Slate Money Peak AI Frenzy
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Jun 14, 2025 Warner Brothers and Discovery are parting ways, sparking discussions on media mergers and leadership challenges. The hosts dive into the ever-rising AI valuations, linking them to high-profile investments from Meta and the warnings of a potential bubble. They also tackle the ramifications of aggressive immigration policies, particularly how they impact the economy and industries reliant on immigrant labor. Lastly, there's a light-hearted take on how these changes affect social dynamics, including the fate of happy hour.
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Warner Bros Discovery Split Insight
- Warner Brothers Discovery is splitting into two: Streaming and Studios, and Global Networks.
- Streaming keeps prestige content while Global Networks keeps cable and debt.
Good Bank vs Bad Bank Media
- Global Networks is the 'bad bank' with declining cable assets and debt.
- Streaming and Studios is the growth, prestigious part focused on streaming.
AI Valuations in Frenzy
- AI companies have wildly inflated valuations driven by hype and star talent acquisitions.
- Examples include OpenAI, Meta's investment in Scale AI, and Elon Musk's xAI.