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Scott discusses what’s unique about Reddit’s upcoming IPO and shares his thoughts on its $60 million AI content licensing deal with Google. We also break down Capital One’s acquisition of Discover, and Scott makes a prediction around whether or not it will be approved. Finally, Scott and Ed take a look at Nvidia’s supreme impact on the global markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Industries, a value stock trading at an appealing valuation. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 06:25 - Why Hari is bullish on Disney (Ticker: DIS) 12:09 - The bear case of Disney, including increasing competition, valuation, and debt levels 35:33 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns 48:44 - The bear case for Spotify, including the dependency on Alphabet 58:18 - Why Toby has invested in Mueller Industries (Ticker: MLI) 1:06:46 - The bear case for Mueller Industries, including the end of the building phase and competitive Chinese pressures Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Listen to the Mastermind Discussion Q4 2023 – TIP586 | Youtube video. Tune in to the Mastermind Discussion Q3 2023 – TIP576 | Youtube video. Listen to the Mastermind Discussion Q2 2023 – TIP557 | Youtube video. Tune in to the Mastermind Discussion Q1 2023 – TIP528 | Youtube video. Listen to the Mastermind Discussion Q1 2022 – TIP418 | Youtube video. Tune in to the Mastermind Discussion Q2 2022 – TIP450 | Youtube video.   Listen to the Mastermind Discussion Q3 2022 – TIP475 | Youtube video. Tune in to the Mastermind Discussion Q4 2022 – TIP496 | Youtube video. Tobias Carlisle's podcast, The Acquirer's Podcast. Tobias Carlisle's ETF, ZIG. Tobias Carlisle's ETF, Deep. Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book. Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com. Tweet directly to Tobias Carlisle. Hari's Blog: BitsBusiness.com. Tweet directly to Hari Ramachandra. Check out all the books mentioned and discussed in our podcast episodes here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota NetSuite TurboTax Wise Fidelity CI Financial Linkedin Marketing Solutions Fundrise NDTCO Vacasa NerdWallet Babbel Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices

The Verge's Nilay Patel, Alex Cranz, and David Pierce discuss ChatGPT and Gemini updates, Walmart acquiring Vizio, Apple's Sports app, and more. Further reading: Google cut a deal with Reddit for AI training data Google apologizes for ‘missing the mark’ after Gemini generated racially diverse Nazis  Google’s open-source Gemma AI models draw from the research behind Gemini ChatGPT spat out gibberish for many users overnight before OpenAI fixed it One month with Microsoft’s AI vision of the future: Copilot Pro Gemini, Gemma, Goose.  OpenAI can’t register ‘GPT’ as a trademark — yet Artificial investment Walmart to acquire Vizio in $2.3 billion deal Echo Hub review: a simple, customizable smart home control panel Samsung details a host of audio upgrades coming to its phones, tablets, and TVs Apple says the iPhone 15’s battery got better — but won’t say how Rice is not included in Apple’s official guidance for a wet phone One of the last small-ish Android phones looks like it's going the way of the iPhone Mini  OnePlus is getting back into the smartwatch game The Garmin Forerunner 165 could be a great budget running watch  Sony’s PlayStation Portal hacked to run emulated PSP games Framework is selling a cheap modular laptop  Wyze says camera breach let 13,000 customers briefly see into other people’s homes Apple launches Apple Sports app with scores and betting odds  Apple is already defending iMessage against tomorrow’s quantum computing attacks  IBM quantum computing updates: System Two and Heron Microsoft and Intel strike a custom chip manufacturing deal Rivian says it is laying off 10 percent of its workforce as EV woes deepen Ford slashes Mustang Mach-E prices again as EV price war enters its second year The Vergecast and Decoder are live at SXSW this weekend, March 8th and 9th. SXSW attendees can see both shows live on the official Vox Media Podcast Stage at the JW Marriott, presented by Atlassian. Learn more at voxmedia.com/live. Email us at vergecast@theverge.com or call us at 866-VERGE11, we love hearing from you. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Disney’s quarter included sports, games, and a healthy dose of cutting costs. (00:21) Rick Munarriz and Deidre Woollard discuss: - Disney’s ability to cut costs. - How Disney plans to extend its IP into gaming. - ESPN’s power moves. (17:33) Kirsten Guerra explores the complicated logistics that drive 1-800-Flowers. Companies discussed: DIS, FLWS, NFLX, FUBO Claim your Epic Bundle discount: fool.com/epic198 Host: Deidre Woollard Guests: Rick Munarriz, Kirsten Guerra Producers: Ricky Mulvey, Mary Long Engineers: Desiree Jones, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 252: Neal and Toby explain how Adam Neumann is attempting to buy back his bankrupt company WeWork. Plus ESPN, Fox and Warner Bros. are teaming up to bring a massive streaming service for sports. It's kinda like... Cable! Next, Eli Lilly's stock price is giving Tesla a run for their money and Taylor Swift is threatening legal action against the college student tracking her jet. And finally, why magic mushrooms are on the up and Nebraska's state slogan is no more. Buy Morning Brew Daily Swag Here! https://shop.morningbrew.com/products/morning-brew-daily-sweatshirt?utm_medium=multimedia&utm_source=podcast&utm_campaign=mbd&utm_content=shownotes Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.

• In the US - we preview Disney and Uber earnings
• In the UK  - we detail how big oil is grappling with geopolitics and climate change
• In Asia - we look to the Lunar New Year and the health of the Chinese consumer

See omnystudio.com/listener for privacy information.

Scott shares his thoughts on why VC-backed startups are burning through so much cash, and what 2024 has in store for them. He then breaks down Netflix’s latest earnings and discusses its unexpected competition. Finally, he takes a look at China’s markets in light of the country’s struggling economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead. (00:21) Bill Mann and Andy Cross discuss: - Microsoft crossing $3T and surpassing Apple as the largest publicly traded company. - Alibaba’s co-founders buying up $200M shares, and the state of investing in China. - Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play. (19:11) Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience. (29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre. Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO Host: Dylan Lewis Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's podcast the boys break down our degenerate parties, overprotective parents, Xbox live roasts ,and how Kodak courage affects us, and our friends even more. Get a $1 per month trial period at https://www.shopify.com/wideopen Get a 60-day free trial at https://www.shipstation.com/wideopen. Thanks to ShipStation for sponsoring the show!  Get a $3 starter set at https://www.harrys.com/wideopen Find your new favorite fits and get 15% off @marinelayer with promo code WIDEOPEN15 at https://www.marinelayer.com/WIDEOPEN15 #marinelayerpod #ad Follow us on Instagram @cboystv and @lifewideopenpodcast To watch the podcast on YouTube: https://bit.ly/LifeWideOpenYT Don’t forget to subscribe to the podcast for free wherever you're listening or by using this link: https://bit.ly/LifeWideOpenWithCboysTV If you like the show, telling a friend about it would be amazing! You can text, email, Tweet, or send this link to a friend: https://bit.ly/LifeWideOpenWithCboysTV You can also check out our main YouTube channel CboysTV: https://www.youtube.com/c/CboysTV Learn more about your ad choices. Visit podcastchoices.com/adchoices

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. 

1) We get Disney earnings this week after, the company said it plans to buy Comcast's one-third of the Hulu streaming service, kicking off an appraisal process that will extend into next year.

2) Republican presidential contenders will face off Wednesday night in their first debate of the primary season — minus frontrunner Donald Trump, who continues to lead his GOP rivals by a double-digit margin.

3) UBS will be eager to show the benefits of its takeover of Credit Suisse in results on Tuesday, the first full quarter including the acquired business. While reports from US and European peers bode well, much of the Swiss bank’s fortunes hinges on its ability to retain talent and put Credit Suisse’s troubles swiftly behind it.

4) Australia Prime Minister Anthony Albanese is heading to China, recognizing that the two nations have much to gain from constructive dialogue — and lots to lose without it.

See omnystudio.com/listener for privacy information.

The Verge’s Nilay Patel, David Pierce, and Alex Cranz discuss the announcement of Google’s Pixel 8 phone, along with the new AI tools that raise lots of questions. Further reading: Google Pixel 8 launch event: the 7 biggest announcements Google Pixel 8 hands-on: a little bit smaller and a little bit smarter  The Pixel 8 Pro hands-on: better cameras, a brighter screen, and new AI  Google Pixel 8 will get seven years of Android updates Google Photos’ new AI tools for Pixel 8 raise messy questions  Google releases Android 14 for Pixel phones Android 14 gets AI-generated wallpapers on Google’s latest Pixels Google Pixel Watch 2 hands-on: new sensors, longer battery, better accuracy Google announces new colors and features for its Pixel Buds Pro earbuds  Netflix is planning to raise prices... again Streaming service price increases: the latest on Netflix, Disney Plus, Max, Hulu, and more Paramount uploads Mean Girls to TikTok across 23 video clips  The Humane Ai Pin makes its debut on the runway at Paris Fashion Week  https://www.threads.net/@mosseri/post/Cx8M6xqAWeC/ Apple addresses iPhone 15 overheating with a new iOS 17 update Paris Hilton gets special deal to post on X LG is dropping ATSC 3.0 from its TVs next year  The Verge and dbrand have partnered on new skins for the Pixel 8, iPhone 15, and more iPhone 15 Pro Max camera: 1000 photos later, it’s still missing something Email us at vergecast@theverge.com or call us at 866-VERGE11, we love hearing from you. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Hollywood has been decimated by the rise of streaming. At Disney, Warner Bros. Discovery, Paramount, and Sony, profits on TV, film, and streaming went from $23 billion in 2013 to about zero in 2023. Nothing tells this story more clearly than a brief history of Disney. In the early 2000s, Disney under CEO Bob Iger went on one of the most extraordinary runs in modern business history. ESPN was the most valuable network in the cable bundle. They acquired Pixar, Marvel, LucasFilms, and Fox. As the company shifted to streaming, it seemed set up to lap Netflix and eat the box office at the same time. But today, Disney’s stock is at a nine-year low. Operating margins are down 75 percent. Disney+ lost $4 billion last year. What happened to America’s greatest entertainment company? To discuss, we have two great guests: Julia Alexander, director of strategy for Parrot Analytics and a writer with Puck News, and Matthew Ball, a writer and investor and author of the book ‘The Metaverse.’ If you have questions, observations, or ideas for future episodes, email us at PlainEnglish@Spotify.com. Host: Derek Thompson Guests: Matthew Ball & Julia Alexander Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today on the flagship podcast of the laserdisc resurgence:  While Netflix’s DVD.com service shuts down later this week, The Verge's David Pierce chats with Bill Rouhana, the CEO of Chicken Soup for The Soul Entertainment, about the potential of Redbox and physical media in 2023.  Netflix’s DVD service shuts down: here’s the complex tech behind it Later, David and Alex Cranz talk with New York Magazine’s John Herrman about his recent story on social media metrics and what they actually mean.  Lies, Damned Lies, and Social-Media Metrics Keep listening for this week’s Vergecast hotline question.  Email us at vergecast@theverge.com or call us at 866-VERGE11, we love hearing from you. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott is back! He and Kara waste no time digging into Charter vs. Disney and the FTC’s possible Amazon suit. Our Friend of Pivot is CEO and National Chair of the Anti-Defamation League, Jonathan Greenblatt. He shares his thoughts on being on the receiving end of Elon Musk's latest tweetstorm. You can follow Jonathan at @JGreenblattADL. Follow us on Instagram and Threads at @pivotpodcastofficial. Follow us on TikTok at @pivotpodcast. Send us your questions by calling us at 855-51-PIVOT, or at nymag.com/pivot. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Verge's David Pierce, Alex Cranz, Richard Lawler, and Dan Seifert discuss what to expect at Apple's iPhone 15 event, the drama behind the scenes with Disney's CEOs, and some more gadget news. Further reading: iPhone and iPad apps will be available in the Vision Pro App Store by default  Sonos announces Move 2 speaker with stereo sound and 24-hour battery life Google leaks Pixel 8 Pro again with a 360-degree preview GoPro’s new Hero 12 Black will let you film continuously for longer  A GoPro Max successor is coming What goes into designing a solar-powered Bluetooth speaker Bob Iger and Bob Chapek's CEO battle made Disney the pettiest place on Earth YouTube is experimenting with longer but less frequent ad breaks on TV Roku turns to layoffs (again) and removes streaming content to cut costs  Chrome is about to look a bit different Google’s cookie-replacing Privacy Sandbox reaches major milestone How to disable Chrome’s new targeted ad tracking Clubhouse reinvents itself as an audio messaging app MrBeast just dropped a new YouTube face Email us at vergecast@theverge.com or call us at 866-VERGE11, we love hearing from you. Learn more about your ad choices. Visit podcastchoices.com/adchoices

FILMED IN SOME RANDOM HALLWAY LIVE FROM GCX IN FLORIDA!!! PRESENTING THE SUPER BEAUTIFUL @MrGibbon    GO FOLLOW OUR FRIEND https://www.twitch.tv/mrgibbon https://www.youtube.com/channel/UCdeRazQb-i9_DSUXyRwajcA https://www.tiktok.com/@mrgibb0n ------------------------------ THANK YOU TO OUR SPONSORS!! GHOSTBED Right now GhostBed is offering 40% off everything if you use the code –UNSUBSCRIBE at checkout or https://www.GhostBed.com/Unsubscribe MANSCAPED Get 20% Off and Free Shipping with the code UNSUB at https://www.manscaped.com FIRST LEAF Head over to https://www.TryFirstleaf.com/UNSUB to sign up and you’ll get your first SIX hand-curated bottles for just $44.95. ------------------------------ OUR MERCH: https://www.bunkerbranding.com/pages/unsubscribe-podcast JOIN THE PATREON NOW:  https://www.patreon.com/UnsubscribePodcast WE HAVE A SUBREDDIT??? https://www.reddit.com/r/UNSUBSCRIBEpodcast/ CHECK OUT https://outofregz.com/  CODE: UNSUB http://gfuel.com/discount/baddie CODE: BADDIE ------------------------------ WHERE TO LISTEN Spotify https://spoti.fi/2Ye8YOU Apple Podcasts https://apple.co/3cbqY4k Amazon https://amzn.to/2YbzQia Google Play https://bit.ly/2YcWmaD Stitcher https://bit.ly/3cbnY8o MORE LINKS! https://linktr.ee/UnsubscribePodCast ------------------------------ Follow the Cast of Unsubscribe -Baddie-           @Baddie Streams https://www.twitch.tv/baddie https://twitter.com/BaddieStreams https://www.instagram.com/baddiestreams/ https://www.youtube.com/baddiestreams -Eli_Doubletap-             @Eli Doubletap https://www.instagram.com/eli_doubletap/ https://www.twitch.tv/Eli_Doubletap https://twitter.com/Eli_Doubletap https://www.youtube.com/c/EliDoubletap ------------------------------ Edited by GVAN https://www.twitch.tv/gvan11b https://www.instagram.com/gvan11b/ https://twitter.com/GVAN_CC Chapters: 0:00 Welcome to Unsub 6:12 Ireland vs America 23:35 Lockdowns 25:06 Black Friday 33:44 Anime 45:12 How Gibbon Started Streaming 59:54 Being A Creator in Ireland 1:02:22 Short Form Creators 1:04:03 Mr Beast & YouTube 1:06:38 Tiktok Trends 1:08:55 Mana Nights 1:13:34 Tarkov & DayZ 1:16:39 Jokes & Cancel Culture 1:25:25 Gibbon's Dyslexia 1:29:48 The Irish Language Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on the flagship podcast of non-exclusive distribution deals:  02:15 - The Verge’s David Pierce, Nilay Patel, and Richard Lawler discuss how the future of sports streaming will have a lot to say about the future of entertainment. 41:57 - David chats with director Alex Winter about his new documentary The YouTube Effect.  1:12:00 - Keep listening for this week’s hotline question about Windows 11. Email us at vergecast@theverge.com or call us at 866-VERGE11, we love hearing from you. Learn more about your ad choices. Visit podcastchoices.com/adchoices