Netflix risks someone else buying Warner Bros. Discovery if they don't: Big Tech's Alex Kantrowitz

Bill Baroo of Blue Line Capital and Alex Canowitz of Big Technology. They're both, as you know, CNBC contributors. Bill Baroo, you first.Most important for you as the shareholder here. Money on the line is what. >> Yeah, I I I think coming through with that revenue growth is obviously going to be important.That 17% you want to see some margin improvement, but I also think it'd be interesting to hear what they have to say about AI uh helping to trim the the content budget 5 to 10% improve customer personaliz ...