Big Technology Podcast

Disney's Ten Year Low, Google's AI Attends Meetings For You, Metaverse Gets Legs

5 snips
Sep 1, 2023
Ranjan Roy, a contributor to Margins and tech enthusiast, dives into the latest trends affecting major players like Disney and Google. He discusses Disney's stock hitting a ten-year low and the company's strategic crossroads. Ranjan also shares insights on Google's Duet AI that attends meetings, revolutionizing work dynamics. The surprising success of white noise podcasts captures attention, competing against larger media firms. Finally, he highlights Meta's new feature giving avatars legs, potentially transforming the Metaverse experience.
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INSIGHT

Disney's Stock Performance

  • Disney's stock hit a 10-year low, despite being a "great company".
  • This highlights the difference between a good company and a good investment.
INSIGHT

Disney's Streaming Losses

  • Disney's streaming service has lost billions since 2019, impacting its stock performance.
  • A lawsuit alleges Disney hid streaming losses by shifting costs to other business segments.
ANECDOTE

White Noise Podcast Profits

  • White noise podcasts are surprisingly profitable, earning thousands monthly through ads.
  • Spotify could lose $38 million in programming if they removed white noise podcasts.
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