Animal Spirits: Netflix vs. Paramount
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Tweets / Bluesky
A wild chart from Jim Reid at Deutsche Bank, shows that the opelai is expected to burn before turning profit.
A few things stood out again: how small they are $ Amzn The burn was due to its first 8 years. How great $ Uber The burning was before the final blackout pic.twitterst.com/blswalu11a
— Joe Weisenthal (@TheStalWart) December 4, 2025
Income and workers’ compensation continue to grow faster than inflation.
This is one of the reasons we never saw a recession in ’23 when many others did.
There was a dip in revenue around the tax drama, but it has come through in Q3. This is a healthy sign of a consumer. pic.twitter.com/3fvg3ce6vu
– Ryan Dentrick, CMT (@ryandetrick) December 8, 2025
Oof. Businesses with 20-49 employees spent 74k on payroll in November … that was 6 down from 6 months ago and the biggest drop since October 2020 pic.twitter.com/8hqndc2gvbb
– Kevin Gordon (@kevrgordon) December 3, 2025
He saw a 65 inch target TV for $250
It feels like Netflix just gave us all free TV one day w/ membership
— Ben Carlson (@aenialfcs) December 4, 2025
$ IBM CEO: “That’s $8 trillion of capex. My view is that there’s no way you’re going to get it because $8 trillion of capex means you need $800 billion in capital to pay interest.” pic.twitterst.com/q1oepgppullu
– The Transcript (@TheTranscript_) December 7, 2025
Netflix repeats:
> Release WB movies in theaters
> Produce WB TV shows for third partiesIt sounds like it wants to sell HBO as an add-on to Netflix, but the company hasn’t made it clear.
– Lucas Shaw (@lucas_shaw) December 5, 2025
Apparently there is now a Gen Z Tiktok Trend when they fell in love with Mkhulugwane in 2012 pic.twitter.com/opmlvykpua
– CIRCE (@VOCALCRY) December 7, 2025
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