Gavin Baker
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Appearances Over Time
Podcast Appearances
Sorry, I cut you off.
Thank you so much for coming on the show.
We'll talk to you soon.
Have a great rest of your day.
Goodbye.
Let me tell you about Cisco.
Critical infrastructure for the AI era unlocks seamless real-time experiences and new value with Cisco.
Fox is buying Roku, the streaming service, for $25 billion.
It's in the Wall Street Journal.
$25 billion in the Wall Street Journal here.
Let me refresh the page, see if they updated it.
It still says $25.
Weird.
Okay.
Somewhere in the north of a billion, sub $100 billion.
Let's be very conservative with our estimates.
Weird that the journal is... The journal may have inside information, given that it's a News Corp property related there, right?
Anyway, let's read through the journal piece, which might be... I don't know.
Go for it.
Let me just give you some facts, and then you can sort of give me some takes and contextualize it with more information.