Big show! First up J+M break down two pandemic darlings on two totally different paths: $PTON and $SNOW (2:26). Then, Lon Harris joins to talk about HBO's record breaking House of the Dragon premiere (27:12), MoviePass returning (47:16), and more!

(0:00) J+M tee up today's segments!

(2:26) Peloton earnings breakdown: it's getting grim, so J+M brainstormed on where the company can go from here, stock was down over 20%

(16:26) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist

(17:53) Snowflake earnings breakdown: massive quarter, stock was up over 20%

(25:37) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist 

(27:12) Lon Harris joins to break down this week's streaming news! First up: HBO's House of the Dragon set a record for most-watched premiere with almost 10M viewers

(39:39) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(40:58) $WBD CEO David Zaslav continues to make cuts

(47:16) MoviePass is making a comeback and Lon gives some streaming picks