How Hollywood Drove Its Business Model Off a Cliff
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A.O. Scott started as a film critic at The New York Times in January of 2000. Next month he will move to the Book Review as a critic at large.
After 23 years as a film critic, Mr. Scott discusses why he is done with the movies, and what his decision reveals about the new realities of American cinema.
Guest: A.O. Scott, a longtime film critic for The New York Times.
Background reading:
For more information on today’s episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday.
First up, Lon Harris joins to cover James Gunn's DC reboot (2:14), the business of superhero films (28:18), the top films of the year debate (37:15), and more! Then, Producer Rachel is back with another edition of OK Boomer, featuring through the Noise and Tribescaler founder Alex Banks! (1:21:27)
(0:00) J+M tee up today's segments!
(2:14) Lon Harris joins the show to discuss DC's James Gunn-led revamp
(9:29) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist
(10:37) Lon's thoughts on James Gunn's new DC plan, and what's working in the box office right now
(26:44) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(28:18) The business of superhero films
(35:40) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(37:15) Jason reacts to AO Scott's Best Movies of 2022 list
(44:19) Lon's top movies of 2022
(58:06) Other ongoing stories at Warner Bros Discovery and HBO Max
(1:21:27) OK Boomer: Producer Rachel interviews Through the Noise and Tribescaler founder Alex Banks
FOLLOW Lon: https://twitter.com/lons
FOLLOW Alex: https://twitter.com/thealexbanks
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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First up, J+M break down Tesla's Q3 earnings with the help of some insightful charts (2:09), before discussing Kevin Hart's VC firm landing JP Morgan as an LP (17:08) and some ideas for Twitter verification. (27:29) Then, Lon Harris joins the show to cover Netflix's Q3 earnings, its coming ad-supported tier, and how he would revamp the DCEU! (37:19)
(0:00) J+M tee up today's segments!
(2:09) Tesla Q3 earnings breakdown
(15:37) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(17:08) Kevin Hart lands JP Morgan as an LP for Hartbeat Ventures, his VC firm
(26:05) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(27:29) Twitter verification ideas
(35:52) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(37:19) Lon Harris joins the show to break down Netflix's Q3 earnings and its plans for an ad-supported tier
(1:00:05) Head of DCEU leaves, Lon gives his thoughts on how he would revamp DC to compete with the MCU
FOLLOW Lon: https://twitter.com/lons
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Subscribe to our YouTube to watch all full episodes:
https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
New segment alert! J+M debut "Little Big Things" to highlight a unique new feature from Apple (1:46), before breaking down the company ramping up its ads business and what that means for consumers. (10:49) Then, Lon Harris joins to break down all things streaming. (21:20)
(0:00) J+M intro today's segments!
(1:46) New segment! Little Big Things: Apple News audio stories
(9:42) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(10:49) Apple's potential ads business: great for revenue, potentially bad for consumers
(20:08) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(21:20) Lon joins and Jason discusses Molly's appearance on the Pivot podcast!
(23:47 More chaos at $WBD: 14% RIF at HBO Max, 30+ titles getting canned off streaming, bad feelings with creators
(37:59) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(39:20) Digital distribution rights, how Netflix changed the industry and how Warner Bros Discovery might use this recent move as leverage going forward
(43:20) New series premiering with massive budgets: House of the Dragon, Rings of Power; breaking down the math on why these shows cost $20M-$58M per episode
(55:32) Streaming overtakes cable viewership for the first time!
Lon Harris joins the show to break down the chaotic shakeup going on at Warners Bros. Discovery, what's happening with HBO Max, potential new roadmaps for the DCEU, and more. (2:46) Then, J+M break down a new intimate social app called Locket raising $12.5M (44:02) and Lina Khan taking action against Meta. (51:39)
(0:00) J+M intro today's topics!
(2:46) Lon Harris joins to break down what is going on at Warner Bros. Discovery
(14:05) Grammarly - Sign up for a free and get 20% Grammarly Premium at https://grammarly.com/TWIST
(15:22) Is streaming subscription revenue a viable business compared to big box office hauls? Is $WBD making a terrible move re: creative relationships?
(24:26) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com
(25:48) Discovery vs. HBO branding, Roku/Paramount Plus subscriber counts
(38:11) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at https://aka.ms/thisweekinstartups
(39:34) Lon's crypto queen series update
(44:02) Social app Locket raised a $12.5M early-stage round of funding
(51:39) Lina Khan sues Meta over a ~$400M VR acquisition and tries to change the antitrust precedent
Jason and Molly open the shown discussing Disney’s Q1 Earnings and the 37% increase in Disney+ subscribers (01:51).
Then, Qloo CEO Alex Elias joins to discuss his AI prediction company (21:12). You will learn:
1. How Qloo uses machine learning to understand taste and draw cultural correlations
2. Why Qloo adopted an API business model and is focused on developers
3. Ways businesses and brands are using Qloo to improve customer experience and drive revenue
To wrap, we have an “OK Boomer” segment where Producer Rachel speaks with Zehra Naqvi from Republic (45:21). They disucss Zehra's work at Republic as an investment associate (48:00) and how Zehra developed the Z-list to facilitate intros between startups & VCs (55:21).
(00:00) Jason and Molly open the show, Disney Earnings, Alex Elias from Qloo, Rachel OK Boomer
(01:51) Disney added 34% increase in revenue and 37% increase in Disney plus subscribers
(06:56) Netflix vs. Disney on streaming growth
(10:07) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(11:37) How different streaming companies cultivate and develop new IP vs. exploit existing IP
(19:42) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(21:12) Alex Elias from Qloo, a company that uses artificial intelligence (AI) to understand taste and draw cultural correlations
(26:48) How Qloo is used by developers to make predictions
(32:06) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(33:15) Qloo's business model and example use cases with large brands
(40:10) How restaurant groups are using Qloo to determine the right music for their restaurants
(45:21) OK Boomer intro, Rachel speaks with Zehra Naqvi from Republic
(48:00) Zehra's work at Republic as an investment associate
(51:09) The path to being an investment associate
(55:21) How Zehra developed the Z-list to facilitate intros between startups & VCs
Check out Qloo: https://www.qloo.com
FOLLOW Alex: https://twitter.com/ape
FOLLOW Zehra: https://twitter.com/zehranaqvi_
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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