Ozempic users reduced drinking by 60%
Scott Galloway cited data showing people on Ozempic reduced their drinking by 60%, signaling a major threat to the alcohol industry.
Snapshot · The Prof G Pod with Scott Galloway
Prof G Markets: Google’s Quantum Breakthrough & The World Cup Goes to Saudi Arabia
Explore episode
Dec 16, 2024
Where this was said
Warner Bros. Discovery Restructures: A Spin Is Coming
At 16:36 · chapter starts 12:58
Ed frames Warner Bros. Discovery's restructuring as a downstream consequence of Scott's earlier media prediction: that cable assets would be spun off to unlock value. But unlike Comcast, which actually completed a spin, WBD is only creating two distinct operating divisions — no formal spin yet. The 14% stock pop tells the whole story, Scott argues: the market is pricing in a spin that hasn't been announced. He walks through the complication — WBD has a lot of debt at unusually low, long-maturity rates that they actually want to hold onto, which could make a clean spin structurally difficult. But the strategic logic is clear: free the high-growth streaming and Warner studio business from the cash-generating but unloved linear TV assets. Scott also floats the possibility that Comcast's Brian Roberts might now call David Zaslav about merging their respective cable asset spinoffs — combining MSNBC and CNN backend infrastructure, for instance, which he calls obvious industrial logic. Ed notes that WBD is now up 7% year-to-date, rescuing Scott's stock pick from embarrassment. [1] — Scott Galloway "Warner Bros. Discovery splitting into two operating units — streaming/studio and linear TV — is not just a reorganization. It's Zaslav sett…" 12:56
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