Equity

Netflix growing up, data center jet engines, and the circular AI economy

33 snips
Dec 12, 2025
A baby born in a Waymo makes headlines and sparks discussions about autonomous vehicles becoming part of everyday life. Netflix aims high with an $82 billion bid to acquire Warner Bros. Discovery, raising questions about market consolidation. Meanwhile, Boom Supersonic finds a novel way to fund jet engine development by selling to data centers. In tech innovation, Hinge's CEO is leaving to create an AI dating app, while a fertility startup explores the use of AI-designed antibodies for home diagnostics.
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ANECDOTE

Baby Born In A Waymo Robo‑Taxi

  • A woman delivered a baby while en route in a Waymo robo-taxi, and the vehicle was thoroughly cleaned afterward.
  • Kirsten and Anthony noted this wasn't the first Waymo birth and compared it to past births in Ubers as AVs join daily life.
INSIGHT

More Companies Eye Robo‑Taxis

  • Rivian signaled future autonomous rideshare ambitions at its autonomy and AI event with very few details.
  • Kirsten expects more entrants beyond Waymo, mentioning Zoox and Rivian as potential robo-taxi providers.
ANECDOTE

Hinge CEO Leaves To Build An AI Dating App

  • Hinge CEO Justin McLeod is leaving to start Overtone, an AI dating startup that seems supported by Match Group.
  • Anthony and Kirsten discussed industry declines and skepticism that AI alone will fix dating app problems.
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