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This Week in Startups

Jay Trading: $NFLX Q2 earnings, The Blueprint E2: when to quit your job, + more | E1513

This Week in Startups

Jason Calacanis

Technology

4.41.3K Ratings

🗓️ 21 July 2022

⏱️ 79 minutes

🧾️ Download transcript

Summary

Yesterday, Netflix released its Q2 earnings, and this prompted Jason to make some Jay Trades (2:53).  Then, we have our second installment of "The Blueprint," where Jason breaks down when you should quit your job (45:14). Finally, we wrap with our Startup of the Day: BeReal (1:06:48).

(0:00) Jason and Molly tee up today’s show!

(2:53) Jay Trading: Jason does some Jay Trading in relation to the Netflix Q2 results

(10:27) BairesDev - Go to https://www.baires.dev/twist

(11:50) Netflix reported Q2 earnings yesterday, they were meh

(14:38) What’s the problem at Netflix?

(24:27) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist

(25:42) Prediction: Disney+ will exceed Netflix

(28:01) Jay Trading: Disney

(30:20) What would make you buy Netflix?

(37:00) Two other ideas for Netflix

(44:18) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub.

(45:14) The Blueprint E2: when should you quit your job?

(1:06:48) Startup of the Day: BeReal

(1:17:39) Coming up this week

Transcript

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0:00.0

Hey, everybody, hey, everybody, welcome to Wednesday

0:03.2

on this week in startups.

0:04.4

I am going to make two J trades.

0:08.2

I'm gonna do two live trades of stocks on today's program.

0:13.0

It is so fun.

0:13.9

See an expert weighed into an arena,

0:17.6

where he's not quite an expert.

0:18.9

Not yet, but it also just gives us a new way

0:21.6

to talk about companies and their metrics.

0:24.0

And on that note, actually,

0:25.3

we're gonna break down Netflix's Q2 earnings

0:27.8

and talk about that whole arena.

0:31.0

There may or may not be a J trade involved.

0:33.4

Okay.

0:34.4

And then we do our startup of the day.

0:37.5

My guy, Yuri Milner, friend of mine,

0:40.8

I mean, we're not besties or anything,

0:41.9

but I know Yuri Milner, the famous investor

0:44.6

who did Facebook is reportedly going to invest

0:50.1

a large amount of money at a huge valuation in B real,

0:53.0

the social apps, so that's our startup of the day.

0:55.0

And we talk about the viral hooks

...

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