Jason Moser

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.

You look at Netflix, around 300 million subscribers there.

With HBO Max and all of this, that's a little bit less than half of that.

They're going to add some subscribers.

There's clearly some overlap there, but they're going to bring some new subscribers into the mix there.

More so, they will have just a ton of additional content that comes with it.

I think the one thing, I'm not as excited about the deal.