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The All-In Podcast
Hollywood Legend Michael Ovitz on AI Media: A New World of Passive vs. Active Entertainment
@friedberg:
"Does generative AI change the nature of media, which is a shared experience, a community experience that we all talk about?"
"Or do we end up in a world where everyone's got their own media or their own content?"
@MichaelOvitz:
"I think it's an individual decision. It's binary."
"You either want passive entertainment because you're exhausted. You want your brain taken to another place."
"The other side of that coin on the binary side is active entertainment."
"Do you want to create your own ending? Do you want to change characters? Do you want to try to put a movie together?"
"Do you want to go to a site that has the rights to an old movie star like Clark Gable, or Humphrey Bogart, or Jimmy Stewart, or Gary Cooper, or the greats of the forties and fifties and make your own movie?"
"It's all individual. I think everybody will make up their mind."
Recorded on September 10th, 2024 at the All-In Summit
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Hollywood Legend Michael Ovitz on AI Media: A New World of Passive vs. Active Entertainment
@friedberg:
"Does generative AI change the nature of media, which is a shared experience, a community experience that we all talk about?"
"Or do we end up in a world where everyone's got their own media or their own content?"
@MichaelOvitz:
"I think it's an individual decision. It's binary."
"You either want passive entertainment because you're exhausted. You want your brain taken to another place."
"The other side of that coin on the binary side is active entertainment."
"Do you want to create your own ending? Do you want to change characters? Do you want to try to put a movie together?"
"Do you want to go to a site that has the rights to an old movie star like Clark Gable, or Humphrey Bogart, or Jimmy Stewart, or Gary Cooper, or the greats of the forties and fifties and make your own movie?"
"It's all individual. I think everybody will make up their mind."
Recorded on September 10th, 2024 at the All-In Summit
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Andrew Sather
Investing in robots? List of ideas from Morgan Stanley, dubbed the "Humanoid 100" https://t.co/v4R92MpVZa
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Investing in robots? List of ideas from Morgan Stanley, dubbed the "Humanoid 100" https://t.co/v4R92MpVZa
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Dimitry Nakhla | Babylon Capital®
Amazon $AMZN trades at a 34x NTM P/E with a forecasted EPS growth of 18.93% from 2025 to 2028
MercadoLibre $MELI commands a 44x NTM P/E with a forecasted EPS growth of 34.78% from 2025 to 2028
Sometimes, it’s that simple
Even if they miss estimates by 10-15%, they’re still 💯 https://t.co/7aS0Ui2d3w
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Amazon $AMZN trades at a 34x NTM P/E with a forecasted EPS growth of 18.93% from 2025 to 2028
MercadoLibre $MELI commands a 44x NTM P/E with a forecasted EPS growth of 34.78% from 2025 to 2028
Sometimes, it’s that simple
Even if they miss estimates by 10-15%, they’re still 💯 https://t.co/7aS0Ui2d3w
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App Economy Insights
$CRCL Circle is now up 6x since its IPO. 👀
A stablecoin bill just helped spark the rally.
Here's how they make money. 👇
https://t.co/DdBIlLAxKm
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$CRCL Circle is now up 6x since its IPO. 👀
A stablecoin bill just helped spark the rally.
Here's how they make money. 👇
https://t.co/DdBIlLAxKm
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Quiver Quantitative
BREAKING: Marjorie Taylor Greene just filed new stock trades.
She bought stock in Snowflake, $SNOW, for the first time ever.
Full trade list up on Quiver. https://t.co/dvAIOLRo8r
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BREAKING: Marjorie Taylor Greene just filed new stock trades.
She bought stock in Snowflake, $SNOW, for the first time ever.
Full trade list up on Quiver. https://t.co/dvAIOLRo8r
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The All-In Podcast
🚨🌴 LIVE from miami: tony robbins!
@tonyrobbins joins the besties for a wide-ranging discussion on his career, longevity, personal moonshots, progress, focus and more!
(0:00) the besties welcome tony!
(0:23) tony's background and how it led to his career
(8:19) why progress correlates to happiness, state of the younger generation, biochemistry studies
(21:53) ssris, psychedelics, importance of personal moonshots
(31:49) maintaining focus while managing multiple businesses
(36:37) thoughts on longevity
(42:44) partner shoutouts: thanks to okx, circle, polymarket, solana, bvnk, and google cloud!
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🚨🌴 LIVE from miami: tony robbins!
@tonyrobbins joins the besties for a wide-ranging discussion on his career, longevity, personal moonshots, progress, focus and more!
(0:00) the besties welcome tony!
(0:23) tony's background and how it led to his career
(8:19) why progress correlates to happiness, state of the younger generation, biochemistry studies
(21:53) ssris, psychedelics, importance of personal moonshots
(31:49) maintaining focus while managing multiple businesses
(36:37) thoughts on longevity
(42:44) partner shoutouts: thanks to okx, circle, polymarket, solana, bvnk, and google cloud!
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Investing visuals
$HIMS is trading at all-time highs, but it’s still reasonably priced:
🔹 Online revenue: +115%
🔹 Subscribers: +38%
🔹 Free cash flow: +254%
🔹 Valuation: 48x forward free cash flow https://t.co/gIMfKdfBII
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$HIMS is trading at all-time highs, but it’s still reasonably priced:
🔹 Online revenue: +115%
🔹 Subscribers: +38%
🔹 Free cash flow: +254%
🔹 Valuation: 48x forward free cash flow https://t.co/gIMfKdfBII
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