Hosts Brett Schafer and Ryan Henderson kick things off by discussing Disney's impending 2024 acquisition of Hulu and the future of streaming (1:00). Mount Rushmore investor, Michael Burry discloses his stock picks and we talk JD.com (5:00). Amazon and Walmart see who can get to the consumer first with their 1 day shipping initiatives and the petty wars commence (9:00). We introduce a new segment with "Guess The Year" where our hosts attempt to guess when products or companies were launched (15:00). WeWork is in the news this week and their CEO Adam Neumann is the Silicon Valley poster boy (20:00). As always we have a hot water and a FMK (24:00).