Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton

Bullish:

• $ZIPLINE - Zipline is experiencing rapid commercial scaling with major partners like Walmart and Chipotle, demonstrating strong operational growth and market traction in autonomous drone delivery

  • “We've been scaling incredibly fast with Walmart over the last six to nine months. We just launched Chipotle along with a lot of other amazing food partners over the last month.”

    Keller·45:36
• $AUTOLOG - The autonomous logistics sector presents a massive market opportunity with potential for multi-hundred billion dollar companies to emerge in the next 5-10 years

  • “I'm very confident someone is gonna build a multi $100,000,000,000 company in automated logistics over the next five to ten years. Like it's so obvious that this needs to exist. The demand is like unbelievably vast.”

    Keller·1:05:13

Bearish:

• $NETFLIX - Netflix's business model caps upside for content creators with a production cost plus 10% payment structure, limiting creative financial incentives

  • “If you're an independent director, you go to Netflix. They're like, Okay, we'll pay for your production cost plus 10%. And it's quite different than what it used to be... you're basically capped at Netflix.”

    David·3:59