Netflix beat estimates for Q3 and added two million subscribers. Meta has Super-App dreams for WhatsApp, and Mark Zuckerberg is ready to take on iMessage. Plus, Twitter freezes employees' stock accounts, and an activist investor grabs a significant stake in Salesforce. Friend of Pivot Ben Smith joins Kara and Scott to talk about the state of media, and the launch of his news platform, Semafor.

You can find Ben on Twitter at @semaforben, and Semafor at semafor.com.

You can listen to Kara’s new show, On with Kara Swisher, here.

Send us your questions! Call 855-51-PIVOT or go to nymag.com/pivot.

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