Tell me about this project. It's a first step, right. But you've been able to get an insight into Samsung and Google's mixed reality capabilities.That's right. Yeah. So Samsung has been working on this for quite a while, directly compete with Apple's Envision Pro headset.You know, it works very similarly you put it on there are two different main areas ways to sort of engage with the device. One is sort of a pass through experience where you kind of see your home screen apps in front of you using gestures t ...

Let's start with what is the headline. The Brazil tax dispute. Idiosyncratic to the quarter and Netflix itself, let alone the sort of broader streaming landscape.What did you make of that. Well, they took the tax from 2022 to present. And so if you look at it on a holistic basis, it was over 300 basis points impact to operating margin in the quarter.So that's why there was such a huge miss. But if you look forward, if you extrapolate that, it's only going to be about 20 basis points hit annually going forwa ...

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 ...

Turo's Monthly Rental Service - Turo now offers car rentals for multiple months, similar to monthly leases or financing repayments, without upfront commitments or deposits [1][2] - This service targets professional hosts on the platform seeking maximum vehicle utilization, including those managing fleets through co-hosting arrangements [3][4] - Hosts set the prices, guided by Turo's recommendations [5][6] Monetization Strategy - Turo has reduced monetization on monthly trips by eliminating trip fees to enhance affordability [6][7] - The company monetizes through host fees and protection fees [7] Market Outlook and Competition - The company believes car sales may not recover to peak levels of 175 million (17 and a half million) vehicles sold in 2017, suggesting "peak car" [9] - Turo aims to capitalize on changing car access preferences, expanding its total addressable market (TAM) to the car ownership market valued at $1 trillion (1,000,000,000,000), compared to the car rental market's $100 billion [9][10] - The company acknowledges potential competition from initiatives like Tesla's proposed Robotaxi fleet [8] IPO Plans - Turo is delaying its IPO, focusing on internal adjustments and growth acceleration [11][12]

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 ...