7 Comments

I accidentally deleted some legit comment when I was removing spam, sorry for that! Not on purpose.

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i guess that was my comment, no prob.

somehow i overlooked malone's other mortality cleanup attempt at liberty global, and at quick skim looks like 'less hard' pile.

https://www.libertyglobal.com/wp-content/uploads/2024/05/Liberty-Global-Ltd-Q1-2024-Investor-Call-Presentation.pdf

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That one is interesting too

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Does Berkshires recent sell of Apple shares play into this in any way?

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Jun 25
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For me, as a Scandinavian used to short car trips, it's also hard to relate to a life of spending hours and hours every day in a car, additionally with spotty internet. It is a truly North American beast, and it may have a future over there where it adapts to the changes and keeps going or it may now be starting its slow bleed. Although it is quite curious how it just kept growing subs through the rise of Spotify.

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let's just say the sirius exclusive content has limited taste appeal.

+90% of my friends just use their phone in the car to stream something.

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Not that limited with the amount of subscribers they have. And it's extremely cheap, especially compared to the price of the cars.

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