TBPN

Kling Crosses 12M, China’s Aging Tech Problem, Thinking Machine Turmoil | Rich Greenfield, Jan Sramek, George Lewin, Ara Kharazian

29 snips
Jan 21, 2026
Rich Greenfield, a media and tech analyst at LightShed Ventures, discusses intense bidding wars for Warner Bros. Discovery between Netflix and Paramount-Skydance, focusing on long-term strategies. Jan Sramek, founder of California Forever, shares insights on creating a new city to tackle housing shortages in California. George Lewin, CEO of Testudo, outlines an innovative insurance product for generative AI. Ara Kharazian analyzes AI spending trends and their impact on labor markets, revealing insights into corporate behavior and the evolving tech landscape.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Kuaishou's Kling Proves Video AI Can Monetize Fast

  • Kuaishou's Kling hit 12M MAUs and $20M revenue by pricing competitively and iterating fast.
  • Frontier-quality video models from Chinese labs matter commercially even if they don't reshape US lab competition yet.
INSIGHT

China's Tech Age Bias Is Becoming Systemic

  • Chinese tech firms have been downsizing and favoring much younger workers, producing a 'curse of 35' in hiring culture.
  • The trend amplifies risk for mid-career employees as the sector restructures after regulatory and economic shocks.
INSIGHT

Content Ownership Is A Strategic AI Bet

  • Netflix's all-cash offer for Warner Bros studio assets signals its desire for long-term IP control and platform advantage.
  • Owning studios lets platforms lower production costs and exploit AI-driven content scale over years.
Get the Snipd Podcast app to discover more snips from this episode
Get the app