Total disney plus subs were up 39 percent year over year two hundred and sixty four point two million those people are it's an average monthly revenue per user of three dollars ninety one cents. netflix is currently on a 31 point seven billion dollar run revenue run rate at its current size and price because of pricing so in august you see i think what you're starting to see in these numbers is a little bit of the impact of disneyplus announcing a price hike for disney plusStarting december eight monthly will jump from eight dollars a month to eleven dollars a month I think they probably had a surge i'm like people who signed up real quick to get the uh get grand
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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