The streaming wars aren't zero sum, titre but there are only so many subscribers in the world. To the degree that you can create a package bundle that is attractive to a limited set of consumers, you really have something. I think you were entering the phase of the market where there's going to be some natural crowding out of some nich bundles and warner brother's discovery want to be crowded out? Yes, that's very true, but they're very different types of content.
Twitter’s board was going to look a little different. Not so much anymore. (0:22) Tim Beyers joins Deidre Woollard to discuss: - The potential reasons why Elon Musk is jumping off Twitter’s board.
- Warner Bros. Discovery’s first day as a publicly traded company.
- A potential seller’s strike at Etsy.
(20:05) Matt Argersinger joins Deidre in a discussion on how rising interest rates could impact Zillow and Redfin, and what those companies are doing differently from each other.
Stocks discussed: WBD, T, DIS, TWTR, ETSY, ABNB, RDFN, ZG
Host: Deidre Woollard
Guests: Tim Beyers, Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl, Annie Franks
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