The Rundown Netflix Goes All-In on Podcasts, Instacart Probed by FTC for AI Pricing Tool
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Dec 18, 2025 The discussion kicks off with a surprising market dip linked to AI concerns at Oracle. Next, a cooler-than-expected CPI hints at potential Federal Reserve rate cuts in 2026. Netflix is making waves with its ambitious foray into podcasts, launching exclusive deals while also vying for attention in the gaming space with a casual FIFA game. Meanwhile, Instacart faces scrutiny from the FTC over dynamic pricing practices, raising eyebrows in the industry. The episode wraps up with insights into Micron's strong memory demand and Elliott's bold stake in Lululemon.
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Inflation Suddenly Cooling
- The November CPI came in much lower than expected, with headline CPI at 2.7% and core at 2.6%.
- Zaid Admani says this eases inflation and could give the Fed cover to cut rates in early 2026.
Netflix Targets YouTube With Video Podcasts
- Netflix signed exclusive deals to host video versions of major podcasts, removing those shows from YouTube in 2026.
- Zaid Admani argues Netflix aims to capture passive viewers and sees YouTube as its main competitor for attention.
Leverage Video Podcasts Over Costly Scripted Shows
- Consider video podcast deals as a lower-cost way to build regular, engaging content compared with scripted shows.
- Zaid Admani suggests such deals can cheaply capture passive audiences who watch podcasts on YouTube.