like a really cool founder what benefits do you see um as being a founder with a social media presence or a presence in the public eye versus a founder that's more like emily and not as public yeah i think it's

SPEAKER_551: a really really difficult decision especially because i've always kept a very low profile on social media um like if you look on my instagram it's just like i post like very sparsely like i i've only really started posting somewhat recently and i had a tick tock for like a couple of years but i didn't post a single video until somewhat recently as well um i don't know though i think i was just like thinking about like why i had never posted and i think for me the answer was i was just really really scared about what people would think when they saw me posting and i always just had such a big fear i mean especially on twitter too like every time i post it's so scary for me just because it's so unfamiliar yeah um so i think also like it was about like a personal journey for me of like feeling like it's okay to feel seen and like something bad is not gonna happen if i post a tick tock and then i think that coupled with um seeing other founders having really huge success on their personal page um and their business page as well so i think um the founder of august it's like a period company yeah i'm sure you've seen that totally yeah her personal page is super inspiring and you just see people like you know wanting to support their company because they love her as a person and she's so open and she's so vulnerable and so i think my goal would eventually you know get to that place where i'm like more vulnerable with my audience about like what i'm struggling with and i think also as a female founder like we have to show what it's like for us and like talk about what it's like for us because there's just not that much representation and i want people to know like you can launch a business like you can launch an app like you know here's how you do it or here's how i did it and i think that's the kind of content i would have wanted to see as well very cool i

SPEAKER_498: like that i think it's difficult for people to share their journey as a founder no matter who you are but i think it's an important space for people to be public about because one of my favorite books that i've read recently was burn rate um and the founder came on our podcast he the author is andy dunn the founder of i think it's pronounced pronounced bonobos but it might be bonobos i think it's bonobos though and he spoke about his battle with um having bipolar as a founder and how it impacted his journey and this was something like completely unaware and i'm like this is so great that he created this space right for people especially people that have mental illnesses to understand like this is something i can i can become a founder like this isn't going to hold me back and i really hope that there's another founder out there that is going through this process now that is documenting it because i think it's so impactful to also have these experiences written out in real time and we are incredibly privileged to be in this space where um not only are you working on a product where you are the user just like the august founder like she she uses feminine hygiene project projects and a lot of her content revolves around that and that's cool but you'd use dressed as well like that that's such a privilege like we have tick tock we have all these different forms of um ways to express yourselves it's like take take as much advantage of that as you as you possibly can because this isn't a this isn't a company where you couldn't use the product or is it a company where like it's b2b sass where it maybe won't perform very well um do you see founders ever that focus too much on the brand building side of things than they are the product building side of things and if you've ever met somebody like that how would you recommend like flipping that switch i would say it's

SPEAKER_551: honestly the opposite where i don't think founders focus on it enough and i i think for me like at first i was really struggling with the idea of posting ticks tick tocks because i was like am i seriously going to spend an hour or two hours of my day like you know sometimes posting this content like it it feels like you know maybe it's not the most productive use of my time sometimes and i feel really guilty for that but the more i sort of started meeting people who are like genuinely building their company on social media the more i realized like that's such an antiquated view and as founders we have to get on it we have to go out there and build that brand like especially for me like i have to go out there and you know hustle to get the customers they're not going to come to me you know with the market we're um we're you know trying to build for which is gen z like it's not like they're really going to respond to um paid ads right so yeah um like tick tock is the best way to reach that community and um if i can you know build a personal um you know brand for myself on tick tock as well that's just even more beneficial because people are getting to know the story behind the company people are seeing my fashion sense people are learning more about like how to use the product

SPEAKER_594: so yeah i think that mindset shift has been really helpful for me that's awesome yeah getting like a

SPEAKER_498: little bit of an inside scoop too so i'd like to go back to like your your inception of all this you kind of mentioned that you had a technical co-founder and when i looked into that i noticed that when you did drop out of um uc berkeley you started a different company called thrift which was also phenomenal idea and your co-founder was sam yang who seems very very awesome and basically users were able to turn their instagram pages into custom shoppable websites such a good idea what constituted

SPEAKER_551: this pivot yeah yeah um i think it was really we kind of got to the point where we were uninspired to work on the idea because we at first we were going growing really quickly and everything was looking great and then our growth sort of started plateauing we essentially because our business model was like a sas model we had different like tiers of subscriptions and one of the key insights i realized is like when you're building for like the second hand reseller space you kind of need a business model that can you know capture the power users but also the more casual users as well um and so we weren't really able to effectively monetize a lot of the users that we had and so that was sort of a core insight for me where i was like i it's just getting to this point where like i know we could run this as a lifestyle business but is this going to become a multi-billion dollar company you know i i really didn't have high conviction on that and then when i came up with the idea for dressed um it really was just sort of like combining the model of like two very successful companies like poshmark and rent the runway it's basically a collab between the two and i just had such high conviction i was like if we can pull this off this can really exist at scale and i was just so much more excited about that vision um and just you know the hope and the dream of building something that's really big that has a

SPEAKER_526: ton of people using it you used a good term in that to um super users which is so for example on depop a lot of depop super users are these girls that just have or and guys but most of the people that are super users on depop are these girls who are insane at just curating the best clothing that's

SPEAKER_498: thrifted and their accounts basically dictate like a huge part of the of the platform and a lot of their

SPEAKER_526: profiles are the ones featured and i'm not sure how many people use depop but there are definitely like these massive super users that run the the platform like like i said before i'm not sure if that nasty gal founder started on depop but she would be a great example of somebody that probably

SPEAKER_600: would have absolutely destroyed the space if she did what does a super user look like on your platform

SPEAKER_561: yeah so i i think it's um the same type of person who would be really successful as a super user on

SPEAKER_551: depop or poshmark so um you know typically younger like you know anywhere from 16 to 25 they're typically female they're typically doing this as either their part-time job in addition to high school or college or their full-time job um on depop and poshmark though as you said it's more about kind of like hyper curating these like really interesting thrifted pieces um but for us it's going to be more about curating these like specialty pieces um at higher price points that people will want to rent out um so things like you know festival outfits you know semi-formal informal dresses um so that's really where we're sort of trying to change the user behavior is like the the real vision behind this is eventually people are going to be buying dresses um you know to for the sole purpose of renting them out um on our platform which is really exciting um and i've sort of seen that myself um where i like bought a dress and like instantly made more money off of it than i even bought it for so um the process is working so i think that's a super exciting prospect i mean it's i was talking to um the founder of get around and it's just crazy how people will literally buy fleets of cars to rent out on get around intero and as soon as i heard that that just absolutely blew my mind i was like if people are buying full cars to rent out like they can definitely buy a dress and make a profit off that too

SPEAKER_498: it's such a such a simple thing if you think about it like airbnb is done phenomenally why not you know kill it at the peer-to-peer space when it comes to clothing like we've already done houses and that's done incredibly well we see cars um incredibly well i had a stint in like the reselling world pretty heavily in college which i i was just i love shopping and you make some pretty good money reselling especially if you're reselling to people um how i would cut the cost is i would resell to a lot of people in state college so i wouldn't have to ship out the products to um to another place and shipping is really expensive i keep saying um it's gotten a lot better but shipping is still really expensive so i used to do a lot of reselling in there and it would be even better if i could continue that on and get those products back to resell like that it's just this model is something i really like but what happens if like you see this worst case scenario where somebody like accidentally ruins one of the prom dresses what would happen in that case yeah so we're um this is actually an

SPEAKER_551: idea we got from one of our users in our initial beta test but basically we're building a feature where when you upload your item for rental um you'll set like a fee that's called like the lost fee um and that's the fee that we will automatically charge um the user users um credit card if anything happens to the item like it's improperly returned it's damaged it's lost etc and um the reason why we're sort of having the person you know who's uploading their dress set the fee is because we realize that you know dresses are very non-fungible you know like people have different levels of sentimental attachment to their dresses and it's a different level of risk for each person so we want someone to be able to say like i this dress to me is worth this amount not just like the retail value because we're dealing with people's closets so uh by the time we do our official launch that feature will be out which is super exciting and when will your official launch happen um aiming for end of june at this point but it really depends on on when the last couple of features um will be done so we're launching um that feature i just mentioned and then a dm feature to where people can ask the sellers more information because people were sort of damning us to ask um information about the dresses but because we don't have them like we don't have any information on the dresses or their measurements so people need to communicate directly to them yeah that i love like how you can have

SPEAKER_526: like that little description part in uh poshmark and also the comments like i love reading through some of the comments get like crazy oh my gosh yeah yeah they're like that that's part of my favorite but it'll be like people will ask questions and the drama that happens in the in the poshmark comments is pretty good i'm not gonna lie well this seems like a freaking i'm so excited for your eyes to launch like i said i already i guess i'm using your eyes as beta or something at this point because i uploaded a dress really excited if anybody's looking for that zara silk dress i got it i was able to get my hands on it um dressing it out um it's gonna be cool i i can see dressed becoming like a verb like how i say like posh marting something like dress i'm gonna start dressing something um dressing something i think that sounds right but i like i said i think this is gonna kill it this is really cool i'm excited to see a peer-to-peer version of rent the runway that's like within a price point that younger people can see

SPEAKER_498: i'd be a user of this even now another thing that i'd like to see on this actually now now that i think about it that's kind of new is because i work from home i don't really own like any business clothes anymore like i i uh recently we went to a summit that my team worked and i literally wore the same dress pants for like three days in a row because i just don't own any dress clothing nor did i really want to buy it and i could i would totally buy like interview like things if it was interview season but you're interviewing for a job in person but the job itself might be remote like i would 100 use this so really excited to see what you guys use i'm going to keep thinking of use cases and just hunt them down um and excited to see if anybody anybody rents out my dress yeah yeah thank you so much yeah i'm

SPEAKER_551: super excited about it and where can people find you um so they can find us on tick tock at shop dressed um that's s-h-o-p-d-r-e-s-s-s-d on instagram at shop.dressed um or they can find me on tick tock at capri dot l-y-n-n um yeah or on twitter at capri underscore lynn with i think three n's awesome

SPEAKER_621: thank you so much this was super cool and excited to uh excited to see what happens thank you so much

SPEAKER_622: for having me i really appreciate it