The ability to capture whatever number of people they get on the advertising tier is going to be extraordinary and i think they are. There are creative ideas they could use around here around consumption like they could do a special where they say hey we're signing people up for one dollar but you know let's say they start hitting that Netflix natural audience sign up for onedollar pay with apple payYou know like super easy double click pay one dollar and you get the summer free, Molly says.
J+M kick off the show by breaking down even MORE fallout from the FTX saga: SBF's Twitter thread (2:26), Sequoia's letter to LPs re: marking its FTX investment to $0 (12:02), and more! Then, Lon Harris joins to discuss Andor's brilliance (20:49), Disney's earnings (32:42), and Netflix considering live sports! (48:45)
(0:00) Jason tees up today's segments!
(2:26) More FTX fallout: SBF's notorious Twitter thread
(10:32) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(12:02) SEC and CFTC probe FTX, Sequoia's letter to LPs
(19:19) Mayfair - Get 4% APY on your idle cash automatically at https://getmayfair.com/twist
(20:49) Lon Harris joins to break down Andor's brilliance
(31:15) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(32:42) Disney earnings: Disney+ subscriber growth, how to integrate Disney+ to its parks and merch segments, and more
(48:45) Netflix considers live sports and recommendations from Lon!
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