Today, Lon Harris joins for This Week in Streaming and we talk about Obi-Wan Kenobi Episode 4 (1:49), then we cover some Disney news as they fire their head of General Entertainment Content, Peter Rice (43:05), and enter a bidding war to keep their rights to Indian Cricket (48:30). We wrap with a segment of OK Boomer: this week Producer Rachel sits down with Capri Wheaton, founder, and CEO of Dressd, a peer-to-peer clothing rental service (1:06:37).
(0:00) Jason and Molly tee up today’s show!

(1:49) This Week in Streaming with Lon Harris: “Obi-Wan Kenobi” ep. 4 (SPOILERS)

(13:06) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage

(14:22) Predicting where “Obi-Wan Kenobi” is headed

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(21:51) More predictions for “Obi-Wan Kenobi”

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(35:48) What’s working with “Obi-Wan Kenobi”, what isn’t working?

(43:05) Disney has fired Peter Rice, who was Chairman of Disney’s General Entertainment Content (basically the head of Disney’s TV division)

(48:30) Disney is about to enter a bidding war to keep its rights to Indian cricket, which is HUGE for its Disney Plus subscriber count

(1:01:50) Toss to OK Boomer with Producer Rachel and Capri Wheaton

(1:06:37) OKB: Capri Wheaton, founder + CEO of Dressd (peer-to-peer clothing rental)

Disney’s ambitious streaming goals with Lon Harris + Dressd Founder Capri Wheaton | E1481

Jason Calacanis covers startups, tech, markets, media, and all the hottest topics in business and technology. He also interviews the world’s greatest founders, operators, investors, and innovators.

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(1:43) Dustin asks about how to find job opportunities and market his generalist skills
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(10:42) Dustin asks about how to find job opportunities and market his generalist skills
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Ask Jason LIVE!: Navigating startup growth with Real-Time Q&A | E1937

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Timestamps:
(0:00) Sunny joins Jason to dive into this week’s AI news and demos.
(2:03) Examination of Facebook's Llama 3 model, its impact on the AI community, and its superior performance compared to GPT-4 despite being a smaller model.
(4:45) Open source vs. commercial products
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(10:42) Three big projects where Facebook has affected the open community.
(15:38) US Air Foruce staging dogfights with AI-flown fighter jets.
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(21:06) Looking at Grok’s capabilities in first-party research.
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(29:08) Jason asks Grok a more “spicey” question regarding Trump.
(40:46) Sunny demos Marblism.
(45:33) Sunny demos Lumona
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AI Demos and News: Llama 3, Marblism, Lumona & AI Jet-Fighter Dogfights | E1936

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Timestamps:
(0:00) Sunny joins Jason to dive into this week's AI news and demos.
(1:39) AI, LLMs, and Groq infrastructure discussion.
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(11:00 ) Meta's AI landing page, new search engine, and investment strategies
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(23:19) Zuckerberg's approach towards Google's dominance and the impact of Meta's search engine
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(32:11) Importance of a dedicated domain name and Google's commitment to Google Plus
(34:36) Meta's progress in AI and the strategy of open sourcing
(45:34) The industrial revolution in technology, AI development, and rights issues
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AI Demos: Meta AI Ups it’s Game with Llama 3 | E1935

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Todays show:
David Weisburd hosts Logan Bartlett, Hunter Somerville, and Jason Calacanis to discuss the fundraising market (3:07), M&A; (26:45), Google’s huge investment in generative AI (58:15), and much more!
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Timestamps:
(0:00) David Weisburd intros Logan Bartlett, Hunter Somerville, and Jason Calacanis
(3:07) Tiger's recent fund and fundraising indicators
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(13:26) The challenges and realities of venture capital
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(26:45) Startup acquisitions, due diligence, and unethical behaviors in the industry
(31:27) Selling partial positions in startups and structuring the selling of shares
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(38:20) Cendana and Kline Hill’s $105M fund to buy stakes in seed VC funds
(46:59) The correlation between capital consumption and equity value, and the dangers of excess capital
(54:28) The role of private equity in tech M&A; and the future of tech IPOs
(58:15) Google's $100 billion investment in AI and competition in the AI ecosystem
(1:06:30) The challenge of capacity in seed stage investing and the value of a strong community in portfolio management
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Redpoint Ventures and Stepstone Group on VC Deployment, M&A, and Google's AI Strategy | E1934

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Todays show:
Sohail Prasad joins Jason to discuss Destiny Tech 100 and why it was created (3:46), comparing the market cap to the actual holdings and the pent-up demand (11:35), how Destiny acquires the shares and how they manage both positive and negative reactions (26:49), and more!
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Timestamps:
(0:00) Sohail Prasad of Destiny (D/XYZ) joins Jason.
(3:46) Breaking down Destiny Tech 100 and why it was created.
(5:20) What is a closed-end fund and how does it fit into the ecosystem?
(8:37) The DIY approach used to bring this to the market.
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(10:54) How Destiny Tech 100 works as a direct listing.
(11:35) Comparing the market cap to the actual holdings and the pent-up demand.
(14:46) Looking at how Sohail and the company make their profits and why he does this instead of gathering higher carry.
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(22:05) The concerns of the swinging nature of the stock price and the long-term view.
(26:49) How Destiny acquires the shares and how they manage both positive and negative reactions.
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(34:10) Destiny’s access to financials for companies in their portfolio.
(35:51) Strategy behind exits for the fund and companies that then go public.
(43:13) The size of the team needed to run Dest
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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast

Disney’s ambitious streaming goals with Lon Harris + Dressd Founder Capri Wheaton | E1481

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