Pivot Amazon's OpenAI Deal, Netflix Explores Warner Bros. Bid, and Elon's Flying Car
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Nov 4, 2025 Kara and Scott dive into the implications of the ongoing government shutdown and its impact on SNAP recipients. Netflix may be eyeing a bid for Warner Bros., raising eyebrows in Hollywood. They also discuss Apple's latest earnings and the growth of AWS at Amazon, alongside the intriguing OpenAI partnership. Plus, Elon Musk makes headlines with his promise of a flying Tesla. Their candid analysis of the NYC mayoral race and the challenges facing tech giants adds to the lively conversation.
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Shutdown's Tangible Economic Pain
- The government shutdown has real economic consequences beyond politics, hitting SNAP recipients and veterans' services.
- Scott and Kara see political strategy shifting as Democrats unify around childcare and healthcare impacts.
Content Libraries Drive Strategic Bidding
- Netflix exploring a bid for Warner Bros. Discovery signals consolidation and content value recognition.
- Scott says studios like HBO deliver outsized creative value on far lower budgets than Netflix.
Use Special Committees For Big Deals
- Boards should form special committees to review major sale negotiations and protect shareholders.
- Avoid letting a CEO like David Zaslav unilaterally steer asset sales that could enrich executives over owners.
