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Netflix’s $82B bid for Warner Bros, Harvey AI’s third funding round this year, Meta’s Reality Labs Cuts
In this episode of Get the Check, the pod covers one of the largest deals of the year: Netflix’s $82B bid for Warner Brothers. Also, Harvey AI’s third raise this year for a total of $760M at an $8B valuation, and why Meta is making cuts to Reality Labs.Netflix’s $82B bid to acquire Warner Brothers gives it access to some of the best IP in the world like Harry Potter and Game of Thrones. The hosts break down how Netflix would inherit 117M global subscribers, a century of IP, and about $30B in Warner Bros’ debt. There’s also a $5B break-up fee that Netflix will have to pay if the deal falls apart because of regulatory issues. They unpack why the industry is panicking: from Hollywood insiders warning about the death of film culture to regulators pointing out that a Netflix–HBO merger could control over 30% of the streaming market, which is generally considered a monopoly. Meanwhile, Paramount’s CEO, who also happens to be Larry Ellison’s son, is still trying to convince Warner Brothers that they have time to change their mind and pick Paramount instead.Next, the group dives into Harvey, the “it girl” in vertical AI. The company has gone from $50M to $150M ARR in a year, raised three rounds from Tier 1 VCs in 12 months, and is valued at $8B. They debrief the founding story: from answering legal questions on Reddit using GPT-3, to cold-emailing OpenAI’s general counsel (who ended up investing), to naming the company after Harvey Specter. They also talk about the actual product and Harvey’s moat, which comes from data and creating a sticky platform not just a chatbot.The episode ends with Meta’s Reality Labs, which just bought an AI pendant. Meta quietly acquired Limitless, a wearable that records everything you say. The hosts make the point that “always-on” devices haven’t worked in the real world, which is why Meta likely bought Limitless for the talent, not the product. Reality Labs still lost $4.4B last quarter alone, which is why Meta is cutting budgets, delaying future headsets, and potentially regretting the rename.If you want to trade on anything from Taylor Swift to hockey download Kalshi: https://kalshi.com/sign-up?referral=getthecheck.Follow us on Instagram @getthecheckpod and DM us any thoughts on the episode :)00:00 Intro02:31 Netflix’s $72B bid for Warner Bros03:47 History of the streaming wars04:53 Deal terms of the offer10:53 How Warner Bros ended up for sale12:19 Paramount’s fight for Warner Bros14:18 Industry and regulatory reactions26:00 Would Harvey AI get our check?27:46 Harvey’s founding story29:39 Harvey’s customers34:21 Harvey’s product suite36:38 Harvey’s moat39:19 Harvey’s competitors41:01 The vertical AI landscape42:47 Harvey expanding beyond legal45:01 Update on Meta Reality Labs45:09 Meta acquiring Limitless49:57 Meta Ray-Ban AI glasses51:25 Reality Labs cuts
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54:51
Google's Gemini 3, Suno AI music, Nucleus Genomics
In this episode of Get the Check the pod returns from Thanksgiving break and their podcast offsite. They debrief the Gemini 3 model drop, AI music start up Suno, and Nucleus Genomics’ current controversies.They start with Gemini 3 and how Google has been able to catch up in the AI race by proving they don’t need Nvidia GPUs to create a state of the art model. TPUs deliver significantly more performance per watt which becomes a huge deal when you are spending billions on training cycles. A big part of the conversation is whether Gemini 3 is bearish for Nvidia. Even though the stock reacted to the announcement the girls argue that Nvidia is still printing money with a 62 percent revenue jump and that Gemini’s success might actually be bullish because it validates even more demand for training compute. Long term there could be competition between GPUs and TPUs but today the world needs both.Then they jump into Suno and the very spicy Warner Music settlement. They unpack how text to music models work, what this partnership actually means for artists, and why Warner agreed to this deal instead of continuing with their lawsuit. Tune in to hear Priya and Anika’s old diss track which they run through Suno’s tech. Finally they discuss the ethics of AI generated music and why this company has faced so much internet backlash. They give their hot take on why they disagree with some of it.For the Get the Check segment they revisit a company they previously said would get their check called Nucleus Genomics which provides embryo selection software and explain why they are taking their imaginary check back. They go through the plagiarism allegations, the scientific concerns, the wild competitor drama, and the huge NYC subway campaign that made everyone on the internet mad although of course it still led to a massive spike in sales. They explore the parallels and differences compared to 23andMe, Theranos, and the broader question of what happens when tech optimism collides with actual clinical validity.If you want to trade on anything from Taylor Swift to hockey download Kalshi. https://kalshi.com/r/getthecheckFollow us on Instagram @getthecheckpod and DM us any thoughts on the episode :)00:00 Intro01:09 Google’s Gemini 307:00 Anthropic’s Opus 4.516:35 Google’s AI history20:33 TPU vs GPU debate and impact on NVDA24:41 AI music start up Suno25:12 Warner Music Group partnership announcement27:20 Lawsuits with record labels28:11 Comparison to Anthropic’s lawsuit29:47 AI music ethical debate38:24 Nucleus Genomics controversies38:46 Embryo selection product39:17 Limitations of Preimplantation Genetic Screening43:18 Current controversies overview43:42 Alleged plagiarizing of their white paper51:51 Poaching their competitor’s founder53:44 NYC subway campaign and AI generated customer photos
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1:01:17
How to get a job in one month and other early career reflections
In this episode, the pod takes a break from analyzing tech and instead analyzes themselves. Anika, Priya, and Maya sit in Priya’s childhood home during Thanksgiving break and walk through their early career paths, their recruiting wins and disasters, and the moments that made them question everything, including the time Anika almost peed her pants at her first job?!Maya breaks down how she landed seven job offers in one month and explains the actual playbook behind getting first rounds at startups. Unlike other career advice you may have gotten, Maya gets tactical. She talks about working with external recruiters, and why cold applying is not dead no matter what LinkedIn says. Priya talks about jumping from data science to TPM to product to finding her niche in cybersecurity. She also shares her hot take on why she doesn’t regret leaving her first job in less than two years, and how sometimes going against traditional advice can truly accelerate your career.They also get into honest thoughts on work life balance, promotions, and negotiating your salary. If you want to bet on yourself listen to this episode, if you want trade on basically anything else, download Kalshi. https://kalshi.com/r/getthecheckFollow us on Instagram @getthecheckpod and DM us any follow up questions about career or anything else :)00:00 Elevator pitches from Maya, Anika, Priya07:04 How Maya got 7 job offers in 1 month17:48 Why 9-9-6 is fake24:27 Embarrassing moments from their first jobs31:09 Underrated skills in the workplace36:24 Career advice they are happy they ignored37:51 Maya on getting told to be “softer” as a woman39:05 How to get paid 20-30% more39:31 How Maya got promoted in less than a year
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48:40
Inside Greptile: Co-founder Daksh on building code review
In this episode, we sit down with Daksh, the CEO and co-founder of Greptile: the AI code-review agent used by thousands of engineering teams and backed by Benchmark. If you don’t know him from Greptile, you probably know him from his viral quote on SF culture that talked about 996, steak and eggs, and marrying early.Daksh tells us how he went from high school musical theater and almost joining a band full-time to discovering early GPT models before anyone else cared, meeting his co-founder through Paul Graham essays, and deciding big-tech stability was actually the wrong path for him. The pod also dives into his lessons as a founder. He talks about why you shouldn’t hire until you can say joining your company would be the best career decision someone could make.On the product side, the hosts unpack the origin story of Greptile. How it started as a codebase chat tool and why code review is as or more important than code gen going forward. Daksh explains how AI-generated code mandates an independent verification layer to keep code bug free. He also chats about the growth side of his org and the crazy stunts they have pulled off.Finally we deep dive into culture: Daksh on the current San Francisco vibe, why he doesn’t drink, the most controversial thing he’s ever posted on X, and how Greptile ended up making a Steve Ballmer cookie box that plays developers, developers, developers when you open it.00:00 Intro00:37 Going full-time on music04:24 Building Greptile and finding product-market fit07:16 ChatGPT’s release29:52 Waiting to hire31:31 Reviewing a billion lines of code a month35:53 The future of software development48:49 Hot takes on SF culture
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Google’s Project Suncatcher, new AI model releases, Xania Monet, OpenAI calls for a government “backstop”
This week's episode is brought to you by Kalshi :) trade on anything! Receive a bonus after trading 100 contracts: https://kalshi.com/r/getthecheck In this episode of Get the Check, Maya, Anika, and Priya break down the biggest stories in AI this week, from Google’s latest moonshot to the rise of AI-generated music.They start with Project Suncatcher, Google’s plan to move AI data centers into space and harness the power of the sun. The hosts explain why Google is doing this, how it fits into the company’s history of moonshots, and what challenges come with putting compute in orbit.Next, they dive into a wave of new model releases, including Moonshot AI’s Kimi K2 Thinking, Cursor’s coding model Composer, and Cartesia’s Sonic 3 voice model. They discuss open vs. closed AI models, why China’s open-weight strategy could shape the future of AI, and how companies like Cursor are racing to build faster, cheaper, and more specialized models.They also explore the rise of AI music, focusing on Xania Monet, the fully AI-generated artist who just landed a record deal, and what her success says about how people actually feel about AI music.Finally, they unpack OpenAI CFO Sarah Friar’s comments about a possible government “backstop,” why it sparked market backlash, and what it reveals about the economics of AI infrastructure. They also dive into Sam Altman’s interview this week where he was asked how OpenAI can ink over a trillion dollars in deals with less than $20B in revenue00:00 Intro04:33 Google’s Project Suncatcher19:03 Update on key AI models29:02 Composer45:43 AI Music and the rise of Xania Monet50:24 OpenAI calls for a government backstop
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