looking for the addition of 1.4 million new subs and this is also netflix's first quarter without reed hastings as ceo or co-ceo, so we'll have to see if he makes an appearance on the earnings call to answer some questions. >> and an interesting point. do you feel like we're kind of flying blind here into the report because the company just no longer gives that sub growth guidance >> it doesn't give that sub growth guidance because they are trying to get people to care less about subscriber growth obviously people still care. but i think this is an interesting quarter because it is really about the guidance and outlook. and i'm not talking about just the number of subs this they say that they will add what i'm talking about is what the potential is for the crackdown on password sharing, how has it gone so far in the few markets that it rolled out when will they be launching it here in the u.s. and other really essential big markets we don't have a date and the ad business, they say it is off to a slow but good start, but how is it actually doing how much revenue is it generating and how big of

right now, you are seeing reed hastings footprints are still all over netflix. the new leadership in greg peters and ted sarandos has been in this position for quite some time and will do just fine all things considered. caroline: parent analytics industry strategist, brandon katz. we are going to shift gears and turn to all things chatgpt. many are turning to it for therapy. the privacy implications for ai and mental health sectors is something we have to discuss. plus, elon musk is working on and -- on an ai model of his own. >> i want to start something called truthgpt to understand the nature of the universe. ♪ the first time you made a sale online with godaddy was also the first time you heard of a town named dinosaur, colorado. we just got an order from dinosaur, colorado. start an easy to build, powerful website for free with a partner that always puts you first. start for free at godaddy.com caroline: when people think of ai, they may think of robots, threatening repetitive jobs and legal work but it may even replace the most secretive and intimate lines

the popularity of videocassettes had not yet passed , the founders of netflix mark randalph and reed hasting would be great to do a dvd rental. moreover, by mail, so that the client does not have to go anywhere, the fee is fixed per month. and disks. as much as you like, the main thing is to return to the previous one and still since then, 2 million people have subscribed to the dvd mailing list and now closing this service netflix. explains the overall business of the company is shrinking last year the number of subscribers fell for the first time in 10 years here. and competition from other video platforms and subscription issues where customers simply share passwords with each other and only pay for one account. and about the economy all units are the economic review of the day. today vladimir putin sent a congratulatory telegram to the athletes and coaches of the all-russian dynamo society, which this week is celebrating its centenary, the country will always be proud of the outstanding dynamo players and their brilliant triumphs at competitions of the highest rank, the message says. the

there were so many years where reed hastings, now executive chairman, said we're not going to do lives. it's not our thing they have been moving slowly in that direction they have done some live comedy specials that has gone fine sunday night did not go well, but maybe we'll hear more about it on the call and whether or not they're going to continue to push forward therory whether they're going to stick with their bread and butter which is on demand content. >> writers strike, you hear any scuttlebutt about that yet >> yeah, i'm hearing from my sources that a writers strike is expected to happen the contract between the writers guild of america and the studios expires on may 1st i have heard it's going to happen the question is how long it is interestingly, netflix, because it is so internationally diversified, may be better protected because it does have access to so much content from outside the u.s., and also its viewership is also very much diversified. they may be better positions than some of the other studios depending on how long the strike drags on >> they have the ultimate t

>> i think if you are investing in streaming, the one thing that caught reed hastings and now greg peters, the one thing that caught them was the aggressiveness of the peer group. they never expected disney to lose $4 billion, peacock to lose 2.5. now that all the other streaming services are starting to pull back and really focus on profitability, it actually means that netflix is actually in an advantage position versus the peer group this is exactly why you want to jump on netflix now, is that the advantage they have versus the peer group is actually extending, and that's a meaningful benefit others just don't want to be netflix anymore. the chasing netflix is sort of over and that means effectively, netflix is going to win. >> all right, the race not really a race anymore. rich greenfield, thank you so much always great to get your thoughts see you soon >> thank you >> all right julie, he addressed some of the issues that you talked about before, what do you think? is this netflix trade one that you would want to get into >> i -- you know, i still want to better understand and have th