The re:Start Pod Is Big Tech Too Powerful to Fail? - Ep. 53
(0:00) Welcome & Google’s Surprise Earnings(3:25) Why AI Overviews Aren’t Hurting Google (Yet)(8:10) Is YouTube Search Powering Google’s Growth?(12:40) AI's Role in Google’s Global Dominance(16:45) Meta’s Massive Growth & Why It's Still Winning(20:50) The Secret Behind Meta’s Ad Revenue Model(24:00) Netflix’s Retention Strategy & Studio Power(28:30) Why Netflix Isn’t Losing the Streaming War(32:15) Tesla's Sales Decline & Elon’s Effect on the Stock(36:40) Will Tesla’s Autonomy Bet Actually Pay Off?(42:10) The Ugly Future of Robot Taxis?(44:35) Minecraft, Mufasa & Movie Economics(48:00) Are Derivative Movies Profitable for Disney?(51:30) Our Picks: What We’ve Been Watching Lately
Big Tech is booming, again. In this episode, the ScholarAI founders break down Google’s earnings surprise, Meta’s pricing power, and how Netflix refuses to churn. Meanwhile, Tesla’s in trouble. Sales are down, and Elon’s distractions may be catching up.
Plus:
- AI overviews may be the most used AI product on Earth
- Why Meta’s ad model is more powerful than ever
- Netflix’s secret weapon: content and retention
- What’s happening with Tesla, autonomy, and robots
- Are franchise movies still making money for Disney?
We wrap with what we’re watching and what it means for tech, business, and the box office.
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