cover of episode Apple’s ChatGPT Deal, Uber Earnings, and Guest Adam Moss

Apple’s ChatGPT Deal, Uber Earnings, and Guest Adam Moss

2024/5/14
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A
Adam Moss
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Kara Swisher
卡拉·斯威舍是一位知名的媒体评论家和播客主持人，专注于科技和政治话题的深入分析。
S
Scott Galloway
一位结合商业洞察和个人故事的畅销书作者、教授和企业家。
Topics
Kara Swisher: 索尼和阿波罗环球希望拆分派拉蒙，计划保留电影公司，出售其他资产（包括CBS、有线频道和派拉蒙+流媒体服务）。这将面临来自Sherry Redstone和潜在的监管问题等挑战。 Scott Galloway: 派拉蒙的价值低于其各部分之和，拆分公司对股东有利，因为派拉蒙+等资产可以被高价出售，而CBS等下滑资产仍有大量现金流。华纳兄弟可以收购派拉蒙，将派拉蒙的资产与Max合并，这将是一个更干净的交易，并减少监管风险。阿波罗环球收购雅虎的案例说明，他们可以通过重组债务来为收购融资，而无需额外资金。 Scott Galloway: 数字广告平台的收入增长来自传统媒体，这表明传统媒体正在衰落。华纳兄弟的流媒体业务Max可能独立上市后价值更高。如果华纳兄弟剥离其广告支持业务，它将永远无法获得应有的估值。

Deep Dive

Chapters
Sony and Apollo Global have proposed a plan to break up Paramount, keeping the studio business and selling off everything else, including CBS and Paramount Plus. This has sparked debate about whether a breakup is the right move and whether Warner Bros. might be a better buyer for some of the assets.

Shownotes Transcript

Kara and Scott discuss Sony and Apollo Global wanting to break up Paramount, Apple apologizing after everyone hated the new iPad Pro ad, Melinda Gates resigning from the Gates Foundation, and new reporting that casts doubt on RFK Jr.’s VP pick. Then, earnings, earnings, earnings. What do Kara and Scott think of the latest numbers from Uber, Warner Bros and The New York Times? Plus, Apple has closed in on an agreement with OpenAI to use ChatGPT in iPhone operating systems. And, our Friend of Pivot Adam Moss joins us to discuss his new book, “The Work of Art: How Something Comes From Nothing.”

You can find Adam’s book, “The Work of Art: How Something Comes From Nothing,” here).

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