Netflix Has a YouTube Problem

If Netflix listens to two podcasters, then the company will turn around.

Ricky Mulvey and Malcolm Ethridge discuss:

• Netflix’s earnings, and if a management shake-up can solve long-term problems.

• What Netflix should do with the $2.8 billion breakup fee from Paramount Skydance.

• Why Tesla and SpaceX should just merge, and what to make of Elon Musk’s $1 billion investment in Paramount Skydance.

• Credit default swaps on CoreWeave, Oracle, and Meta: why Malcolm sees a warning sign in Meta’s debt, and why Ricky isn’t convinced.

• Why a New Yorker profile of Barnes & Noble makes the case that the age of reading isn’t over.

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Hosts: Malcolm Ethridge, Ricky Mulvey Engineer: Heather Horton

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