Let's talk about it all with Matt Bellin. He is founding partner of Puck, also the podcast host of The Town. Uh Matt, I looked at the letter as well.The language, again, not a lawyer. I do have a law degree. I would say this, it seems like they're priming for a lawsuit if Warner Brothers goes with the Netflix bid.Would you agree with that. I would as a also a former lawyer I would say this is what you do as a pre-litigation letter but I also think that they are targeting these independent directors at Warne ...

Expansion and Acquisition - Hims and Hers has been expanding globally since the start of 2025, moving from the US and UK to include Germany, Spain, France, Ireland, and Canada [1] - Hims and Hers completed an all-cash acquisition of Live Well, a Canadian digital health provider specializing in weight loss care [1][2] - The acquisition provides Hims and Hers with a foothold in Canada, where approximately 66% of adults are living with obesity [2] Weight Loss Market and Generics - Hims and Hers plans a full rollout of weight loss products next year, coinciding with the expected availability of generic semaglutide [3] - Generic semaglutide drugs are expected to be available at about 50% of the price of some branded drugs [3][5] - The introduction of lower-cost generics could significantly impact affordability and demand for obesity therapies [4] Pricing Pressure and Market Impact - Hims and Hers anticipates that unbranded GLP-1s will create a structurally different price point for obesity therapies, potentially improving public health [4] - The availability of generics is expected to put pressure on Novo and Lily to lower their prices [4] - An unbranded version of generic drugs is expected to be approved in Canada by June 2026 [5]

One of the biggest names in AI coding or vibe coding. Dear Dbosa has more in tech check. It's they're like open AI these days.Dear I turn around they're making another splashy move. The stocks up. Yep.And Replet. Speaking of vibe coding, it is the $3 billion darling in the space. It lets non-software engineers like hobbyists or marketing employees or your elementary grade kid simply tell AI what it wants and the AI builds the final app or product for you.Now it differs from some of the other players in the ...

For more, let's bring in Jihan Ma, senior analyst at Bernstein. Uh Jihan, it's great to have you here and of what do you think is going on with Kroger today. Is it that the dollar stores are taking share.>> Well, uh I think there's some grocery specific weakness we're seeing in there, but the dollar stores are broadly speaking having a great year, right. They are benefiting from some unique macro tailwinds including middle to high-inccome consumers trading down including for the more discretionary dollar st ...

on LinkedIn. So just you know to give some perspective on on the on what we see on our platform. It's 1.3% billion members on the platform, 70 million uh companies represented on the platform as well.And so we we have access to all this data and what we're seeing is that you know we we predict that the trajectory of any job right now 70% of the skills required for your job today will change by 2030. So by the end of the decade your job is not going to look the same. Right.So whether you're changing or not y ...

calls of the day. Robin Hood target goes to 172 today from 145. It got reiterated outperformed that at Mazouo.So that's some nice upside there. Joe, you own that name. >> Nice technical formation as well.Today's first day back above the 50-day moving average. It held the 200 day moving average down below at 102. I think really all you need is for cryptocurrencies to stabilize, not continue the rate of decline that they've seen.And there's some out there that are suggesting that might be unfolding. I'm not s ...

AI Regulation & Innovation - The industry emphasizes the need for a unified, light-handed approach to AI regulation at the federal level, cautioning against fragmented state laws [1] - Concerns exist that multiple, differing jurisdictional AI laws (potentially up to 55, plus territories) could hinder the United States' research and development pacing advantage [2] - The industry views the current patchwork of state AI laws as detrimental to maintaining the US's global innovation leadership [2][3] - The industry believes the innovation gap between the US and competitors like China is narrowing, and regulatory hurdles could exacerbate this [3] Preemption & Best Practices - There's ongoing debate regarding federal preemption of state AI laws, with attempts to include it in defense bills [4] - The industry acknowledges state-level concerns regarding consumer protection, fraud, online safety for children, and data privacy [5] - The industry suggests identifying best practices from state-level "laboratories of democracy" to inform a preemptive federal approach [6] - The industry highlights the potential for increased costs to consumers due to state-level compliance with varying AI regulations [7] Compliance Costs vs Innovation - The industry questions whether resources should be allocated to compliance with numerous state regulations or to fostering competition and innovation [7] - The industry draws a parallel to GDPR implementation in Europe, noting the initial scramble for compliance and the potential for similar challenges with fragmented AI laws in the US [6]

All right, I got some breaking news out of Washington. Aean Jabvers has that for us at the White House. Hi, Aean >> Scott. That's right. The General Accountability Office here in Washington says that it is going to conduct an investigation of Bill Py over at the FHFA over this question of whether he appropriately accessed private data as he was doing his own investigations at FHFA in order to lob these allegations of mortgage fraud against a number of prominent officials here in Washington, including Lisa C ...

You've got a proposal with Senator Josh Holly uh that would require some data collection around the impact of AI job losses in America. So I guess two questions to start with you. One is how can you possibly count what an AI job loss is.And then secondly, why do you want that data in the first place. >> Well, I mean one, thanks for the opportunity to be here and it's great to come after my friend Glenn Hutchkins. I know he was talking about this subject.Um you're right. We've got to get a data set. you both ...

There's a big difference between being a data center provider and being in a hyperscaler, right. And people use the word data center. This might be useful just for people to understand this in this group audience.Everybody here probably has an office where you rent the office space. It's you call it your office, but a landlord actually owns the office and you rent it from them, but you call it your office, right. The the data the hyperscalers work in the same way.They're digital. There are um real estate co ...