Jack

Now, Yetis, the real value of kids' content is that it actually eliminates churn at a very low cost. Because cord pausing is a big issue for streamers. Cord pausing is when people subscribe just to watch The White Lotus... and then unsubscribe when the season's over. But interestingly, it's not the case if your kids watch the programming.

Now, Yetis, the real value of kids' content is that it actually eliminates churn at a very low cost. Because cord pausing is a big issue for streamers. Cord pausing is when people subscribe just to watch The White Lotus... and then unsubscribe when the season's over. But interestingly, it's not the case if your kids watch the programming.

Now, Yetis, the real value of kids' content is that it actually eliminates churn at a very low cost. Because cord pausing is a big issue for streamers. Cord pausing is when people subscribe just to watch The White Lotus... and then unsubscribe when the season's over. But interestingly, it's not the case if your kids watch the programming.

For millions of families, they stay subscribed to Disney+, because it's a low-cost digital babysitter. Your four-year-old doesn't care which season of Bluey they're on. They just want to watch Bluey all the time, mommy, daddy, all the time. But here's the thing. Netflix's content is so good and so vast... they already have the lowest churn in the industry. Get this.

For millions of families, they stay subscribed to Disney+, because it's a low-cost digital babysitter. Your four-year-old doesn't care which season of Bluey they're on. They just want to watch Bluey all the time, mommy, daddy, all the time. But here's the thing. Netflix's content is so good and so vast... they already have the lowest churn in the industry. Get this.

For millions of families, they stay subscribed to Disney+, because it's a low-cost digital babysitter. Your four-year-old doesn't care which season of Bluey they're on. They just want to watch Bluey all the time, mommy, daddy, all the time. But here's the thing. Netflix's content is so good and so vast... they already have the lowest churn in the industry. Get this.

Just 2% to 3% of Netflix subscribers unsubscribe each month. That's it. On the other hand, Disney's churn rate is two times that, and Apple's is triple that. So even though Netflix is in the lead, it doesn't matter. They want to make their churn even worse. lower. And that is why Netflix recently snagged the rights to Cocomelon, Miss Rachel, and now Sesame Street.

Just 2% to 3% of Netflix subscribers unsubscribe each month. That's it. On the other hand, Disney's churn rate is two times that, and Apple's is triple that. So even though Netflix is in the lead, it doesn't matter. They want to make their churn even worse. lower. And that is why Netflix recently snagged the rights to Cocomelon, Miss Rachel, and now Sesame Street.

Just 2% to 3% of Netflix subscribers unsubscribe each month. That's it. On the other hand, Disney's churn rate is two times that, and Apple's is triple that. So even though Netflix is in the lead, it doesn't matter. They want to make their churn even worse. lower. And that is why Netflix recently snagged the rights to Cocomelon, Miss Rachel, and now Sesame Street.

Netflix could relax, save some money on content to boost their profit margin. But Jack, in a market where Spotify, Disney, TikTok, and YouTube are all competing, you can't just go on cruise control. It's not a lesson Bert and Ernie would teach you. No, it's not. But in business, when you have the lead, go even faster. For our second story, it's official.

Netflix could relax, save some money on content to boost their profit margin. But Jack, in a market where Spotify, Disney, TikTok, and YouTube are all competing, you can't just go on cruise control. It's not a lesson Bert and Ernie would teach you. No, it's not. But in business, when you have the lead, go even faster. For our second story, it's official.

Netflix could relax, save some money on content to boost their profit margin. But Jack, in a market where Spotify, Disney, TikTok, and YouTube are all competing, you can't just go on cruise control. It's not a lesson Bert and Ernie would teach you. No, it's not. But in business, when you have the lead, go even faster. For our second story, it's official.

America's AAA credit rating has now been downgraded by every single agency. America is addicted to debt. We are. We'll tell you the one thing that could actually change that. Now, Yetis, fun little scenario here Jack and I were playing with. Let's say you're a bond, a financial bond, and you go out on a dinner date with- With an investor.

America's AAA credit rating has now been downgraded by every single agency. America is addicted to debt. We are. We'll tell you the one thing that could actually change that. Now, Yetis, fun little scenario here Jack and I were playing with. Let's say you're a bond, a financial bond, and you go out on a dinner date with- With an investor.

America's AAA credit rating has now been downgraded by every single agency. America is addicted to debt. We are. We'll tell you the one thing that could actually change that. Now, Yetis, fun little scenario here Jack and I were playing with. Let's say you're a bond, a financial bond, and you go out on a dinner date with- With an investor.

Yeah, if you go out with an investor and you're a bond and you want to hook up. The investor is going to ask you, the bond, what's your fiscal situation? Well, America's answer- is a huge beige flag. There are $36 trillion of debt. That's our fiscal situation. It's actually a red flag now that I think about it, Jack.

Yeah, if you go out with an investor and you're a bond and you want to hook up. The investor is going to ask you, the bond, what's your fiscal situation? Well, America's answer- is a huge beige flag. There are $36 trillion of debt. That's our fiscal situation. It's actually a red flag now that I think about it, Jack.

Yeah, if you go out with an investor and you're a bond and you want to hook up. The investor is going to ask you, the bond, what's your fiscal situation? Well, America's answer- is a huge beige flag. There are $36 trillion of debt. That's our fiscal situation. It's actually a red flag now that I think about it, Jack.

Which is why, for the first time, Moody's, the credit rating agency, downgraded the United States of America. America's debt is the dating equivalent of, I still actually live with my ex and I owe her money.

Which is why, for the first time, Moody's, the credit rating agency, downgraded the United States of America. America's debt is the dating equivalent of, I still actually live with my ex and I owe her money.