Pivot Warner Bros. Discovery For Sale, OpenAI’s Browser, and Netflix Earnings
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Oct 24, 2025 The hosts dive into Warner Bros. Discovery's potential sale and the strategic buyers that could emerge, including how AI might cut production costs. There’s lively debate over Trump's demolition of the East Wing of the White House and his $230 million demand from the Justice Department. They also discuss OpenAI's new Atlas browser and the implications for online privacy. Lastly, they analyze Tesla's latest quarterly results and Netflix's performance amidst evolving market dynamics.
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Seoul's Health-First Culture
- Kara described Seoul as vibrant, health-focused, and youth-driven with heavy emphasis on preventive care.
- She noted cultural devotion to health and low medical debt compared with the U.S.
Why WBD Is Being Offered For Sale
- Warner Bros. Discovery is selling because mixed growth and declining assets confuse the market and lower valuation.
- Breaking streaming/studio from legacy cable could unlock higher multiples for growth assets like HBO and Warner.
Why The Ellisons Could Win The Auction
- David Ellison is the likeliest buyer because parental billions let irrational bids bypass shareholder logic.
- Rational corporate buyers like Comcast face shareholder and antitrust constraints that dampen bids.