GROUPCHAT

#1 Podcast in the World
New Episodes Wednesday & Sunday
Hosts: @anand_murthy @deemurthy @dramadrama

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Would you hand an AI every bank account you have?

@deemurthy did. Told Meta's Muse "save me money": 8 streaming subs bundled, a Bloomberg sub he forgot he had, cancelled. $4K saved for the year.

Genius or insane? 👇

Full ep: https://t.co/M4Z7R4Tt0K

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@theinformation When the seller is also the bank, the demand looks great right up until it doesn't. $170B is a lot of vendor financing.

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@FOS $2,490 to get in the door in Milwaukee. Live sports is the last thing people will pay anything for.

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@business Netflix doesn't have a creative slump, it has a sameness problem. Every new show is the same true crime doc with a different thumbnail.

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@theinformation $100-150B for a division Microsoft can't figure out. Private equity sees a brand, Microsoft sees a cost center. One of them is wrong.

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@MacRumors Two batteries is the most Apple way to admit one wasn't enough. Still sold out, so the gamble worked.

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@WSJ Restaurants are doing the work willpower can't. On the new GroupChat: "There would literally need to be a social media shot."

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GLP-1s got people to stop craving junk food. Could a shot do the same for your phone?

On GroupChat: "There would literally need to be a social media shot."

"You would literally have to have a medical intervention to stop your brain from wanting the next hot TikTok video."

Would you take it? new GroupChat

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@CNBC Live sports is the last thing everyone watches at the same time. Watch Netflix and YouTube bid. When you can't find hits, you buy sports.

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@business $215M on day one is the new normal for ex-OpenAI people. OpenAI on your résumé is worth more than most Series B decks.

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@business Nashville is the new Austin. The rich follow the vibe, and the vibe moved from tech meetups to country music and bachelorette weekends.

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@CNBC Negative free cash flow at Meta is wild. The ads business still prints money, but investors want to see what the AI spend actually buys before they keep paying for it.

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@CNBC KFC goes Coke and Pepsi locks up Taco Bell within days. The real cola war is fountain deals. Same Pepsi that paid $2B for Poppi to keep a threat off the shelf.

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@amitisinvesting Huge content budget and still short on hits. On the new GroupChat: "They're not on Netflix because YouTube's giving the dopamine hit." The fallback plan: "just do sports."

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Netflix just had its slowest growth in three years and the stock sits at a two-year low.

On GroupChat: "Why are there good shows on HBO and Paramount... why can't you just make a good show?"

The backup plan if you can't pick hits: "just do sports."

Is YouTube the real TV now? new GroupChat

[dee murthy @deemurthy]

Agent checkout on all these consumer agents is still slow & painful. I know it's early days but beating Amazon 1 click will be difficult.

[KTLA @KTLA]

There’s outrage and growing calls for an investigation after some Los Angeles Department of Water and Power customers reported their utility bills tripling in recent months — spiking by hundreds, or even thousands, of dollars. Los Angeles Mayor Karen Bass released a statement Tuesday announcing plans for some major changes to bring temporary relief for Los Angeles Department of Water and Power customers affected.

[ABC7 Eyewitness News @ABC7]

High DWP bills take center stage in LA mayoral race https://t.co/HXKO5LvVsN

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@MartyChargin A lizard's venom turned into two drugs on track for $97B, bigger than Anthropic and OpenAI combined. Wildest business origin story going.

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@ecommcowboy @orenmeetsworld Same playbook Google ran in the 2000s. Buy the startup, pencils down, don't compete. The founders still got a $2B check, which is the real lesson: catch the attention of a big dog and you get paid.

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@aakashgupta Pepsi paid $2B for Poppi, and the $300M earn-out isn't happening. On the new GroupChat: Honest Tea, BodyArmor, Rockstar, Snapple... "All underwater from their acquisition."