Jason Moser

How do you assess leadership?

It's a squishy topic.

Oftentimes, I'm just looking to see that they do what they say they're going to do.

Chip Chandler really has done just that.

And I'll just conclude with this.

If you guys saw over the week here, JP Morgan put out a list of their AI resilient software companies.

Very interesting sort of list there with tech and enterprise software, cybersecurity data and industry software.

But Twilio was one of those companies.

And just kind of going back to those discussions about AI, I think Twilio is doing a good job of building on top of that AI layer to ultimately make their business better and their customers' lives easier.

So one I'm keeping an eye on.

No, that's a good point.

Some of that service is very well received, but not all.

That's a good point.

Lou, what's on your radar this week?

I agree.

It's a bedrock streaming subscription for virtually every household.

I think that only becomes more the case with a deal like this.

It's funny, you saw Ted Sarandos saying, I know that some of you are surprised we made this deal.

We tend to like to build things rather than buy them, but they just view this as a unique opportunity.

as Lou said there, to go ahead and get a catalog of just some very valuable IP, some very valuable content that they know customers like.