inside founder and angel investor, jason calacanis and eric kim. good morning to you both. good to see you. >> jason, they kicked disney around a little bit this morning. disney is down 2.5. did we find out anything last night about subs and the cable model that we didn't already know? >> yes. i think this is just confirmation of what we have been talking about here for well over a year, which is obviously people are core cutting and this is going to have a dramatic impact on the one company that has ridden the cable subscription boom better than anybody and that's espn. they are the bellwether of all cable channels when it comes to the impact of cord cutting. now, it's going to be a massive transition, because they just spent a ton of money on things like the nba. that's happening, this erosion of subscribers, 1%-2% of the country is going to cut the cord every month, every quarter. na will probably continue for a couple of years. the good news and i think this is very significant news, things like directtv now and the new youtube tv, over the air television for about $35

jason cal ac jason calacanis. >>> our kayla tausche is in d.c. to set that up.ood morning. >> this is the score for the house health care bill that passed three weeks ago by just four votes. it is going to be a material development for the path forward on health care reform and the overall republican agenda. the last time the cdo weighed in on the most recent or i should say the previous rendition of this bill, they showed that the house version at that time would see 24 million fewer people insured but premiums falling by 10%. the deficit reduced by $150 billion over the course of the next decade. since then, the house has made some key changes to the bill. they added funding for patients with predesh -existing conditiod letting insurers charge higher premiums to older people. the states allowed to seek wafer to opt-out of coverage. the house might have to vote on it again if the cdo finds it doesn't reduce the deficit by $2 billion. house speaker, paul ryan, said that he was optimistic about the bill, even though he didn't want a repeat of this saga, of the wa