FTX fallout: Sequoia's LP letter, SBF's crisis comms + Lon Harris on Andor, $DIS earnings | E1609

J+M kick off the show by breaking down even MORE fallout from the FTX saga: SBF's Twitter thread (2:26), Sequoia's letter to LPs re: marking its FTX investment to $0 (12:02), and more! Then, Lon Harris joins to discuss Andor's brilliance (20:49), Disney's earnings (32:42), and Netflix considering live sports! (48:45) (0:00) Jason tees up today's segments! (2:26) More FTX fallout: SBF's notorious Twitter thread (10:32) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist  (12:02) SEC and CFTC probe FTX, Sequoia's letter to LPs (19:19) Mayfair - Get 4% APY on your idle cash automatically at https://getmayfair.com/twist (20:49) Lon Harris joins to break down Andor's brilliance (31:15) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (32:42) Disney earnings: Disney+ subscriber growth, how to integrate Disney+ to its parks and merch segments, and more (48:45) Netflix considers live sports and recommendations from Lon! FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1