You also with a former TikTok CEO. You're the CEO of Bytedance as well. And it blows my mind to think that it was August 2020 when you resigned because you couldn't see a path forward of managing TikTok globally.Five years later, here we are. Kevin, what do you make of this potential deal. Well, here we are.Thanks for having me. I really appreciate it. Look, I think Kerr did a good job of describing the deal.I think it I think it works operationally. I think having a company like Oracle, a very trusted comp ...

What I really want to get your perspective on is China's domestic supply right now and how much you've long been concerned about our exposure in the US to Taiwan and the like. How much is China making strides. Yeah, well, I think when we talk about China's ability to have an advanced semiconductor sector, the question is, can China make fabs.Can they make equipment. The question has always been, will they have access to EUV lithography tools or be able to make their own. And the reporting that came out yest ...

So talk to us about that blurring. How much are investors institutional. Anyone really wanting to get more exposure to the private markets right now.I think it's a core theme that we're seeing across asset classes, both in the equity market and in the credit markets, of course. But as it relates to the equity lens, companies are staying private a lot longer. It's well understood from 1997 being five years on average and $20 million in sales to 2025, where it's 220 million of sales and 14 years of being a pr ...

We saw really strong revenue growth from Micron, The fundamentals clearly outperforming. Is that what we need. We need earnings proof points right now.Hi, Caroline. Yes, absolutely. I think investors are being more picky in general.I think as the I trend continues to accelerate, I think we need solid evidence that it is actually delivering commercial benefits, broadening application and, of course, delivering earnings. And I think that that is really the primary thing that investors are going to focus incre ...

So what is the thesis of one about this discovery is why the $30 Paramount is not living up to what's been offered elsewhere. So what Warner Brothers is saying is they reviewed the Paramount $30 a share offer. It's the same offer that Paramount had offered them two weeks ago when the board already deliberated and decided to go with Netflix.And in some ways, they're saying this offer, the tender offer, is worse than what was initially offered. The logic is they don't view it as certain as the deal they alrea ...

Core Business & Strategy - Imprint aims to be the modern co-branded credit card and loyalty platform for major brands, focusing on integrating the card experience into the partner's ecosystem [1][2] - The company partners with brands that command a significant share of their customers' spending, such as Bookingcom and Rakuten, to provide meaningful rewards [5][6] - Imprint focuses on brands that are category leaders in e-commerce and travel to offer customers more value for a larger portion of their spending [7] Financial & Investment - Imprint has raised $150 million in capital to expand its strategy [1] - Thrive Capital, Ribbit Day, Kleiner Perkins, and Spice Capital are among the investors [3] - The company emphasizes being well-capitalized to reassure major brands choosing between Imprint and established banks [12] Technology & Innovation - Imprint is investing in AI and automation to personalize customer experiences, including rewards and communication [9] - The company has grown its business by almost 300% while increasing headcount by only 20%, leveraging technology and automation [10] - Imprint aims to scale the company through technology and automation, choosing to "build" rather than "hire" where possible [11][14] Product Expansion - Imprint is considering expanding its financial product offerings beyond credit cards to include debit cards with rewards [13]

We're off ahead of these numbers, but a lot of optimism baked into Micron and memory makers right now. Absolutely. And the price shows it.And there is a pattern to Micron's earnings, right, that, oh, maybe a month before people. And it's probably in reaction to Micron's customers talking about what they're buying from Micron the stock generally. And when things are good.This is a very cyclical stock, but when things are good, things are very, very good for Micron. And I think in the short term things are go ...

Are you worried. Let's start with Amazon and Open. Are you worried about the circularity of deals once again at play here.Yeah, well, I think that whenever there's some type of creative financing, there's always some scrutiny that's on there. But I kind of view it as, you know, there is a synergistic partnership here and that, you know, open air is growing rapidly. They need to compare and it makes sense that they want to looked for multi source.And so I think going to Amazon does make sense. In addition I ...

That anxiety around Oracle, around companies that have been tapping the debt markets to finance the I well focus on infrastructure. Do you think it's the right moment to be going into these sorts of names or to be putting back. I think it's very interesting because, as you know, there's been a lot of chat on the street, if you will, about are we in a bubble.Are we not in a bubble. But the fact that investors are being very discerning, they're putting money in private companies are putting money in some of t ...

So any big surprises here. No, not exactly. A little faster, honestly, than I thought.If you remember when we chatted with Adam Mosseri in October, he kind of hinted that this was something they were looking toward. Here we are just two months later. They do have this app that they're debuting.The one thing I'll point out is that this is just for the Amazon fire TV right now. I imagine that they want to create this app for all those different smart TV platforms. So, you know, sort of limited in scope at the ...