Prof G Markets Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club
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Jan 27, 2025 Scott and Ed dive into Netflix’s earnings and the intricate world of TikTok's potential buyers. The discussion shifts to Project Stargate, revealing its strategic ties to Oracle and the tech industry's evolving landscape. Ed shares insights on how this initiative could influence AI development. Scott also opens up about his investment in the Colombian soccer team La Equidad, sharing a personal connection to this venture and the unique opportunities within the Colombian football scene.
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Netflix's Dominance
- Netflix dominates streaming, outperforming all competitors and raising prices significantly.
- Their success is fueled by aggressive expansion into various media forms and a tiered pricing strategy.
J&J's Strategic Silence
- Johnson & Johnson strategically avoids discussing rising healthcare costs, focusing on shareholder value instead.
- Their silence suggests they believe the blame is currently directed towards insurance companies.
TikTok Sale Complexity
- TikTok's sale involves complex factors beyond capital, including compute resources and CCP leverage.
- The outcome depends on who the CCP deems controllable, possibly favoring Musk or Ellison.