SPEAKER_00: Hey, everybody. It's Thursday. What a heck of a show. I did some J trades. I made three trades last night ahead of the inflation print today. They're all up, up, up. I'm going to explain the bets I'm making and my portfolio is almost back to even again. This is not investment advice, but you can fade my trades or you can follow my trades or you can ignore my trades as you

SPEAKER_04: wish at jtrading.com. Yeah, we'll go through them. It's a lot of fun. And then, uh, God help us. Sam Bankman Freed cannot stop pleading his case. He just launched a sub stack. I think we could probably take the credit though. We've been helping to sort of like revitalize sub stack, talk about the value of it. Clearly he must've been reading that and thought this is the way that I can use this publishing platform to try to get out of the charges against me. And we have the best

SPEAKER_06: hot take from our boy O Malik at home on Twitter. He basically unpacks in 140 characters. YSBF

SPEAKER_11: has launched a sub stack. And I give my plan. I do a little content, uh, brainstorming here workshop of what three things Sam Bankman Freed can add to his sub stack. That'll help get him a

SPEAKER_14: reduced sentence. And it's Thursday. So we know what that means mom. Yes. Another week of this week

SPEAKER_04: in streaming just in time for this, the real kickoff of award season, of course, with the globe, golden globes happening. And then we're going to talk about this New Yorker piece about Netflix's approach to content. We'll have a, just a mini debate on whether, um, they're throwing money into the Sarlacc pit or whether they're going to conquer the world. It's going to be a great show.

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SPEAKER_23: Thursday. We'll have Lon on in a moment to talk about streaming and award season and Netflix and their change in strategy. Uh, but I guess first up, I made some J trades. I was gonna say first up,

SPEAKER_26: somebody stayed up a little too late. I like to buy stuff on Instagram. This guy likes to drop many,

SPEAKER_00: many, many, many thousands of dollars on the stock market. Well, I, I still believe that learning the stock market is my, you know, during the recession is my year long passion or one of them here. We talk

SPEAKER_23: about it here on the show. And, uh, if you go to J trading.com, uh, which should work for most browsers,

SPEAKER_31: my tech team's having a little bit of a heart problem, but if you just type in J trading, you should

SPEAKER_23: find the Coda page we built and, uh, I don't know where I'm at, but, uh, it looks like during this time the S and P is basically even, and I'm down 6%. So, um, I am trailing the market. It was down like 20%

SPEAKER_04: at the peak of this. I did say. I think you probably, so you traded last night, right? Because then today new inflation data came out that is better than expected. And there's literally a piece in the wall street journal. Like journalism means never having to say, you're sorry. The wall

SPEAKER_07: street journal is like, it looks like maybe inflation was transitory after all. I'm like, you've got to be kidding me. You actually wrote that. Oh my Lord. And also it's not transitory,

SPEAKER_33: but okay. Well, I don't think they're actually, I don't think there's a technical, this is what I was

SPEAKER_40: saying when they first started saying transitory, everything is transitory. What does that word even mean? I mean, it will be this way for a while and then it will not be that way. No. Yeah. It's

SPEAKER_44: transitory. Sorry about this. Well, and then also transitory would mean you don't have to take

SPEAKER_45: significant action to fight it. Now that that's the other crazy thing. Right. And I'm like, well,

SPEAKER_04: I don't now I don't think you can say, oh, it was transitory after all when actually the Fed came

SPEAKER_47: and like broke the back of the economy to try to rate hikes in the history of their actions, right? Like, I think this is what happens. Yeah. So the anyway, as a result, the stock market is

Jason Calacanis: booming. Well, so if you made your trades before you went to the went to bed last night, then you're

SPEAKER_23: having a little bit today. I did because you know, Robinhood lets you trade overnight. But I mean, now basically the concept here is this is an investment advice. I'm trying to find companies

SPEAKER_00: that I think could be five times larger in 10 years. I'm trying to learn the dynamics of public markets to inform myself. I'm doing this with a small amount of money relative to my overall net

SPEAKER_23: worth. So it's like a basically like a million bucks just I'm trading here. Um, and so what do you buy? Well, you know, I've been thinking about our conversations a lot and which companies I think are poised for greatness over a decade, right? So everything I'm doing is looking at like a decade long approach to this. Now sometimes, um, you know, that means that in the short term, you know, you could have ups and downs here. But I bought some more Apple. And why did I buy Apple? It is

SPEAKER_58: shocking how many shares they're buying back how much cash they throw off. And I just think as we get closer to this AR deployment, the buzz I'm hearing is that they have something very special. So I just I think the developer community rallies around a product from Apple in a way different than they're going to rally around an untrusted partner like Zuckerberg. Now, this is a little bit complex as a trade. I believe the problem with Zuckerberg's bat on meta is a problem with the lack of trust people have for Zuckerberg. Now this seems crazy. Not in the slightest. Not to you because you've been covering the cover so long. So if you double click on the issue, the platform is only going to do as well as the apps that are built for it. Now when I open up my my, um, Oculus every Thanksgiving, somebody brings a new one, one of my my brother in law or whoever will have a new one, I put

SPEAKER_03: it on, I played a racquetball game. The interface is still really clunky. I did lights, the lightsaber

SPEAKER_58: game, saber, whatever the saber, saber, you know, and I'm always amazed at the technology. I played a Star Wars game. And this time around, I was like, you know what, my motion sickness didn't kick in until maybe the 30th minute. Yes, I mean, Star Wars game, which was massive progress, because it usually would be in the first three minutes. So I'm like, Okay, the fidelity is getting better. So what will define the winner is who makes the best apps. And you know, I start looking at my Apple Watch, which I resisted for seven versions, and then I got it. And now I use on a very regular basis. Um, a number of apps here, um, I will use slopes, I will use the tonal app, I will use the Starbucks app. I'm looking at my apps here, I will use iMessage, Peloton's app for my heart rate, and overcast for podcasts, listening, my alarm, and I answer the phone and I set and mapping directions. So and I would say four or five years ago was zero because I was on Fitbit. So just watching that progression. I hated the watch. I don't wear jewelry, jewelry. I don't own any jewelry. I don't wear watches. I'm not a watch person. But this has become like when I forget my watch, it's not quite as bad as forgetting my phone. But they kind of got me. Yeah, yeah. I think the apps that are going to come out for the AR glasses out of the gate are going to be pretty darn good. And I think the lag time between the watch and the VR will be a little bit faster. So anyway, that's my thesis. I just think the apps are going to be great. Yeah. And I think they're going to pull people in. And I think they're going to demolish Facebook, which I'm a shareholder and it happens to be my best trade. But my best

SPEAKER_23: trade there is because I think Zuckerberg is cutting staff, right? And I didn't buy more Facebook because it had such a huge run up. I think I'm good with my bet. Listen, I've been dealing with business

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SPEAKER_85: years here at This Week in Startups. All right, so you bought some Apple anything else?

SPEAKER_86: I bought Amazon. And I this is gonna be a cynical trade. I bought another 500 shares of Amazon 50 50 dimes worth 95 bucks a share. Why did I buy Amazon? Because they're making big cuts.

SPEAKER_00: They're laying people off. Yeah, murder trade. It's a murder trade. The more people they lay off, the more shares I want to buy. Because I think it's a bloated company that could be massively more efficient. And I think they overspent. And I think they could have earnings headwinds on the cloud computing business. They could have earning headwinds, you know, in other parts of the business. But if you right size the company and you get rid of the quote unquote, surplus elites, you know, the last we talked about this, I think yesterday, like you lay off the last 10,000 people, or I think they're up to 18,000 people. And you start selling some factories like this is expense. These are expensive people. This is going to go right to the bottom line. I think the trade here is, you know, um, Amazon's fourth pillar of healthcare, which I predicted on, um, I think all in is one of my

SPEAKER_06: predictions that, uh, you know, I think that that could be a really good one. They buy Peloton, they buy

SPEAKER_00: whoop, they buy just some other companies, uh, Pronovo, whatever, you know, companies they were, they could buy in healthcare, they wouldn't hit Lena Khan. Lena Khan would have a hard time betting. It would be unpopular to stop Amazon from providing healthcare to people. It's another little rub, right? Like it's one thing to stop Zuckerberg from buying a social app, or to stop Amazon from, you know, doing third party seller stuff or Apple from doing third parties app stores. But to stop like the, the

SPEAKER_06: lowering the cost of healthcare or education would be highly unpopular. Interesting. Yeah. And so I

SPEAKER_04: think I wonder what the Amazon trade, I mean, email us producers at this weekend startups.com. I wonder what the trust, because for a while there, it was like, Amazon was among the most trusted companies

SPEAKER_07: in America. I wonder if that's still true. Like, I wonder if what people think about the idea of Amazon being your healthcare provider fundament, like just as a visceral kind of, you know, privacy and trust feeling, because I agree that anybody who really was like, you know, I mean, people's response when they hear about the Mark Cuban cost plus drug thing or whatever, it's just like, yes, give it to me. But then I think about the people in my life who are like, I hate Amazon, and they're evil, and I don't want to shop from them. And I mean, there's not very many people in my life, but they do exist. No, it's like my weird red pill brother. Oh, really? Okay. Well,

Chamath Palihapitiya: that's different. Yeah. I mean, I just think that there's going to be vocal haters.

SPEAKER_106: There's going to be vocal haters of every corporation. There's anti-corporate people,

SPEAKER_04: and there's a lack of trust. But that's what I mean about a corp, like a well-known corporation trying to provide you anything. I, uh, is it quite, anyway, email us. I have no idea. I'm just

SPEAKER_06: curious, right? Like I know people on both sides. I think it will have to do with how delightful and easy the product is. What do people want to save? Time and money. People want to save time and money.

SPEAKER_00: What does Amazon do? It saves you time. It saves you money. When you're, when you save people time, and you save them money or you make them laugh and entertain them, distract them. In other words, those three things, Oh my Lord, you got a winning combination. Yeah. You know, I, I don't think like

SPEAKER_06: these things are going to entertain people necessarily, but they're going to save them

SPEAKER_40: time and money. It's so funny because that's what your three trades are. Like you were like

SPEAKER_04: delightful product, save time and money, and then your third trade entertain them, Disney.

SPEAKER_23: Exactly. And I, you know, it's, uh, Disney is just another great trade. I think, uh, right now,

SPEAKER_00: because, uh, I don't know if you saw Iger increased the number of $104 days at the park. I'm making the trade based on that. There it's 190 bucks per ticket to Disneyland. I think on the peak days. So what matters is the number of non peak days that they offer. This shows you the greed factor and how much they love their customers as much as like the streaming services and what they pick for it. When I saw the number of 104 days, $104 days, I thought to myself, austerity,

SPEAKER_58: austerity measures, right? Cut your own tree down, make your own cold brew. I am making a $50,000 trade today on Disney. You know what I did when I saw the $104 thing is I said, I want to take my girls to Disneyland and I want to go on the $104 day. Totally. It makes no difference to me. If I bring five people, if I spend 60 bucks, it's $300. Obviously that's not going to be a game changer for me, but I'm going on the $104 day for a reason. I care about austerity. I grew up before. It's just the way I think I want to go on the $104 day. Just like when I ski, I want to ski the two hours in the afternoon on a Tuesday, Wednesday, and Thursday, not on the weekends. And I buy the Epic

SPEAKER_23: Pass cost me $800 because I got the global one this year. I got 14 days in. I literally have a hundred and some odd runs on the mountain. Maybe I get a couple more next week. It's $8 per run right

SPEAKER_58: now. Last year, I got down to like a dollar per run. Yeah. Or maybe a buck 25. You know, this is how people think. Yeah. This is how people should think is about value. When Disney speaks value. Okay, now you can get seven bucks with a couple of commercials. Now you speak in my language, austerity and value is

SPEAKER_132: the theme of 2023. That's my three traits. I think we got one minute for one last theme of 2023, which is

SPEAKER_07: God help us, Sam Bankman-Fried will not go away. Do we want to talk about this or do you have to scamper?

SPEAKER_134: No, I know. I'll talk about it really quick. We'll give it like three minutes, which is all it

SPEAKER_07: freaking deserves. He wants a substack. He wants a freaking substack, this kid. A pre-mortem is literally calling it the FTX pre-mortem review and is allowing people to subscribe for as much as $150 a year. Let's go. Throughout the article, he makes the claim that

SPEAKER_04: FTX and Alameda research were both legitimately and independently profitable businesses in 2021, each making billions. He cited three things that caused the implosion of FTX and they were all bleep,

SPEAKER_14: bleep, bleep, bleep, bleep, blah, blah, blah, blah, blah, blah, blah, blah, blah, blah, blah.

SPEAKER_04: Like what, what is he doing? And I think, oh, Malik, you put this tweet in our group chat had the best take on why he is doing the substack where he's trying to defend all of this. And, you know, kind of trick us all again with his chaff out the back of the airplane. And Ohm tweeted, you know, this a-hole is trying to pollute the jury pool everywhere and hoping for a series of mistrials.

SPEAKER_16: Helps to have legal eagles for parents to devise devious strategies. FFS. Yes. For Frick's sake. Sorry. For Frick's sake.

SPEAKER_140: I think he's right. I think, oh, Malik. That's a clever take.

SPEAKER_72: At Ohm, uh, one of my favorite humans on the planet. Best. Journalists, we came up together and, uh, just a great human being. Uh, Ohm nails it. This is a, this is a way for him to muddy the waters.

SPEAKER_121: Elizabeth Holmes should have started a TikTok. She would have gotten.

SPEAKER_124: It's true. Can you imagine Elizabeth Holmes if she was like, look,

SPEAKER_58: what's the difference between us pursuing this and yeah. And Zuckerberg pursuing VR. She could have literally taken that path and said, VR doesn't work. AR doesn't work. They've only got a couple million people. They've burned tens of billions. We only burned a billion. Right. We were trying to do the right thing here. Technology takes time. And look, these other three people now are, uh, making blood testing technology that draws less blood. And Apple's working on a watch. That's going to try to get your glucose level or whatever, you know, I mean, she really started TikTok from prison. Somebody should really show homes

SPEAKER_132: at TikTok in prison. Cause you would, the thing is like, you literally said it yesterday. It's

SPEAKER_40: all about creating some doubt in the minds of a jurors and use one. All you need is one to be like, well, they thought they were doing the right thing and they just didn't know. And she's so young and cute and what I, and she, you know, I mean, there are a million parallels to people making wild promises that are occasionally getting people killed. And she could have a hundred

SPEAKER_07: percent agree with them, which is why I'm not even a bother to go through the crap that he is spouting on the sub stack, because it doesn't matter. That's not the point. All right, listen,

SPEAKER_00: here's what Sam back with free needs to do to get off. He needs to go to therapy and in his sub stack one day a week, talk about his journey. Yeah. In therapy. Um, and being in a 12 step program,

SPEAKER_12: realizing that he was over medicating himself and making amends and he should start practicing Buddhism and meditate and post his meditation statistics to his sub stack. So the sub stack, I'm just doing a little creative. I know. I just want you to cut the brainstorm. He's

SPEAKER_00: gonna do it and it's gonna work. Just a little throw in a little meditation. Yeah. Throw in a little Judaism plus Buddhism. He's thinking philosophically, and then think a little bit about your life's purpose. And if he goes a little self help guru towards the end of a year of it, where he's trying to help people, and he starts helping actual people reading his sub stack during the trial, who say I did Sam Bankman freed's, you know, combination of meditation and diet, he becomes it because he's already vegan, right? A little weight loss in there, a little fitness, some sleep tracking, a meditation, quantified self plus therapy, plus the Buddhism Judaism, you know, philosophy of life and our place in the world. He gets that self help trio going. He's getting off.

SPEAKER_58: I guarantee he gets off. He's now I think he's got a path of, he's gonna take three times to get the skin in jail. No, I'm joking. He's going to jail 30 years. I said, I'm still saying plus 30. I mean,

SPEAKER_113: for him right now. I hope so. But everything you said to send me into a despair loop. I'm so tired

SPEAKER_155: so tired of our lack of accountability. And he should chat GPT. He's got a chat GPT. Once he gets chat GPT, if chat GPT four comes out before this trial. Yeah, I think he's going to be able to

SPEAKER_06: use chat GPT four to find a defense. All right, I can't take it anymore. I can't take it anymore. Let's

SPEAKER_158: turn to do you writing the worst? He's going to jail. You're writing the worst script I've ever heard.

SPEAKER_04: So let's talk about real TV with line real TV and movies. What's coming up. We got Lon Harris

SPEAKER_164: for this week in streaming. Let's bring him on. Okay, imagine this, you got an idea for a great tech startup. And you think it's going to change the world. But you got a problem. You just don't have the engineers that you need to make it come true. Why? Well, it's obvious. It's hard to find engineers. There's a lot of competition. And hey, you're trying to keep your burn rate low. You need to conserve cash. Now, imagine you had a partner who could provide you with more than 1000 on demand developers, right? As many as you need. And these developers were all vetted experience result oriented. And they were incredibly passionate about helping you grow your startup. And what if they charged, you know, competitive rates, things that you could afford? Does it sound too good to be true? Well, let me introduce you to lemon.io startup shoes, lemon.io because they only offer handpicked developers with three or more years of experience and who have strong portfolios. In fact, only 1% of candidates who apply to work with lemon.io get in a couple of our launch founders have worked with lemon.io and they've had an amazing experience. And listen, I have used outsourced full time teams for decades, whether it was way back at weblogs Inc mahalo onto inside.com at launch. This is the way to do it go to lemon.io slash twist and find your perfect developer or tech team. And you can do that in 48 hours or less. And twist listeners

SPEAKER_58: get 15% off for the first four weeks. Stop burning money, hire developers smarter, visit lemon.io

SPEAKER_166: slash twist or everybody. It's Thursday. That means Lon Harris is here to talk about streaming. I saw

SPEAKER_168: Triangle of Sadness. Did you see that? I have not seen that. No, Ruben Aslan, the director. I like his other, he did a movie called Force Majeure a few years ago that I really. Ah, this was a very

SPEAKER_14: interesting film. What is this? Look at you down your whole like AO Scott filmography rabbit hole.

SPEAKER_174: He ignited your passion for art cinema. I don't know why I have to start with the name. I just got to

SPEAKER_07: invoke it immediately and like immediately derail us. It's a preemptive AO Scott. Yeah.

SPEAKER_180: Um, Oh, the obscenely affluent. Well, we had the golden globe yesterday and, uh, that was nice to see that. Um, you know, a bunch of people won and there was joy in the world. What, what stuck out

SPEAKER_185: for you on anything there? Oh, from the, from the globes? I mean, I like the globes. I've been to the

SPEAKER_186: globes by the way. Uh, I did not, I did not watch. I thought we were, I thought we were not back.

SPEAKER_187: Like I thought before the globes this year, like they hadn't even had them last year. They weren't even on TV. All of Hollywood was like, the globes are a corrupt organization. They're not diverse. They're not forward thinking. This is, it's basically like an old payola scheme from the fifties that has somehow just survived to the present day. And so I thought we were like done with the Hollywood foreign press and the golden globes. They were just going to go away, but somehow they paid off the right people, the right money exchanged hands. They're back on NBC and Peacock this year. And everybody like, you know, celebrities were there. And so suddenly everybody

SPEAKER_168: cares again. And it's like, they never went away. And so like that to me was the big surprising takeaways. Like, oh, we suddenly we're all back in the golden globes are, are, are suddenly, uh, you know, the thing again. I think the most interesting takeaway in terms of the award season race is we are now really setting up a battle for best actress. I don't remember the last time it was a one to one head to head Michelle Yeoh for everything, everywhere, all at once. And Cate Blanchett for tar. They basically been splitting everything right down the middle, all award season. It's very difficult to say at this point, I would say, well, it's kind of easy to say, which was a better

SPEAKER_191: performance line. Just say it. Interesting. I mean, like, I think they're,

SPEAKER_195: they're both. I prefer tar as my of the two films tar would be the one I like more. But I do think

SPEAKER_187: if you're looking at Oscars as honoring not just maybe these one performances, but a career of a person Michelle Yeoh has been I get why people are like, it would be wonderful to see her win best

SPEAKER_168: actress. She's been doing great stuff for 30 plus years at this point and went unrecognized until this year. But no, if it were me choosing, I would I would give it to Kate. What about you,

SPEAKER_172: you Molly, you've seen both right? I have not seen everything everywhere all at once. That's on my

SPEAKER_04: that's on my weekend watching now after the emotional speech from yesterday. I feel like

SPEAKER_204: the hype is a little a little big for me versus the movie. Yeah, but I had to wait a little. That's

SPEAKER_206: one of the challenges is, you know, there could be a great film that if you go in with no expectations

SPEAKER_166: can be delightful to you, like tar was. But once you something gets a lot of heat, like I'm sure that people after hearing us obsess over tar or, you know, the upset the collective obsession, people

SPEAKER_209: might come in and be like, ah, you know, um, I think there's another speaking to that as well. I'm

SPEAKER_04: I'm what did you say Molly? I miss it. Oh, I'm sorry. I was just saying enough time has passed with everything everywhere that I think I can probably go in with just a little bit more of a like a baseline.

SPEAKER_214: Ah, got it. Yes. You're not like a part of the hype cycle. Yeah, right. I'm also like, I remember the

SPEAKER_187: previous generation of like indie weirdo art films like when Michelle Gondry and Charlie Kaufman and Spike Jones and all those guys were coming out in the late 90s and early aughts. And when I was 20, that stuff blew my mind. And so I'm sure if I was 20 today, this would be that for me. And so I, who am I? Who am I to come along and be like, Oh, it's not as good. You know, it's not the Truman Show.

SPEAKER_219: It's like, well, this is the Truman Show for this generation. Yes. So that is a, uh, that's a rub

SPEAKER_224: there. Yeah. And this is the thing that always, um, with art is problematic to use a term. You know,

SPEAKER_00: you, you, when you're giving an award, you you're like, well, this person's been looked over for so long, like Scorsese was right. And you're like, okay, we're going to give it to him. What did he get

SPEAKER_226: it for? Departed maybe? Gangs of New York. Gangs of New York. And you're like, well, what about

SPEAKER_228: Goodfellas? Departed. I think you're, it's Departed. You're right. Yeah. It's like,

SPEAKER_224: well, what about Goodfellas? Like, oh yeah, we, oh, Christina. Oh, we missed that. Yeah, we missed that. We missed that. So there is a little bit of the makeup and the makeup is always

SPEAKER_00: challenging because once you make up for one, Molly. Yeah. Now you're blocking some other

SPEAKER_11: transcended performance and then you're constantly doing make goods. Yeah. And that's the challenge

SPEAKER_235: for these award shows. But it's just, there's no objective, there's just no objective answer.

SPEAKER_239: Exactly. When it comes to best. I don't think there's an answer. I don't think there's one,

SPEAKER_174: there's, you could make a case for a bunch of the nominees every year. And I think it's acting.

SPEAKER_240: It's one of those things that it's about how it lands, you know, for, for you. I don't think there's

SPEAKER_241: no, I don't think there's a, there's a one choice. Cable agents performance. It's just nobody else.

SPEAKER_07: I mean, this is why award shows are like top 10 lists. They're a loser. Like it's a bad idea. It is, it is a question empirically impossible and it only exists for us to argue and bitch about,

SPEAKER_166: which is fun. Don't get me wrong. What should we Molly? Yes. Get rid of gender in these award shows to just be like best actor in X, Y, and Z and then just take out male versus

SPEAKER_06: female. Cause now you have non-binary folks. You got a whole range of folks doing. Yeah. Emma,

SPEAKER_251: Emma Darcy is kind of forcing this question. Yeah. She was the, the older, uh, Rhaenyra Targaryen.

SPEAKER_253: Yes. And she's non-binary. So what was she in? She was in best actress. They, yeah,

SPEAKER_168: they were nominated for best actress, but ideally it would just be a non-specific because you know,

SPEAKER_07: they don't identify with, with specifically with one or the other. Yeah. I mean, I guess the idea is like, then you wouldn't have as many, you'd have more, you could just have more nominees. Yeah. You

SPEAKER_257: could say 10 acting nominees, but you were, people have an opportunity to win, but maybe you start to

SPEAKER_04: slice and dice like best actor in a drama, best, you know, I don't know. Yeah. I mean, I, it, it does kind of make sense, right? It is sort of anachronistic to be like, like, we have the lady role and the male role. And sometimes like you would have a best actor slate. That's just a bunch of like mediocre performances. While meanwhile, you have like the best actress slate and it's like transcendent. And so like some dud dude wins, but some, you know, amazing lady gets left out. So like, I think mixing it just to say best empirically, I mean, I'm somebody, I'm somebody

SPEAKER_07: who won a, like a woman's journalism award. And I was like, next year, I want to win the one that everybody can win. Right. Like I want to beat everyone. I don't only want to beat women.

SPEAKER_187: It's like acting journalism. These are not things that there's any logic to dividing them by gender. It's not like male acting is different from female acting. It's exactly the same.

SPEAKER_224: I would want to beat everybody basketball or MMA fighting. You could make a physiological, I'm sure controversial as well for some people. Yeah. I mean, I'm not saying I'm making that

SPEAKER_276: argument, but yeah, I don't want to, you know, there might be a muscle mass or a height issue

SPEAKER_279: that some people may feel. Right. There are activities where it makes

SPEAKER_07: some sense to differentiate by gender, but acting is not one of them. Same thing with tennis, right? It's sort of silly that the men play five and the women play three.

SPEAKER_04: Like they could obviously go five rounds. So yeah, yes, I'm in favor. I'm in favor. Dump it. Just be bad. Just give, if you are the best actor in the world, be get to be the best period.

SPEAKER_285: I like that. Get to beat everybody.

SPEAKER_86: I also like that they have at the golden globes, like the best actor in, I guess, comedy and musicals,

SPEAKER_289: one group and a drama is another. I kind of like that too.

SPEAKER_187: Inevitably, every year leads to these arguments about which movies are considered in wit, you know,

SPEAKER_291: like, Oh, Banshees of Innis Sheeran. How come that gets to count as a comedy? Cause it's so dark.

SPEAKER_187: Or, you know, like, so you always get, cause there's a lot of stuff that kind of lives on that dividing line, right? So I don't, it's not perfect either,

SPEAKER_204: but I think that shows will always be stupid, right? I think that makes more sense to me

SPEAKER_187: than doing it by gender. I also think the other benefit of dropping gender is we'd finally get to see all these matchups. We've never like, what if De Niro and Meryl Streep had great performances in one year, they never get to go up against each other in an acting contest, but who wouldn't want

SPEAKER_240: to see who wins out? You know, like I think all these matchups, we've, we've never gotten a chance

SPEAKER_86: to play out before. They should have a best sci-fi. I feel like since that's all of our favorite genres,

SPEAKER_166: I think genre films, I just finished Tarantino's book, by the way, um, where he talks about movies,

SPEAKER_224: and it was pretty great. Um, he's a very fearless guy. That's the, what I determined his, he,

SPEAKER_306: he really tackles a lot of subjects that, you know, are kind of third rails of, uh, you know,

SPEAKER_06: like we're sort of talking here, gender, race, whatever in film and portrayals. And, uh, I,

SPEAKER_206: I, I'm surprised the book has not been aggregated a bit with choice moments where he talks about

SPEAKER_308: things. I think it's the same thing Dylan is getting away with in his book. I'm reading Bob Dylan's book about songwriting right now. And it's the same thing wherever once in a while Dylan will

SPEAKER_310: say something and be like, people aren't upset at Bob Dylan for saying that. But I think it's that if you're reading that book, you're a Bob Dylan fan. You want to hear what Bob thinks.

SPEAKER_187: You're not going to get offended. The people who would be upset, they don't, they're not, they don't care enough to read Bob or Quentin's book and find out what they have to say.

SPEAKER_166: Ah, that's interesting. So if you have a hot take, do a write a book and then they won't

SPEAKER_240: aggregate you like they do on a podcast. Yeah. Yeah. Write a book that's for your faithful fans and then don't do what Matthew Perry did and go repeat all the most divisive anecdotes on podcasts so

SPEAKER_166: people can get mad at you. Um, yeah, you know, it's, this is another interesting issue around art and, uh, over time, which I guess comes up in tar, but, um, I was listening to some Bob Dylan and, uh, some dire straits with my daughter. She's really into classic rock and we're Billy Joel, Elton John. We're just going through the, you know, we're spring steam. How did that happen? She just

SPEAKER_320: got it independently into Billy Joel. Really? Wow. No, I just put on a song or two and she liked

SPEAKER_166: that. Um, and she likes the lyrics and, um, you know, there's a famous Mark Knopfler song,

SPEAKER_324: a dire straight song. Uh, I want my MTV and it has, uh, a slur in it. It's called money for nothing.

SPEAKER_180: Money for nothing. Yes. And it has a slur at the F word. Um, but it's not the slur for gay people,

SPEAKER_314: not F-U-C, not the F box. It's not the bad word for gay people. Right. Yes. Right. And you know,

David Friedberg: the, the song now has been, uh, re dubbed, I guess. Um, but he's talking about a racist person using the term like, uh, right. And then there's. He's not speaking in Mark Knopfler's voice. He's

SPEAKER_180: narrating. Yeah. Yeah. He's narrating. And then there's another song, uh, by, uh, Bob Dylan Hurricane. You know, it's going through. It's got protest and justice songs. Cause my daughter has a sense of justice and protest. And, and in this song, there again, quoting another person, you know, a law enforcement official, you know, Dylan actually says the N word in the song. Yeah. Uh, and so this is a very like high level discussion of like storytelling and using words and storytelling that this generation is like, well, that's never okay. And then, okay. But is it okay? And Tarantino kind of gets into that a little bit in his book and stuff like that. Really

SPEAKER_179: interesting with art, um, you know, and time, which I guess totally goes into with Bob.

SPEAKER_334: It's always, it's fascinating too with Tarantino because he, I think he gets,

SPEAKER_187: he gets a little bit of leeway. He gets brownie points because he was so instrumental in the 90s in introducing a lot of these like blaxploitation movies would not be where they are today in terms of cultural awareness without, you know, Pulp Fiction and Jackie Brown. And I think that, so I think people are like, okay, we'll give him, he gets five extra inches to play around with then

SPEAKER_168: another white guy might, who, who is coming in just off the street just because Tarantino has this story history with black cinema. Yeah. Django Unchained. And yeah, I mean, he's, he's an expert and he's an aficionado and he's even people in that world kind of recognize that like this guy knows what

SPEAKER_340: he's talking about. Yeah. The book's fascinating. Um, just talking about the 70s exploitation films and

SPEAKER_00: and just how even back then some of these films were really challenging audiences. Also, it's fascinating. A lot of the films taking place in San Francisco, San Francisco seemed to be a culturally super relevant zeitgeist of a movie location for whatever reason. Dirty Harry. Yeah. Well,

SPEAKER_344: that, that comes up a bunch. Of course. Yeah. Um, The Laughing Policeman too, I think is San Francisco, right? I think Walter Matthau is a San Francisco cop in that one. Yeah. Uh, this is. Yes. Because

SPEAKER_224: there's a trolley, there's a famous trolley car scene. So it has to be. Uh, the Quentin Tarantino book, I highly recommend, um, if you're into cinema and it's really, yeah, cinema speculation. Right. A book by

SPEAKER_352: Tarantino. Um, yeah. All right. The philosophy of modern song. That's the Dylan book. Uh, I am

SPEAKER_187: going to read that next. Oh, it's great. He takes, it's, it's just, it's essays and he takes us a song. So like blue suede shoes is one of the essays and he just writes an essay about here's why I love this song. Here's why this song matters. Here's interesting things about the writing. Not his songs,

SPEAKER_168: just songs. No, uh, not his songs, like other people's songs, but it's mostly fifties and sixties, like the stuff he grew up listening to. I think, uh, Elvis Costello's peace, love, and understanding is the most contemporary song. Hmm. So it's not tar on tar. It is

SPEAKER_357: Dylan. It's not tar. It's not tar by tar. Yeah. It's Dylan on a bunch of like, mostly the,

SPEAKER_168: the music he was listening to when he was sort of coming up and defining his sound. It's like a lot of little Richard and like a lot of fifties, sixties artists.

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SPEAKER_340: for 25% off. Interestingly, there was this New Yorker story. I didn't have a chance to read it, but I read the summary of it. And we talked about it on our chat on our group chat. Somebody want to

SPEAKER_361: unpack this for us? Um, yeah, I mean, the little, I'll give us a little like the summary. Give us

SPEAKER_40: the inside. It's really about, I mean, I guess we should say it's about Netflix. Yes. And Netflix's

SPEAKER_43: strategy and shifting strategy and hoped for strategies, right? Yeah. And it's a, it's focused

SPEAKER_168: on Beja Bajari. I'm going to look up her, her title, uh, who is like, she, she basically Bella,

SPEAKER_187: she, she oversees like, uh, she basically like the head of content. If you think of it, like head of development, she's overseeing a lot of their, like what's Netflix licensing? What's Netflix making? She's kind of sitting on top of that process. And what I was going to say is in 2020, there was the big story was the woman who had that job was named Cindy Holland. And she was a long time Hollywood development executive who helped launch. She was the one who helped launch Netflix as a creator of big studio style, Hollywood content, like, you know, house of cards and, uh, orange is the new black. And like, she would have been spearheading that,

SPEAKER_367: that generation. Uh, and then there was a little bit of a power struggle between Bella Bajaria,

SPEAKER_187: who was like the international version of Cindy Holland. So she was working on European acquisitions, Asian markets, and Cindy Holland, who was running things in, in the U S. And then, uh, eventually, uh, Cindy Holland was let go and Bella Bajaria moved it or, or retire. I mean, I don't think she was, they, they worded it like she stepped down or resigned. Uh, and then this woman took over and became like, took over that job. And what I think is fascinating is there, it's a really 180 strategic difference between these two approaches. Cindy Holland was a very old school, Hollywood media development, executive kind of approach where like, if you think of HBO, FX, what the high end premium content creators are doing, which is working very close, finding the top people who just create the best shows, working closely with them, developing shows individually, spending a long time on the process of bringing them together. I mean, exactly like what HBO is doing with all the game of Thrones series. They're taking years. They're only going to bring one out when it's absolutely ready. Uh, and Bella Bajaria is approach is a much more like just constantly moving through like tons of stuff, constantly in development. She's checking in on everybody a little bit as they go, but it's more like kind of managing the flow of everything, licensing, tons of stuff, keeping an eye on the international markets and looking for whatever's popping it's. And she's focusing a lot

SPEAKER_168: less on directly overseeing every piece of content that gets made. Right. I mean, what this article

SPEAKER_04: talks about too, is this, which we've talked about actually, like, I think I have used the phrase trashy populist, you know, populist trash, right? Like just put everything out there. And this long New Yorker piece, which is actually really well summarized by a really good Twitter follow trunk fan, um, points out what critics have called the like Walmartification. But what she says is that, you know, she thinks the ideal show is like a gourmet cheeseburger where it's both premium and commercial at the same time. And that, and I think the goal is to replace all television.

SPEAKER_168: And I think when you look at stuff, Netflix comes out with like Wednesday to me, that's the exact premium cheeseburger model. Like that's exactly what they're talking about. Prestige director and Tim

SPEAKER_187: Burton looks great. Big stars. It's, it's everything, you know, it's got a lot to market. It's Adam's family. It's a, it's a famous IP, but it's not trying to reinvent the wheel. It is like a CW Riverdale, Buffy, the vampire slayer type show that is following that formula very closely. And like, not, not breaking any real new ground. It's just a satisfying crowd, pleasing,

SPEAKER_197: get Tim Burton in there and make it look Tim Burton. And it worked.

SPEAKER_376: So smashed burger, American cheese. Cause it melts better. Sesame seeds on the bun.

SPEAKER_07: Yeah. It's a burger, but it's a good cheeseburger. Maybe this is how you make a cheeseburger. Ketchup leather instead of like, just trashy ketchup, you know, exactly. But what do we think

SPEAKER_04: about this? I mean, replace all television, right? That the strategy today is to function as quote, equal parts, HBO and FX and AMC and lifetime and Bravo and E and comedy central. Now, if a founder came to me and said, I'm going to do all this stuff. I'd be like, no, you're not like what, what do we think about this kind of approach to, I'm going to try to replace all television. We're just going to try to eat the world. We don't need to focus. We just need to hoover

SPEAKER_07: up content, which as you know, I think is a financial black hole of a strategy, but also

SPEAKER_168: do you need to focus? I mean, the old idea was that networks needed a brand. So like HBO can't get you to subscribe unless there is a brand. And we know what that brand is. The wire Sopranos, you know, like that they defined what they were. I think she might be right though. I don't know if Netflix needs a brand. Netflix just needs to be, there's always something on Netflix when

SPEAKER_00: you're ready to pull up Netflix. Bingo. Netflix is a 25 year old company. Let's just pause for a second. It's a 20. It was founded in 97. People forget the envelope days. Oh, yeah. Just exactly

SPEAKER_387: how old this company is. I used to get the envelopes in college folks. Yeah, I was on the,

SPEAKER_00: they had an unlisted nine DVD plan. And when I was in my youth, I had a piece, I had a DVD reader attached to my PC and I had two PCs in my office. And I would get them and I would rip them to my hard drive because I wanted to be able to watch them myself. This is when it was okay to rip a DVD,

SPEAKER_58: I guess. And I would just get the nine, I'd rip them all to my hard drive. And I kept like 100 of them at any given time, my hard drive would fill up. And then I'd watch them at my leisure and then delete them. Putting all that aside, piracy, what eventually became known as piracy.

SPEAKER_33: There's not a statute of limitations on that, right? 35 years old. I'm sorry,

SPEAKER_179: a friend of mine was doing that, not me. There you go. That was how Netflix beat

SPEAKER_334: Blockbuster was no late fees. You could keep those little red envelopes as long as you wanted and you

SPEAKER_308: wouldn't get hit with late fees. And people were like, well, why would I go to Blockbuster? This

SPEAKER_321: has come to me in the mail and that's it. So this is just a classic, what got you here will not get

SPEAKER_00: you there. What got them to where they were, was having a large group of subscribers. That was phase

SPEAKER_396: one, right? All those people got the envelopes. Then phase two was they had licensing content,

SPEAKER_00: right? Then phase three was making their own IP. So they went from, you know, competing against

SPEAKER_65: Blockbuster like we're talking about, then they went to licensing like, you know, like HBO with licensed movies. They didn't make their own movies all that often. It was pretty close. Like once they

SPEAKER_168: launched their own streaming platform, Lillehammer was pretty hot on the, that was soon. And that was an acquisition. That was a European produced show that they came in and grabbed. But right after that was when you got House of Cards, Orange is the New Black, and they started to come out with

SPEAKER_65: some of their own stuff. And they said, Hey, let's follow that HBO. Let's be premium. We only have a certain number of bullets to fire. So of course, we're going to be thoughtful. And then yeah, House of

SPEAKER_369: Cards at the time was a huge, a huge movie star in the lead, which never happened on TV. David Fincher

SPEAKER_310: directed those first few episodes. People forget that. Yeah. It's very high profile. You know,

SPEAKER_226: when you have it, when you're making a small number of shots are going to be sniper shots.

SPEAKER_23: Well, then you get to, you know, 200 million people on a service around the world. And you know,

SPEAKER_00: it's, it's gotta be a factory by definition. And they, if you're not going to unsubscribe, what's a way to get people to not unsubscribe? Either you're HBO and you're the high end, and people can't live without your next elite piece of content, or you're going to just have enough in there that people are like, you know what, there's some Sebastian Chappelle comedy is

SPEAKER_58: going to come up some squid game out of left field, Ozark, there's something is going to is

SPEAKER_206: going to hook me and that's what gets you to point A to B to C to D in business is different. You know,

SPEAKER_166: if you look at Microsoft now, when they acquire a company, they say it outright, like this thing's got to have like a billion dollars in earnings potential, if it can't throw off a billion in earnings, that's just even top line. Well, we can't buy it. It's a waste of our time. And that's really

SPEAKER_134: where it's obvious they've gotten. I mean, I just feel like 100% all of that is true. But this is a race to zero. Like,

SPEAKER_04: let's just say, you know, what got you? Max didn't get you all the way there. So you had to invent iPhones fine. That's a high margin product. Content is the most expensive business you can be in. You're just throwing money. So the idea of, okay, well, we'll get people there by always having something on means you're always creating content and your subscriber margins have to, I mean, maybe the advertising, right? Like maybe launching the ad supported model is the only way you get those margins

SPEAKER_07: up. But I just wonder, like, it's really easy to build a business on the back of someone else's content, but making your own is like an endless black hole. I think that's one of the big things

SPEAKER_168: this whole shift in strategy is addressing is they can't constantly churn out premium, expensive content. They've got to limit that to like the ones that are going to hit big out of the year, your Wednesdays, the crown, squid game. But unlike a TV network where every piece of content has to kind of live or die on its own, you've got to sell sponsors on this show. And if you can't sell sponsors on this show, they'll pick the next show. Netflix can kind of get away with

SPEAKER_187: like, people don't really like Ginny and Georgia, poorly reviewed, not a big hyped show, but it always ends up on the Netflix top 10 chart. People will watch it if it's thrown up in front of them. And I think that's what Netflix is getting better at doing is those shows that they can toss off for not as much money. They're more of the equivalent of a basic cable show than an HBO show, but they could

SPEAKER_168: still you'll watch kaleidoscope just because it's on it doesn't need to be the biggest hype thing of the year. And I think that that might they might be able to eventually hit that sweet spot.

SPEAKER_65: Yeah, let's not forget, though, that this thing makes a lot of money. 8 billion a quarter, 32 billion

SPEAKER_00: a year, still growing. And you know, they kind of started hitting a little bit of a ceiling there. In some markets, even some decline in the US, etc. You know, people with a little austerity measures, maybe but now that they're adding that advertising tier. And who knows, I think you know, they might even have a free tier at some point for some of the old archive, my prediction would be this archive gets bigger and bigger. If you're a premium subscriber, you know, you're going to get everything. But if you're like, there's no reason Ozark, you know, in year 10 in the archive, or orange is the new black after the series has wrapped, could not be 100% 20 minutes of advertising supported. And it could be a free tier eventually. So this thing is going to get to a billion users, I believe maybe a half billion free a half billion paid, you know, and or subsidized, right? 32 billion dollars buys a hell of a lot of content a year that archive builds up. And now my understanding you correct me if I'm wrong, Lon, is because there might not be as many competitors competing, because we heat that hit that peak television, and we see Warner Brothers cutting, HBO cutting, each show is

SPEAKER_424: going to cost less, they're going to tighten the belts there, there'll be less buyers. And so maybe they

SPEAKER_168: hit some efficiencies in content. Oh, yeah, for sure. I mean, that's for sure coming. We were in an era of absolutely unprecedented, unsustainable growth in terms of how many shows and films were just raw being produced per year. And like that was Ben Affleck had that quote, where it's like, we're just making too many things, you can't possibly make them all good. There's just not enough people to manage them. And so I think yeah, now that that's dipping, all sorts of savings are going to come in, it's less competitive for talent, it's less competitive for places to produce your show and and sets and your crew and camera ops, everybody, everything ever the price comes down and everything, because there's fewer people trying to buy everybody up and scoop everybody's time up years in advance for their production slates. And so yeah, as as as all of that slows down, there will be opportunities for all of these streamers to save and then it I feel like peacock not there's not going to be a peacock much longer, I feel like they already have sort of figured out they can't, even if the shows are really good, they can't get a wide enough audience on peacock. So they're starting to move shows off like girls five ever, which was on peacock for two seasons are going to go to Netflix for season three, because it's a hit and they can't get enough people on peacock to see it. Same with Chucky. And so you know, I feel like that's going to be the next

SPEAKER_04: one to drop, I think. All right, well, if Netflix is rabid capitalists who don't care about winning awards anymore, or maybe like some awards just to like, you know, keep the brand name up. Um, let's talk about awards. Other people are going hard. What I, you know, will fully acknowledge that this is one of those years where I've seen nothing, which is most years, but at least I've seen tar. So like, I'm

SPEAKER_432: ready. If that happens. Of the best pictures, you've only seen one. I've seen and every year.

SPEAKER_168: I'm like, well, we don't know Oscar nominations are not yet, but it's looking, it's looking good. And Joseph Kaczynski just not nabbed a DGA nomination for director. So he remains in the mix

SPEAKER_187: as well. I I'd say it's fairly likely. How come they're nowhere in the like Vegas insider odds,

SPEAKER_168: which is weird. Really? I still, I mean, there was, there was talk early on of is Tom Cruise possible in the best actor category. I don't think that's going to happen, but Kaczynski as director in the film, I think is very, very, why not? Why wouldn't Tom Cruise get

SPEAKER_321: a, there's, there's an, I, there's a one, I mean, there's the personal stuff that it's always a little

SPEAKER_168: hinky to nominate crews for things because of the Scientology connection. People are, some people are a little creeped out by him. He's a bit of a divisive figure. So that's one. The other one is that movie and that performance is seen as like, it's him doing Tom Cruise. And I don't, I don't agree with this. I think he's a great actor and it's a terrific performance.

SPEAKER_40: I kind of can't believe that like Tom Cruise can't get nominated for Scientology, but you guys can sit here and talk about Bob Dylan and Quentin Tarantino who are both just, you know, credible women haters. And Uma Thurman is like, Quentin tried to kill me and whatever.

SPEAKER_04: But like, that's fine. Bob Dylan was like accused of raping a 12 year old. Like

SPEAKER_451: what? I mean, it's just like the, I mean, I'm just saying, the shifting standards,

SPEAKER_04: those were dropped. I'm just saying the shifting standards here are astonishing. Like, but Tom Cruise is too creepy. Like, oh, okay. I didn't, I love Tom Cruise. Catch me up on who's too creepy.

SPEAKER_216: I'm not saying this about me. I would nominate Tom Cruise for everything. I'm a big fan. I'm not yelling at you guys. I'm yelling at the world. I do think the science is like, wait a second.

SPEAKER_458: I don't even know about the Scientology connection. Accusations. You know, it's part of his public

SPEAKER_187: persona. And it's, I don't think you can, you can, it's, you can't extract it. It's always there.

SPEAKER_240: I mean, that was the big news from the Golden Globes was Jared Carmichael. He wasn't even there. And Jared Carmichael made a Scientology joke. He brought out two actors from, from Top Gun and he,

SPEAKER_168: he brought out the three Golden Globes that Tom Cruise returned during the controversy. And he said, maybe we should exchange these for Shelly Miscavige, the missing wife of the president

SPEAKER_251: of Scientology. So that's, Cruz wasn't even in the building and they were making Scientology jokes

SPEAKER_470: about it. Interesting. Anyway, what are we thinking? What are we thinking?

SPEAKER_168: But I don't disagree. Brad Pitt was there in the audience who Angelina Jolie has recently accused of battering her and people were like, Margot Robbie was toasting him.

Jason Calacanis: I mean, it's just like, it honestly, it's the, the shifting like, okay and not okay. And this is fine. And this is not fine. It's just like, you can't even keep track.

SPEAKER_04: However, I will fundamentally say, I'm not sure that like the acting in Top Gun is what we were there for. Like, I'm not, you know, like I wouldn't say

SPEAKER_310: Maverick. I think he's great. I think Powell's great. I thought Val Kilmer was, was very good. Let's see. Like I,

SPEAKER_479: yeah, what is great acting? Does it have to be?

SPEAKER_310: They're acting against like eight G's of pressure. Like they're really in fighter jets doing tricks

SPEAKER_240: and acting at the same time. That adds a level of difficulty. All right. Fair, fair.

SPEAKER_40: Hey, cool. If Tom Cruise doesn't get nominated on the 4th of July, right? I mean, oh, he totally was a good actor. I'm only talking about Tom Cruise in that role. Like, I just, I think he is an awesome Maverick. Yeah. I mean, I think Tom Cruise has been great in a bunch of them. We're really going to like, you know,

SPEAKER_488: Magnolia, Jerry Maguire. Exactly. That's all. If he got nominated for

SPEAKER_04: Magnolia and Jerry Maguire, I'm there. Like, I'm just saying in the case of Maverick specifically, I want it to win lots of things, but I'm not sure I'd go like.

SPEAKER_429: He's really good in that movie. I don't know. I, I do. I think that we, we tend to. I'll watch it for the fifth time tonight and then I'll decide.

SPEAKER_493: She'll let us know. Another four nominees she hasn't seen, but she will have seen Maverick

SPEAKER_187: five times. I think performance is where they, actors really lean into their personas, tend to get overload. We assume that that's easy. They, they can do that in their sleep, but it's not fair. It has something like Brandon

SPEAKER_306: Frasier in the wow, which I haven't seen. I'm waiting to hit streaming.

SPEAKER_497: A huge departure for him. So to speak. Yeah. Huge departure.

SPEAKER_499: Yeah. A huge, yes. He's an enormous departure. I see what you did there. Yes. An enormous. See what you did there.

SPEAKER_174: Or even like Jamie Lee Curtis and everything everywhere all at once, which is like, I mean, she's fine, but I think that, that it seems like great acting because she looks so

SPEAKER_168: different. It doesn't seem like Jamie Lee Curtis. She's playing dowdy frumpy. And so we're like, Hey, that's unrecognizable. And so that feels like more acting, but I don't know if what she's doing

SPEAKER_45: is any more impressive than what Tom Cruise is doing. Yeah. Tom Cruise in Tropic Thunder

SPEAKER_00: is funny and different and more notable to some people, but Tom Cruise in Maverick, I think it's a killer performance. I don't know. There's that part right before he pushes

SPEAKER_168: above Mach 10, you know, he's at Mach 10, he's hit it. And then he's like, could we, could we do 10.1? And he raises his eyebrow a little and it's very subtle. And you gotta remember,

SPEAKER_506: he's in a jet. Like he's making that acting choice as he's in a jet going like seven or something.

SPEAKER_40: I never would have guessed that I would trigger an impassioned defensive Tom Cruise's acting, but I'm happy. I'm happy with this outcome. This is outstanding outcome.

SPEAKER_23: Best actress odds. Cate Blanchett plus 175. These are provided by a draft Kings.

SPEAKER_00: Plus 175. So you, you put a hundred bucks down, you win 175. So that means she is the odds on favorite Michelle, uh, is it yo? I believe it's Michelle. Yeah. Yeah. Uh, for everything, everywhere, all at once for, as you're saying, like the career, maybe this performance is amazing.

SPEAKER_11: She's 60 years old. And she just won the golden globe. She just won the golden globe. Yeah. This was plus 700 before that. I think that may be, I kind of like the Michelle bet at plus 700. Cause you, when you're making these bets, it's not just who you think is going to win. I think Kate's going to win, but it only pays off 175 Michelle for everything all at once. Plus 700

SPEAKER_187: feels like it's a, it's a, it's a big movie. It's a crowd favorite. She's a legend and icon from not just, and like, you know, not even white, not right. And it's not just from this country, but she's, you know, got huge fans in China and Asia. Like, I feel like it would be, there's a,

SPEAKER_07: there's a lot of reasons to give it to her and it's a great performance. She's very good.

SPEAKER_04: Also things I love about Michelle Yeoh include everything. And also the fact that she's like up for an Oscar for this movie and she's in the Witcher blood origin. Like she just, she's like,

SPEAKER_168: I do what I want. It's cool that she's also capable of just like doing an, a crazy martial arts sequence just as effectively as being like the scary mom from crazy riches. It's like,

SPEAKER_522: she can, she, she can do both. She is versatile. Uh, when, when is the, the Oscars or when, when do the Oscars are the nominated Oscars are like in March, usually another like month or so,

SPEAKER_197: we'll get the Oscar nominations pretty soon though, within a week or two, I think.

SPEAKER_09: All right. Well, we should do a little Oscar pool. We should do a little Oscar pool, put a hundred bucks in and like, cause we get everybody to do a little pool here.

SPEAKER_310: It's a tough year to call. There's, there's, there's a bunch of big Elvis and Banshees of

SPEAKER_352: Innesheer and there's a bunch of movies kind of duking it out for the, for supremacy right now. So it's an interesting year.

SPEAKER_23: Yeah. And Spielberg always, when you have Spielberg in the running, a Spielberg film,

SPEAKER_271: you know, like this, it's up for that DGA award won. He won the golden globe. So, uh, you know,

SPEAKER_168: making a late, making a late run at it, Steve. I didn't think enough people saw that film. Well, that's James Mangold is taken over. This is the first one.

SPEAKER_530: I know, but I'm still excited for Indiana Jones five.

SPEAKER_171: Yeah. I'm excited. Of course, I saw the, uh, you short, short rounds. Uh,

SPEAKER_168: yes, of course. And he's the odds on at this point, he's taken all the major awards. So he's definitely your odds on favor for supporting actor. If you're an Oscar watcher, by the way.

SPEAKER_40: So what if there's one movie in advance of the Oscars themselves and the nominations that I have to watch? I mean, it sounds like clearly everything, everywhere, all at once.

SPEAKER_536: You gotta watch everything, everywhere.

SPEAKER_168: Is there another one that I should really make sure? You didn't see Banshees of Vinnie Sheeran yet with Colin Farrell and Brendan Gleeson. That's on HBO Max now. And that's definitely going to win some, one or two big things. So you'll like screenplay,

SPEAKER_429: Farrell's a possible, Gleeson's going to be up for supporting actor. What kind of rock do I live under? I've like never even heard any of these titles.

SPEAKER_240: And we do this every week. That's Martin McDonough who did In Bruges. This is like an In Bruges reunion because Farrell and Gleeson were both in that. And it's the same writer director, but he also did last or a few years ago, he did three billboards outside Ebbing, Missouri with Francis McDormand. That's the same. Gotcha.

SPEAKER_80: Yeah. Okay. All right. I want to see the Banshees.

SPEAKER_251: Oh, it's good. It's, it's, it's, it's very like darkly funny, but very funny.

SPEAKER_340: Yeah. A lot of people talking about it, so I'm excited to see it. All right. Well done, Lon. We'll see you next week. Thanks for catching us up on all things streaming.

SPEAKER_546: Of course. Bye. Bye.