Feb. 10, 2026

Netflix's Warner Bros Problem, OpenAI's Nvidia Drama, and SpaceX Going Public

Netflix's Warner Bros Problem, OpenAI's Nvidia Drama, and SpaceX Going Public
Netflix's Warner Bros Problem, OpenAI's Nvidia Drama, and SpaceX Going Public
This Time Is Different
Netflix's Warner Bros Problem, OpenAI's Nvidia Drama, and SpaceX Going Public

Why is SpaceX adding an AI company (that Elon Musk also owns)?

Ricky Mulvey and Malcolm Ethridge discuss:

- Why Warner Bros. Discovery could earn Netflix’s stock a “conglomerate discount”, and why Ricky changed his mind on the stock.

- Malcolm breaks down why OpenAI’s relationship with Nvidia could be falling apart.

- SpaceX preparing for a massive IPO and bringing xAI along for the ride.

- How Brian Niccol is already turning Starbucks around


Get in touch with the show at thistimepod@gmail.com.


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Hosts: Ricky Mulvey, Malcolm Ethridge

Engineer: Tim Sparks


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