Brian Stewart

big tech.

Have you heard any stories like this?

Yes.

We saw a couple names jump this week sort of significantly.

Circle being one of them fairly significantly post earnings.

XYZ announced layoff situations.

Would you point to those as two of the bigger movers this week?

And filing this one also under the theme of as the world turns the news out of the movie streaming future of movie conversation with the Paramount Netflix Warner Brothers conversation partnership.

Netflix has bowed out.

It's still not a done deal.

I would also point to another investing experts conversation I had a couple months ago with Dan Rayburn, who is truly a capital E expert on the space and talking about there is really nothing to talk about until the deal is signed.

There's a lot of succession like plot points afoot, I think.

But it does seem like Paramount is going to get that deal barring regulation interference.

Anything to add there?

I don't think you're alone.

I think that's it's a lot of romanticism around that name.

And Rita Hayworth is walking down a hologram red carpet and we're back to the old glamour.

Anecdotally, I've also seen, I think it's important to point out that we are in the beginning slash midst of this AI changeover of society and how work exists and how it's performed.

I've heard anecdotally from a number of people at a number of publicly traded companies and non-publicly traded companies that there were a lot of layoffs.

For, you know, because AI has has has enabled that to happen.