In this episode, the hosts discuss the Disney and Charter dispute, the rise of streaming, and the potential consequences of not reaching a resolution. They also talk about alternative streaming services for watching sports, including the US Open. Additionally, they analyze the reveal of the Tesla Model 3 and its new features, improvements, and pricing.
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Quick takeaways
The dispute between Disney and Charter over carriage fees highlights the increasing pressure streaming services are putting on traditional TV programming.
Tesla's Model 3 Highland update showcases their ongoing commitment to improvement and ability to compete with traditional automakers.
Deep dives
Carriage Dispute Between Disney and Charter
There is a dispute between Disney and Charter Communications regarding carriage fees. Charter is resisting paying Disney more money, causing negotiations and potential disruptions in TV programming. Streaming services have become a major pressure point in this dispute as their popularity continues to rise.
Tesla Model 3 Highland Update
Tesla has released the long-awaited Model 3 Highland update, which includes several incremental improvements. The new model has increased range, ventilated seats, a back screen, and LED lighting. This update demonstrates Tesla's commitment to continuous improvement and their ability to compete with traditional automakers in terms of interior quality.
Potential Implications of Voice and Video Integration on X Platform
There is speculation that the integration of voice and video functionality on the X platform, formerly known as Twitter, could have significant implications. It may lead to negotiations with Apple and Google regarding operating systems, as well as potential disruption in the telco space. Elon Musk's endgame for the X platform and the integration of these features remains uncertain but intriguing.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus discuss the Disney and Charter dispute and the Tesla Highlander Model 3 update.
Key Points From This Episode:
Intro
Disney vs. Charter
Tesla Model 3 Update
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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