Jon Quast

He seems to be really driven by this almost life and death.

We need to save the planet.

We need to save the species kind of a mindset.

And what this does is it gives Elon Musk this incredible clarity and this urgency to what he's doing.

And he really kind of wills what he wants into existence.

In the same way, Palmer Lucky with Unduril, he really seems to be on this mission to to

make a better defense business, one that is driven by better technology, one that's driven by a better roadmap, one that's driven by autonomy, really looking at the world for what it is, not what we would like it to be.

I think it's really interesting.

I think he can be one of these players that just really exerts all of his dedication to making this happen.

Now, I get it for Paramount.

It's homecoming in the streaming service space, and Paramount's running out of dance partners.

There's consolidation happening, and Paramount doesn't want to be the smallest player, so I get why it wants Warner Brothers.

But it's very hard for it to pull off because it is such a small player.

Netflix is going to be a lot easier.

It's going to have much easier access to the capital to get this deal done.

I'm still not convinced, though, that this is a great move for Netflix.

I will give an example here of Disney acquiring Fox back in 2019.

Disney stock has underperformed since it did that move.

A big part of that is how much leverage it took on to make it happen.

This would be a big move for Netflix.