SPEAKER_00: Okay, everybody, it's Thursday. First up, I'm going to answer some amazing Ask Jason

SPEAKER_01: questions, including why a bootstrap company might or might not take venture capital. It's a great question. Why would you take venture capital if you don't need it? I also answer

SPEAKER_02: the question about There Will Be Blood, the famous film, and why so many entrepreneurs seem to love this film. Then I will have Lon Harris on. He's back to talk about all things streaming. It's going to be an amazing show. Stick with us.

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SPEAKER_07: Okay, here's an interesting question. What do you think of founders that have great ideas, but those ideas require a lot of money up front before it can become profitable. Many

SPEAKER_09: from series A won't be enough. Okay. So deep tech comes to mind. You want to build a battery company. You want to build a flying car. This kind of stuff. If you're going to go for something where it requires $25 million in R&D, right? It's kind of a bridge too far. And you have to do one of two things. One, you have to break the company down into its component parts, and maybe build something that takes a little less money. And this is very hard to do. In your mind, you're

SPEAKER_12: saying, Well, I'm going to build an electric, you know, like the book company boom, that was, you know, making sonic jets that comes to mind, right? Building an airplane is gonna be hundreds of

SPEAKER_09: millions of dollars. And so I think they started with like building a little prototype unit that was smaller, and maybe that was going to cost $25 million or something. But those things are really hard, you have to have a lot of credibility. So how do you build credibility? So you either go the credibility, or you narrow the focus. One way to narrow the focus is if you wanted to build a robot, let's say to do deliveries, right? Well, you could build that little robot that looks like R2D2 that

David Friedberg: you see delivering burritos in Berkeley and other places. So there were companies that were going to build hardware like that. And so they did was they said, You know, let's just hack it together and get an experiment going and show that this could work. So how did they hack it together? Well, they put phones in them that cameras that LTE and a person was driving and they were walking behind it. So if you've never seen this, people simulated a robot delivering a burrito by literally like they were driving, like what they call this RC cars, like they're driving a remote control car. They were walking behind it with like a little RC controller, and somebody would order a burrito and they would be five feet behind it with a camera on them and a camera on the thing and they would simulate walking it to somebody's house. Okay, great. Now investors go, Okay, you did that for a million dollars, you ran a test for six months, people got their burritos, they did come out, they did take the burrito from the thing, you were standing 10 feet behind it. So you didn't have to worry about any regulation. You're just running an RC car down the street. What a brilliant hack to do what's

SPEAKER_12: called a proof of concept. So you have to think, can I do a proof of concepts that builds my credibility? Or are you if you know, if you're like some legendary person, Rodney Brooks coming out of MIT, you've done robotics for a long time, you know, rich people, you might get a Jeff Bezos to give you the money to do it, or Kitty Hawk, right, which just shut down, I understand they had, you know, Larry Page and Sebastian had worked with our page before. So a lot of credibility. So either you need a ton of credibility and just really deep pockets, that'll take the flyer on you for an

SPEAKER_18: important idea. Or you can do a proof of concept. And you got to be very clever about that. It's a

SPEAKER_19: great question. What's your advice for co founder conflict? Great question, Philip, where the business is doing well, but the general relationship between the founders is breaking down as things get

SPEAKER_09: busier. Okay, so there's always gonna be founder conflict, just like there's always going to be conflicts between siblings, friends, partners, married couples, whatever. This is just the nature of life, people don't see eye to eye. Now when there's a business, here's the good news. It's just one

David Friedberg: business, there can be many businesses in the world. So if you have three co founders, let's say, and one of the co founders disagrees with the other two, well, we got a very easy vote. Two out of three people want to do x, the third person wants to do y. Okay, now you have to do a negotiate settlement here, that person can keep their equity that person get voted out, you want to have a very clean exit where possible. And sometimes that means the person keeps half their shares, puts the other ones back, maybe the person has the ability to sell those shares and get some money from them, and your board, your attorneys, and common sense, and a third party helping you. Typically, an attorney or a board member and investor can help you navigate this. I sometimes get pulled into this. And I'll just say, Okay, listen, the three of you own 20% each, you're two years into this 20%, 20%, 20%, you're leaving, okay, so you've earned half of your 20%. You got 10 points of the 20. What do we do about that other 10% you do you really want to say you want to get that right, okay, we'll make you a special advisor, and you can earn 2% of it. So you're at 12 out of 20. And if not, you're gonna get fired anyway, and you're not gonna get that 2%. So give you that 2% will make you feel good. You get listed as a co founder on the website for all time. And maybe the VC says, Oh, yeah, not you know, you have another idea, I'll see it invest in your other idea, give you 500k. So there you go, you know, there's a lot of different negotiated settlements that occur. And if you look at Snapchat that wound up in a lawsuit, who knows the truth there. If you look at YouTube, there was a third partner, he wanted to leave, he got, you know, a portion of his equity, but not all of it.

SPEAKER_12: And then sometimes people get bought out. So okay, the company's worth 10 million, you own, in this case 10% of you got a million dollars in shares, okay, we will give you $500,000 today. And we will give you $500 $500,000 in the next year when we raise our next round, or we will give you interest on that if we can't. But anyway, of the next funding round, if the funding round is you'll get 25% of the next funding round up until $500,000. So if we only raise a million get 250. And then we'll give you the next one. So you can come up with something that doesn't kill the company. And there's a hard discussion, right? It's hard to not be wanted. There's also coaching, I would advise looking

SPEAKER_09: for a coach. A lot of times people bring their childhood, the trauma, how they felt, I remember one time, somebody just felt as a co founder, and they confided in me, you know, just wasn't liked, I felt like I was left out as a kid, and I'm being left out again, you know, it was really sad, I got I got

SPEAKER_28: very choked up about it. If I'm being honest, and I said to the person, Listen, you know, of all

SPEAKER_09: the people who left you out as a kid, you do realize you're the most successful and worth over $50 million right now. And they look at you, and they're just absolutely in awe, jealous and perplexed at how unbelievably wealthy and successful you are. And you can go do whatever you want now think about all the things you do for your family and your friends and for society with a $50 million

SPEAKER_31: bag. A little at this conversation with somebody like your and at the time I was like, you're worth a lot more money than me, kid, like take the bag, go buy your mom and dad a house, go buy a ski house, go buy a, you know, jet card, have fun. Let's go. And yeah, so, you know, it's not easy

SPEAKER_09: stuff. But the same is true for people who get divorced or your siblings who have rivalries and you know, they lose the ability to be friends, something really bad happened, you got to go to therapy, or have a third party or a coach. In those situations, you know, therapy, probably with family therapy or siblings going to therapy individually and then together. Luckily, I've

SPEAKER_38: never had this my two brothers and I are super tight, we'd jump on a grenade for each other or buy each

SPEAKER_09: other Ronde lattes anytime your mileage may vary, but try and work it out, try to be good communicators, division of labor can sometimes help, you know, hey, you're responsible for design and sales, I'm responsible for operations and fundraising, sometimes clear division of labor can also help, and then holding each other accountable for hitting the notes and you have to be rooting for each other. That's the other thing. I see this in marriages, friendships, business partnerships, people stop

David Friedberg: rooting for each other, if you stop rooting for each other, and then you tip over into not rooting for

SPEAKER_09: each other. You got to get out of that relationship, you got to reboot the relationship and do some relationship maintenance. So do the relationship maintenance and, you know, be rooting for each other again. It's critically important. Great question. What does Jason think of Seattle? I just spent much time there. Um, it's cold and it's damp, cold and it's damp. I mean, no basketball team, no buono. I have considered Seattle, I like it. But I really like warm places, I think. And increasingly, I want to live in hot places, and then ski in the winters. So I don't know, maybe I'm super privileged, but I will tell you like last night, I was looking at houses in Tokyo. Man, I would really love to live in Tokyo for a year. I also love Australia, I can see myself living in Australia for a year or two, I would like to live in another country at some point, you know, I got a, you know, I got three daughters. So I have to, there's a lot of factors I have to take into account. But when I'm an empty nester, I'm sure my wife and I will try that like live in Paris for your live in Tokyo for a year, I'd

SPEAKER_31: really like to try some other place like Singapore is fascinating to me. I think there's like places

SPEAKER_09: that are really unique in the world. I've really enjoyed like living part time in Lake Tahoe during the winter and summer has really changed my like state of mind and really opened up the aperture. So as somebody who spent 30 years in New York, and probably didn't leave for more than five or 10 days at a time, max, I kind of got addicted to New York. But there's a lot of this big world out there. And yeah, Seattle's are jam. It's fine. A lot of smart people out there. Great place to start a company. I will say that because you have all these incredibly successful Microsoft and Amazon people just hanging out and a lot of them have money can be angel investors. So you can really start a great company there. And I think it's a pretty great lifestyle. If I'm being honest. All right, Adam asks me, I have been working as a web app security consultant. Oh, nice. For 2.5 years, because I wanted to get a skill set that was recession proof is now a bad time to jump to a fang. When you say fang people, of course, know that's like Facebook, Amazon, Netflix, Google, you know, this kind of companies alphabet. I think they now call Google. So now the time to go to one

SPEAKER_00: of those big companies, maybe if you can get a job there, they're gonna they're always gonna be hiring security people. So the idea that like the security people wouldn't be hired because of the freezes

SPEAKER_09: probably not true. And they're probably going to reset all the RSUs like the stock options are going to be cheaper, right? So you probably get in when the stocks are cheap. So at the bottom of cycle, I do think if you are thinking of a career change, and you're really good at what you do, and you're in the app space, man, startups and apps are like just a golden ticket. So either start your own company or co found a company with a bunch of other folks go to Techstars, Y Combinator, Launch Accelerator, maybe come to Founder.University, which I'm teaching starting November 14, Founder.University, but make apps, I would, you know, work with somebody and just make apps, you can do the security part, you can learn the other parts. Don't go for max money, go for max fun, and max impact and max upside. If you are a developer, I've been going for max fun, max creativity, max challenge, right? And max upside because you're, you're always going to get the 150, you know, base salary. So what more do you need to live? So get your 150 and then work on something that has the ability to go to 150 million valuation. I mean, why not? Why not have that optionality? If you go work for one of the fangs? I mean, yeah, do you care about your dry cleaning or free food? Trust me, those things wear off real quick. You know, once you pay for your dry cleaning,

SPEAKER_58: it's like, who cares, you know, and getting free food? Who cares? Like, what are you gonna be gone?

SPEAKER_09: You're gonna go in there? You're just like, have two lunches and stay an extra hour to get an extra dinner? Like, who cares? You're an adult, you don't need free food. I just have a little salad, you have an omelet in the morning, I'm making myself a nice French omelet with a little creme fraiche on some chives, and it costs me like two bucks with, you know, organic eggs and great creme fresh and fresh scallions. Food's not expensive. It's a gimmick. This free food thing. So like the fangs, you'll go there. And as my friend Elon called it, it's a bit of a honey trap. Great developers go in, they don't do their best work. And five, 10 years of their great years. I'm saying this a London, but he called it a honey trap. Careful, you don't get stuck at one of those. As you saw, like in the TV show, Silicon Valley, it is a bit of a honey trap. Great developers come in. Do they actually do great work? Or do they just kind of rest and best talk to people who work in those places? I think most of them four out of five will tell you, yeah, if you want to rest invest, you want to work two hours a day, three hours a day. Great. I saw somebody on Twitter, a developer was applying for a job at a startup. And they said, Listen, my job at one of these great big, you know, fang companies only takes five hours a week. Can I keep that job and take the job at a startup? Like, no, that's unethical and possibly illegal. And you're breaking your agreements with

SPEAKER_31: them. And then that's just immoral. And he's like, Yeah, but they pay me. And I get it done in five hours. They don't seem to mind. Like, really, maybe ask them if they mind. I'm working five

SPEAKER_68: hours a week. They might want to recapture the other 35 hours a week they're paying for a great

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SPEAKER_28: nutritional insurance. Jason, what are the benefits for a founder to take VC capital if they're

SPEAKER_00: successfully bootstrapping? VCs could bring some knowledge and some validation to your startup.

SPEAKER_09: They could help you with running your company on the margins because they might have networks where they could help you find executives. If you're a first time founder, and you've got a bootstrap company,

David Friedberg: I'm going to make up a scenario. You're got $100,000 in profits on 50,000 a month in revenue. So

SPEAKER_09: you're making 600,000, you're making a 600,000 a year and profit 100,000. A VC might come in and say, Hey, can you triple it year over year for three years? What would that take? And you say, Well, we need two more sales executives, and we'd probably have to increase our product velocity, we're going to need another two developers, and say, Okay, two plus two, four, four, four, people paid 150 year total comp, you know, 75 base for the salesperson, 75 commissions, two developers 150k, oh, you're gonna get them offshore 100k, whatever, you need 500 extra K a year, I'll give you 1.5 million. You can add those four people over the next three years paid for I'm paying for the whole thing. Plus, you got an extra 100,000 years on marketing experiments to run. And you're like, Okay, yeah, I can definitely triple, I can get from 600 to 1.8. And I can go from 1.8. I think to, you know, five or six, and I can keep the margin at 1520%, or I can just reinvest that money. And so that would be the reason to take their money. Do you think you could accelerate the growth? And do you want to? And if you don't want to, and you don't want that expertise, then don't take the money, you want to win 100% of your business, that 1.5, you might have to sell 20% of the business to get that 1.5 million, you know, or 15% of the business. So you have then you're saying, Okay, do I want this jet fuel? Do I want this person who knows how to scale businesses on my board? Or am I going to find this annoying? And if I go down that route? Well, it doesn't end. So you're it's not like you'd be like, I'm going to take that 1.5. I'm going to triple the business. And then I say, you know what, now I'm going to go into slow growth mode, I'm going to triple get to 2 million. And then I'll lay off a couple of people and I'll have 500,000 in profits 750,000 profits. And I'll distribute, let's say you got to a million profits, I'll distribute 150k to that VC. And I'll take the other 850k for myself, give a bonus to my team, and call it a day. Once you get on the VC train, people are going to expect you to keep going, which means then you have to do a series A after you if that was the seed round, you have to do a series A. So once you get on that fast track, kind of hard to get off the fast track, you'd have to buy out the VC, you'd have to piss them off, be contentious, cantankerous, especially if things were going well. And we've actually had this happen. I had one founder, you know, God bless them, it's just like the business got to a couple of million dollars. And they were like, we'll buy your shares back. And I'm like, but this is grown. And, you know, like, it just puts it puts us in a weird position. Because now we've got you down in our books in our audit as like one of our breakout companies. And you just kind of want to grow it 10 20% a year. What are we doing here? And it's like,

David Friedberg: well, it's making a profit, I can sweep money off the table, I don't want to go fast, I don't want to

SPEAKER_09: risk it. So that does happen. And so I just told them, like, we'll just sit on an investment, I have a feeling even if you go 20% a year, this will be a profitable investment for us. So we'll be patient. And so I like to be patient capital in that situation. Other VCs might not take that approach, they might demand you pay them back. And pay you back at evaluation that you may not have the cash to do. So you have to be careful if you, I don't want to say it's like, you know, taking money from the mafia kind of situation where, you know, they want you to pay them back like 10% a month or 5% a week, you know, that's like the vague, if you were a gambler, you might be asked to pay, you know, you're down $10,000. Let me tell you, you know, to keep that 10,000 on the books, I want 500 a week, and you still owe the 10k. And that's growing by 5%. So it's going to keep going up. And the juice is going to be 5% a week, the vig vigorous, if you've heard those terms. So it's not quite as sharky as that, and you're still in control of your company, but just creates an awkward position, you know, you said you want to go fast, and now you want to go slow. So just if you're gonna go fast, you go fast, made that commitment. That's basically for the life of the company to unwind it can be hard. Because then if it does go well, the VC might say, Can I have you triple them, you tripled the business, and you 10x the profitability, okay, I want 10 times my money back, I put in 1.5 on 15. You're like, I don't have 15. I have a million coming off the business every year, I'd have to give you a million a year for 15 years. And like, No, I want 15 million right now. You know, it's, that's the awkwardness that can happen. So be thoughtful about it. And there are other ways for you to make money. And there are other ways for you to raise money, you could if you had a profitable business, go to one of the factoring companies and sell your receivables and, you know, for a 15% interest rate, like a credit card interest rate, they might give you a $250,000 loan or $100,000 loan every, you know, 60 days for you to kind of build and get a little bit of your money in advance. So just keep in mind that this is expensive capital and be thoughtful about it. There's nothing wrong with wanting to own your whole business launch and this being startups on 100% of it. I can raise venture capital for tomorrow, but I want to be in control of my destiny. And I don't want to have to go to some board meeting where somebody saying, Hey, you didn't grow this fast grow faster. I don't want to do unnatural acts. I just want to make great investments in companies and be thoughtful about how I build this investment firm and things like the syndicate doesn't mean at some point I would spin off the syndicate and make it its own platform like AngelList. I could have thought about it, people have discussed it with me. But I kind of like the way it's going right now. I like owning it. I like not having to have any interference and not have to deal with investors. So be thoughtful. Friedberg did say that he loved There Will Be Blood on the show. It's a great film, the performances in it are extraordinary. And it shows a period of time in America where anybody could just go west and make their way in the world. It's a pretty extraordinary story of resiliency and man's desire to be successful. And I'm using the term men

SPEAKER_19: specifically here as a gender, or men of that ilk, to be successful in a way that is unhealthy. I think that demon that you see in the lead character, his need to win is so acute, it is so intense,

SPEAKER_09: that he's miserable. And he makes everybody around to miserable and he suffers. And so, this is why it's very important as an individual for you to think about your own success and exactly how much pain and suffering you want to go through. Spoiler alert, opening scene is the guy breaks his leg and, you know, but finds a mind and finds like a big find and but like drags himself with a broken leg to cash in on it. And so it's a it's a it's a incredible film just aesthetically performance, script, everything, dialogue, storytelling, directorial, you know, prowess, everything is just extraordinary about the film. But I think that's why it appeals to folks because exploring that darker side. I think for men specifically and watching like a man ruin his life to hit like certain notes or just lead a horrible, brutal life and have no joy. I do see that sometimes in business where people are not actually enjoying themselves. What's the point? You know, we live in a very advanced society now. There's plenty of ways to make money, you're not going to die of starvation in America, at least. There's plenty of food, there's plenty of jobs available here, we still have 10 million jobs available even in this trial of the recession and stock market correction. So nobody in America is not going to have a job or food on their table. So that kind of like Maslow's hierarchy baseline is there. In fact, you could go work at Amazon get 20 25 bucks an hour and health benefits. Starbucks is an incredible deal. Uber, DoorDash, people are making 25 35 45 bucks an hour. I mean, all these opportunities are there. So one has to wonder, like, do you need to in your life be so cutthroat that you ruin your own life? You make yourself miserable for checking off some success or some numbers? I think I have seen people who get very successful never reach happiness or any kind of enlightenment. And so that's where purpose comes in. And I think, you know, probably why people like to see those stories is they like to think that they have that energy, right? They want to have that energy that I'll win at all costs. I'll drink your milkshake. I'm so competitive. I'm so tough. The truth is you don't need to be. You could actually have a lot of fun and joy and be successful. That's one of the things I've learned, you know, like I tried to be successful for a long time, probably put myself under too much pressure trying to be successful, probably too intense, probably work too hard. And now I look at it, you know what, I want to ski every day. I want to maybe 40 days of skiing last year. This year, I want to see if I can have 41. I want to see if I can ski not only at Lake Tahoe, like to see if I could see Hokkaido or maybe go to the Alps or France or something. And to me, that'll be as successful this year as any investment I make. If I can go skiing with my daughter's 1020 days and get out there on my own and maybe see another country. So be thoughtful about those decisions you make in your life. Don't forget to stop and smell the roses and enjoy the journey. And in that movie, he does not enjoy the journey. Is there an age cut

SPEAKER_19: off that you'd invest in? How old was the oldest founder you've invested in? Great question. I don't

SPEAKER_00: ask people's ages. So I don't actually know the specific oldest age, I would think we get pitched

SPEAKER_09: regularly by people in their 30s and 40s. And so we've definitely invested in countless people, up to 50, like just off the top of my head, right? And in over 50, I don't know that we see many

SPEAKER_00: pitches from people over 50. If I'm being totally honest, I think a lot of people who get to 50,

SPEAKER_09: maybe they don't want to start businesses, or in some cases, they can raise the money themselves. So I don't see a lot of 50 year old starting businesses. So just in terms of the pipeline, I'd say the sweet spot of the pipeline, and the statistics and the metrics do show this as well, is that founders between 30 and 50 have, especially if they're serial founders, have enough experience, scar tissue, to weather and not make some, you know, silly mistakes. What are the silly mistakes, getting distracted, not talking to your customers, not building a great team, not building a great product, getting in legal trouble, whatever it is not having enough cash in the bank, not knowing how to fundraise, not knowing how to do marketing or PR, not knowing growth techniques. So there is a series of mistakes that people make as first time founders, or just as young people, inexperienced people put it put age aside, and let's use just the term experience. Because age can be triggering for people, you could have somebody who worked, you know, in it their whole life, and they're 40 years old, and they've never run a business. So they have no experience, you have somebody who's 25, and they're on their fourth business, and they've sold to right, that does exist in the world. So I mean, look at Palmer Luckey, I mean, I think he's under 30. And he's on his second billion dollar company. So you have, you know, the experience of having built a company, it really actually helps what people will say quietly, behind closed doors, to not get themselves in trouble, is this person have the energy or the desire? Do they have that fire to be successful? If they were 50 or 60 years old? Um, I think that's a valid question for an individual to ask themselves, certainly like, okay, I'm 50. My kids are 10 years old, or 15 years old, or 20 years old. And I've already got money in the bank, like, why am I doing this? I've only got 10 years left, I've only got 20 years left in the plan. And if you're six years old, I actually don't think that way. I think like any number of years, you want to do it, I'm here for the pitch, let's go. But I do think people would have to ask themselves that right, you would have to ask yourselves. Okay, if you were starting a business at 60, let's say, do I have the desire, the chutzpah, the energy to work five, six days a week? Or am I going to sit there working on this going, hey, I'm going to be dead in 1020 30 years, or less, and you never know when you're going to go? Do I want to spend my last 20 20 years since? Or do I want to go on vacation? Do I want to ski 50 years 50 days a year, right? So being thoughtful, again, while the sports coming up a lot these days, think it through, make sure that you, yourself as a person who's up there in years, actually have the fire desire to do it. And if you don't, then pick something you want to enjoy doing, you know, go work on a nonprofit, be an advisor to a company, maybe you're not in the captain seat, maybe you're in the second seat, I think that I've seen a lot to where people like, you know what, I want to start this company with a team that maybe has more energy, more passion, desire, time than I do, time on the planet, you know, time every day to put towards this. And I'll be the executive chairman, what's an executive chairman, a chairman, or share a person, somebody on the board, okay, they get together monthly, quarterly, whatever with the team and help them set the direction. An executive chairman might be somebody who comes to office two days a week, maybe they're there Monday and Tuesdays working with the team, they take over some specific functions, and they, they do actually some work at the company. So give it some thought, I don't personally have any limitations on this. I have a 70 year old came to me with the next best idea. And that a killer product, I would be like, Yeah, you're 70. Great. I mean, you, I guess, practically speaking, you might want to have a succession plan in place. If you get up there in age, I don't know when they start talking about succession planning for executives at public companies. But I would, I would think in somewhere in their 60s, because the average man lives 72 or 74 years in the United States, I think is the number. So you probably want to start thinking about that somewhere around 10 years before then. So probably at 62 64 is when succession planning as a topic comes up. And certainly in venture, you didn't ask this, but in venture, people start thinking of rotating people out by the time they're hitting 60. So you saw Doug Leone, Michael Moritz, Bill Gurley, a lot of people who were in their 50s, or maybe I don't know, even in their even 60, maybe weren't in the latest fund or were transitioning out, right? Because I think a lot of people think that VC venture capital, the ability to invest is a young person's game. And then you have some people like Alan Patricoff, who is, you know, way up there, I think he's in his 80s, one of the early New York venture capitalists, Alan Patricoff, I understand somebody told me is sharp as a sharp as a tack, and he's still investing and still super engaged. And that'll be me, you'll be sitting here watching me. And I'll be 87 years old doing this week in startups talking about some AI robot, you know, downloading some consciousness into my system and talking about the iPhone 96 when it comes out.

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SPEAKER_107: welcome to Thursday. That means this week in streaming with our friend, Mr. Lon Harris. If

SPEAKER_01: you don't follow Lon on Twitter, amazing Twitter, you're gonna get Lon interacting with a who's who

SPEAKER_07: Hollywood nobodies. Literally, everybody you don't know who actually makes Hollywood is interacting with Lon. It's not celebrities. It's not celebrity directors. There are a few

SPEAKER_114: celebrities in there. Okay. I got a couple celebrity follow Tom Lennon from the state big screenwriter.

SPEAKER_112: He follows me. Oh, okay. Well, that's what I'm talking about. My exact point. There are a bunch of

SPEAKER_119: screenplay writers, producers, people like that, but I do have a, I have a great, I have a great

SPEAKER_120: following among, yeah, there's a lot of like show runners in there. It's that I just added the director of light year. Do you see that that Pixar film light year? Right? Yeah. Yeah. Yeah.

SPEAKER_121: I was praising it and he and I started talking. So now I'm followed by controversy with the light year.

SPEAKER_125: I didn't see it, but light year. One is that, you know, it's there, there is the acknowledgement.

SPEAKER_120: Yes. Well, that's the, the big one is yes. Now it's Chris Evans is voicing light year instead of Tim Allen, but it makes sense because I don't know if you know, the, the premise of light year as a standalone film is that in the nineties and the kid from toy story went to go see this movie. This was

SPEAKER_118: the big movie when he was a kid that sold kids on buzz light year and then he got the toy. So the

SPEAKER_128: voice in the movie wouldn't necessarily be the same actor. They'd get to voice the toy. I see.

SPEAKER_121: But Tim Allen seemed a little upset about it. Well, that's a big, that's a big payday. I mean, Tim out, like if you're thinking about, if you're Tim Allen, you know, your, your number one iconic

SPEAKER_120: character, Tim, the tool man, Taylor from home improvement in my opinion. Yes. Okay. After that, Buzz Lightyear. I mean, that's, you know, it may be galaxy quest. Although I'm now trying to think of his name from galaxy quest and I'm struggling. Galaxy quest. Captain Jason.

SPEAKER_137: Completely underrated, uh, sci-fi comedy. Amazing. It works on multiple levels. It works

SPEAKER_139: because it's a heartfelt film. Right. And it's funny.

SPEAKER_140: It's like really doing a sci-fi adventure. It's not just a joke.

SPEAKER_120: It's not space balls. Right. But it's also got that level of Star Trek sort of parody over it. Yeah. I think it was an early example of, um, it's, it's, uh, it's about, it's about nerds and nerd culture, but it's not just making fun of them the whole time. It's not just that get a life you dorks. It has real respect for and love for

SPEAKER_144: the nerds. Yes. Yes. And that, that was like very forward. They back in the nineties. That was not

SPEAKER_128: cool. You may beat on nerds back then. Yeah. Right. Yeah. And so I think it was an early indication that the, the culture was sort of shifting in the nerds favor. Just hilarious. Um, who's the guy who

SPEAKER_146: played like the Spock character with the headdress and everything? Oh, that's Alan Rickman. The great

SPEAKER_150: Alan Rickman of, uh, die hard fame. I think Alan Rickman, this is like one of his great performances

SPEAKER_153: because he plays like a true thespian, right? Like a Shakespearean stage actor who now lives with the

SPEAKER_07: curse of being known as this character and being beloved as it when he just wants to be known as

SPEAKER_00: Macbeth or whatever. But then he kind of comes full circle when he realizes like there is something to this pop culture icon that he created that he can embrace. It's beloved by he's having the impact

SPEAKER_138: he always wanted to have on people, even though the material is sillier than he, than he thought.

SPEAKER_158: Okay. So speaking of being typecast, I watched the first episode and change, uh, started the second

SPEAKER_161: one and had to stop watching the Jeffrey Dahmer story. Oh yes. Monster Dahmer, the Jeffrey Dahmer story or

SPEAKER_58: whatever. This is an incredible performance. I don't know who is playing Jeffrey Dahmer in it.

SPEAKER_159: Evan Peters is that guy's name. He's been in a lot of the Ryan Murphy stuff. He was in American

SPEAKER_138: horror story. Uh, you know, he's been in a few other Ryan Murphy sort of projects. He's also, uh,

SPEAKER_124: Quicksilver in the Fox X-Men movie. And the guy runs, guy runs real fast. Oh, he's amazing.

SPEAKER_168: With the goggles who, with the silver hair. I didn't realize that now I re now I've put the connection together because I couldn't put together who he was, nor did I want to type in. Remember

SPEAKER_144: they had that cameo in one division where it's like, oh, isn't that her brother? Quicksilver is an

SPEAKER_07: underrated character from the underrated X-Men series of the, uh, first class. Right. When they throw

SPEAKER_126: back the Fox re yeah, the, the remakes. I love the first class movies. Uh, I just watched all of them. There's, I think three or four of them in that genre. I want to say four. Cause yeah,

SPEAKER_175: there's four. Cause at the future past, uh, apocalypse, and then dark, uh, the dark Phoenix. I watched them with my daughters. They all love it. They love it. And that character,

SPEAKER_07: now I see it plays Jeffrey Dahmer in this incredibly disturbing portrayal. The first episode is, I don't want, you know, it feels so realistic that to make the comparison to

David Friedberg: the, the, you know, most famous serial killer of, uh, cinema Clarice. Oh, Hannibal Lecter have the

SPEAKER_02: lambs cry. Who is this man? You see, you look back on that and as terrorizing as that was, it seems overplayed now. Whereas this one, I don't know how you feel about this performance, but it

SPEAKER_12: seems so realistic and disturbing. I almost felt like I was watching a doc. I'm not a huge fan. I,

SPEAKER_120: I listen and I get, I get that there's a lot of back and forth about true crime. Some people feel very strongly negative about it. I get that it has its place and that some people are very fascinated by these stories. I don't think that's like, I don't think there's anything like morally wrong with it, but it does make me, it does make me feel uncomfortable and creepy. And I don't really like that, that feeling that I'm getting entertainment out of just crime and depravity with this show in particular, because there's so much focus on the victims and like they're recreating, you know, the victims in court and they're having actors are gonna reenact that there is a lot of like, are we re-traumatizing these people? Like the people who survived there, they lost loved ones to Jeffrey Dahmer. Many of them are still alive. This wasn't that long ago. So we could

SPEAKER_186: file this under too soon. Perhaps. Yeah. I don't, I don't know. They're there. Yeah,

SPEAKER_120: it's there. Just like people are saying in the comments and say like when it's real people, it's recent history. It's this brutal, unthinkable stuff that happened to them. Turning it right away into a TV show does feel a little, it feels a little off. It feels a little

David Friedberg: crass to me. It feels like you're perhaps capitalizing on just the most tremendous suffering

SPEAKER_09: and pain you could ever imagine. I understand their argument completely. And I also understand the argument of art and people being able to create things in the art world, but this all comes

SPEAKER_07: together through the lens of massive distribution. So in another time period, this might have been a

SPEAKER_197: boutique independent film seen by, but you know, there's a bunch of Jeffrey Dahmer. There's my friend

SPEAKER_198: Dahmer and there's one just called Dahmer with Jeremy Renner playing Jeffrey Dahmer.

SPEAKER_120: I think that's the other part of it is that we've done this. It's not like there's no Jeffrey Dahmer content out there. In fact, Netflix has another, you know, they had that conversations with a killer series. They have one of those coming out about Jeffrey Dahmer soon as well. And obviously it's synergistic for them. It's a tie in, but how much Dahmer content do we, do we really need? I mean, it is this Ryan Murphy saying to that he's focusing on, you know, the victims and the police and why didn't they catch it's not just reveling in the crimes. It's like digging into the case file. And I, I guess there's some value there too.

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SPEAKER_146: There is a massive breakout success here in terms of consumption. So I think that is what the story is

SPEAKER_30: here is if this had flown under the radar with, you know, a million viewers, we wouldn't be having this conversation. This crossed over into pop culture, correct?

SPEAKER_121: Yeah, this is a huge hit for Netflix. Uh, their second biggest hit of the year after Stranger

SPEAKER_120: Things season four, it's starting to look like, uh, a, a sort of an all timer in terms of English language. These are like probably going to be in the top five or 10 English language seasons of TV they've ever released. And the other big thing is this is the first big hit from their mega deal with Ryan Murphy, the guy who came in, he'd done, uh, Glee and he had that screen Queens and American horror story and American crime story. They made this $300 million mega deal. It was one of those initial huge deals.

SPEAKER_140: The platform deals. We have you exclusively for whatever you make.

SPEAKER_120: Exactly. And Shonda Rhimes was another one of these that Netflix made that led to like Bridgerton, you know, the scandal producer who came over and now made Inventing Anna and Bridgerton. So it's, and Murphy's been making content for Netflix. He did ratchet that nurse ratchet cuckoo's next prequel show. He did Hollywood. This one about, it was sort of like a, a fanciful re-imagining of Hollywood history. Like what if Hollywood had been diverse going all the way back to the thirties and forties? Uh, he did a show called Halston with Ewan McGregor about the fashion

SPEAKER_124: designer. He's done a few other things. Nothing has really hit so far. Got it. And this is why people

SPEAKER_224: were questioning the platform deals. Are these things going to pay off where these things done

SPEAKER_12: in the peak market? In fact, it came up on the own podcast the other week where David Sachs was saying, you know, hit the back channel here in Hollywood was that they weren't doing any more deals and that these platform deals were a sign of like the peak Netflix stock price. Right. But this thing

SPEAKER_07: has over 300 million hours viewed in its first week of availability. So people are clearly binging it.

David Friedberg: I don't know how many unique users that is. If it's a 10 hour series or it's a five or 10 hour series,

SPEAKER_212: I'm guessing. I believe it's, I believe it's eight, eight episodes, maybe 10 episodes. All right.

David Friedberg: So if everybody watched four hours, you're talking about 100 million people, 75 million people. Is that

SPEAKER_121: possible? I mean, how many people have watched it globally? I mean, worldwide, there's a big

SPEAKER_120: audience for English language, you know, English language content is one of those that sort of transcends a lot of the market geographical boundaries. You know, we're seeing Korean

SPEAKER_124: shows have a lot of breakouts, Spanish language shows have a lot of breakouts. Squid Game. Yeah.

SPEAKER_121: Squid Game, obviously number one, but also Extraordinary Attorney Woo from Korea was a huge

SPEAKER_120: hit this summer. So like we're seeing that now that Squid Game kind of broke the seal or opened the barrier, international audiences are coming to more Korean shows and Korea is having a sort of a big international moment right now. Uh, Spanish, obviously, because there's so many Spanish language countries. Spain is a huge powerhouse for churning out content, but English language content goes really well. So yeah, I mean, I, I do think it's reasonable that a very high profile show about a very famous individual from a big creator because Netflix also has a lot of power. I mean, if they put it all over the front page in every market, it's going to get a lot of clicks that they

David Friedberg: can create phenomenon sometimes. Now this show does not lend itself to advertisers. Of course. Now there might be some advertisers who would be okay with it. There would be some who say like, absolutely not. Right. You're not going to like get a McDonald's commercial in the middle of a Jeffrey Dahmer show. Right. Yeah. But you could get, you know, some other TV show or like, you know,

SPEAKER_149: might want to, uh, I mean, there's certainly disturbing FX shows or what have you to still get

David Friedberg: sponsors and ads. Sure. Sure. So Netflix is going to launch their advertising based thing. So these number of hours based on this kind of content, we could see these number of hours jump dramatically when they have their, it's not going to be a free tier. It's going to be a discounted tier.

SPEAKER_138: No, it's a lower cost. It's a lower cost. Yeah. Like Disney's is going to be $7.99 with ads and then $10.99 for no ads. So that'd be the same thing here. I'm guessing. It'll be roughly. I would say

SPEAKER_250: Netflix will probably be roughly in line. If Netflix had a free tier with only a selection of

David Friedberg: shows and only shows that were, let's say 90 days old. Right. Like what Peacock does. Yeah. What is the,

SPEAKER_00: what would the viewership of this be in 90 days? Oh my Lord. I don't know if they want to do that because they would train people to not pay for it and just wait it out. But my Lord,

SPEAKER_12: I wonder if they did like, you get the first three episodes of every show and then you have to pay. How brutal would that be on consumer? She could watch the first three Jeffrey Don for three stranger things. And then it upsells you on paying.

SPEAKER_112: That was what my, my mom has that on Peacock and she gets so frustrated. I almost feel like

SPEAKER_138: just based on anecdotally, based on hearing her complain, I feel like it's not a good strategy. You don't want to, you don't want to tease people. It's daunting. Yeah. I, I, I don't, I think you want to deliver sometimes. You want to give people a positive feeling about your service. And if you're constantly cutting them off after they've seen two episodes of a new thing they like, that's not a great experience.

Chamath Palihapitiya: You know what they should do is they should do like a Netflix week where Netflix is open for five

SPEAKER_156: days just to get everybody to download the app. Well, I mean, I think we've stumbled into one of the

SPEAKER_120: biggest problems that these services have, which is how do you have both a paywall, but let people know you've got great stuff behind the paywall without giving it all away. I mean, it's the Showtime problem in a nutshell that they can't really figure out how to use Paramount Plus to get more people to sign up for Showtime. So they're just going to end up having to basically give them Showtime. Like there's, it's not, they're trying now to like, Oh, give us an extra five bucks a month and we'll give you all the Showtime shows. But if you can't watch Yellow Jackets, you don't know you want to see Yellow Jackets. If you watch the first few, you get that you want to see it, but otherwise, it's just like another name of a show you've never seen. Apple too, it's the same thing. Like I can tell you Severance is great, but it doesn't sell you like putting it on TV would. Netflix has spent $500

David Friedberg: million, I think on Shonda Rhimes, Ryan Murphy and Kenya Barris. Yeah. Well, I can't do the

SPEAKER_267: Kenya Barris deal already over. It's over. Yeah. He's jumped over to, I believe BET he went to now. Oh, okay. He's creating his own in-house studio over there now.

David Friedberg: Oddly, Trevor Noah. And by the way, Netflix's earnings is coming out on October 18. I may need to make a J trade there. We'll see. I mean, we're in fascinating times with all this now. I feel like

SPEAKER_124: every quarter where it's like a wait and see like, who's doing what it really coming down to the

SPEAKER_55: wire on a lot of these. Well, yeah, I think that is a sign that there's a lot at stake here. When you see this kind of hand wringing, when you see this kind of investment, when you see this kind of

SPEAKER_12: dogged competition and pricing tweaks, it means there's a lot at stake. And so when there's a lot at stake them, it's because it's probably a very big prize at the end. And people are fighting it

SPEAKER_00: out for, you know, what we, I, as I, uh, have said many times, I think somebody, I think two people will have 1 billion subscribers. I think the consolidation has only begun. And I think Netflix

David Friedberg: and Disney are my top Netflix, Disney, and WB D Warner brothers discovery. Those are my top three

SPEAKER_47: candidates to hit a billion. And I think you could see consolidation, you know, from here, uh, going

SPEAKER_179: forward. All right. Network TV is dying. That's the other big note here.

SPEAKER_267: Yeah, it's, it's, it's winding up this week that the NBC universal announcement.

SPEAKER_281: What happened there?

SPEAKER_140: Uh, Jeff shell the president of NBC universal. Uh, he basically, there have been rumors and the

SPEAKER_120: trade stuff floating around. NBC affiliates are going to get back the 10 to 11 PM time slot on summer slot. The same. Yeah. So, uh, NBC is going to basically stop making shows for some nights from 10 to 11 and return those hours to local, you know, your local NBC station will get that hour

SPEAKER_124: back to do with whatever they want. Uh, it is a, you know, obviously for, for shell's explanation, it's a cost saving maneuver. They're going to produce less original content. They're going to worry

SPEAKER_120: about filling, you know, three or four less hours a week with shows, but it's another obvious indication that NBC is not where it's at anymore for debuting new content. And that's not where people are watching

SPEAKER_138: it. And it's just, you know, it's worth it to save the money and effort for them rather than

SPEAKER_223: this is bonkers. Why wouldn't they have a deal? Like if you were NBC universal has the peacock streamer,

SPEAKER_00: but I guess, can you imagine if Hulu or Netflix had access to that time slot and they just ran,

SPEAKER_121: this is what we're like, they're, they, they may, I mean, like if it, if it goes back, imagine your,

SPEAKER_174: you know, bay area NBC station. Oh, right. You do a deal with Hulu and say, we're going to put

SPEAKER_156: dope stick on it. They can do whatever they want with that 10 to 11 slot. They could license content

SPEAKER_146: and air it from 10 to 11. I never understood this, like local affiliates thing. I guess they wanted the local affiliates, I guess that had something to do with the FTC and how they gave

SPEAKER_293: out these licenses. It literally made said this system was designed in like the fifties.

SPEAKER_128: So this had to do with like ensuring the public good was, it was public airwaves was what they

SPEAKER_120: were worried about and thinking about. And that was it. There wasn't, there wasn't cable underground.

SPEAKER_07: There wasn't satellite TV. This was it. This was your TV service streaming. Yeah. So this is like a vestige. I wonder what happens to these assets. It reminds me of radio stations, like who's using

SPEAKER_00: radio, there's still people using radio. But I remember I spoke 10 years ago at a podcasting conference called rain. And I said, Listen, here's what you do. If you're a radio station, you forget about the fact that you own time slots, whatever, you are just a content creator,

SPEAKER_12: you make shows, you have to make shows that are so good that people will seek them out. And you have to publish them as podcasts independently with advertising on them, and put them on air. And when they're on air, you tell people to download the podcasting, and you go rank in the podcasting apps. And you have both, you have people who don't know how to use their phone or podcast catchers at the time was podcast catchers. I said, and you know, you have here and then go find other people who want that show and license it to them for their local market. As long as they say, you know, you can download the pockets if you missed episodes. And eventually you you know, you basically get both. That's what should be happening here. NBC should be saying like, just get peacock to get this whole library and

SPEAKER_243: they should be putting reruns on or whatever. But I get it. Functionally what they're gonna do. They're just farming that work out to the local stations instead of NBC corporate figuring out

SPEAKER_293: what to air nationwide during 10 to 11. This is just competition. You know,

SPEAKER_307: like when you have a when you have this dogged of a competition? Yeah, the streamers

SPEAKER_12: have and I see this in startups lawn. If you have to convince people to take their wallet out and pay for

SPEAKER_00: something, my Lord, you are focused on getting the content to a really memorable place, you know, so it spreads by word of mouth, as your point was with severance, you know, or any other show.

David Friedberg: Uh, you really have to get people talking about because it's not like they turn on their TV and you have the default distribution of, you know, whatever the four channels that people get over the air. Right.

SPEAKER_00: And that is, um, you know, the beginning and end of this, they have been out hustled with better,

SPEAKER_01: better content and their content just doesn't keep up with what's.

SPEAKER_243: I mean, I think Peacock actually, I think Peacock has some really good shows. I think Peacock,

SPEAKER_120: I think Peacock's biggest single issue is just being so late to the game and not having, they don't have their breakout. They don't have their must see. They don't have like, they're rings of power. There isn't that P like the office. I think they were kind of counting on

SPEAKER_124: the office being that draw. We bring you in with office reruns, and then we show you girls five eva or Rutherford falls or one of these other good originals. I don't know if they've got compelling enough originals to bring people in, but as a Peacock subscriber, I watch stuff on Peacock. I don't feel like I'm under using my Peacock.

David Friedberg: It just feels like they're, they're going into a, you know, gunfight with a knife.

SPEAKER_243: They're, they're going to real. Yeah. They have a real like second class status that I don't know how you drop at this point. I think they need to do some real big moves to get out of that

SPEAKER_293: Paramount plus ghetto of being not the top tier. You know, they're not seen as one of the top tier

David Friedberg: essential services. Well, this is, this also led to us having a discussion offline, um, on text,

SPEAKER_322: you and I were talking about how some of these folks had great content, but they let it slip away.

SPEAKER_161: Oh yeah. Well, comedy central, we were talking about that.

SPEAKER_243: Yeah. Uh, explain that. Comedy central had built up, you know, over many, many years, this like huge library of comedians and

SPEAKER_120: shows and like cool, you know, they were, they had like, if you thought of what a comedy central show was, you would form that it had a brand. It had a voice. We, it was like kind of indie alternative skewed a little younger, but not like that adult swim stoner comedy, like smart 30 something calm, you know, like that. They had a, they had a little like place in the firmament and if you think of Key and Peel inside Amy Schumer, South Park, like that era, you really knew what comedy central was.

SPEAKER_326: I mean, originally they were Chappelle show, correct?

SPEAKER_120: Chappelle show. Right. Exactly. And, uh, and, and, and I think that what we've seen is a lot of those comedy center, they stopped making original live action comedy central shows. I think corporate was, was one of the last ones workaholics that, that late era. Uh, a lot of those shows got farmed out to HBO max as opposed to paramount plus, which is owned by the same parent company as comedy central. So now if you go on paramount plus, there's a comedy central hub. It's got some old stand up on it. They've got the key and peel reruns, but it doesn't, it doesn't feel like

SPEAKER_114: a hub and a vital place to go for new comedy, the way that it should considering.

SPEAKER_332: Is South park available on HBO max and on paramount plus? I think only the most recent season.

SPEAKER_333: Most recent stuff. I don't know. There's some, the panel.

SPEAKER_112: It's very confusing as a South park fan. Where do I find it? The big, the big compromise they made was the, the South park library lives on HBO max,

SPEAKER_120: but they're making those original specials, you know, like once every month, there's like a South park, the streaming wars, a special movie. That's how they're, they're supplying new content. Totally confusing. So it's, it's kind of, they're doing both super confusing. I don't like it. It's not, it's not great. And it's just, and I mean that, especially South park at this point,

SPEAKER_121: that's the number one comedy central brand identifier. Like you gotta lock that down.

SPEAKER_225: That's like yellow stone. It's like, it's like their anchor. Yeah. Yeah.

SPEAKER_344: It's like them losing hill street blues. What's the story with hacks now hacks. I very much enjoyed.

SPEAKER_112: This was a great show. They're the team behind broad city that the hacks.

SPEAKER_121: So they created broad city at comedy central and they were this in-house comedy central team. And then comedy central let them go. They were like, we're not doing live action.

SPEAKER_120: Got it anymore. They went and got a deal at HBO max. Very first show to emerge from their no deal X. Emmy winning.

SPEAKER_349: Emmy winning the woman who both of them are one of the. I think Jean smart older one. Yeah.

SPEAKER_351: Plays the older cardian smart one. Yeah. Deborah, Deborah Vance.

SPEAKER_175: She plays Deborah Vance, Deborah Vance, who is like, I guess a Joan Rivers type.

SPEAKER_121: Yeah, exactly. Did you know that Hannah Einbender, the young Ava, the younger comedian is Lorraine Newman's daughter from Saturday Night Live.

SPEAKER_156: I did not know the original cast member Lorraine Newman. That's her daughter.

David Friedberg: That's amazing. She is, uh, quite charming in that role. Uh, it's quite uncomfortable and it's,

SPEAKER_55: uh, dare I say like delightful to see a female, uh, driven, uh, comedy show because there's been this, you know, women aren't funny meme, uh, in comedy, you know, all women aren't funny, blah, blah, blah.

David Friedberg: I find the show hilarious. Uh, so I don't know. Yeah, that's, that's an example of, you know,

SPEAKER_121: they had that team that, that, that was a comedy central creative team that could have been making

SPEAKER_120: shows for paramount plus right now, but now they're off doing HBO max instead. It's wild. Yeah. Yeah.

SPEAKER_251: Now, Peacock and NBC universal streamings has 15 million paid subs, right? That was the other

SPEAKER_365: announcement that shell made the other day. Got it. Uh, 30 million if you include their free ads,

SPEAKER_344: right? Cause they've got, they've got a free version. It's fine. I mean, look, the, the Peacock

SPEAKER_128: free service is actually pretty good for movies. It works a lot like a 2B or that kind of thing. They've got a lot of movies up there for free and you can just stream if you're willing to watch

SPEAKER_368: three or four commercials. I saw somebody tweet that they had to watch seven commercials.

SPEAKER_161: Like in a row to watch something. And I was like, really? I don't usually find it that cumbersome,

SPEAKER_124: but I'm also not a huge, I'm not a huge fan of that. Like I, I kind of streaming is sort of trained to be off of watching a lot of ads and it, it does kind of hurt me, especially in a movie, a TV show. Okay. That's one thing, but when they randomly cut into the movie as you're watching it,

SPEAKER_12: that's, uh, we'll talk about Andor and house of the dragon next week when Molly's back. Um, I had to

David Friedberg: take a week off from watching them because my wife went away for a couple of days and she wants to watch it with me. So now I'm, uh, you know, I mean that I'm like, I gotta watch it for work,

SPEAKER_00: but I gotta wait. So I think I'll wait for Molly. We'll do it for next week. We can, we can do it.

SPEAKER_125: Makes sense to do, to wait a few weeks. Cause they're really, they're in groups of three.

SPEAKER_365: Those, the, the episodes, the episodes are meant to be watched in three episode arcs. And so we're in the

SPEAKER_376: middle of an arc now anyway. You remember how they disclose that? I remember they released the first

SPEAKER_120: three. I agree with you. I think they, they've sort of said it's, it's a, it's some mini arcs

SPEAKER_124: within this full season, but when you watch it now, it's pretty obvious that yeah, each story unfolds over three episodes. So you watch one per week. You're kind of seeing a third, a third of the story.

SPEAKER_55: I did like, uh, we didn't talk about it yet, but I did like the intrigue of going to, you know, the inner work ings of the information bureau basically. Oh, I love it. I love that stuff. And they're just like, uh, it was sort of like the Stasi in, uh, the lives of others where they're

David Friedberg: like each trying to, you know, be responsible for a different group of people that they're tracking and trying to figure stuff out. And yeah. And then it's very like cutthroat, like they're all,

SPEAKER_257: they're all, you know, nothing. Right. I, I, I, I love that Tony Gilroy, who created this show,

SPEAKER_124: he also wrote and directed the film, Michael Clayton. And I love the, like he's doing it

SPEAKER_120: again. It is kind of about the like conflicted morality of being a, a cog in this vast corporate machine and like what it feels like to be, you know, try to like make your own decisions, but you're just one part of this like huge bureaucratic organization. And I love that,

SPEAKER_191: that there's that commonality. That's not at all what you expect from a Star Wars show.

David Friedberg: Yeah. It looks so good. Aesthetically that I watched the fight between Obi-Wan and, uh, Darth Vader again, which I loved at the time. And I just, it was stunning how much better this show

SPEAKER_391: looks to that one. And I was like, I feel like I got ripped off. They should have had the Obi-Wan fight

SPEAKER_128: on a real set. I liked that show. I liked Kenobi. I still enjoy it, but yeah, there, there are some real limitations to that, that green screen box that they don't sell you on right away. They're,

SPEAKER_138: they're like, Oh, we can transport our characters anywhere, but it's very stagey and claustrophobic

SPEAKER_120: and it does limit their movements a lot. And, and, or they're just in the woods. They can put

SPEAKER_294: the camera anywhere and shoot anywhere they want. That would have been a better look than this crazy,

SPEAKER_224: like rocky, smoky planet that they had this incredible lightsaber duel on. Like that should have been done on a proper set. I think they were rushing to the finish line.

SPEAKER_138: It's just me being an old older guy and I like stuff that looks like the stuff I remember, but I agree with you. Like, I don't really like this.

SPEAKER_307: Nothing to do with their age. It's just aesthetically clear. One is better looking than the other.

SPEAKER_155: I just, I can, I'm now at the point where I can tell, like, a scene starts and I'm like, Oh, they're in the, they're in the green screen box.

SPEAKER_403: I know that my eyes can detect, even though I don't know how exactly that they're not in a real place.

SPEAKER_40: Hmm. What are you most looking forward to, uh, in terms of the end of the year movies and shows?

SPEAKER_12: What are you most looking forward to? I know that Black Panther is coming.

SPEAKER_243: Yeah, I'm really excited for, really excited for Wakanda forever. That looks great. I mean, this, this Spielberg one, the fabelman's gotta, gotta be looking forward to that. Anytime

SPEAKER_124: I'm Steve doing something deeply. You heard about this? It's basically, it's autobiographical. It's about a kid growing up in the sixties, loves movies, making his own movies while his parents are going through this very sort of traumatic divorce. And so it starts Spielberg doing like a Roma, like telling his own story. Michelle Williams already getting a ton of the fabelman. Uh, Paul Dano is his dad. Michelle Williams is his mom. Seth Rogan is his uncle. Uh, already getting,

SPEAKER_138: it's got a lot of Oscar buzz already getting a lot of, of excitement out there. I can't,

SPEAKER_410: I can't wait to see that one. This looks incredible. Wow. Yeah. So it's basically,

SPEAKER_58: you know, it's very interesting. They said during the, uh, during Indiana Jones and the temple of doom, which was a very dark film, uh, and, uh, they said, was it Spielberg going through a divorce at that time or Lucas?

SPEAKER_416: Uh, I think that was Lucas Spielberg fell in love with Kate Capshaw on the set.

SPEAKER_58: Capshaw on the set. Anyway, they said that like the, the people who are making the film went through some like very dark times and that's why the film is so like bitter and cruel. Like you

SPEAKER_419: have children being whipped in the film. Oh yeah. No, it's a mean movie. That movie. It's a sadistic mean movie, right? People are being burned alive. I love it, but it, it upsets, it upsets a lot.

SPEAKER_421: A lot of eating monkey brains. Like there's so many things. So, I mean, there's, there's,

SPEAKER_257: that's a separate issue. There is a little bit of like Orientalism a little, it's a little racist as well with it on the margins. Indian people and their cultures. And there's that, there's that.

SPEAKER_118: I'm not defending that. That's a separate issue, but I do. I really like the, the darkness and I do

SPEAKER_124: feel like it's kind of a nod to like a lot of those thirties things they're riffing on were kind of dark too, with the pulling hearts out of people's chests. Yeah. It's a little weird.

SPEAKER_55: It's hard when you do an homage to a genre and the genre has, um, you know, um, yeah, here it is.

SPEAKER_428: Uh, I'm also excited by the way since the circumstance, go ahead. Oh, oh, as you say,

SPEAKER_126: I, I'm just reading here, both Lucas Spielberg have expressed regret of how dark they allowed Indian stories in the table of dude to get. Yeah, they've apologized after they had kids, they came out,

SPEAKER_124: we're like, I don't know why we did this kids loved Indiana Jones and we made it really gross. Like, I'm sorry. Yeah. Well, that was a PG that led to the PG 13 rating that move.

SPEAKER_120: Was that the one that was, well, it wasn't the first PG 13 movie, but it was one of the movies that came out that was so violent. They didn't know what to do with it. And it sort of inspired

SPEAKER_31: them to rethink the rate. That's right. If you got the PG 13. Yeah. Yeah. It is. Uh,

SPEAKER_358: wow. This is amazing. Like these little moments in time, um, that these things happened.

SPEAKER_124: Right. Cause you know, that, that it's like kids love Raiders and in this character. So they want to go see the new Indiana Jones movie, but then it's like, yeah, they're like cannibals. It's like this crazy cult. They're drinking blood and not possessing people. And yeah,

SPEAKER_33: yeah, both of them were in dark places. Lucas was going through a divorce at the time. Yeah. The filming was being put together and Spielberg himself had seen a long-term

David Friedberg: relationship of his own fall apart. Interesting. Lucas Ford, Spielberg had become fathers not long before embarking on Indiana Jones and the last crusade.

SPEAKER_28: Uh, those weren't the only reasons. Lucas was trying to follow the path. Yeah.

SPEAKER_170: Right. Last Crusade is this very like, like more family focused and funnier and lighter. Like they very obviously cut the other way. That one. Yeah.

SPEAKER_379: Maybe a little too much. Lucas was trying to follow the path he'd successfully followed with the empire strike back, the empire strikes back, but both have admitted it didn't help. Wow.

SPEAKER_00: That's really great. I wasn't, this is Spiel. This is Spielberg. I wasn't happy with the second film at all. It was too dark, too subparanian and much too horrific. I thought it out.

David Friedberg: Poltered poltergeist. There is not an ounce of my own personal feeling in temple of doom.

SPEAKER_447: Uh, wow. I, I disagree with him on that one. I'm still a big fan, but yeah,

SPEAKER_103: I was going to say, oh, sorry. Go ahead. I was going to say with the, there was just a picture at the Disney thing or something of the, um, the, the actor who played short round in it.

SPEAKER_403: Yes. Well, he's in everything everywhere all at once. Kay. Yes. Yes. And so there's a picture

SPEAKER_175: of him with that, that trended on social and Harrison together. I guess that was the first time

SPEAKER_22: they'd seen each other since the film, they said, which is very weird. When you think about that,

SPEAKER_123: you have this like iconic thing or the, the short round, he, he hasn't been in films all along.

SPEAKER_365: He took a, a long time off and now is sort of back. Yeah. Have you seen everything everywhere

David Friedberg: all at once? Yeah. I did. Um, I, I was one of the films I watched in my new movie theater, which I have to have you come to talk so we can do a little movie festival. Yeah. Um, I'm going

SPEAKER_09: to upgrade the, uh, I've got like an eight year old projector. It's, it's totally serviceable, but I've been like looking at these laser ones that do these great darks. I've got a killer sound system, but I'm looking to, I need, if anybody has ideas of like, what's the best for a small theater. It's like a, you know, it's not a huge theater, but it's at home. It's, it's a theater

SPEAKER_107: though. It's kind of cool. Uh, it's mind blowing for me. Uh, I'm obsessed with this thing. It's 12

SPEAKER_31: seats. I think two rows of six luxury seats, put your feet up, you know, it's, it's they're big,

SPEAKER_00: delightful chairs. Anyway, it's very nice. Um, but I'm going to get that. I'm going to upgrade the old thing, but it's, it's kind of nice to think about what movie you're going to watch, plan it out.

SPEAKER_12: The kids love it. We have a popcorn. I got one of those like, uh, actual their movie, their popcorn

SPEAKER_469: machines. You can buy it on Amazon for a hundred bucks. People pay more attention and you get more

SPEAKER_120: out of it. That's what, that's what we do. I think that's a big thing with people. When they're talking about the theatrical experience, everybody always thinks it's about sound. It's about the big, the size of the screen. You got to see it on the big, the IMAX screen with the sound. And that, that's, that's part of it. I'm not saying that's not a thing, but part of it is also, you're in a room with nothing else to do. The lights go down. You're, you're sort of primed to watch and take in what you're seeing instead of being, you know, distracted by a million things in your living room. And I think the home theater gets that as well. You plan it out, the lights go down, you're in this comfy seat. It feels like being in a theater. And so your brain focuses on what

SPEAKER_55: you're watching more. And so I enjoyed the film. Um, I thought it was very, uh, surreal and interesting. Uh, it wasn't like my favorite film of all time, if I'm being honest, but I'm glad

SPEAKER_118: that it's not my favorite of all time. I feel pretty similar. I thought it was a lot of fun. I thought it was very creatively made and shot and like exciting from, like, you didn't know what was

SPEAKER_124: going to happen next to where it was going to go. And it was very inventive. And I really enjoyed

SPEAKER_138: that. And I thought Michelle Yeoh was, uh, was fantastic in it. Great role for her.

SPEAKER_07: Oh, maybe because I, people seem to be freaked out that this was a life changing film. It was far

SPEAKER_112: from it for me. Well, she doesn't get, she gets a lot of like the old lady who's going to teach you

SPEAKER_120: how to do Kung Fu. Like she plays the same kind of parts in a lot. And I think that part of the, she's such a great actress. And if you watch Chinese films and Asian films, she plays all kinds of roles. And I think that it was nice to see her get to spread her wings a little bit. So there's part of it. And it's just, finally, she got a part where she's not just a tough old lady who knows how to do

SPEAKER_124: judo and is going to kick your ass. She's got a real emotional arc in this movie. She gets to really play a character. So people have been fans fans since the super cop era. I get it. Yeah, now,

SPEAKER_103: now I totally get it. This makes a lot more sense to me why people lost their mind over it. Because

SPEAKER_168: I recognize her but I have not seen a ton of films with her in it. I mean, if you're a Hong Kong

SPEAKER_171: action fan, she's been killing it since the 90s. Like she's been all over the place. You know,

SPEAKER_103: Crouchy Tiger was 20 years ago. I remember her now from Crouchy Tiger, Hidden Dragon, which was like very unique and amazing and eye opening at the time. But, you know,

SPEAKER_483: Crouchy Tiger. They're swinging through the trees. It's, you know, I found those, you know,

SPEAKER_62: like that's like a very narrow genre that, you know, I find is a little repetitive to me.

SPEAKER_163: I like, I like a lot of the martial arts stuff. I like them. I'm a martial artist. I like them, but it's to me, it's like, okay. Yeah. I was going to say later this year,

SPEAKER_257: the one other one that I'm really stoked for is Knives Out 2, Glass Onions.

SPEAKER_490: I didn't watch the first one. I have to finish it. I watched the first 10 minutes,

SPEAKER_58: and then I got distracted and then I was going to, again, watch it with my wife.

SPEAKER_493: It's terrific. It's really fun. I like, I like those who done it.

SPEAKER_496: Who? Rain Johnson. Ryan Johnson. That's the writer, director of Last Jedi. Yeah.

SPEAKER_22: Uh, who? Yes. Who got destroyed from Last Jedi. I always see people like making that comparison. Well, this one film is extraordinary and that this film is terrible. It's very polarizing.

SPEAKER_499: A little polarized. I got to watch it. I got to watch it. Okay. So they're doing a sequel.

SPEAKER_291: They did a sequel. Uh, it was, I played it. They played at Toronto last month. It's coming in December.

SPEAKER_257: Uh, all new cast, all new mystery, but it's just Daniel Craig. So it's the next.

SPEAKER_501: Okay. My style icon. My style icon. Right. He's doing, it's like an Agatha Christie.

SPEAKER_120: Like he's going to move between the movies, but every movie is a new investigation. So this one is, they're in the Greek. It's Ed Norton is a billionaire tech billionaire. He's having a party

SPEAKER_124: on his yacht. And then there's a murder and Benoit Blanc is there and he's going to solve the,

SPEAKER_503: the case. I love it. I love it. Modern day. Columbo. Yeah. Columbo meets James Bond. Exactly

SPEAKER_103: what it is. Yeah. Yeah. I like it. I like it. I gotta get in on this. And that's Lon everybody.

SPEAKER_197: Twitter.com slash Lons on Twitter. Follow him there inside.com slash streaming every day. He talks about the streaming world. See you next time. I'm going to get back to it right now.