Lon Harris joins Molly and Jason to talk WeCrashed, The Dropout and Super Pumped! First, they play a round of "Boff, Marry, Kill" between the three shows (1:16), before breaking down the first three episodes of WeCrashed (16:15) and the two lead performances (24:25). They finish with a quick chat on The Dropout and examine the potential of a "tech cinematic universe" (34:15).

Streaming news! Breaking down WeCrashed E1-3 & The Dropout E5 with Lon Harris | E1417

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On today's show, Molly and Jason catch up after the long weekend (0:00) before breaking down how the new "Minions" movie broke a box office record by using TikTok, catchy hooks, and viral marketing (5:19). They also cover TikTok dropping plans to expand its ecommerce platform into the US and Europe (29:52), before covering the "Chips Act" stalemate and discussing how we should reframe semiconductor manufacturing and energy independence as national defense issues (35:50).

Links referenced in the show:
https://www.frontiersin.org/articles/10.3389/fnhum.2021.578644/full
https://www.bloomberg.com/opinion/articles/2022-07-04/chipmakers-and-us-congress-are-playing-a-stupid-game-of-chicken

“Minions” record-breaking viral strategy, TikTok algo, reframing semiconductors & energy | E1500

For today's VC Sunday School, Molly asks Jason about what makes a venture scale business (2:20). Then, for This Week in Climate Startups, Molly sits down with Matt Duesterberg, co-founder of OhmConnect (19:38).

VC School: What’s a venture scale business + Matt Duesterberg of OhmConnect | E1499

First, we cover an update from the BlockFi CEO denying that FTX is buying them for $25N (2:33), and we have a couple more crypto quick hits (5:51) before we touch on Sequoia's largest investments being down 70% (34:01). Klarna is raising way down at a $6B valuation (45:23), Zoom is looking to expand beyond video conferencing, (54:50), and the FCC approved Starlink to supply internet to moving vehicles (57:40). Finally, Rachel speaks with co-founder and CEO of Stages, Jared Downing, for this week's OK Boomer (1:08:23).

Crypto crash updates, Sequoia’s structure, $ZM product expansion, Starlink & more | E1498

First, we talk about Meta’s new Facebook Groups overhaul that looks like Discord (2:35). Then we touch on Sequoia raising over 2 billion for its US venture and growth funds (20:31) and FTX acquiring BlockFi for $25M, 99% below their last private valuation (32:08). For our We Live in the Future, the MLB is looking to automate home plate umpires by 2024 (52:17). Finally, it appears Subtstack is making some cuts after saying it wouldn’t (1:04:48).

FTX buys BlockFi for $25M, Sequoia raising $2.25B, AI Umpires for MLB, Substack layoffs | E1497

Today, Jason is joined by the hosts of “What are your thoughts?” Downtown Josh Brown (CEO of Ritholtz Wealth Management) and Michael Batnick (Managing Partner at Ritholtz Wealth Management). They discuss the Knicks (1:22), Podcasting (14:25), markets (26:20), Disney (37:52), and more. Finally, Jason takes some audience questions (44:50).

Streaming news! Breaking down WeCrashed E1-3 & The Dropout E5 with Lon Harris | E1417

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