Jay Trades and SBF's Substack + Award season and Netflix's content strategy with Lon Harris | E1656
This Week in Startups
Jason Calacanis
4.2 • 1.4K Ratings
🗓️ 12 January 2023
⏱️ 60 minutes
🧾️ Download transcript
Summary
Molly and Jason chop it up about Jason's latest Jay Trades: Apple, Amazon and Disney. (2:21) Then they briefly discuss SBF's new Substack. (14:42) To wrap up the show, Lon joins us for this week's edition of This Week in Streaming to talk about award season and Netflix's content strategy. (21:14)
(0:00) M+J kick off the show
(2:21) Jason explains why he placed a bet on Apple
(8:12) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(9:20) Molly and Jason discuss his two other Jay Trades, Amazon and Disney
(14:42) SBF's Substack
(19:42) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(21:14) Lon joins to discuss award season with Molly and Jason
(35:44) Fitbod - Get 25% off at https://fitbod.me/twist
(37:17) Netflix's content strategy is like a “gourmet cheeseburger”
(50:36) Award season continued
FOLLOW Lon: https://linktr.ee/lons
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Transcript
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| 0:00.0 | Hey, everybody, it's Thursday, what a heck of a show. |
| 0:01.8 | I did some J-trades. |
| 0:02.7 | I made three trades last night ahead of the inflation print today. |
| 0:06.0 | They're all up, up, up. |
| 0:07.6 | I'm going to explain the bets I'm making and my portfolio is almost back to even again. |
| 0:12.6 | This is not investment advice, but you can fade my trades or you can follow my trades |
| 0:19.3 | or you can ignore my trades as you wish at jtrading.com. |
| 0:22.1 | Yeah, we'll go through them. |
| 0:23.6 | It's a lot of fun. |
| 0:24.6 | And then God help us. |
| 0:25.9 | Sam Bingham and Fried cannot stop pleading his case. |
| 0:27.9 | He just launched a sub-stack. |
| 0:29.5 | I think we could probably take the credit, though. |
| 0:31.9 | We've been helping to sort of like revitalize sub-stack, talk about the value of it. |
| 0:35.7 | Clearly, he must have been reading that and thought, this is the way that I can use this |
| 0:38.9 | publishing platform to try to get out of the charges against me. |
| 0:43.6 | And we have the best hot take from our boy, Oh, Malik at home on Twitter. |
| 0:47.8 | He basically unpacks in 140 characters, YSBF, has launched a sub-stack. |
| 0:54.5 | And I give my plan. |
| 0:56.2 | I do a little content brainstorming here, workshop of what three things Sam Bingham |
| 1:01.4 | Fried can add to his sub-stack that'll help get him a reduced sentence and his Thursday. |
| 1:08.5 | So we know what that means, Malik. |
... |
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