Ed Elson speaks with Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, about why Netflix’s stock fell following its earnings, and the odds it could throw its hat in the ring for Warner Bros. Discovery. Then Ed is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to discuss OpenAI’s new web browser and whether it’s actually a threat to Google. Timestamps 00:00 - Today's Number 00:22 - Market Vitals 00:55 - Netflix Earnings 01:49 - Interview w Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup 11:35 - Ad Break 12:52 - ChatGPT Atlas 13:26 - Interview w Alex Heath, Author of Sources Newsletter and Co-Host of Access Podcast 24:34 - Credits -- Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-newsletter Order "The Algebra of Wealth" out now: https://links.profgmedia.com/algebra-of-wealth Subscribe to No Mercy / No Malice: https://links.profgmedia.com/nmnm-yt-sub-desc Follow Scott on Instagram: https://instagram.com/profgalloway Follow Ed on Instagram and X: https://instagram.com/ed_elson_/ https://x.com/edels0n