Group Chat

Tonight, Drama, Dee, and Anand discuss Black Friday’s numbers, SBF’s hypocrisy, China’s protests, and FOX’s World Cup coverage.

Timeline of What Was Discussed:

• Drama has NO excuses. (1:37) 
• Group Chat’s Black Friday Recap. (15:03) 
• Lamestream MEEdia. (31:50) 
• Chinese residents are FINALLY waking up. (56:00) 
• Football or soccer? (1:04:35) 

Related Links/Products Mentioned 

• Black Friday Lured Shoppers Back, in Early Test for Holiday Spending 
• Winners and losers of Black Friday 2022 
• Black Friday online sales set new record despite inflation woes 
• Sequoia Capital Apologizes to Its Fund Investors for FTX Loss 
• Sam Walton: Made In America 
• LOOK: Commanders' Brian Robinson Jr. rocks big hat after even bigger game vs. Falcons 
• Rare protests against China’s ‘zero covid’ policy erupt across country — The Washington Post 
• USA-England World Cup Match Draws Record U.S. Viewership for Men’s Soccer Game 
• Michigan-Ohio State game was the most-watched regular season college football game EVER - Bruce Feldman on Twitter 
• Giants-Cowboys Thanksgiving game drew 42 million viewers 
• Apple is considering buying Manchester United - App Economy Insights on Twitter 

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Today, Dee and Anand discuss Thanksgiving’s effect on employee work ethic, TJ Max’s Earnings, Ross’ earnings, HP’s staffing cuts, Airport’s top echelon, home sales’ cool off, Disney’s loss of confidence in Bob Chapek, Barstool’s strength over ESPN, Saudi Arabia’s beat down on Argentina, Qatar’s World Cup humanitarian battles, and this week’s Winners, Losers, Content!

Timeline of What Was Discussed:

• This weekend is what America is ALL about! (1:46) 
• The stigma of shopping at a TJ Maxx and Ross is non-existent. (5:09) 
• The best and worst airports of 2022. (15:42) 
• The cooling housing market. (19:01) 
• Disney’s bet on Bob Iger. (22:54) 
• The beautiful thing about the World Cup. (34:45) 
• Ad Break: Saint James Iced Tea. (43:43) 
• Winners, Losers, and Content. (44:34) 

Related Links/Products Mentioned 

• Off-Price Retailers TJX and Ross Are Getting Their Mojo Back 
• The Best and Worst Airports of 2022 — The Wall Street Journal 
• Investor Home Purchases Drop 30% as Rising Rates, High Prices Cool Housing Market 
• Walt Disney CFO, Others Brought Concerns to Board Over Bob Chapek 
• Saudi Arabia shocks Argentina in one of the biggest World Cup upsets ever 
• Governments, researchers warn about surveillance, espionage concerns at 2022 World Cup 
• Visit Saint James Iced Tea for an exclusive offer for Group Chat listeners! **Promo code GROUPCHAT40 at checkout** 
• Meta denies report claiming Zuckerberg will resign next year: "False" 

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Tonight, Drama and Anand discuss Elton John’s farewell concert, ComplexCon’s A-List party crasher, Colorado’s mass shooting, Bob Iger’s return to Disney, Elon Musk’s Twitter shenanigans, and FIFA’s World Cup catastrophe.

Timeline of What Was Discussed:

• Anand is a rocket man! (2:16) 
• Jerome Powell needs to get to work. (9:36) 
• A Group Chat recap of Complex Con 2022. (15:50) 
• Bring back the gatekeepers! (23:46) 
• Bob Iger is BACK at Disney! (42:39) 
• The Elon/Twitter saga continues... (49:05) 
• It’s a bit of a mess in Qatar. (57:58) 
• Group Chat Shout Outs! (1:02:40) 

Related Links/Products Mentioned 

• Elton John concert attack: LA couple beaten at Dodger Stadium 
• U.S. consumer debt jumps as credit card interest rates surge, Fed report shows 
• The Best Outfits at Day One of ComplexCon 2022 
• Kanye West Causes Chaos After Crashing ComplexCon 
• November 20, 2022 mass shooting in Colorado Springs 
• Disney Shocker: Bob Iger Returning as CEO, Bob Chapek Exits 
• Elon Musk reinstates Trump's Twitter account after poll 
• Elon Musk on Twitter 
• On the night Qatar had waited for since 2010, it opened the World Cup with a damp squib on the pitch and confusion away from it - The Wall Street Journal on Twitter 
• How Qatar Dropped the Beer at the World Cup 

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Today, Drama, Dee, and Anand discuss FTX’s continuing demise, Elon’s message to Twitter employees, Walmart’s quarterly results, Target’s quarterly results, New York’s port volume, Elizabeth Holmes’ immanent sentencing, Taylor Swift’s record-breaking tour, before this week’s Winners, Losers, Content!

Timeline of What Was Discussed:

• The growing SBF conspiracy. (2:00) 
• Rallying the troops vs threatening the troops. (29:55) 
• Walmart and Target, a snapshot of American spending in retail.  (37:13) 
• Good for New York. (45:08) 

• Lock her up! Lock her up! (50:42) 
• Taylor Swift is a MEGA STAR! (52:41) 
• Winners, Losers, and Content! (1:05:05) 

Related Links/Products Mentioned 

• CEO in Charge of FTX Restructuring Calls It an ‘Unprecedented’ Mess 

• Elon Musk says Twitter employees must commit to 'hardcore' culture by 5 p.m. Eastern time 
• Walmart and Target’s quarterly results lay bare the retailers' stark differences 
• New York continues streak as nation's No. 1 port as LA cargo volume hits level not seen since 2009 
• Elizabeth Holmes nears her moment of truth 
• Ticketmaster Chairman reveals that 14 MILLION people hit the site in the 'The Eras Tour' pre-sale - The Swift Society on Twitter 

• Taylor Swift tour ticket sale canceled over extreme demand, Ticketmaster says 
• Taylor Swift Cancels ‘Eras Tour’ Ticket Sale to General Public After Earlier Glitches 
• Republicans secure majority in House of Representatives 
• Nancy Pelosi to step down as House Democratic leader as GOP 
• These Qatar hired fans - george on Twitter 

• Chamath Palihapitiya: Money, Success, Startups, Energy, Poker & Happiness | Lex Fridman Podcast #338 

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Today, Dee and Anand discuss Amazon's latest layoffs, America's most expensive ZIP codes, Jeff Bezos' philanthropic ventures, Michael Burry's bet on prisons, Estee Lauder's $2.8 billion purchase, and 'Yellowstone's' political hay. Then, the gentlemen interview Ian Rodgers from Ledger.

Timeline of What Was Discussed:

• Another day, more layoffs. (3:17) 
• The 10 most expensive ZIP codes in the U.S. (14:42) 
• Jeff Bezos’ way of helping humanity. (19:55) 
• Michael Burry is long prisons. (30:10) 
• Luxury is UNSTOPPABLE! (36:40) 
• The #1 TV show is back! (40:26) 
• Special interview alert with Ian Rogers from Ledger. They discuss the impact of FTX and the state of crypto. (42:56) 
• Group Chat Shout Outs! (55:04) 

Related Links/Products Mentioned 

• Amazon reportedly plans to lay off about 10,000 employees starting this week 
• Activist Investor TCI Calls on Google Parent Alphabet to Slash Costs 
• The 10 most expensive ZIP codes in the U.S. — CNBC 
• Exclusive: Jeff Bezos says he will give most of his money to charity 
• Michael Burry is back buying stocks again - Michael Burry Stock Tracker  on Twitter 
• WSJ News Exclusive | Estée Lauder to Buy Tom Ford in $2.8 Billion Deal 
• 'Yellowstone' Is Not A Red-State 'Game Of Thrones', Creator Taylor Sheridan Says — Deadline 

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Tonight, Drama, Dee, and Anand discuss Dems' senate majority, SBF's campaign donations, Elon's latest with Twitter, TikTok's ad-revenue outlook, and Chappelle's SNL monologue.

Timeline of What Was Discussed:

• It’s a blue wave. (1:51) 
• Sam Bankman-Fried, the clown of the century! (30:39) 
• Is Elon pushing the boundaries too far? (46:41) 
• TikTok vs Instagram: Ad-revenue outlook. (59:06) 
• Group Chat’s take on Dave Chappelle’s latest SNL monologue. (1:02:27) 

Related Links/Products Mentioned 

• Democrats Keep Senate Control With Win in Nevada 
• Seth Rogen Slammed for Calling Out YouTuber Whose Car Was Burglarized 
• LA Mayor's Race: Karen Bass now slightly ahead of Rick Caruso 
• Where's My Ballot? :: California Secretary of State 
• Sam Bankman-Fried’s fall cuts off big source of funds for US Democrats, per FT. - unusual_whales on Twitter 
• There are more people preparing breakfast than eating breakfast. - Elon Musk on Twitter 
• Sen. Ed Markey hits back at Elon Musk after his response to questions about impersonation 
• TikTok catches social-media cold and cuts ad-revenue outlook 
• Dave Chappelle Talks Kanye West, Kyrie Irving, and Anti-Semitism During 'SNL' Monologue — Complex 

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Today, the whole gang brings you a hot one! Drama, Dee, and Anand discuss the midterms' intense battle, FTX's bankruptcy filing, Twitter's impersonation problem, Meta's job cuts, Coupang's operating profit, and this week's Winners, Losers, and Content.

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Today, Dee and Anand discuss today's election, Groupchat's NFT, crypto's latest hack, Disney's earnings, Lyft's earnings, John Foley's new (mis)adventure, Victoria's Secret's acquisition of Adore Me, Tyson Foods' CFO, Powerball's winning ticket, and NYC schools' exodus.

Timeline of What Was Discussed:

• Midterms 2022. (1:33) 
• An update on the Group Chat NFT. (7:58) 
• CZ vs SBF. (9:25) 
• The tale of two earnings reports: Disney and Lyft. (21:06) 
• Do you want a custom rug? (27:54) 
• Ad Break: Saint James Iced Tea. (33:19) 
• Victoria’s Secrets’ business turnaround. (34:46) 
• Tyson Foods CFO snafu. (37:43) 
• The $2 billion Powerball has its winner! (42:41) 
• The sad state of public schools. (46:11) 

Related Links/Products Mentioned 

• Group Chat NFT 
• I am pretty mind blown that FTX chose - of all options, a buyout from Binance. -  wassielawyer on Twitter 
• Crypto Hack - Satoshi Stacker on Twitter 
• Disney misses on profit and key revenue segments, warns streaming growth could taper 
• $LYFT The 3rd-tier - Wasteland Capital on Twitter 
• Peloton co-founders raise $25M for new custom rug startup 
• Visit Saint James Iced Tea for an exclusive offer for Group Chat listeners! **Promo code GROUPCHAT40 at checkout** 
• Victoria's Secret acquires Adore Me in a US$400m deal 
• Tyson Foods CFO Arrested After Authorities Say He Fell Asleep in Wrong House 
• Single ticket sold in Los Angeles County wins $2 billion Powerball jackpot - BNO News on Twitter 
• NYC Kids Are Still Leaving Public Schools in Pandemic-Fueled Exodus 
• Video: Armed Robbery Victim Chased Onto Sunset Blvd. And Struck 

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Tonight, Dee and Anand discuss Drake's new album, Revolve's earnings, Meta's layoffs, Twitter's leadership, Binance’s FTX exit, Powerball's $1.9B pot, and America's midterm elections.

Timeline of What Was Discussed:

• Drake brings the country together. (0:57) 
• Congrats to Revolve! (15:31) 
• Layoffs are coming over at Meta. (20:40) 
• We are a ‘meme’ society. Are you an Elon lover or hater? (30:30) 
• FTX is a house of cards. (58:01) 
• Powerball: Real or fraud? (1:01:00) 
• Go Vote! (1:04:50) 

Related Links/Products Mentioned 

• All the People Drake Disrespected on ‘Her Loss’— And Their Responses 
• Earnings Beat: Revolve Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models — Simply Wall St 
• Facebook Parent Meta Is Preparing to Notify Employees of Large-Scale Layoffs This Week 
• Twitter Rolls Out Blue Check Marks for Paying Customers 
• Twitter Now Asks Some Fired Workers to Please Come Back 
• Jack Dorsey breaks his silence, owns 'responsibility for why everyone is in this situation' at Twitter 
• Nets give Kyrie Irving six requirements to fulfill before he can return to team, per report 
• FiveThirtyEight 2022 Midterm Election Forecast — FiveThirtyEight 
• Donald Trump Prepares to Launch 2024 Campaign 
• As part of Binance’s exit from FTX equity last year, Binance received roughly $2.1 billion USD equivalent in cash (BUSD and FTT). - CZ  Binance on Twitter 
• FUCK I LOVE THIS APP - GANDALF on Twitter 
• Powerball jackpot grows to $1.9 billion after no winning ticket sold 

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Today, Dee and Anand discuss layoffs, earnings, and the future of tech before this week's Winners, Losers, and Content.

Timeline of What Was Discussed:

• White-Collar Recession. (1:07) 
• Elon Musk has become the MOST polarizing person in the world! (12:07) 
• Dan Synder vs. The Shield. (18:52) 
• Why Dee is putting his children's college money in Google. (26:10) 
• Let’s talk about earnings: Starbucks, DoorDash, Coinbase, and Peloton. (38:48) 
• Ad Break: Ledger. (49:36) 
• Winners, Losers, and Content. (51:58) 

Related Links/Products Mentioned 

• Stripe laid off 14% of their team, informed people about an hour ago. - Gergely Orosz on Twitter 
• Delivery Hero is laying off as we speak. Also, Pleo (expense management) let go 15% of staff. Lyft, Stripe, CloudKitchens all doing layoffs today. OpenDoor, Chime, Dapper Labs, Gem, MessageBird, Kry this week. - Gergely Orosz on Twitter 
• Layoffs Hit Tech Sector With Force as Amazon, Lyft Warn of Economic Downturn 
• Elon Musk plans to eliminate about 3,700 jobs at Twitter company’s workforce tomorrow. He also plans to end the “work from anywhere” policy - SAY CHEESE!  on Twitter 
• George Pearkes on Twitter: "not sure we're at death spiral levels yet but it's getting closer by the day *GENERAL MILLS, AUDI, PFIZER PAUSING TWITTER ADS: DJ" / Twitter 
• Jay-Z has expressed "serious interest" in buying the Washington Commanders, alongside a strategic partner. - Front Office Sports on Twitter 
• Apple now valued at more than Amazon, Alphabet and Meta — combined — MarketWatch 
• Here's what the Federal Reserve's fourth 0.75 percentage point interest rate hike means for you 
• Starbucks earnings beat expectations as consumers spend more in its U.S. stores 
• DoorDash Shares Surge on Stronger-Than-Expected Earnings 
• Coinbase reports better-than-expected user numbers even as third-quarter revenue plunges 
• Peloton Shares Slump on Weak Sales Forecast — The Wall Street Journal 
• Ledger Op3n Announcement 
• Get Ledger Tickets Here 
• Shop Ledger Here 
• The FBI has issued a warning after it received “credible information of a broad threat to synagogues” in New Jersey, according to a tweet from FBI Newark. - CNN Breaking News on Twitter 

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