Netflix’s Warner Bros Problem, OpenAI’s Nvidia Drama, and SpaceX Going Public

Why is SpaceX adding an AI company (that Elon Musk also owns)?

Ricky Mulvey and Malcolm Ethridge discuss:

- Why Warner Bros. Discovery could earn Netflix’s stock a “conglomerate discount”, and why Ricky changed his mind on the stock.

- Malcolm breaks down why OpenAI’s relationship with Nvidia could be falling apart.

- SpaceX preparing for a massive IPO and bringing xAI along for the ride.

- How Brian Niccol is already turning Starbucks around

Get in touch with the show at thistimepod@gmail.com.

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Hosts: Ricky Mulvey, Malcolm Ethridge

Engineer: Tim Sparks

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