Agree with Japan being a great market for new tech.
Joby has very close relations with Japan with Toyota being one of their main investors and their will be helping them with manufacturing the aircraft (Covered in Alpha Coverage #78).
Joby flew it's first demo flight in Japan November 2024. (Covered in Alpha Coverage #80)
I think Trump stepping away means the deal is going to Netflix. Trump was the only reason people thought the Ellison's had a chance.
The other thing I would like to point out is that, with Gen AI disruption coming for content creation, buying a big studio for such a high price, just before that disruption hits could be very dangerous too. But these are not my thoughts, Needham analyst Laura Martin (who I like a lot), mentioned this in Early December and was covered in Alpha Coverage #140.
I personally think Netflix needs it, Netflix will win it, Netflix is the best operator and deserves this and I trust the Netflix leadership to navigate AI.
Agree with Japan being a great market for new tech.
Joby has very close relations with Japan with Toyota being one of their main investors and their will be helping them with manufacturing the aircraft (Covered in Alpha Coverage #78).
Joby flew it's first demo flight in Japan November 2024. (Covered in Alpha Coverage #80)
I think Trump stepping away means the deal is going to Netflix. Trump was the only reason people thought the Ellison's had a chance.
The other thing I would like to point out is that, with Gen AI disruption coming for content creation, buying a big studio for such a high price, just before that disruption hits could be very dangerous too. But these are not my thoughts, Needham analyst Laura Martin (who I like a lot), mentioned this in Early December and was covered in Alpha Coverage #140.
I personally think Netflix needs it, Netflix will win it, Netflix is the best operator and deserves this and I trust the Netflix leadership to navigate AI.