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Rohan Goswami

👤 Speaker
299 total appearances

Appearances Over Time

Podcast Appearances

Prof G Markets
GameStop’s $56 Billion eBay Bid Is Already Falling Apart

So unless he firms up his financing, unless the sovereigns come in,

Prof G Markets
GameStop’s $56 Billion eBay Bid Is Already Falling Apart

And unless he manages to sort of get in a time machine and undo the damage he did to himself this morning, no, there's no chance in hell.

Prof G Markets
GameStop’s $56 Billion eBay Bid Is Already Falling Apart

I would actually bet, if I was allowed to bet and you were allowed to take the other side of that bet, that by Wednesday, not even by Friday, by Wednesday, eBay's board will have said, thanks, no thanks.

Prof G Markets
GameStop’s $56 Billion eBay Bid Is Already Falling Apart

And Ryan will sell his shares at a handsome profit and walk away.

Prof G Markets
GameStop’s $56 Billion eBay Bid Is Already Falling Apart

Ed, always a pleasure.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

Ed, always good to be here.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

Well, let's be clear.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

This was a chaotic day in D.C., so I actually ended up live streaming from D.C., a very effective use of this reporter's time.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

But I spoke with a number of folks who were in the room in and around the hearing.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

And look, you had a bit of everything.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

You had some senators, some Republicans, unsurprisingly talking about woke programming and the issues that they've historically had with Netflix and big tech generally.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

But then you also had a lot of fair and detailed analysis and scrutiny over...

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

Well, as we've talked about, two of the largest streaming platformings being combined, right?

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

It's not an everyday thing, and there was a lot of fair and, I think, righteous, almost, interrogation of that.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

But by all accounts, and this is from staffers, from...

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

folks who are advising this, Ted Sarandos held himself out very well, right?

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

That was who Netflix sent their co-CEO.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

Warner Brothers didn't think this was worth David Zaslav's time.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

Apparently, they sent their M&A guy who, by all accounts, is a great guy.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

Paramount, of course, was invited to attend and declined.