#31: Fintech Struggles, Netflix Rises and 'Big' is Winning
More or Less26 Jan 2024

#31: Fintech Struggles, Netflix Rises and 'Big' is Winning

From Netflix to the NFL, the incumbents are having quite a moment. Plus, crypto's new energy and the gang's fiercely different views on.... peptides.


Show Notes

00:00 Introduction and Silicon Valley banter

01:03 Discussion about football and personal influences

03:15 Challenges in the news and startup landscape

06:50 Struggles of fintech companies like Brex

08:11 Success of Netflix and the streaming wars

09:11 Difficulties of platformization in fintech

15:22 Investing in fintech and the challenges of valuation

20:31 Future of Stripe and the fintech industry

24:39 Network effect and competition in the payments industry

27:22 Need for a unique business model to compete with incumbents

28:20 Impact of crypto on transaction costs

28:41 Promise of Crypto

30:21 Rise of Stablecoins

32:41 Future of Payments

37:31 Success of Netflix

46:27 Re-Bundling of Streaming Services

49:16 Power of Big Players

53:21 Future of Media

53:54 Impact of Apple TV

54:26 Oscar Nominations and Movie Lengths

55:29 The Influence of TikTok

57:32 Future of Robotics in Beauty and Wellness

58:51 Wellness Gadgets and Peptides

01:00:41 Introducing Paul and His Gaming Startup

01:02:19 Closing Remarks

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(152)

Did Anthropic Use the Pope as a Marketing Stunt? Ft. Amir Efrati

Did Anthropic Use the Pope as a Marketing Stunt? Ft. Amir Efrati

This week on More or Less, Amir Efrati of The Information joins Jessica, Brit, and Dave to unpack the growing intersection of AI, government, and national security, from the rumored stalled executive ...

29 Maj 50min

SpaceX IPO Date Talk + OpenAI Confidential Filing Rumors

SpaceX IPO Date Talk + OpenAI Confidential Filing Rumors

This week on More or Less, the crew unpacks IPO speculation around OpenAI and SpaceX, debates whether AI’s economics ultimately favor recurring API spend or owning infrastructure outright, questions i...

22 Maj 52min

Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America

Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America

The squad is complete again, and Sam arrives with a NeuroPod, cold plunge updates, red light therapy, Oura stats, and enough supplements to start a wellness startup. Then into the week’s biggest tech ...

15 Maj 45min

Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models

Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models

Jess, Britt, and Dave unpack everything from Home Depot runs and closet “re-jiggers” to the internet’s growing backlash against tech wealth, AI, and Silicon Valley culture. The squad debates whether t...

8 Maj 59min

Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning

Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning

This week on More or Less, the crew kicks off with a very on-brand derail—Stagecoach turning into a wind-blown 90s reunion-turned-half-capacity vibe, segueing into a chaotic trend report of “booty sho...

1 Maj 1h 1min

What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors

What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors

The full quad is back and we're getting right into the tech drama: AI backlash (from Reese Witherspoon to everyday skepticism), breakthrough science like CRISPR entering its “it actually works” era, a...

24 Apr 52min

Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds

Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds

SpaceX might be the biggest IPO ever but there’s a math problem no one’s pricing in. Once you factor in capital gains, you need to believe it’ll underperform the market by ~50% just to justify selling...

17 Apr 44min

Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI

Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI

Vercel CEO Guillermo Rauch breaks down the explosive rise of AI agents and what it means for the future of software infrastructure. He joins the Morins to unpack why Anthropic cut off OpenClaw users, ...

10 Apr 47min

Populärt inom Teknik

uppgang-och-fall
elbilsveckan
market-makers
rss-elektrikerpodden
rss-laddstationen-med-elbilen-i-sverige
developers-mer-an-bara-kod
bilar-med-sladd
bli-saker-podden
rss-technokratin
rss-veckans-ai
natets-morka-sida
bosse-bildoktorn-och-hasse-p
skogsforum-podcast
hej-bruksbil
ai-sweden-podcast
rss-uppgang-och-fall
rss-powerboat-sverige-podcast
rss-snacka-om-ai
rss-hit-med-dina-lunchpengar
har-vi-akt-till-mars-an