Anthony Wood

Anthony Wood, the innovative Founder and CEO of Roku, revolutionized television twice, first with the DVR and then with Roku's streaming platform. He shares his journey from struggling with ReplayTV's challenges against TiVo to launching a user-friendly streaming device that transformed TV viewing. Wood discusses the strategic shift of Roku toward partnerships with TV manufacturers and the evolution of their revenue model. He also highlights the underestimated potential of the streaming industry, reflecting on his unique insights and future ambitions.

Mark Zandi, chief economist at Moody’s Analytics, offers quick macro context. Brian Chesky, Airbnb co-founder and CEO, talks earnings, international growth, new business lines, and AI for search and service. Anthony Wood, Roku founder and CEO, covers ad and subscription strategy, bundles, and how AI changes streaming. Short, fast-paced conversation on earnings, AI impacts, and industry trends.