Pivot

Covid vaccine in the US, Roblox IPO delay, and friend of Pivot Stephanie Ruhle

Dec 15, 2020
Stephanie Ruhle, an MSNBC anchor and senior business correspondent, shares her personal journey with COVID-19 and its profound economic repercussions. She discusses the challenges of vaccine distribution in the U.S. and the implications for public trust and health policy. Ruhle also weighs in on Roblox's IPO delay, linking it to broader market trends. The conversation highlights the importance of empathy in political dialogue and critiques the media's role in shaping narratives around health and responsibility, particularly during these turbulent times.
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INSIGHT

Cyber Warfare Investment

  • Russia is outplaying the U.S. by over-investing in cyber warfare.
  • The U.S. misallocates capital by focusing on conventional military spending instead of cybersecurity.
INSIGHT

Disney's IP Strategy

  • Disney's strategy is to leverage its hard-to-replicate franchise IP.
  • This includes creating spin-off series based on popular characters like Lando Calrissian, which competitors like Netflix cannot do.
ANECDOTE

Diller's Analogy

  • Kara Swisher recalls Barry Diller's response to Ted Turner's complaints about AOL Time Warner merger.
  • Diller said Turner sold his house and the new owners can do what they want.
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