Episode Description: Dan and Joe Marchese, Build Partner at Human Ventures, discuss Disney’s battle to keep up with Netflix in the streaming wars (2:00), Netflix’s execution on its new ad-supported tier (6:00), the potential impact of the Justice Department’s new antitrust lawsuit against Google over its digital ads dominance (11:00), what industries are most likely to see M&A activity this year (16:00), why Joe is still bullish on Roku’s future (18:00), Twitter’s plunge in ad revenue and why many of the wrong people were laid off (21:00), if Snap could be a major beneficiary from Twitter’s woes (23:00), why Meta needs to re-focus on commerce (25:30), the strength of luxury brands & growth of top-shelf tequilas (29:00), reshaping the exhibition of movies (33:00), and the state of corporate giving (36:00).

—

Check out the companies discussed in the episode:

-Groundswell

-Kinema

-Tequila Komos

----

View our show notes and transcript here

----

Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow Dan Nathan @RiskReversal on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page