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$AUTHENTIC-BRANDS-GROUP · Hosts call Authentic Brands a 'graveyard for iconic brands' with declining portfolio
now playing · $AUTHENTIC-BRANDS-GROUP
$META···bearish· mediumjohn coogan
Hosts see Meta facing tobacco-style perpetual liability regime from state lawsuits
The hosts argue that mounting state-level social media addiction lawsuits against Meta mirror the 1998 Tobacco Master Settlement Agreement, which created indefinite annual payment…
$GOOGL···neutral· mediumjohn coogan
SemiAnalysis claims DeepMind no longer a frontier lab; Google prioritizing GCP over Gemini
The hosts discuss SemiAnalysis's assessment that DeepMind has lost its frontier lab status due to talent exodus and poor compute allocation, with Google selling 20%+ of TPU output…
$AUTHENTIC-BRANDS-GROUPbearish· mediumjordi hays
Hosts call Authentic Brands a 'graveyard for iconic brands' with declining portfolio
The hosts describe Authentic Brands Group as a licensing platform that acquires iconic brands (Tapout, Marilyn Monroe, Reebok, surf/skate brands) but fails to reinvest in them, le…