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Brian Moynihan on the Record, The Cardboard Box Recession, and Billionaires’ Row 6/12/23

The Exchange

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Netflix's Password Sharing Crackdown Is a Bullish Catalyst

The password sharing crackdown seems to have been one of the most bullish catalysts we've ever seen for a stock like this baby other than AI. These regulators that are trying to stop the massive it's going to be impossible. This new Genre.ai is going to make these big stocks even bigger. And smaller companies will use the foundation models at those big companies to build apps on just makes the divide between companies larger.

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