What is it that these CEOs think they are seeing, that everyone else is missing? I can believe they have inflated egos, but they’re not totally crazy, right? My impression is that Netflix is fairly sober and results oriented, so I’m confused by the whole thing.

Once you start meddling with the money machine it's not just Net Profit = Revenue – All Expenses (COGS + Operating Expenses + Interest + Taxes)

WTF is this slop? I've never seen a an article so riddled with analogies and pop culture references that actively degrade the ability to understand whatever argument might be lurking behind the obscurantism.

What body of work has Scott Galloway produced that should cause me or any other reader to suffer this kind of self-indulgence normally found in a 8th grade creative writing class, in the hopes of learning something meaningful about these topics?

Gurus are going to guru I guess.

Oracle was always an Ellison driven enterprise, but neither David nor Megan had much aptitude or interest in enterprise SaaS, and a newer generation of operators took the reigns at Oracle in the 2010s like Catz, Hurd, Scilia, Magouyrk, and even Kurian before he left for GCP.

Given the ferocity with which this acquisition was fought (much more ferocious that similarly political fraught M&As like Sinclair) and the relatively weak fundamentals, there clearly is an emotional and family succession planning aspect to it.

Ellison has taken similar decisions with an emotional lens previously, such as his support for Steve Jobs retaking control of Apple.

I do not see how Netflix's primary business is any different than the businesses in the "Hollywood" categorization that also pay to make media and then sell it.

Apple and Amazon can be in a different category because making and selling media is an ancillary part of their business. Alphabet does not make or curate any media, it just distributes it.

Don't think of this in terms on a financial return on investment. A half dozen people control almost all American media because the fear is that without the manufactured consent, the entire system is going to collapse. Historically, that's tended to result in heads on spikes or being hunt from the city walls.

Perhaps it's nihilistic of me but I thought that after the 2024 election, we're now beyond the point where any of this is going to get better through electoral politics. Any democracy now is performative. Both sides are bought and paid for. There is no significant, organized resistance to any of this. Material conditions will continue to get worse.

Think about it: it doesn't matter if you, as Larry Ellison or Jeff Bezos or Elon Musk, have $200 billion or $300 billion or $400 billion. Like that has no impact on your life. There is nothing you can possibly buy that requires more wealth. The goal now is to preserve the system at any cost.