Jason Bazinet

Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, shares insights into Disney's earnings, discussing the challenges of traditional business models and the NFL deal. Meanwhile, Mark Mahaney, Senior Managing Director at Evercore, breaks down Uber's impressive revenue growth and market positioning in the race for autonomous vehicles. They explore how both companies are adapting to a rapidly changing landscape and what it means for their futures in a competitive marketplace.

In an engaging discussion, Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, delves into Netflix's recent earnings stumble, citing currency issues and a hefty tax settlement. He also analyzes Warner Bros. Discovery's potential sale and identifies likely bidders. Joining him is Alex Heath, who explores OpenAI's new browser, Atlas, highlighting its competitive edge over Google with advanced features. They discuss how Atlas could reshape user experiences in browsing and data utilization, hinting at significant industry shifts.