The hosts discuss a startup aiming to replace iPhones with AI. They analyze the recent stock market rally and investor sentiment. They explore challenges faced by Disney Plus and Marvel due to excessive content production. They also talk about the influences of oil prices on funding decisions and shifting dynamics of tipping culture.
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Quick takeaways
The low box office performance of the latest Marvel movie raises concerns about the future of the franchise.
The pressure to conform to tipping culture has increased, leading to anxiety and uncertainty around tipflation.
Deep dives
Low Box Office Performance for Marvel Movie
The Marvels, the latest Marvel movie, had the lowest ever box office performance for a Marvel release, bringing in only $47 million in ticket sales in the US and Canada. This is concerning, considering the movie cost $300 million to make and market. It highlights a decline in audience interest and raises questions about the future of the Marvel franchise.
Tipping Expectations and Confusion
According to a Pew research report, 72% of Americans believe that tipping is expected in more places now than it was five years ago. However, over a quarter of Americans are still confused about which services they are supposed to tip for. The pressure to conform to tipping culture has increased, and people often feel obligated to tip even in situations where it may not be necessary. This has led to anxiety and uncertainty around tipflation.
Buy Now, Pay Later Companies' Strong Q3 Results
Buy now, pay later companies, Affirm and Klarna, reported strong Q3 results with 37% and 30% revenue growth respectively. This is impressive, considering the challenging rate environment they operate in and the skepticism surrounding their business models. The declining delinquencies also show healthier loan portfolios. Despite earlier setbacks, these companies are showing resilience and gaining traction in the market.
Episode 190: Neal and Toby explain why the stock market has been on fire lately and what investors are thinking. Plus, the AI pin you can wear that is trying to replace smart phones and why Marvel Studios could be in trouble. The guys share their winners of the weekend (imagine being fired and still getting $77 million) and also why tipflation may be at a tipping point. Finally, what we are watching for this week.