Ed Elson, a Prop G media analyst, joins the conversation to analyze the evolving business model of television. They discuss how studios currently hold the upper hand in the writers' strike, highlighting issues of pay equity and the impact of AI on scriptwriting. Elson shares insights on the art of earnings calls and why companies should position themselves as hunters in this AI hype cycle. Lastly, the duo dives into Microsoft’s bold investment in nuclear fusion through Helion, discussing its potential and implications for the future of energy.
