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On today’s show, we discuss:
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Tweets/Bluesky
Wild chart from Jim Reid at Deutsche Bank, showing how much OpenAI is expected to burn before turning a profit.
A couple things stand out also: How small the $AMZN burn really was for its first 8 years. How big the $UBER burn was before ultimately getting in the black pic.twitter.com/blSwalu11A
— Joe Weisenthal (@TheStalwart) December 4, 2025
Disposable income and employee compensation continue to grow faster than inflation.
This is one reason we never saw a recession in ’23 when many others did.
There was a dip in incomes around the tariff drama, but it has perked up in Q3. This is a healthy sign for the consumer. pic.twitter.com/3FVg3Ce6vu
— Ryan Detrick, CMT (@RyanDetrick) December 8, 2025
Oof. Businesses with 20-49 employees shed 74k payrolls in November … that was 6th decline out of the past 7 months and the largest drop since October 2020 pic.twitter.com/8HqNDC2gVB
— Kevin Gordon (@KevRGordon) December 3, 2025
Saw a 65 inch tv at Target for $250
Feels like Netflix is just gonna give us all free tvs someday w/a membership
— Ben Carlson (@awealthofcs) December 4, 2025
$IBM CEO: “That’s $8 trillion of CapEx. It’s my view that there’s no way you’re going to get a return on that because $8 trillion of CapEx means you need roughly $800 billion of profit just to pay for the interest.”https://t.co/KM4BTqGl4W pic.twitter.com/q1OePgPGlu
— The Transcript (@TheTranscript_) December 7, 2025
Netflix reiterates it will:
> Release WB movies in theaters
> Produce WB TV shows for third partiesIt sounds like it wants to sell HBO as an add-on to Netflix, but company didn’t say that outright.
— Lucas Shaw (@Lucas_Shaw) December 5, 2025
Apparently there is now a Gen Z TikTok trend where they are romanticizing being a millennial in 2012 pic.twitter.com/opmlVykPuA
— Circe (@vocalcry) December 7, 2025
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