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On today’s show we discuss:
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Tweets/Bluesky
Wild chart from Deutsche Bank’s Jim Reid showing how much OpenAI is expected to burn before turning a profit.
A few things also stand out: how small the $AMZN Burn was real the first 8 years. How big the $UBER Burn was before he finally ended up in black pic.twitter.com/blSwalu11A
— Joe Weisenthal (@TheStalwart) December 4, 2025
Employees’ disposable income and wages continue to grow faster than inflation.
This is one of the reasons why we never saw a recession in ’23, while many others did.
There was a decline in income around the tariff drama, but this improved again in the third quarter. This is a healthy sign for consumers. pic.twitter.com/3FVg3Ce6vu
— Ryan Detrick, CMT (@RyanDetrick) December 8, 2025
Phew. Companies with 20 to 49 employees lost 74,000 payroll costs in November… that was the sixth decline in the past seven months and the largest decline since October 2020 pic.twitter.com/8HqNDC2gVB
— Kevin Gordon (@KevRGordon) December 3, 2025
Saw a 65 inch TV at Target for $250
It feels like one day Netflix is going to give us all free TVs with a membership
— Ben Carlson (@awealthofcs) December 4, 2025
$IBM CEO: “That’s $8 trillion in CapEx. My view is that there’s no way you can get a return on that, because $8 trillion in CapEx means you need about $800 billion in profits just to pay the interest.”https://t.co/KM4BTqGl4W pic.twitter.com/q1OePgPGlu
— The Transcript (@TheTranscript_) December 7, 2025
Netflix reiterates that it:
> Release WB films in theaters
> Produce WB TV programs for third partiesIt sounds like it wants to sell HBO as an add-on to Netflix, but the company hasn’t said so outright.
– Lucas Shaw (@Lucas_Shaw) December 5, 2025
Apparently there’s a Gen Z TikTok trend now where they romanticize being a millennial in 2012 pic.twitter.com/opmlVykPuA
— Circe (@vocacry) December 7, 2025
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