The data from the courts is very clear. There was an element of promotion and marketing and deals that drove it. How would you summarize it.Look, we had really strong growth, as you indicated, and we're really comfortable with our growth is, as I think you're probably aware, we've been focusing on customers that want to buy both wireless and broadband from us and where we can do that, even if it's promotional, that's a good customer to pick up because they have great lifetime values and over time they'll ch ...

Earnings season in technology can bring all kinds of beautiful stories. Did you have a tax dispute with Brazil on your bingo card for Netflix. Would tell us about the world of streaming.I did not have Brazil tax issues on my bingo card, but I think the Netflix earnings were actually pretty decent. You know, we forget that Netflix has actually come a long way from a free cash flow growth perspective. They were only generating about 1.6% billion about two and a half years ago, and now they're generating close ...

Let's just start by explaining the mechanism. How does this work. So it's pretty simple.You know, you've your if you've known Turo, you know that we offer car rentals now for many years. Typically, our car rental trips were a few days at a time, typically for travel. Now you can actually book a car for multiple months at a time and you pay on a monthly basis as if you're paying a monthly lease or a monthly financing repayment on a monthly basis.But there's no upfront commitment, so there's no money down. Mo ...

How focused are you on that portion of the chip market. More analog semis that go into all manner of things we rely on each day. It's great to see you again, Ed.You have it exactly right. I'm very, very hyper focused on the air market. Therefore, the companies I track are a little bit different than the broader semiconductor industry.For example, we have furtive reporting this week. We've amphenol. Now, those are both key suppliers into air systems.Whether or not those suppliers will be confirmed, you know, ...

Some of this we knew about. Some of it not so. The point is, is that Warner Brothers Discovery, its board and leadership, are recognizing that the market is putting some value in its different properties.Just go through each of the options that the board says that it's considering. Yeah, I mean, I think now it's officially for sale. We knew that it was basically this was happening, but now the options they're looking at is, you know, earlier this year they announced this reorganization.They were going to se ...

So to start, Rob, your reaction to the deal that the president did with Australia on Rare and what it signals to you more broadly about what they'll do in supply chain. Yeah, well, as you highlighted, so the supply chain is really important. You need more rare earth minerals to come to the US for, for consumer electronics and, and really just the evolution of of everything including air.And so the rare earths supply chain needs to really develop kind of like the energy supply chain has evolved. And if you t ...

What is Project Mercury. What is it that open air is working on here. Oh, good question.Ed, according to our reporting, the reporters in Dubai spoke to sources at Open Air, got their hands on some document. And the so-called project Mercury is effectively open air hiring investment bankers as contractors, people who can help with the modeling tasks, who can help the air with training it on how to write prompts, how to execute models, and how to make sure that they could get into a position where they can do ...

The way that I look at this is it's a very interesting go to market channel for you, a sales channel. Think about all of the clients that IBM has and how you've tried to grow the company. Explain how people will access help use through this.Well, through the cloud matrix. Absolutely. It's an extraordinary opportunity for both of us.IBM is going to have their sellers sell across skew. And so now you'll be able to directly access our speed, the advantages that we offer. You could think of it a little bit like ...

This desire for compute has seen companies pivot. Cool. We've Once Upon a Time was a crypto miner and now it's a key neo cloud.What are you making of all those trying to ride that wave and hiring key executives to do so. Look, at the end of the day, you're going to go where you know, whoever pays you the most and where you can sell the highest price. And to your point, the Bitcoin miners have a secured grid power.It gives them that strategic advantage. If you think about data center space. And so I think ri ...

I'm reading the the glass Lewis know and they're worried about I think shareholder dilution. But just summarize why they're proposing and recommending voting against this comp package. Yeah, I think you put the nail on the head there in terms of dilution being an issue, I think.And this goes back to, you know, sort of criticism that, you know, the judge in Delaware sort of level that at the initial pay package that Tesla's board arranged for Musk back in 2018, this is a case of of a CEO who's already quite ...