Trump’s Controversial Picks, Bluesky’s Pop, and Spotify’s Subscriber Jump
Pivot
Deep Dive
Why is Tesla's stock rising despite no new innovations or increased demand for EVs?
Tesla's stock is rising because of Elon Musk's $119 million donation to Trump, creating an expectation of favorable regulation and subsidies for the company.
Why is Disney's streaming business performing well?
Disney's streaming business is thriving due to strong IP, family-focused positioning, and the consolidation of the streaming market, with Disney+ integrated with Hulu.
Why is Spotify's stock up despite competition from Apple Music and Amazon Music?
Spotify's stock is up because it has near-monopoly power in music streaming, similar to Netflix's dominance in video streaming, and has achieved profitability with a 19% revenue increase.
Why might political advertising shift from local TV news to podcasts?
Political advertising might shift to podcasts because local TV news stations are losing value, and podcasts offer a more efficient way to reach voters, especially with the rise of digital ad stacks.
Why might Trump's proposed tariffs on China and Mexico not materialize?
Trump's proposed tariffs might not materialize because China and Mexico have announced reciprocal tariffs, and the business community, including Republicans with economic backgrounds, may oppose the tariffs due to their potential to harm the economy.
Why is Blue Sky gaining users while X (formerly Twitter) is losing them?
Blue Sky is gaining users because it offers a more pleasant user experience and defocuses on news and politics, unlike X, which has become a platform associated with negativity and controversial changes in terms of service.
Why might advertisers prefer Threads over X for their ad spend?
Advertisers might prefer Threads because it offers a more positive user experience, better ad targeting capabilities, and a more efficient ad stack compared to X, which has become a platform associated with negative content and controversy.
- Trump's picks are seen as loyalty tests for Senate Republicans.
- The market's reaction to Trump's victory is driven by expectations of kleptocracy.
- Republicans may push back on some of the more outrageous nominations.
Shownotes Transcript