Scott Harkey

🚀 Big news: My first book, “Marketing Strategies For Everyone: Everything You Need to Know Without Knowing Everything,” is officially out! This is your guide to simplifying marketing—practical strategies, real-world results, no fluff. Whether you’re just starting or scaling, this book’s for you. 👉 Amazon: a.co/d/3lQW7AC #MarketingStrategies #SimplifiedMarketing

Seven days ago Netflix walked away from an $83 billion deal for Warner Bros. The stock jumped 12%. Wall Street cheered the discipline. And the very first move Netflix makes with its newly preserved balance sheet is buying a 16-person AI startup that's been in stealth mode for four years. That's the signal. Netflix looked at two paths to competitive advantage: spend $83 billion to acquire a legacy content library, or spend an undisclosed sum (almost certainly sub-$100M) to acquire technology that changes the economics of every piece of content you produce going forward. The math on InterPositive is what matters. Netflix spends ~$20 billion a year on content. VFX and post-production typically run 20-25% of a production budget. That's $4-5 billion annually flowing through color correction, relighting, environment work, and continuity fixes. If InterPositive's dailies-trained model can reduce even 10-15% of that post workflow, you're looking at $400-750 million in annual savings that compound across every title in the slate. And Sarandos already told you the strategy in 2024: "There's a better business and a bigger business in making content 10% better than making it 50% cheaper." InterPositive lets Netflix do both. Train a model on a production's own footage, use it to fix continuity errors, adjust lighting, handle environment work. The filmmaker stays in control. The post-production timeline compresses. Quality goes up. Cost per title goes down. What Affleck built is also strategically different from what every other AI company is doing. Sora, Runway, Kling, they all generate video from text prompts. InterPositive trains on a production's actual dailies and works within the existing filmmaking pipeline. That distinction matters because it means Netflix can offer this to creators without triggering the "AI is replacing artists" alarm that nearly shut down Hollywood in 2023. Netflix just walked away from the biggest media acquisition in history. Its first acquisition after? A 16-person team that could reshape the cost structure of a $20 billion content machine. That tells you where the leverage is moving.

I GAVE MY INSTAGRAM TO CLAUDE. What followed? 30.1M views in 10 days. No face cam. No trends. No posting daily. Just copy + artificial intelligence. These 7 prompts took my content from invisible to unavoidable:

🚨BREAKING: Claude can now build a complete YouTube growth strategy that takes channels from 0 to monetization in 90 days. 7 prompts to go from unknown creator to trusted authority in your niche: (Save this before it goes viral)

My happy place

A work of art.

f*ck your weekend plans. You NEED to: • Learn Claude Code • Set up Perplexity Computer • Set up Claude Cowork (plug-ins, skills) • Set up OpenClaw • Experiment with agentic solutions • Use AI to create a business plan & strategy • Build an AI second-brain database • Learn basic automation tools (Manus, MCP, Zapier) • Become an elite prompt-engineer - the better you can communicate with AI, the better your Outputs • Read AI articles • Dive into robotics • Research AI stocks/ETFs/investment arbitrages The list goes on. SO much to do.

A very underrated life skill is being genuinely happy when good things happen to other people.

This guy is the GOAT right now. @TimJDillon. @JeffDye

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I love @TimJDillon

Arizona State has released renderings for the new state of the art indoor football practice facility 🔱

Incredible

Yes!!

Elon Musk just said what no economist will: the entire system is about to break and nothing can stop it. AI and robotics aren’t generating growth. They’re destroying the scarcity framework economics depends on. Musk: “It will hit us like a supersonic tsunami.” Production compounds exponentially. Money supply grows linearly. Productivity sustaining permanent double-digit expansion. Numbers that sound impossible becoming baseline. Not evolution. Replacement. Musk: “Prices collapse hard.” Not decline. Implosion. AI strips out labor costs, eliminates production errors, removes every inefficiency keeping goods expensive. Manufacturing anything approaches zero marginal cost while quality accelerates. Governments will react on instinct. Print money. Inject stimulus. Playbook designed for scarcity economies colliding with abundance they have no framework to understand. Musk: “GDP metrics are already meaningless.” Every economic model assumes constrained labor, limited output, gradual improvement. AI doesn’t work within those boundaries. It deletes them as variables. Production explodes. Central banks flood liquidity. Prices collapse regardless because physical abundance scales faster than any monetary intervention can match. The production wave outruns policy response. Always. Deflation signals crisis in every historical model. But this isn’t demand collapse. It’s supply going infinite. The economy isn’t failing. It’s transforming beyond tools built to measure scarcity. Power belongs to whoever controls the systems generating unlimited output. Money becomes secondary when production costs vanish. Policy makers are steering with instruments calibrated for limits that stopped existing. This already started. And the people running things have zero answers for what happens when their entire profession becomes obsolete overnight.

Interesting

Larry Fitzgerald just dragged Kenny Dillingham to the tee box of 16 to do a celebrity shot 😂

SpaceX just acquired xAI in a deal valuing the combined entity at $1.25 trillion. Elon says it's about building "data centers in space." But let me translate what's really happening here... xAI is burning through $1 billion per month. The company generated $107 million in revenue last quarter while hemorrhaging $1.46 billion in losses. It burned nearly $8 billion in cash through the first nine months of 2025. That's not a business. SpaceX meanwhile generated $8 billion in profit on $15-16 billion of revenue last year. It's the ONLY Musk company that actually prints money. So what do you do when your AI startup is drowning in red ink ahead of your mega-IPO? You fold the cash-burner into the entity that can still raise absurd amounts of capital. And we've literally seen this exact thing before: In 2016, Tesla acquired SolarCity for $2.6 billion. SolarCity was bleeding cash, drowning in debt, and trading near all-time lows. Tesla - the only Musk company at the time that could access the capital markets - absorbed it. Wall Street analysts called it a "bailout dressed as synergy." Tesla's stock dropped 10% on the announcement. The SpaceX/xAI deal is the same playbook. Musk's stated rationale - that AI compute will be cheaper in space within 2-3 years - is the kind of thing that sounds visionary until you think about it for 5 seconds... SpaceX builds rockets. xAI trains large language models. These are wildly different businesses with zero operational overlap. Imagine Microsoft acquiring a cement and steel conglomerate and claiming "tilt-up concrete slabs are essential for data centers." That's the level of logic we're working with here. The real play is simple: prop up xAI's insane burn rate with SpaceX's funding access ahead of what could be the largest IPO in history. And xAI isn't alone in this capital-devouring spiral. The entire AI sector has become a web of companies cross-subsidizing each other's losses. OpenAI squeezes billions from Microsoft. Nvidia invests billions in xAI while selling them chips. Everyone's propping everyone else up. The investment thesis across the industry has devolved into: "Please keep the Ponzi spinning long enough for someone else to be left holding the bag." Meanwhile, the end product - AI - delivers marginal productivity gains for trillions in capex, soaring power costs, and balance sheet carnage. If these services were priced to reflect their true economic cost, most users would find negative value. But investors stopped reading balance sheets and cash flows long ago. The AI models probably can't read them either. What a time to be invested. So what's the play? AVOID the AI infrastructure complex. When everyone's propping everyone else up, you don't want to be holding the bag when the music stops. Look instead at sectors that have suffered from years of underinvestment: energy and commodities. While trillions have been funneled into AI infrastructure, capital spending in oil, gas, and metals has been starved. That's how cycles work - underinvestment leads to supply constraints, which leads to rising returns on capital. Tech has the opposite problem. Overinvestment is destroying returns. When you're burning $1 billion a month to generate $107 million in revenue, that's not a business model - it's a wealth transfer from investors to chip manufacturers. Emerging markets are also attractive here. They've been ignored while capital chased the Mag 7, and valuations reflect that neglect. The Mag 7 now represent roughly a third of the S&P 500. When this unravels - and it will - capital will rotate into the parts of the market where returns on capital are rising, not collapsing. Energy. Commodities. Emerging markets. POSITION ACCORDINGLY

Luke 8:17 (NIV) “For there is nothing hidden that will not be disclosed, and nothing concealed that will not be known or brought out into the open.” #EpsteinFiles