Acquisition & Revenue Diversification - Life360 is acquiring ad technology firm Mativo to diversify revenue streams [1] - The addition of advertising aims to ensure the company can continue to bring great family experiences to all of its members [3] - Life360 expects a lot of diversification over time, with ads becoming more balanced with subscriptions [9] Advertising Strategy & User Privacy - Paying members will not see ads directly in the application, while free members will [4] - Mativo's extensive publisher network will be used to deliver relevant ads to members [5] - Life360 excludes anyone under 18 from ad targeting and sensitive places to ensure member safety [6] Competitive Advantage & Market Positioning - Life360 differentiates itself from Apple by focusing on the family business, offering unique services and experiences [8] - The company serves families on all platforms, with approximately 40% of families having members on multiple phone platforms [10] - Life360 emphasizes its commitment to making family life better and bringing convenience to its members [11]

after what we saw yesterday and now this morning following Cororeweave's earnings. Again, we just mentioned uh Megga Cap Tech uh MAX7 I should say, adding over $500 billion in market cap and this morning under pressure once again following Coree. Are you starting to get concerned about some of the volatility in the tech trade.>> I I think it's actually been pretty volatile for a while. Um I I made a call uh at the end of last year saying that a VIX which is like volatility of volatility uh would be elevated ...

One thing that you're looking at is the volatility, the VIX in particular since the government shutdown started. We kind of hit a high of 25 about two weeks into the government shutdown. Big decline since then.Is that the best way to play this playing the uh the VIX options. >> Well, the VIX actually is is just a great indicator to tell us uh the pricing of options. So, when VIX is really low, it means that option prices are are actually rather cheap, including uh puts and calls.But uh the recent rise Frank ...

All right. So, just yesterday we seem to get uh a renewed confidence in the AI trade. So many of those names moving higher this morning after coreweave earnings and this news that Soft Bank is selling out of its Nvidia share.A lot of questions it seems when it comes to investors. A lot of the names that move higher yesterday moving lower now. This volatility when it comes to the AI trade.Do you think it's sustainable. >> Well, I think there given the valuations, given the kind of numbers that we're looking ...

This Veterans Day, venture firm J2 is announcing a $250 million fund. J2 invests in companies at the intersection of consumer and defense technology. And joining us right now is J2's co-founder and managing partner, Alex Harstre.Alex happens to be a veteran himself. And Alex, on this Veterans Day, first of all, thank you for your service. I thought maybe you could just remind folks um what it is that you've done.You started actually as a healthc care consultant and then a venture capitalist, but you took a ...

Market Outlook - The market is not in a traditional bubble, as people tend to expect history to repeat itself, but the market often has different plans [3] - The greatest call was the secular decline in interest rates, which is believed to be back [4] - Short-term interest rates would be between 1% and 2% without the Fed's intervention [3] Economic Factors - Demographics are a strong reason for the current yield curve, as aging societies save more [7] - Older populations save more, exemplified by Japan and Germany, where savings exceed investment [8][9] - The US has $170 trillion in financial assets against a $30 trillion economy, making it difficult to sustain high interest rates [10] - Private debt is contracting at 2% per year relative to GDP, impacting the banking system [14] Investment Strategy - A massive shift in corporate sector ownership from debt holders to shareholders is expected as debt decreases [14][15] - Equities are expected to benefit as debt stock unwinds [16] - Productivity gains from AI are already visible, with hours worked down about 2% from 2019 while real GDP is up 13% [17] Technology Sector - The corporate sector is generating free cash flow late in the cycle [17] - Hyperscalers may not make money directly from large language models but will offer low-cost software packages [22]

MLB & Sportsbook Partnership - Major League Baseball (MLB) has secured commitments from sportsbook partners to limit profits from rigged pitches, covering 98% of the legal US sports betting market [1][2] - Agreed-upon restrictions will cap maximum bets on pitches at $200 [2] - Sportsbooks will exclude bets on pitches entirely from parlays [2] Integrity Concerns & Micro-Betting - Micro-bets create heightened integrity risks due to their focus on single events determined by a single player, which may be inconsequential to the game's outcome [5] - FanDuel already prohibits bets on field goals, free throws, turnovers, and fouls, and prop bets on players on 10-day contracts or two-way players [5][6] - Sportsbooks and leagues express a desire to preserve the integrity of the league, but allowing bets on quick flash pitches raises questions [10] Player Conduct & Potential Motives - The case of Cleveland Guardians pitcher Emanuel Claus, who had a $20 million 5-year contract, raises questions about the motives behind allegedly rigging pitches [3] - The scheme involving Claus and pitcher Louise Ortiz didn't even reach $500,000 [4] - For players with smaller contracts, like Ortiz (lifetime career salary of $1.6 million - $2 million), the allure of making thousands of dollars on a single pitch might be stronger [8] Sportsbook Perspective - Sportsbooks are also victims of cheating and want to ensure gamblers feel assured they are gambling on genuine knowledge, not rigged outcomes [7] - Limiting bets on pitches demonstrates that the legal market is working [6] - Offshore sports books also get cheated when people are cheating on sports [7]

Welcome back to Squawkbox. Apple confirming it's now removed two popular gay dating apps from its Chinese app store that follows an order from the country's internet regulator and censorship authority. The company telling CNBC it must follow the laws of the countries where it operates.Now over the weekend, reports said that the app uh it's called Blue and another one's called Fina suddenly disappeared from that app store. In 2022, popular gay dating app Grinder was removed from the app store in China as wel ...

Thematic Investing Trends - The market is closely monitoring tokenization and its potential within the ETF structure [3] - Reshoring is gaining traction as a significant theme, driven by policy and consumer factors, potentially benefiting old-school infrastructure and industrial products [3][4] - Infrastructure is a key area of focus, particularly in relation to reshoring efforts [6] Impact of External Factors - Tariffs, while not currently having a massive impact on consumers, could further drive reshoring efforts through infrastructure plays [6] - Electrification of the US economy is crucial to support the AI boom [7] Company Focus - Global X's largest ETF, PAVE, highlights the importance of infrastructure [6]

Wawira Njiru. She grew up in Kenya, where her parents, who worked in health care and were leaders at their church, taught her that if you have something, you share it, that early lesson in service shaped her purpose in life. While studying nutrition in Australia, she realized she had to help the many children back home who were going to school hungry.So she hosted a small fundraiser, cooking for 80 people, and used the money she raised to feed 25 kids. That simple idea became food for education, a movement ...