Gene, Andrew and Doug discuss:
• A couple big announcements from Meta, including Peter Thiel’s resignation and the company’s threats against the European Court of Justice to withdraw its products. The Peter Thiel news is a non-event, but wouldn’t it be an incredible power move if Meta shut down its European services for a few weeks…
• Everyone’s talking about Amazon buying Peloton. In reality, it’s more likely that it is Nike who does. Even more likely, nothing happens.
• Take-Two’s December results. While its products are old, they’re still winners in the eyes of consumers.