Is Big Tech Too Powerful to Fail?

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The re:Start Pod

59 episodes

2 weeks ago

Three founders. One exit. Countless new beginnings. We sold our AI company — and now we’re back at square one, figuring out our next re:Starts. Every week, join Damon Burrow, Lakshya Bakshi, and Shashi Mudunuri as we digest the biggest stories in AI, tech, and innovation while also sharing the behind-the-scenes of building what’s next. From brainstorming new ventures to collaborating across industries and hosting candid conversations with fellow builders, The re:Start Podcast is where post-exit founders trade playbooks, predictions, and lessons learned for the sake of discovering their next

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Is Big Tech Too Powerful to Fail? - Ep. 53

The re:Start Pod

47 minutes 15 seconds

6 months ago

Is Big Tech Too Powerful to Fail? - Ep. 53

(0:00) Welcome & Google’s Surprise Earnings(3:25) Why AI Overviews Aren’t Hurting Google (Yet)(8:10) Is YouTube Search Powering Google’s Growth?(12:40) AI's Role in Google’s Global Dominance(16:45) Meta’s Massive Growth & Why It's Still Winning(20:50) The Secret Behind Meta’s Ad Revenue Model(24:00) Netflix’s Retention Strategy & Studio Power(28:30) Why Netflix Isn’t Losing the Streaming War(32:15) Tesla's Sales Decline & Elon’s Effect on the Stock(36:40) Will Tesla’s Autonomy Bet Actually Pay Off?(42:10) The Ugly Future of Robot Taxis?(44:35) Minecraft, Mufasa & Movie Economics(48:00) Are Derivative Movies Profitable for Disney?(51:30) Our Picks: What We’ve Been Watching Lately

Big Tech is booming, again. In this episode, the ScholarAI founders break down Google’s earnings surprise, Meta’s pricing power, and how Netflix refuses to churn. Meanwhile, Tesla’s in trouble. Sales are down, and Elon’s distractions may be catching up.

Plus:

AI overviews may be the most used AI product on Earth
Why Meta’s ad model is more powerful than ever
Netflix’s secret weapon: content and retention
What’s happening with Tesla, autonomy, and robots
Are franchise movies still making money for Disney?

We wrap with what we’re watching and what it means for tech, business, and the box office.

Watch the full episode now & subscribe for more AI and tech insights.

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