SPEAKER_00: all right everybody it's thursday and you know what that means this week in streaming my boy lon harris is here to break down disney's blowout quarter as you know i made a j trade on disney i am very long disney and my lord this was very confirming for me that i am going to be a great public market equities investor we do a deep dive on all the studios and their streaming services to try and figure out the box office versus day and date and then we talk about the movie prey which SPEAKER_01: is a predator story that is absolutely fantastic that was released directly on hulu we then go into the dc film strategy ezra miller and the controversies there and then how maybe wbd warner brothers discovery should handle all the meshugana going on at dc we have a lot of different ideas it's a great conversation and then molly drops an interview with a company that makes a SPEAKER_02: disappearing tattoo ink it is going to be a great show stick with us this week in startups is brought SPEAKER_03: to you by micro acquire the startup acquisition marketplace start the right acquisition conversations at your own pace get free and instant access to over 100 000 trusted buyers with total anonymity say goodbye to brokers and meet your ideal buyer today go to try.microacquire.com twist vanta compliance and security shouldn't be a deal breaker for startups to win new business vanta makes it easy for companies to get a sock 2 report fast twist listeners can get 1 000 off at vanta.com twist and open phone as a startup founder a lot of mistakes are easy to roll back but using your personal cell phone number as your company number isn't one of them open phone makes it easy to get business phone numbers for you and your team right on top of your existing devices visit openphone.com twist to get David Friedberg: 20 off your first six months all right everybody it's thursday thursday and we're having a great week SPEAKER_07: here bringing in a bunch of heavy hitters to join me while molly's enjoying her well-earned vacation it's thursday so of course we'd love to have lon harris with us you know him as the podcast host of binge boys and he's now writing for some more news you can search for that on youtube it's kind SPEAKER_08: of like the daily show uh but maybe even for a younger generation welcome back to the program SPEAKER_12: lon hey everybody thanks nice to see you buddy always great to be here oh it's always great to SPEAKER_08: have you uh follow at lon's on the twitter lon's he got there early too we were we were having fun on SPEAKER_13: you came by southwest i believe and we're like everybody's got to try this new thing they were SPEAKER_16: playing games at south by southwest everybody's like meeting up and it was like a scavenger hunt thing yeah and i was watching from afar like this seems fun i'd like to try that one day and then SPEAKER_07: they opened it up for everybody and i jumped right in it was one of the specific growth techniques for startups for a decade which was south by southwest coming you'll have all these geeks launch it you know the week before south by get the viral coefficient going that week and then foursquare did it you know a SPEAKER_20: bunch of people try to do it but very rarely did it work uh yeah every year you go to south by SPEAKER_21: southwest tech and there would be like five apps trying to do the twitter thing i'm like get SPEAKER_23: everybody to use here and then they'll go home and tell all their friends about it and i i don't know SPEAKER_26: if it ever worked again yeah uh so we've got a great docket today uh disney earnings came out and that's great for us to talk about because you're so deep in the content side i'm deep in the money side and SPEAKER_07: all that comes together on an earnings call uh we have the prey movie coming out for hulu which you and i both saw and we both have strong feelings about uh and a bunch of other scattered news i am wondering what your thoughts are i hate to bring up politics and a politics show but in relation to media it did seem like putting politics aside that trump is the rating bonanza of all bonanzas in news media and also subscription revenue uh and this goes for both sides fox and for msnbc and everybody in between when trump does something or something happens to trump as in this case my lord does it take over the media space i have heard i've never heard so many newscasters journalists pundits speak about so little actual information for so many hours yeah everybody was doing that cnn like stay SPEAKER_30: right here we've got all the latest like there's nothing else nothing else is going to happen literally SPEAKER_32: nothing for days maybe weeks you know that's the law does not move at the pace of cable news SPEAKER_33: it does not have the story arc required to keep people glued to those and i realized you can get SPEAKER_07: basically every single dimension of this story with this uh seizure or raid or whatever we want to call it we're literally have so little information that we've now come down to looking at semantics was it SPEAKER_37: a raid was it a search and like that has to be a 10-minute discussion then we get to while hillary's emails or this podesto i don't know who whoever's you know had uh documents there's another guy who was putting SPEAKER_07: documents in his pants from the national archive right there's all kinds of stories and it's like there's like you know there's like five stories about people stealing confidential information SPEAKER_00: uh or classified documents all five of them wind up with people getting you know i wouldn't say a wrist slap but essentially a wrist that nobody's doing jail time basically but my lord what does this SPEAKER_37: say about the media is it just because it's august or am i just waking up to the fact that the media SPEAKER_32: has literally nothing to say it's not only that the media has nothing to say i think it's that the the incentive structure for news is not anything other than zero in and obsess about these things SPEAKER_45: that people are fixated on whether or not that's the most interesting thing or compelling thing or SPEAKER_16: there used to be it was always a business and i mean you could go back to like the edward r morrow walter cronkite days and there were people looking at the numbers and trying to sell you know they had philip morris on the phone like we gotta sell more smokes or whatever but there was it was a balance it was okay here's what the news guys want to do that's important that the public needs to know and then here's what the money guys want and we find a way to like bring those worlds together if you remember that movie good night and good luck there's a whole segment where edward r morrow has to do like the cheesy liberaci interview because that pays for the hard-hitting investigative stuff right uh what we've done is we've lost the hard-hitting investigative stuff and we're just doing 24 7 liberaci interviews like because the money guys took over and there are no more edward r morrows who are looking out for the public right to know and trump it always takes me back to you remember private parts one of the early scenes in private parts when alice and janney or whatever is like why why do we even pay this guy why we should just kick him out of the building and they're like he he gets crazy ratings because the people who love him love him they listen every day and the people who hate him listen even more than the people who love him because they're so fixated on how much they hate him and as much as i hate donald trump personally i have to admit that that's true i yes i hate him SPEAKER_49: with a passion and i will listen to things about him in a way that i wouldn't for a ron desantis or a SPEAKER_51: marco rubio you can be intellectually honest enough to say that like there's an element of like hey yeah i would love to see this guy finally get his comeuppance for all the horrible stuff he's done and SPEAKER_54: you know he's a horrible man but i think it's impossible to overlook the fact that he is a showman SPEAKER_56: he's a horrible man in a very compelling entertaining way and he's funny i mean he's not SPEAKER_58: always intense he could have been a comedian he could have been a stand-up i mean when he does those rallies it's one-liners and i don't think people are writing that for him i think he just listens SPEAKER_51: to the audience reactions and when he says a keyword if if the volume goes up he just says the same SPEAKER_33: keyword three times and it's just you know oh fbi okay fb fbi and they're like oh yeah don't we know what's going on with the deep state oh he's been doing this for decades he has a he has a genuine SPEAKER_48: skill at working a crowd getting people going he's got that comic timing like a like a showman does and when you put him next to joe biden like joe biden a much better politician a much more rational sane individual but like can't compete in terms of can't compete with that level of timing SPEAKER_51: and shtick reading the audience no right uh the interesting thing i think is the third circle which SPEAKER_07: you bring up which is you got the circle of the hard-hitting news uh team that wants to you know do this for the right reasons and then you got the the advertising money machine uh you know the corporate interests and then you also have the audience is another circle you put those three circles over each other you kind of get this little venn diagram you can start to understand what's going on um i really think people should opt out of watching any cable news i i mean if you put it on for 10 minutes just to catch up then turn it off because i think that this is such a major part of the problem today you know and obviously social media is a nice dystopian dance partner for the cable news because they then whip each other into a frenzy exactly but there's no new information being gleaned here and you know the the justice system kind of works that stuff out but SPEAKER_01: there are a contingent of people who i believe uh love this like this is and we were talking before we got on air here a little bit about this there are people who this week having trump re-emerge SPEAKER_07: into the headlines where he kind of was dormant right like they weren't covering his they stopped covering his um rallies and remember they used to always be live at the rallies right so i guess SPEAKER_67: the left didn't want to cover them to give him promotion or there were too many of them but also at the right it seems like fox stopped doing the live coverage of them too yeah i i mean i can't i'm not SPEAKER_69: an expert on this specific stuff and i don't spend that much time on the right wing web but like there SPEAKER_16: definitely seemed like there was this moment where like after twitter banned him and he was sort of not top of mind every day even the republican party seemed like maybe this is our opportunity to like grow some of these other people's profiles and maybe start to move on and i think the base of the republican party has now made it absolutely clear that that's not where their heads are at they're they're not interested in ron desantis they're not interested in these new guys they love who they love they want trump back they think he won last time they believe he will win again and like that's what they want they're being very clear about what they want i'm out it's just not good for mental SPEAKER_07: health to like you you this stuff all because it's the first time it's happening oh my god it's the first raid ever on a president we can't the monumentous nature of this like i was listening to fox and rachel maddow they even broke into his safe they broke into his safe i'm like well that's SPEAKER_74: kind of what happens that's the first place they would go kind of they work backwards from the safe don't they but trump knows that and he puts that in his statement he's like they even went into my beautiful safe you know like he front-runned it he front-run it he's like i know what's gonna get the most clicks here the safe right so now you have like i think they're all in cahoots the media social media companies everybody because you know what's happening next people are gonna be like you SPEAKER_07: know what oh we gotta let trump back on it's he's got to be able to air his side of this and you know all of a sudden the trump bans are gonna lift you know two years later and then the media cycle starts SPEAKER_45: again well that's the thing i mean they're totally incentivized even the people in the media who realize SPEAKER_16: we're opening the door to some very dangerous ideas and political movements and we may not be able to put this back in pandora's box even those people are like the lure of the eyeballs and the money from a return of trump it's just too sweet to pass up he's he's a ratings bonanza and we've always known it the whole time since before since 2015 we've been having this conversation yeah it's SPEAKER_81: pretty amazing they can't do a real credible job of reporting on him because they're so desperate for SPEAKER_07: more of him i'm up to i'm opting out i just i have to opt out of it because it's just too all SPEAKER_82: encompassing i mean we're not supposed to watch news 24 7. it's it's it's the old idea was right SPEAKER_16: like the the idea in like the 50s like you wake up and you get the paper and you spend 30 minutes drinking your coffee browsing through and then you're you're on with your day that's the news SPEAKER_84: now it's time to go to work i think that was probably the right idea micro acquire is a startup SPEAKER_85: acquisition marketplace i've always wondered why this idea did not exist and now it exists it cuts out everyone in the middle that means they help startups get acquired directly and efficiently if you're a founder and you're looking to sell and there's nothing wrong with selling sometimes you got to secure the bag well micro acquire is free for you it's free it's private and there's nobody in the middle to date micro acquires helped hundreds of startups yes they've helped hundreds of startups get acquired i kid you not and they facilitated hundreds of millions of dollars in deal volume their platform has over 120 000 buyers who spend 390 a year for access that's a big number for a subscription but not if you're an acquirer spending millions to tens of millions to hundreds of millions to billions of dollars buying technology companies thousands of startups are currently listed for sale so if you are a buyer you're probably missing some great opportunities there i encourage you to go become a subscriber like i micro acquire helps startups find buyers it's as simple as that buyers SPEAKER_87: can browse listings for free and the platform is totally free for sellers sign up for premium for 390 a year to get access to all the deal info at try.microacquire.com twist once again try.microacquire.com SPEAKER_01: twist great job to the micro acquire team well i mean this is a good jump off to pray then this i thought was an excellent movie prey is a predator prequel and it's set in uh early 1700s SPEAKER_16: 18th century in yeah i guess somewhere in you know it's like close enough to modern day quebec that SPEAKER_51: there are french trappers there right but we had french trappers also in north in what is the united states now right yeah it's somewhere in the northern u.s you know you know now i don't know SPEAKER_01: what this film cost but one of the best sci-fi films i've seen in the last 10 years i thought it was SPEAKER_98: great yeah riveting directed totally killed it uh he did 10 cloverfield lane dan traktenberg did 10 SPEAKER_16: cloverfield lane which was really good he's also directed uh he directed that really good wyatt russell episode of black mirror one of the early classic black mirrors i remember he used to do like he was a youtube guy so i remember him from that day he directed this really great portal fan film remember the game portal sure where you have the gun you know he directed a fan film for portal that looked super pro and i remember when that came out everybody was like oh this guy's gonna become like a hollywood SPEAKER_07: guy it really is a great path to becoming a director or an actor is just to start on youtube but make SPEAKER_51: something high quality but that's short right and and it was in like a familiar had went very viral SPEAKER_48: because it was like oh somebody made a portal i don't even think he had the rights i think he just SPEAKER_07: did it no i mean that's the great you know punk rock thing about this that somebody had done actually SPEAKER_48: predator versus batman i remember in the early days yes there was a there was a batman short where joker lures him into the alley and then he's attacked by aliens and predators i believe oh was that it SPEAKER_54: it was aliens versus batman it was both it was that he was it was an alien first and then a predator SPEAKER_07: or something yeah i think i mean all you need is a sith lord or a jedi and you've got the trifecta there of uh ip so i guess now i wonder who owns the rights to the predator franchise i think that was SPEAKER_69: fox which is bought by disney got it from fox when they bought fox's assets i think that this is a SPEAKER_01: sleeper ip i think there needs to be a predator anthology series where they do predators in 90 SPEAKER_07: minute one hour segments just going to different scenarios doesn't even have to be movies because this showed how uh wonderfully interesting the predators are there for people who don't understand SPEAKER_106: i think what i really love about these characters is they are passionate about something yeah fighting SPEAKER_00: hunting they love hunting yeah they like the hunt and they revel in being injured and getting their asses kicked that's what they live for they live to mix it up and they're singular in that love and joy and they respect things that are good at fighting and they're not interested in anything that is not a SPEAKER_115: threat it's a very pure great premise for me that this species uh exist in this you know framework SPEAKER_16: i love it yeah i the original predator one of the great action movies of all time and one of the action movie concepts it's just such a simple clean compelling story and idea about your following and that it would have been an interesting movie if the predator didn't show up like you you already had this interesting group of guys this action story that's ongoing you don't even need the predator it just takes it to the next level and i think that's what prey captures so well is it's also a very compelling story about naru and her brother and her her desire to be a warrior even though the tribe's not interested in her journey and i think it was already a cool movie before the predator showed up and that's what's so great and that you could capture i think in an anthology or something the end of predator 2 i don't know if you remember predator 2 that well with danny glover that was when they were in downtown la right they're in like a dystopian la in the midst of like a huge cartel war and that's where the predator drops in but the very last scene after danny glover has defeated the predator a group of predators lands and they basically like salute him like we respect you you're a warrior like we are and he sees like relics like and that the predators have a collection of weapons from human history that they've collected from all the people including the revolver that we see in prey is a call back to predator 2. they have that that gun that she's using that she got from SPEAKER_45: the french guys ah wow that makes so much sense so that's what to me the promise has always been out there of we're going to get a series of predators throughout history that's where they acquired SPEAKER_84: this whole collection of human weapons and we've never we've never quite seen it and i think now we're SPEAKER_07: we're perfectly set up now there was a predator movie that had uh the premise it had a really SPEAKER_84: good cast too it had adrian brody in it right your predators this was the predators 20 this was the SPEAKER_106: 2010 one robert rodriguez produced that is i really enjoyed that one as well walter goggins isn't it yeah SPEAKER_16: walton goggins you got adrian brody you've got um hope for grace right who else is a lot danny trejo's SPEAKER_127: in there a lot of good people that guy um what's his name and they've got it it's a fun premise where SPEAKER_01: they're mashar alasa ali i gotta butchering mahershala mahershala i love that actor too like that film to SPEAKER_07: me had also a great premise spoiler alert they drop you know warriors onto a planet yeah various human SPEAKER_45: warriors from from all sorts of different you know like you get a mercenary you get a cartel guy you SPEAKER_51: get a serial killer yakuza yeah serial killer uh you know like a navy seal kind of thing and they're SPEAKER_84: all like why are we all here alice braga is a like a massad sniper she's like an israeli soldier i think SPEAKER_07: so great yeah i mean they're that one is just so fantastic because they're like let's make a dream SPEAKER_16: team of american murderers american of a human yeah human global murderers and then it's like a a game preserve for predators and lawrence fishburne is there too they've got like he's he's the survivor SPEAKER_01: who's been hiding out oh yes i i'm not gonna say it's perfect but what i liked about it is they had their own disneyland and that's i have to figure out how they will take this and make it into an attraction at a disney theme park now that they own this a predator paintball game experience like they're doing that thing with star wars where you go stay on a cruise ship yeah the galactic cruiser SPEAKER_00: or whatever now that i'm a shareholder i have a lot you understand j trading i have a lot of influence at disney my disney trade trade is doing very well check back on the phone so i i was um i got a call with chapik next week because i may increase my position here and i want to let him know uh what my thoughts were uh you know he he talks to the big shareholders sure so chapik and i was where i'm gonna pitch him on is hey let's get a little bit of a more adult fare you go to disney uh epcot whatever you get dropped into basically you know predator and you have to fight your way out and you have to fight predators and it's like full contact stuff you know like you do one where it's SPEAKER_146: like paintball you do another one where it's like at mixed martial arts whatever it just becomes like a SPEAKER_149: really cool i think if you could figure out an immersive predator installation people would be SPEAKER_45: into the conventional wisdom with this franchise and i think the reason this went directly to streaming okay let's talk about the business of it yeah start there the the traditionally we haven't thought of predator it's a it's a well-known franchise among action and sci-fi fans but it's SPEAKER_16: never been a blockbuster franchise in the way terminator is or jurassic park it's it's not on that level and so i think that's probably what held disney back but i personally feel like this movie would have played gangbusters in a theater i would have gone word of mouth i went to all of them strong and i feel like we're in this weird time theatrically now where the pandemic being out of theaters for many years it's opened people up a little bit more to seeing different kinds of stuff and it's brought back this real desire for throwback like not non-ironic like meat and potatoes like SPEAKER_156: top gun maverick elvis style movies give me like a nice tentpole give me a nice 1980s SPEAKER_01: like uh you know raid man or top gun like let's just go with something simple storytelling great performances a great aesthetic uh maybe some great dialogue uh maybe some you know realistic action sequences that are not you know transformers so blurry i can't understand them and i i don't need you to make it into a giant you know social justice uh i don't need a big complicated message the woke stuff SPEAKER_88: i'm just saying like the yeah i feel like like so many movies are aimed at it's trying to it's trying SPEAKER_48: to serve everybody it's like five quadrants at once it's a heist it's a caper it's a comedy it's action it's this it's that we've got the rock is in it and kevin hart and ryan rentals and we're packing you know and it's like every movie's trying to be fast and furious and i like fast and furious SPEAKER_16: but i think that uh like we're we are starting to see people are turning back to more classic conventional kind of movie fair that's not so tongue-in-cheek that's not so self-aware and post post post post ironic and i think yes or perhaps even cynical you know right exactly exact cynical is the right word for it and i think you know that's what top gun maverick hit so well which is why i think people are going back four or five times and i want to see it again i would literally SPEAKER_01: i was talking to jeffrey katzenberg uh to name drop and i and i said uh jeff you know like i anytime i see him i say tell me about films you know because like you know he he worked at uh paramount with bob evans like he was he was there gulf western days yeah so we're talking and he's always like wow you really understand a lot of film like why aren't you in the movie industry i was SPEAKER_67: like that's always my like backup career i said um you know what what do you like what do you like he's like i've seen top gun three times in theaters i'm like it's that good he's like it's a perfect film and i was like i was like okay so we were at some stuff i was like hey after this you want to go see top gun four times i would and i said i can't but but i went to see it amazing yes just and i think the thing i've missed about filmmaking and i listen i don't want to make this about the woke social justice stuff but that keeps coming up and i think one of the reasons it's coming up SPEAKER_00: um is well one it's i guess it's a great for clicks like we talked about but i do think people were overthinking movies i came from an era you came from an era where there was an or tour whether it was tarantino whether it was kubrick whether it was scorsese who's the woman who SPEAKER_01: did hurt locker i love her family strange catherine bigelow like bigelow has a point of view she states her point of view it's you know it's her point of view you there's no doubt that's a catherine bigelow film right and you can identify it as such and i think there's like some committee or overthinking like oh we have to like you're saying appease this audience or we have to hit this note or this is what's in the zeitgeist right now and i just want to see a film that's free of that i felt SPEAKER_33: this film was free of that until i went on social media yeah so there are definitely movies where SPEAKER_16: like there's a movie that's on on peacock right now called they slash them that john logan did who wrote gladiator he wrote and directed oh my favorite film yeah kevin bacon is in it he played kevin bacon plays a counselor at a gay conversion camp and it's a slasher movie so all the counselors start getting one by one somebody's picking people off at this gay conversion camp in the woods and okay that is a movie that feels very specifically like they took these social issues and these things people are discussing a lot on twitter about gender and you know like about you know acceptance and tolerance all of these various topics and they put it in the context of the horror movie so that happens but i think so often terms like woke or they're putting in social issues it just means the star of this action movie happens to be a lady or happens to be an indigenous woman or and and that's SPEAKER_32: not woke or what that's just a movie and the character in the movie is from a group of people SPEAKER_01: that's not that's not woke that's just life this is exactly i think people were stretching to make some connection here that wasn't there we all know that if you were to make a list of the top 25 warriors people you would not want to get in one-on-one combat with native american you know on a horse SPEAKER_33: with bows and arrows like these are fierce warriors they somebody pointed this out i think it was an SPEAKER_82: actual like a a retired marine i was talking to on social media they were pointing out if you started SPEAKER_16: your military training at age five or ten right someone else started at 17 it doesn't like a lot of other factors aren't going to matter you're going to beat up that person like you're going to just know a lot more and be a lot more skilled and have a lot more hours of practice so somebody SPEAKER_82: like naru the star of prey who's been in the woods her whole life learning how to throw that axe dealing SPEAKER_136: with bears and mountain lions and like every predator you can imagine yeah schwarzenegger from the original SPEAKER_45: predator they probably grew up in the suburbs he was playing you know t-ball during that time SPEAKER_00: it's a pretty it's a pretty great observation it's really important for founders to understand what sock 2 compliance is basically if you're a sas or services company that stores customer data in the cloud you need to be sock 2 verified from a third party so you can close major customers it's really SPEAKER_87: simple if you're not sock 2 compliant you can't close big deals but sock 2 verification can be brutal the process is tedious it's time consuming and it can be very very expensive but now there's vanta vanta software makes it much easier to get and renew your sock 2. vanta customers on average on average vanta customers are sock 2 compliant in just two to four weeks compare that with three to five months without vanta and they partner with over two dozen audit firms who have been trained to file sock 2 reports directly within vanta and congratulations to our friend christina and the team over at vanta for raising their 110 million dollars series b what an amazing company i was able to put a little bet in there i invested in the company myself here's the best part vanta is going to give you a thousand dollars off get a thousand dollars off at vanta dot com slash twist that's vanta v-a-n-t-a dot com slash SPEAKER_01: twist for one thousand dollars off your sock 2. all right and so we'll do a little spoiler alert here but i mean it's a predator movie you know it's a predator movie so obviously there's going to be a SPEAKER_67: fight at the end and as in all the other predator movies the predator will be defeated by one human but all the other humans uh in all likelihood are not going to fare as well of humans and then they all SPEAKER_81: get picked off and then there's one survivor in the end the dutch spoiler alert for the slasher films SPEAKER_88: that's how those work too they always there's always a final sir lone survivor and there goes the hero SPEAKER_35: sometimes too i just re-watched jaws uh right i literally re-watched jaws and it's just that great scene where brody and hooper both get out of that one alive yeah well when yeah when he comes up from SPEAKER_178: this you know his uh scuba diving and he looks over and he sees the police commissioner or whatever SPEAKER_00: and they laugh and brody yeah brody it's such a great film by the way oh my god one of the greatest of all time i mean if you have not seen jaws in the last 10 or 20 years like there's no other film SPEAKER_196: to watch it is i think it might be like when we talk about an orator like spielberg like did he do SPEAKER_191: a better film than jaws i don't know like it's up there it's up there it's so perfect like close encounters i think raiders of the lost ark he was on an insane run in the late 70s pretty great run SPEAKER_200: like an insane almost unprecedented but this is i think the opportunity that i'm going to talk to SPEAKER_16: chapik about is let orters pursue their vision we do the opposite right now i mean what's fascinating is what happens now is you get a chloe zhao who comes out and blows people away with like two or three straight incredible very personal she did the rider that she did nomadland she's winning oscars and then what do we do we throw her all this money to come make a marvel movie and she i like eternals she did a good job i think of my journey turnals yes of marrying her style with the house style of this studio she came into and this franchise she came into but like why are we doing that like we should let the SPEAKER_205: chloe zhao's of the world make chloe zhao films like i mean if they wanted to like i know tarantino wants to do a star trek what they want right yeah but tarantino wants to do a star trek film right SPEAKER_21: but i think what people have to learn that's not going to happen it doesn't look like but i was SPEAKER_26: really hoping to see that well here's the thing this is what they have to realize this audience of SPEAKER_00: streamers is different they uh are going to be more open-minded and the threshold to go to a theater is different than the threshold to watch the first 10 minutes of something and you've already bought in you've already paid your 10 buck ticket to get hulu or whatever so they can take a little more chances what do you think the budget was of predator because i i'm sorry pray right the predator film SPEAKER_213: and then we'll get to i mean i would say yeah it was you know like 50 million or something that was SPEAKER_88: my guess i was gonna say 50 we'll look it up 30 40 50 i mean i don't think they've said publicly SPEAKER_16: exactly what it is so we're all guessing but that's that's the idea with a predator film it's like if you could that was the whole rodriguez thing when they did predators was look bring come to austin we'll film it in troublemaker studios in my backyard with all my setups already in place you know it's where he made the spy kids films and the machete films and sin city uh and so you know it was it was plug and play like come here we'll do it on my you know studio with my equipment with we could drop the actors into any environment here you know whatever and uh and so yeah if you can control the cost that's how you can make money on a predator film because they're not SPEAKER_191: going to make a billion globally it's not a huge franchise in china the way that you know fast and SPEAKER_102: furious this is this is my theory uh they should be doing more of this let the or tours have at it SPEAKER_01: and then you know like for the people who were complaining like uh this a girl can't beat a predator you know this is a movie and there yes it might be a one in a hundred chance but you have to also realize this is one thing i think people miss is the predators do not like to come out and simply SPEAKER_106: launch their rockets and just kill everybody they like to mix it up they like to fight so they actually let their guard down a bit and i believe they will pick their weapons style based on the opponent and so this is just a theory i have because they like to fight so much they're not going to just walk into SPEAKER_01: every situation and just drop their most explosive weapon they have like really advanced weapons they're flying from other galaxies like they could just nuke the entire planet which they do i think when they're done with some of them yeah that's not the thrill for them so they will ratchet their SPEAKER_00: you know approach to a competitor to their ability and i think the predator in this again spoiler let their guard down a bit and just wanted to have a little fun you know there's been some debate online SPEAKER_16: about this predator and is he a young is this maybe like his first mission that would be nice yeah training and i think i think there's the implication is there that and also a lot of the more hardcore fans than me have noticed that this predator doesn't have as many like notches or in his braids like a lot of them have a lot of decoration in their headdress and this one does not indicating that SPEAKER_45: would have been something good of trophies a lack of experience and so uh i think it's meant to mirror SPEAKER_16: his opponent like the predator and yes and naru are both rookies who are sort of getting a feel for SPEAKER_01: what a hunt is all about they're both going through their trial that's obviously what's happening yes that's what i was trying to get at yes although i didn't say it as eloquently so because he fights SPEAKER_227: a dog like if he's working his way up to or yeah he fights a dog a predator fights a dog he could SPEAKER_01: have just used all the you know guns and lasers and everything else he had but you know he literally SPEAKER_106: fights the dog so i think there's some sort of this ritual thing but you don't have to overthink this folks film is great the aesthetic is great and all predator films are there it's never SPEAKER_16: about a human being punches a predator to death they're stronger than we are it's always about the human has to use their wit like arnold starts out first of all he's arnold and he starts out with like this huge arsenal of weapons and in the end it's a log and mud and arrows and it always becomes about your wit it's it's a battle of wits not strength yeah anyway it's it's a great film i can't SPEAKER_01: wait to watch it with my 12 year old i do like that we have some films with uh you know female leads that are strong and awesome why wouldn't we uh you know so anybody who's different you know like SPEAKER_234: we've we've had so many young white dudes beat a predator well this is like now the professor x casting SPEAKER_01: of um giancarlo esposito carlos with the chicken king what do they call him on better call so they SPEAKER_237: call him the chicken uh spring but they call him the hermanos yeah because they call him the chicken SPEAKER_238: king i just love that what's like a salamanca calls him the chicken king or something you know SPEAKER_140: casting him as professor x and i was like still rumor we don't know for sure right definitely has met he says he's met with yeah he said he met with marvel but we don't know it's like that's the SPEAKER_244: perfect casting i mean if we can't get obviously uh what's his name to come back yeah um stewart i SPEAKER_107: love patrick stewart but he's got to have patrick stewart back i mean he's alive we've we've had the SPEAKER_16: stewart era i'm ready for someone new you're ready for something new okay all right yeah i'm all i'm all for recasting i i love the old x-men listen it's no no no fault to hugh jackman although they're great but i'm i'm ready for some new x-men you're ready for recasting the whole thing wow interesting SPEAKER_99: 20 years that's time that's a generation let's do it all right sounds good all right everybody on the SPEAKER_250: phone today is open phones founder darina kuya welcome to the program darina thanks jason great SPEAKER_00: to be here what about the situation where you have you know a phone number that's a common number so customer support number or maybe you wanted people to just be able to call you and generally talk to the sales team how do you handle that when you have a group number a shared number that's actually one SPEAKER_253: of the super unique things about the way we've built open phone is that we allow you to to have a shared number for your team first of all when you call into that shared number you can set round robin if if that's applicable or by default everyone's phone would ring the first person to pick it up will be able to have i like that for customer support wow exactly exactly and also if if i'm on a call with a customer i don't want to be interrupted there are other people who can who can pick up new calls coming in but i also really think what's very cool is that this workflow works as well for text messages and not only can you just like share responsibility for responding to text but you can also use this as a training exercise because the way that it works is that if i am a customer support rep there is a text message from a customer i don't know how to answer i can actually tag my teammates privately on that conversation and get help and say hey is this okay to say or how would you SPEAKER_00: respond okay everybody twist listeners can get 20 off any plan for their first six months at open phone just go to open phone dot com slash twist if you got an existing number they'll put it right SPEAKER_01: over for free head to o p e n p h o n e dot com slash twist today for 20 off all right so let's just talk about disney's blowout quarter sure i'll just give you the results and then get your comments so q3 revenue 21.5 billion uh that's up 26 year over year when you're in that 20 30 growth year over year that's high growth in the stock market and that's a great thing media and entertainment 14.1 billion parks experiences and products 7.4 billion i would rather see products taken out from that i want to know what the merch actually does because i think that's like a great way for them to add revenue disney direct to consumer streaming segment generated 5 billion of revenue with 1 billion of operational loss no big deal uh they're investing in a lot of content there but 5 billion star wars and marvel shows aren't cheap folks yeah q3 net income around 1.5 billion 34 larger profits year over year so they increase the uh profits q3 free cash flow was negative 317 million last year they were casual positive 466 million again those numbers are so de minimis that i just look at them as rounding errors given you know the big swings they're making right here and what's that play uh they attribute its higher cost of cash flow to quote higher spending for film and television content no no surprise there they got 13 billion in cash and equivalents they got around 46 billion in debt um and uh you can assume they're probably using that intelligently to build their libraries and parks and stuff like that so let's get into disney's streaming numbers that's where the Chamath Palihapitiya: the party is uh disney plus global subs 152.1 million of 31 percent lon huge what do we attribute that to SPEAKER_16: i mean i think we've you know we've basically been saying first of all they're they're aggressively expanding internationally they're doing it quickly they're breaking into all of these markets and they because of all of the stuff that they own they have an easier time than a lot of other companies they can integrate with star plus in countries where they already have star plus and with other sort of systems that they already own they've got hulu in the us so uh they're able to do that quickly and get in a lot of new markets right away uh so that's definitely driving it and also if you are aware of the top five brands in entertainment you're aware of disney you know like there's not really much you can do people want to see star wars shows they want to see marvel shows they want to see pixar they want to see disney animated musicals and even if you don't care about all that stuff it's a good chance you care about one or two of those things and then if you added hulu and stuff originals like prey originals like hulu originals and then the addition of fx and its library to hulu had a huge impact i think on the overall hulu before it was like uh you know you could take it or leave it kind of service i feel like they had some good stuff obviously like only murders in the building a big hit for hulu right now but the addition of fx so you get the fargos the reservation dogs the bear all of this other very high quality like premium content that they've been making and the library so you get the americans and you know all those classic fx shows that's a huge bump SPEAKER_156: so here we go i think this uh plays into my or tour uh concept the bear they took a chance on that right SPEAKER_16: uh yeah well right it's like you know this is a joke fair and and it's it's christopher's store the creator i mean he's written on some other shows but not a marquee name not a shonda rhimes SPEAKER_205: or a tyler perry or a ryan murphy level guy and yeah they just you know they you know what this is SPEAKER_01: i think netflix dropped their playbook and disney picked it up because remember we were talking like this about netflix a couple years ago we're like oh this orange is the new black is very like different SPEAKER_16: and feels different well netflix in the early days did do a good job of of coming up with these sort of reasonably scaled compact sort of shows even the early marvel netflix shows yes whole episodes that were very like street level like a few actors in a few locations and now everything is sandman SPEAKER_274: and lock and key and rings of power and these massive scale shows there is something about you SPEAKER_156: know taking some chances with some adult fare that could spread virally i mean the last thing i can SPEAKER_01: remember on netflix that i felt like well this feels like a netflix show this feels like you know something really bespoke or personal was um uh queen's gambit and i was like you know that you would SPEAKER_00: talk to about with other adults like other adults at a dinner party say hey did you see the bear SPEAKER_54: oh ozark fits in there too for me i liked it i like i mean there's good stuff like the sandman's really SPEAKER_16: good i've been really enjoying that i feel like netflix's problem is almost not even that they're not making good things people would like but they're making so much and they're not they're not really marketing stuff they're they're netflix marketing is when you show up to netflix.com or you load up the netflix app we're gonna put a thing in front of you that we think you're gonna like but it's not like let's get the word out to the general public about this show like season three of lock and key which is a big show graphic novel adaptation joe hill stephen king's son wrote it SPEAKER_138: people don't have no idea the show exists it's from carlton i didn't know you're i literally have no idea what you're talking about to produce baseball tellen lost and meredith it's got a SPEAKER_54: huge it's got the the amelia jones from coda stars in it all right so we're back to the indigestion SPEAKER_87: problem and you know what does your brand stand for right for me and like dropping millions on that SPEAKER_01: show and nobody knows about it i think the hulu brand is a sleeper um i think disney to me says okay kids hulu says to me teenagers adults and so i know what to do like if i want to watch something that i is a little more adult in theme great i fire up hulu and i'm now i'm now finding myself going to the hulu originals tab and saying this is going to be as good as the bear and as good as the shield SPEAKER_178: maybe or as good as uh dope sick i'm like literally looking forward you're watching reservation dogs it's SPEAKER_282: true i haven't uh fantastic so is it you know i think it's on hulu it's in season two now you SPEAKER_21: could catch up easily 30 minute episodes it's great yeah i'll definitely jump into it taiko SPEAKER_01: tv uh create hulu tv at 46.2 million up eight percent year over year the only problem i have with hulu is you know i have two homes now and when i go from one home to the other if i'm using an SPEAKER_106: apple tv it says would you like to reset your home you can do this four times a year if i use the phone SPEAKER_00: or i use the ipad they're like well we know you're gonna be on the move so we don't track the ip and i'm literally like oh god do i reset this and when's my next trip and then do i do i have to get a second account or can i just give you five bucks for the second home so for whoever's running hulu with this i i understand you want to make sure a second profile i guess i have to maybe get a family SPEAKER_128: plan or something but i got the bundle but i think it's a little too confusing i think you already get SPEAKER_45: up to like three or four if you're paying for hulu i think you get a few profiles with it so i gotta SPEAKER_146: set i gotta maybe set up a second so they really make it hard to understand and then when you're at SPEAKER_45: that place you it's not ideal because then your two profiles will be different so that might not SPEAKER_16: remember you watched the bear at that house but you wouldn't have all these re-log in problems first SPEAKER_78: world problem you know when you get really upset that the streaming service forgets what episode SPEAKER_287: you're on which yeah which is your homes you're in yeah yeah that's when you pitch yourself and say SPEAKER_00: like okay i'll deal with it i'll i'll read the synopsis and figure out what show i'm in that's when you have reached peak television like you can't even remember if you watched it like i was i started watching better call saul again to catch up and i realized wait a second i've already seen these SPEAKER_290: episodes i just don't remember them i've done this before it's very hard what is that called SPEAKER_00: when you were in a series you got serious amnesia season amnesia yeah i'm sure the germans have a word for it the germans definitely have three words for it um hulu 46.2 million subs eight percent year over year hulu is the sleeper i think yeah uh total subs uh 221 million i left out espn they acquired the nhl rights before last season had a ton of games on espn plus maybe that explains the fact that they had 53 year over year they said espn plus and espn was a dog 22.8 million so you start putting all these together 221 million netflix 220.6 paid subs last quarter the flip has happened disney SPEAKER_244: and all their assets with subs now has 500 000 more subs than netflix i told you it happened and it's SPEAKER_01: happened so we don't actually know or i don't know lon if disney is counting or like i'm a hulu SPEAKER_124: bundle do i get counted as a disney plus a hulu if you have a bundle you're counted as one subscriber SPEAKER_49: you don't get one person counted as three but they are pooling all of these services together in one SPEAKER_16: metric like the direct to consumer dtc is the new number got it okay which is all of your services together but they're putting themselves up against netflix which only has it's just netflix there's no SPEAKER_301: it's like also if you have netflix junior or whatever it's just netflix i am now but i think SPEAKER_01: that's intellectually correct because as a business and an investor in businesses you you all you care about is the bottom line how many subs you got right and the flip has happened as of this quarter SPEAKER_16: three years i think most people thought it would take more than three years for a company to surpass SPEAKER_08: i knew it it was obvious to me plain as day uh netflix's lead is gone 220.6 million paid subs last SPEAKER_01: quarter for netflix total subs for disney's collection to 221.1 500 000 more the gap will SPEAKER_307: continue people also you got to remember too uh at this point i mean netflix has launched in basically SPEAKER_16: every country it can easily launch there are a few big countries it's still you know no no netflix in china but that's like great may never happen they're starting to get in there yeah all these other companies still have a ways to grow paramount plus still launching a bunch around the world peacock SPEAKER_107: still launching a bunch of other worlds so we may see these numbers are still very much in flux is what SPEAKER_26: i'm trying to say and i think netflix has a natural audience right it has a certain type of content and SPEAKER_01: disney has a wider group of assets and i think uh one of brothers discovery also has a wider group of assets we made that j trade it's been a disaster for me down 20 since i made the trade uh but i'm in it for the long haul yeah and we talked about all their different problems over there while they you know zasloff cleans up this mess but zasloff also my guy um although i don't agree with some of the content things i understand he's being a little cutthroat they have 92.1 million subs between hbo which is like your cable subscription uh hbo max and discover plus all that's bundled together so disney has passed netflix and uh because you're considered across all of them and i mean you know like a lot of SPEAKER_16: them have that natural advantage over netflix of they can they could fall back on these massive libraries i mean zaslab has the option he's cutting shows from hbo max he's like vinyl only ran one season i don't want to pay the actors their residuals just pull it i mean imagine the luxury of having so much content like archived you could just pick and choose what you want to feature this month and you know netflix is not drawing on a pre-existing catalog if they want an old show they got to license it SPEAKER_32: otherwise they got to make it themselves so this is the challenge netflix does work for hire they buy SPEAKER_01: everything you get paid supposedly more money but i think that has now come back to the mean and you they pay you you get no back end no back end at netflix right that's still the the case here so SPEAKER_318: that's the challenge for hollywood and all all of this may change there was that big arbitration case SPEAKER_16: that the wga brought against netflix last month i don't know how closely you've been following this i didn't tell me the the author of bird box uh claimed that netflix had underpaid him significantly uh on his residuals and he disagreed with the entire way that netflix has calculated how much it pays out to writers in residuals the wga uh filed you know this arbitration suit the judge sided with the wga so netflix now on the hook for many tens of millions it's like 40 mil you know it's like maybe 25 million or something like that in back payments to hundreds of writers fantastic they had cheated SPEAKER_01: out of some of what they were oh fantastic yeah i like it i mean i i it's fine for them if they want to try to do the work for her thing but i can tell you i just came up against this because i had done a reality tv show pilot with nbc at a major production house i don't know five six years ago never made it SPEAKER_51: on air and i had all this back end i had rights to the format in other countries so if they did this reality tv format in australia i i would be the executive producer i'd get 15k per episode or 10k per episode it was awesome and they're like yeah if you hit all of a sudden you're in 20 countries yeah like who wants to be a millionaire or something overnight yeah all of a sudden you're you're getting SPEAKER_01: like whatever it is you know yeah per season you know they do 20 episodes all of a sudden you got to check 20 times 15 you know it's up lon you're the gordon ramsey model that's exactly exactly yeah and so i just got contacted by another reality tv operation again one of the top ones i wouldn't say which um and i'm in negotiations with him right now uh and some other people have started you know knocking on my door i think a lot because of all in has become so popular and reality shows are SPEAKER_16: it's the perfect it's what everybody wants because it's cheap to produce you grab people everybody SPEAKER_318: who watches one episode watches the whole thing and i bring an audience with me i have i already SPEAKER_01: have a built-in audience after decades of doing this stuff and i have even more credibility than i did five years ago and i'm you know okay on air you know i'm getting better uh so they were like all these things you got in your last deal no longer exist so like all of a sudden the i was like i want this this that i just said just give me i told my attorney who did last time just the same thing is fine with me you know like i think we negotiate a great deal just tell them we want them to match the last deal they're like that doesn't exist for us or for anybody you don't get these rights like you're talking about it's over and so it's really interesting like um with the talent and then they're just like well what if the talent just negotiates their deal directly if it goes to a streamer with SPEAKER_67: the streamer so if they were to sell it to netflix or amazon then my representation would say okay yeah you got the production house you have your deal with them here's your deal with jacow so it's really SPEAKER_72: interesting there was a long read about this you may want to look up about chris jenner and how chris SPEAKER_16: jenner moved the kardashians to hulu which was the same the same thing there was it was really two entities needed to move there was ryan seacrest productions which made keeping up with the kardashians for e and was now going to have to move their whole operation over to this hulu show but then there was the kardashian jenner family which was a totally separate talent negotiation yeah which SPEAKER_205: makes sense to me that makes total sense right i mean that's that you know they're they're the show like the people who make the show you need them to make the show but we all know why people SPEAKER_99: are tuning in it's courtney and chloe and kim yeah so here's the back of the envelope map this is SPEAKER_01: where it gets super interesting disney plus had 152 million paying uh an average of 435 per month last quarter so cheap this means disney plus revenue for the quarter was almost 2 billion by itself if you divide disney plus quarterly revenue by three uh you get 661.6 million in mrr monthly reoccurring revenue like we would talk about a an internet company like slack or something so disney plus mrr last quarter 661 million keep that in mind meaning disney's ar last quarter was almost SPEAKER_08: 8 billion because you times that number times 12 obviously for reference netflix had 2.6 billion in mr last quarter and 31.8 billion of arr that's right netflix's mrr and their ar is currently over four SPEAKER_00: times larger than disney you have to ask why is that well netflix's subscribers base is only 31 larger than disney plus now we're talking about disney plus not the hulu's and espn's so how is all that possible it's obvious netflix charges a lot more money they keep raising prices netflix global uh arpu average revenue per user that's another fancy term from tech was 12 last quarter whereas disney's arpu was only four dollars and 35 cents so netflix is charging 2.7 times more than disney on average and they have 70 million more subs this is disney plus heads up against netflix SPEAKER_26: quick lesson for founders if you have pricing power you kind of want to use that and disney came out very cheap out of the gate i think i paid 60 bucks for the year or something i don't know already SPEAKER_16: they announced uh yesterday that is now changing so yes baseline disney plus price is going to remain the same but you're going to get ads now and if you want an ad free experience you don't have to pay three dollars more per month so they are starting i mean obviously they were they were undercutting the cost to get as many people to sign up and get obsessed with their shows as possible and they feel like now if you're already you've been in disney plus for a few years you ain't unsubscribing from andor after you watched obi-wan you're you're you're enjoying your marvel and your star wars shows your kids are focused on their they're they expect new pixar and disney movies every month you're locked SPEAKER_23: in you're not going to get rid of it now so they can start to raise the prices and serve you disney's SPEAKER_124: going to double the price i'm telling you right now i'm going to talk to chapek next week as a SPEAKER_67: you know putting that j trade on i i think he's going to be hardcore he's going to double the price SPEAKER_54: over time um and it'll be well worth it keep just like netflix i mean they're all just like they they feel like people are getting more addicted to the content they can keep checking SPEAKER_01: up the price yeah maybe you give people some back-end residuals i i i was talking to one of the star wars people i won't say which one and i was like they need to give you like they need to give you equity like when your show's on it's such a big show uh actually i'll just say i was i was talking to john favreau and i was talking about the mandalorian season one i said listen if you come back for season two whatever so i'm taping it right now let them going back to set tomorrow i said you you need your people need to negotiate that when your show lands whatever the SPEAKER_124: increase in subs is you get the first month because you're the reason that people are subscribing so SPEAKER_191: they get 10 million new subs avro is like running the star wars universe at this point they need to back up the break structure yeah like they whatever they want here's what i'm doing i'm zas love i'm SPEAKER_01: going right to favreau and i'm saying whatever your deal is with disney when it's over i'm gonna i'll give you the dc universe here's the other ip we have carte blanche and we're going to give you kickers and back ends that will make you a billionaire we want to own favreau inc that's SPEAKER_355: what i would do if i'm zas love i would shake the guy i mean favreau free i would not i would not SPEAKER_191: doubt john favreau after he he launched the mcu he's turning around star wars it's a it's a crazy Chamath Palihapitiya: track record what would he do with d with uh dc i mean come on these dc characters are amazing SPEAKER_111: he said he's gonna find a feige and they're gonna do a marvel you don't need feige you got him SPEAKER_16: already pretty mad there was just an article in hollywood reporter the other day about dc films did SPEAKER_200: not appreciate having backgirl canceled and being told there haven't been focused on quality they SPEAKER_07: that didn't that's why zas love is the guy you want to back he's a wartime ceo he's rattling the SPEAKER_124: cage of hbo max versus hbo production people he's gonna rattle their shake the cage uh for the dc SPEAKER_362: folks hey you should cancel this ezra miller flashman you think you should cancel the flash SPEAKER_88: because of his behavior i i don't think you want to did you see that article the other day that he's having an addiction problem is he mentally ill like this is a behavior pattern that's i don't know what's SPEAKER_23: going on with them uh by the way ezra miller uh uh they them uh i don't know what's going on with them SPEAKER_16: but uh they they're definitely unstable it's an unstable pattern of behavior where crimes in SPEAKER_26: different states with honestly i think there's 10 actors you could swap out i think he's kind SPEAKER_00: of like spider-man i you know i would i i love toby he's my favorite uh but i enjoyed the other two SPEAKER_54: and i'll see the films equally right i i don't i don't feel like they're fashion yeah draw at this SPEAKER_45: point well the movie's done the movie the big news story the other day was during this ezra miller crime spree they apparently interrupted their crime spree to go to set and do reshoots on the flash oh yeah yeah very perplexing if you're on this crime you're evading the authorities he's evading the SPEAKER_164: authorities and making fun of them on his instagram i saw the headline like looking for him in these SPEAKER_45: these children he's absconded with and he's they're moving from state to state or whatever but SPEAKER_16: you know so i at this point it's just like you don't need the negative press associated with this crime spree and i we all want to see a a flash movie with michael keaton's batman but it hardly SPEAKER_372: feels worth it at this point you know i'm gonna take the other side of the argument i'm gonna take SPEAKER_01: the other side of the argument i think that we can uh in our minds when something like this happens we can separate an artist losing their mind and going crazy and doing horrible things from the art produced i can at least when i watch a film and i i can too i'm not saying this would ruin my SPEAKER_16: enjoyment of a flash film i'm saying if you're david zaslav and you're hbo max and you're looking or you're warner brothers discovery you're looking at this purely from a pragmatic business it's another SPEAKER_318: year that movie doesn't come out till june it's another year of this kind of press unless you're SPEAKER_01: just like i i wash my hands of it this would be the power move prime i would say we're after you've got all the reshoots done you got it locked up then i'm saying for the sake of the rest of the cast and the crew that put so much effort into this film we're going to release it but we are opening up casting for a new flash uh and this will be his that's going to happen regardless i think but i SPEAKER_51: think making that statement up front would be very powerful now i do want to point out here fair play they're saying the batgirl film isn't terrible but it's not great it's hard i'm sorry was the bat SPEAKER_331: girl on a crime spree in her real life no leslie grace fine upstanding citizen so now you're left to SPEAKER_106: wonder now my mind wanders right and when your mind wanders you fill it in sometimes with like SPEAKER_00: you know maybe you know uh something that's not true but that is a little more cynical dark interpretation of this which is like okay is there a double standard here like why is that film being SPEAKER_191: canceled and this one you're not the first one to suggest this either because there was also a SPEAKER_16: uh a latina fronted supergirl film that has been put in turn around and zazlab has a history of some not so great semi-insensitive comment his board is very white so there are definitely a lot of suggestions on the internet i'm not saying any of this is the reason i don't buy that he is decisions but you do want to be aware of how it looks and how you're what you're presenting to the public and backing this film with this apparent criminal it does it reflects negatively on every other decision you make no matter what the reasoning is or the motive behind it exactly correct and the fact SPEAKER_81: that michael keaton i think is in both for cameos he filmed he filmed scenes for both batgirl so this SPEAKER_124: is kind of a bummer because i kind of want to see that because michael keaton's my guy of course we SPEAKER_317: all want to see michael keaton back as batman they need to i i i'm sticking with my prediction that he reverses the batgirl decision i think he's going to reverse it i think that i think we'll see it SPEAKER_16: in some form or another down the road they'll do a justice league thing with it and we'll eventually SPEAKER_191: get to see it on hbo max or something here's the i there were the initial reports that it got SPEAKER_16: disappointing uh test greetings or whatever like i i don't know if i buy it i i it looks every every thing we've we've seen from it so far looks pretty good brendan fraser is your bad guy the bad boys for life guys directing it sounds like they they had something worth releasing all right so any strategies SPEAKER_102: for zaslov uh besides mine for stealing favreau if you're if you're advising him which would be a SPEAKER_01: really great idea who would you steal who would you what would be your you got somebody for the flash SPEAKER_16: what would be your advice to zaslaw our guy you've already got casey bloys running hbo who's amazing i don't think you need to do anything about him i think i think you do need i don't know if walter hamada who's the guy running dc films i don't know if he's your guy i i think some questionable i don't always agree with his perspective i feel like that's the that's the job you want to give to someone new i i i know that this is a crazy uh perspective let's hear it i kind of feel like greg berlanti would SPEAKER_45: be an interesting guy to promote he's the guy that produces all the arrowverse shows for cw and look SPEAKER_16: i get that we don't all love all the arrowverse shows for cw but they're they are what they are SPEAKER_45: because of the limitations the budget constraints and right they're being made for what they're being SPEAKER_26: made for they are beloved and they have an arc and they're thoughtful in how they SPEAKER_88: put all these you so you know they're universe creators over there correct exactly it's it's a SPEAKER_16: it's a franchise of shows that he created that all interact with one another with this big cast of people that he sold the public on and he turned many of them into celebrities i mean a lot of those people are sort of semi-famous now because of their cw superhero shows and like you know you're grant gustin on the flash he's got tyler hochland as his superman uh and i think they've done a you know robbie amell is um or steven amell is uh arrow i think they've done a really admirable job of launching with very limited resources over you know what they got in now they got into all the SPEAKER_318: green lantern i feel like green lantern there is an hbo max green lantern show that they're working on SPEAKER_08: right now green lantern and the lantern corpse i believe is working on it i think he's one of the guys who's here's the green lantern is very underrated as a series as a character it's it's very SPEAKER_127: nuanced there's a there's a lot of lanterns around the universe it's got a lot of great themes in it SPEAKER_16: um i think to me what makes it so appealing is you could procedural it like you could do a green SPEAKER_01: lantern cop show because they're basically space cops yeah they're there to create law and order SPEAKER_48: and to protect people and yes and i think a lot of other comic book shows they lend themselves to SPEAKER_16: these like long arcs and big complicated stories and green lantern is the perfect episode of the week problem on this planet lanterns here we gotta go figure it out yeah that would be great that would SPEAKER_127: be great i mean also the villain set in dc is unbelievable so and i mean barely scratched the SPEAKER_56: surface that lex luther superman without lex luther you got the joker you got lex luther where's my SPEAKER_413: brain riddler you got uh i mean the legion uh of doom yeah we've i mean we really barely where's the legion of i mean they did if you can't nail the legion of doom we just barely scratched the SPEAKER_45: surface uh yeah who is the all those we got to see mark strong as sinestro in the green lantern SPEAKER_16: movie but it was just set up for a sequel that never happened where he'd become the villain sinestro SPEAKER_128: yes gorilla grod there's so yeah and then who is the frankenstein guy oh solomon grundy SPEAKER_88: solomon grundy like you got all these great villains i can't believe there's never been a superman uh brainiac story yeah and then you have black manta in um yeah yeah abdul mateen was uh it was a great that was great they i think they did pretty well with him right black manta was okay SPEAKER_115: in that yeah he'll be back he's back in aquaman 2. good villain great villain like really good look SPEAKER_356: good aesthetics yeah i like that they brought in the weird saucer helmet the saucer helmet with the SPEAKER_426: tubes in it it's like really evocative of like some you know turn of the century and the lasers SPEAKER_00: i mean it's really good like that's if they got the legion of doom the formation of the league because they did kind of well that's what snyder was gonna do like if you at the end of of justice league you SPEAKER_16: get that teaser where death stroke shows up on lex luther's yacht yes and they're like well we should SPEAKER_23: form our own league and like well that's obviously what they're setting up but then they never god that SPEAKER_00: forgot to keep great the joker and lex luther who fa who fa and that would be really interesting if they could figure out who their singular joker is for this well now we've got yeah barry keegan SPEAKER_16: in the pattinson movies but then uh joaquin is coming back with lady gaga for joker 2. SPEAKER_01: i mean if they could lock them in and then somehow weave the best of the justice league and the best of the todd phillips universe i mean they could that's the thing is you could do people SPEAKER_16: act like it's a complicated thing to bring all these characters together the flimsiest of excuses it's all you need people don't really care like portal to a new universe it's not like someone's SPEAKER_152: gonna walk out of the film and be like this doesn't have continuity like i'm leaving to see their SPEAKER_107: favorite characters together i don't think they're thinking about it joaquin phoenix i don't know if SPEAKER_121: that joaquin joker really meshes with the rest of the no the aesthetic is completely different totally SPEAKER_01: but i'm willing to screen test it that's what i'm saying i'm willing to screen test it i would like to see him interact with robert patterson's batman or you know ben affleck's whatever it is michael keaton's i mean can you imagine michael keaton and joaquin phoenix in a scene together i think that's SPEAKER_45: what there was a point where they were trying to set something like this up where they were gonna have SPEAKER_16: the flash open up this hole in the dc multiverse and then you could bring in all these other legacy characters and i think the the pandemic and the the ezra miller-ness and a bunch of other stuff happened that just kind of interrupted that midstream and now we're sort of dealing with SPEAKER_444: the following you need an iron hand at the wheel who just says this is what we're doing here's the SPEAKER_191: five-year plan i mean that's you know that's what they're doing at marvel it's like here's the five SPEAKER_16: year plan and it's on a spreadsheet and you can look at it and it's on a chart and that then that then that and you know that feige's got the next phase already i mean secret wars can you imagine if SPEAKER_164: they pull that off like i mean how many hours long does secret wars need to be if you got fantastic SPEAKER_447: four x-men and avengers no x-men and defenders don't know what the plan is still there's no they've announced we know phase six starts with fantastic four it ends with secret wars and we know kamala SPEAKER_16: khan who they introduced in ms marvel is a mutant so there are mutants but and they're talking to g carlo esposito about maybe being professor exo all indications but i don't i mean i personally think the smarter plan would be you don't open with an x-men movie you do a gambit movie and you SPEAKER_451: do a wolverine movie yes you do a storm movie and then you do an x-men you know you do it like SPEAKER_119: they're they're their own avengers like they did with the avengers at iron man hulk thor people on SPEAKER_16: them they never did that in the old they always tried to do the whole team and then you get like two scenes with cyclops and a scene with gene gray and a scene with beast and it's like no no no no no i want i want a cyclops and gene gray movie and then bring them into the avengers or the x-men SPEAKER_317: well when they did they did do that with wolverine they understood that character was so strong but SPEAKER_16: after we'd already seen him in a bunch of team-up movies then they were like okay spin him off but i'm like no no you just open it and it's about a guy in canada named logan yeah at that time SPEAKER_01: the concept of there being a market for you know 10 superhero films a year didn't exist they're like SPEAKER_460: we could do one of these every two years spider-man and they knew yeah i don't know if we can't SPEAKER_51: release our x-men the same year as a spider-man film like that's literally how they were thinking SPEAKER_81: sony and fox and marvel are like oh i don't know if we want to compete after that you know like marvel had to go to paramount hat in hand and be like please help us make our captain america movie and SPEAKER_433: paramount was like captain america who gives a crap get out of my office old all right listen everybody SPEAKER_00: there's been another amazing this weekend streaming on thursdays here at this weekend start us where have lon on great insights as always follow at lon's that's it and if you have a question for what you should watch tonight ask lon this is what i want you all to do is you go on twitter and you say lon hey at lon's oh man what should i watch tonight here and just tell him three things you like he'll tell you two things you'll love you tell him three things you like he's going to tell you two things you love ask lon at lon's on twitter l-o-n-s start it up let's start barraging and invading SPEAKER_471: oh my god now you're screwed now you're getting flooded it's over all right everybody up next SPEAKER_08: molly is going to interview the ceo of a startup called ephemeral the company is cool basically SPEAKER_00: they've developed an ink-like solution for temporary tattoos that are extremely high quality ah but they fade away in about a year that sounds like a great idea because how many people get a tattoo when they're on a vacation and maybe they've had a couple of cocktails okay maybe you SPEAKER_475: need ephemeral okay great interview stick with us jeff leo is the ceo of ephemeral previously was a vp at casper and a senior manager at tesla and i bring that up primarily because jeff a welcome to Jason Calacanis: the show and b what is it about those two experiences that led you to ephemeral tattoos uh well thanks for SPEAKER_479: having me thanks for the opportunity uh it's funny you ask you know i come from this chinese american SPEAKER_482: family where everyone was an engineer or uh supposed to be a doctor and i ended up being a car salesman a mattress salesman and now tattoo salesman uh and i know oftentimes it doesn't seem too obvious but i think the through line for me is each of those brands prior to ephemeral and ad ephemeral both all had visions that really transcended the products themselves tesla on the surface is a car company but really it's about sustainability casper is a mattress company but really it's about wellness and here at ephemeral yes it's tattoos but what we're really trying to unlock is self-expression SPEAKER_484: um do you have any right now i feel like i might have gotten a glimpse oh yeah so um i have 18 SPEAKER_482: ephemeral tattoos some are um parts of my body i can't actually show you yeah well i guess i could show you but probably would be inappropriate um but yeah all ephemeral tattoos not a single permanent tattoo SPEAKER_475: wow and so then well okay we should back up what does ephemeral do and like has this ever existed before i mean this is sort of like the idea of the henna tattoo taken to infinity yeah um so what SPEAKER_482: we've created ephemeral is the world's first made to fade tattoo designed to last 9 to 15 months naturally disappears at the end of that time frame and it's applied like a real tattoo with a tattoo needle tattoo machine and a tattoo artist uh we are truly a first uh first of our kind it took us about seven years of research and development um out of nyu to actually create what we have today and 50 formulations and hundreds of tattoo trials before we were able to actually bring ephemeral tattoo to market prior to us there has been only painful and effective expensive laser removal or temporary SPEAKER_490: tattoo stickers um that last maybe a couple days maybe a couple weeks and to exactly your point henna as SPEAKER_475: well yeah um what is the cost i mean is it similar to because it sounds like the process is exactly the same as getting a tattoo does it cost the same as getting a tattoo yeah so the other element of ephemeral SPEAKER_482: tattoo in addition to creating this made to fade proprietary ink is we've also decided to launch our own ephemeral tattoo studios we hire traditional tattoo artists to work with us either full-time or part-time and really just like the rest of the industry the price your tattoo that price you're paying for your tattoo really is the service it's really the artistry it's really the craft the time um i think a big distinction about ephemeral versus a traditional tattoo experience though is the amount of investment we've made in the actual experience anyone who has a permanent tattoo or shop tried to shop for a permanent tattoo will talk about the inconsistencies uh in studio to studio how intimidating they might be um also oftentimes unfortunately how artists may not be that customer friendly or customer centric and we really tried to flip all that on its head and we felt it was really important to introduce our product through our own studios uh to continue making tattoo wearing more inviting and welcoming where do you have studios our first studio launched in 2021 in uh brooklyn and we have since launched three studios uh second in la third in san francisco fourth in atlanta and we have uh two more locations planned over the SPEAKER_475: next three months uh in the u.s um so you raised it looks like 20 million dollars almost a year ago today uh and then this funding came after ephemeral blew up on tick tock what is the pitch to investors in terms of the the total you know potential here the market yeah the you know i think on the outside SPEAKER_482: looking in especially for investors tattoos seem kind of like a part of french culture um perhaps niche my view and the team's view here is that tattoos are really a manifestation of something that's much deeper and universal which is this is dire desire to take control of your identity really self-express and when i think about it you know most of our decisions as consumers are just manifestations of this your choice in glasses peril it's why sneakers you know it went from this high utility product to now having uh sneaker heads and people collecting hundreds of them it's why sunglasses uh we might have one that matches every look and we really see tattoos as becoming the predominant form of self expression competing with those other existing forms um and so when we think about the opportunity it's automatically uh dramatically expanding the number of people who can wear a tattoo now anyone and everyone can wear one and then dramatically increasing the frequency that you can wear a tattoo so perhaps who you are when you're 18 will change when you're 30 and might change again when you're 50. um and you know really ephemeral is trying to unlock that uh for all audiences both in the us and globally so how long do they last so they're designed to last 9 to 15 months uh that variance is just due to um a lot of things that are out of our control which is predominantly your body your immune system your skin physiology so for example my tattoos tend to last a little bit longer than 15 months my wife who has six ephemeral tattoos she tends to last a little bit between eight to 12 months uh we joke SPEAKER_479: it's probably because she's healthier than me but it comes down to a lot of other other variables as SPEAKER_475: well so why why immune system like does your body come and sort of attack this ink and try to get rid of SPEAKER_482: it yeah it's a great question so to explain how ephemeral ink works uh it's probably useful for me to talk a bit about how permanent ink works and actually what makes permanent ink itself so unique so whenever someone receives a permanent tattoo the ink has to be applied into the dermis which is the layer of skin below the epidermis the reason why that has to happen is because the epidermis actually will replace itself every couple of weeks which is why a temporary tattoo can only last for such a short period of time once the ink actually is applied to the dermis all those ink particles they're hydrophobic so they end up actually attracting to each other and aggregate into particle sizes that are too large for your body's immune system to attack and remove um and so when we were set sending out trying to create a femoral tattoo we had to ask ourselves how do we mimic that aggregation but also ensure something can become effectively small enough to be removed by our immune system and so we use the combination of dye and bio bioabsorbable polymers to create that initial particle they lump up together but because the polymers all have these degradation rates they basically start to just break down and shrink letting the particles become small enough for your body to effectively remove how long did it SPEAKER_509: take it took a while you said right like seven years to develop this technology yeah so the founders SPEAKER_482: all met nyu two out of three are phd chemical engineers um and they became really obsessed with this question uh of you know why hasn't anyone actually created a tattoo that could just naturally SPEAKER_475: disappear i want to interject here and ask you did any of those people also have existing tattoos that SPEAKER_482: they really regret uh so the inspiration came from one of the founders dr brendel pierre's uh students so dr dr pierre was a adjunct professor and he had a student uh who comes from a very similar background as my own where he got a tattoo and uh it couldn't and he his parents found out and forced him to go remove it and oh yeah multiple sessions later lost the money it still hadn't faded away and you know that's kind of where the question question was sparked um i knew regret had to be involved somewhere yeah 100 and i'd also say you know for the founders you know it was personally important because you know uh they all come from first generation or immigrant households where you know kind of taking control of your identity or being individualistic wasn't really celebrated or appropriate um you know dr pierre comes to the caribbean uh dr shaw comes from india uh joshua sakai comes from a jewish family out of long island uh and all three just kind of felt tattoos were out of reach because they were effectively permanent um and so yes it the idea came in 2014 it took a few years to even really get started into testing because one of the first priorities for the brand was to really develop a safe product so tattoos are actually not an fda regulated product but the team felt it was important to really kind of raise the bar on safety so they started they spent the first two to three years researching um ingredients and materials i should say that individually were fda approved before they started to do actual testing which began between 2017 and 2018. and again it took 50 50 formulations to get to a version of the ink we have today yeah i can SPEAKER_475: definitely see why it would be important to to go that route because of course the first question you SPEAKER_519: think is wait your body's breaking this down and effectively ingesting it could it make you sick SPEAKER_482: yeah absolutely and you know our view is uh if we are successful uh ultimately tattoo wearing will become ubiquitous everyone and anyone will be wearing a tattoo and we knew that if we were going to become a household name become a brand become a product that was uh global that we had to be leaders in in terms of safety and um you know our view is eventually the fda will probably start to SPEAKER_490: regulate the tattoo industry um and uh we just wanted to be ahead of any uh potential pushes in that SPEAKER_475: direction what is the available product now it looks like all your tattoos are black is there are there Jason Calacanis: colors is it all black ink right now like what's the how complex can i get in terms of my full back SPEAKER_479: dragon uh so today your full back dragon would be black uh we focused on black because that's the SPEAKER_482: most popular color it's uh necessary for any time tattoo design with outlines um and we are also uh it's easy to kind of assume getting to black is a pretty easy endeavor but we we are constantly iterating on the vibrancy how deep that black is and we still feel like there's opportunities to make it um even better but we also have begun developing um and testing colors uh and we are focused on developing a red ink next because that is actually uh it's going to be necessary for your dragon it's going to be necessary for a rose tattoo um it's the second part that says mom SPEAKER_511: right exactly i know uh-huh i got you yeah you know it's yeah i was gonna say as a as a because you said SPEAKER_479: that i it's a funny anecdote that i like to share you know earlier i mentioned my mom um uh well i SPEAKER_482: forget if i did mention this my mom growing up always sending me if i got a tattoo i never get a real job um my my acts of rebellion again was being becoming a car salesman but uh you know funny enough she actually came and got a rose tattoo with us last summer you're kidding yeah and now she has to SPEAKER_534: show it on show it off to everyone that she can that's really heartwarming SPEAKER_475: um okay now talk to me about the fading and the fading process like as it fades does it look SPEAKER_482: kind of faded yeah so there's two two things we think about when it comes to fade and one is consistency of the lines saturation of the lines and then also the the change in vibrancy when it comes to lines right and the actual put different put more specifically we want to make sure that as a tattoo fades that the integrity of the design is consistent so if it's a rose on day one it still looks like a rose even as it fades that comes down to our artists and their ability to apply a tattoo consistently with with good saturation um and so that's why it's important for us to hire great artists and we also do work with our artists um on a daily basis to always improve on technique you know because a big part of the proposition we want to create in the industry is one of continuous improvement and development of tattoo best practices so that's how we focus on that on the other side of vibrancy um that's where a lot of our ongoing iteration is our dream is to get to a tattoo that is vibrant for a majority of the fade time and then faded for a minority of that time today uh it's uh more or less linear although you know kind of the way it fades technically is happens it kind of peaks um has steep slopes sometimes but the best way to understand as a consumer is that it's a linear SPEAKER_490: linear fade so equally vibrant um as it is equally not vibrant yeah gotcha um i want to go back to the SPEAKER_475: safety question because i just got a note from a producer about how i guess the eu is going to ban colored ink tattoos like this safety question just gets more and more interesting and puts you in a position where if you can develop an fda approved you know way safer colored tattoo ink all of a sudden Jason Calacanis: you've leapfrogged the pack in a lot of different ways it seems like that's absolutely right and SPEAKER_482: we've been keeping an eye on the eu developments which actually started 10 years ago there was legislation written in 10 years ago to start to study and understand the tattoo industry and we really do see that as um a leading indicator of what eventually will happen here in the us and definitely is top of mind and what the eu realizes what we learned early on is that there are actually a lot of really unsafe materials used in permanent tattoo inks to achieve the colors you see in permanent tattoo inks sometimes you have to be using uh metal metallic materials metallic materials that definitely your lymphatic system can't really absorb or expunge so that's part of why we haven't launched colors yet as an example because we have been mostly spending our time researching materials SPEAKER_490: and red as an example is actually the hardest color to create because most traditional inks use metals SPEAKER_475: and reds fascinating see you did become like a tiny bit of a doctor i'm just saying um exactly that's what i tell my parents at the thanksgiving table exactly and then i guess the only other question i have for you is the is about pain like it's not you know getting a tattoo is not a comfortable process obviously and you're effectively asking people to go through that not just one time but like every SPEAKER_482: year and a half or so yeah absolutely i mean i think pain is definitely a consideration especially if you're first time getting a tattoo and i have to be honest the first time i got into a tattooed chair i was really really nervous um and i i guess it sounds a little bit odd to say but there is and a lot of tattoo wearers will kind of highlight this but after you get multiple tattoos there's something almost therapeutic about the act of the machine and um it almost kind of ends up becoming numbing all right at a certain point um i will say my wife doesn't notice pain as much as me so uh that says something about about us and uh what i would say is that uh almost everyone after their first tattoo kind of realizes the pain is perhaps less consequential than they originally anticipated but uh it's another reason why we felt it was important to own the experience to own the tattoo studios have artists because we want to be able to comfort clients we want to be able to create more trust help reduce that anxiety um because we're very much empathetic of kind of what it is like to SPEAKER_498: get a tattoo and we think that's a big part of the ephemeral tattoo vision strategy and proposition SPEAKER_475: yep it's super cool i don't know if you're a william gibson reader but there's a um one in his book the peripheral there's a person who has like i'm hoping that you will expand into the Jason Calacanis: nanotechnology tattoos in the future that will just like change and you know be be alive in your skin SPEAKER_479: yeah that sounds awesome i haven't i haven't read william gibson but i definitely will uh be sure to SPEAKER_475: check check them out just for that just for the description of future tattoo art the peripheral nails it amazing all right jeff this is super cool where can people can this is super cool where can SPEAKER_479: people find ephemeral and you uh so uh anyone who's interested and curious to learn more go to ephemeral.tattoo SPEAKER_482: also our instagram handle has a ton of content educational content at ephemeral tattoo and again our four studios today are brooklyn san francisco los angeles and atlanta and we look forward to SPEAKER_475: being in new cities uh very soon i mean i'm in oakland i'm gonna have to scamper i'm gonna have SPEAKER_550: to do this i think yeah we're all in valencia so that's a prime i mean of course you are love it SPEAKER_551: all right i'll be back with my tattoo pretty soon can't wait to see it thank you thank you very much alex our producer just said matching face tats that's a that should be a part of the job right yeah SPEAKER_475: i mean right like this is my chance to get a neck tattoo oh i guess the only other thing i didn't ask you is like is there any scarring involved i suppose that's probably skin dependent but it could happen SPEAKER_482: right yeah there's always a potential chance of it um what i'd say the things that you do to the ways that you mitigate uh any risk of scarring are are twofold one again it's having um great tattoo artists that don't uh essentially go too deep into the skin the second really is in healing and um unlike the traditional industry we invest a lot of money into providing um including uh aftercare products with every tattoo that uh comes through in thermal tattoo studio that includes a hydrocloid patch which basically goes on your skin absorbs all the liquid out as it's healing um that goes on for about a week we also give you a moisturizer um and uh different sun skin protectants and anti-itch creams those are all things that will help mitigate those chances of uh really pigmentation i should say and of course we always advise folks on how to put spf on and protect your tatsy wild in the sun where do you SPEAKER_475: get the artists i know i said i was done asking questions but i've never done please keep the questions coming yeah you know where do you recruit these tattoo artists from and and how do they feel about i mean it must be like an interesting shift from being a traditional tattoo artist to being like now i'm exploring this kind of new way of getting to maybe build a pretty long-lasting relationship with the client as opposed to this like one-in-one out thing absolutely i'm glad you asked that SPEAKER_482: because there's so much um you know when i when i joined the team you know and i started to peel back the onion i started to see an industry that just had a ton of other opportunities um for us to make a positive impact on and what i should say is that first and foremost this the existing tattoo industry is comprised of in the us comprised of between 40 and 50 000 independent artists um unfortunately the industry because it started um out of a very specific subculture is actually notorious for being exclusive to people who look a little bit different than majority so if you're non-male if you're um gender fluid uh if you're a person of color it's actually very hard to break into apprenticeship it's very hard to actually uh develop your own book of business because most chairs are unavailable to you and uh so from day one we really had a value of diversity inclusion and so we really went out and and talked a lot about that we talked a lot about trying to create a studio experience that was welcoming inclusive for artists one that we would foster growth and development um and that really resonated so our artists um if you were to look at them they're they're they're a bit younger they're in their 20s they're very diverse um and they're really as a as a function of kind of being different in the industry they're very open-minded to innovation um they're very much looking for the next thing the next way to push the boundaries of tattoo artistry um and we predominantly kind of use social media to tell that story to find artists um and we also recruit artists with a different economic proposition so a traditional tattoo artist is paid um on a per tattoo basis our artists are offered fixed income up front uh we offer for those who kind of work their way up healthcare we offer equity for all artists as well uh and really are trying to build a enable real careers for our artists so it's less about the access to the customer but it's really about being in a home where they can grow and develop themselves as tattoo artists wow that's okay that's very cool i'm glad SPEAKER_569: i asked about that now i really am done though all right awesome thank you so much yeah of course this SPEAKER_00: is awesome okay everybody thanks for tuning in to another awesome episode of this week in startups thanks for lon for joining us he's great uh if you have guest suggestions producers at this week in startups they're always willing to hear your feedback if you're a pr company we don't take pitches so don't send your clients to us uh but if you're a fan of the show and you have ideas yeah of course we'll listen to you uh and uh tomorrow is going to be a great episode howard lindsen is going to come on and insult me and talk about the craziness going on in the public markets uh and what's going on in private markets he's really smart he's really funny he's really cynical uh he's really old so he's got a lot of wisdom so uh tune in tomorrow this could be you know howard linds is not going to be around for that much longer so we really want to get him on the show while we can uh again he's he's pretty old and of course producer rachel will have another okay boomer segment for you tomorrow have a great thursday everybody and we'll see you tomorrow