Wed. 07/28 – Earnings Bonanza
Tech Brew Ride Home28 Heinä 2021

Wed. 07/28 – Earnings Bonanza

Apple reports earnings but warns of component shortages. Microsoft set profit records but noted shortage materially affected some divisions. Alphabet had good earnings too, but the real story there is YouTube. About the staff walkout at Activision Blizzard. Is Apple asking leakers to snitch on their sources? And an interesting raise to do next generation search on iOS. Sponsors: UpStart.com/techmeme Oracle.com/goto/ride Links: Apple’s iPhone hot streak is going to run into the global chip shortage (CNBC) Xbox hardware sales spike 172% as Microsoft reports $3.7B in quarterly gaming revenue (GeekWire) YouTube Q2 Ad Revenue Hits Record $7 Billion as Alphabet Trounces Estimates (Variety) Taiwan Greenlights TSMC's 2nm Fab: Coming Online in 2024 ~ 2025 (Tom's Hardware) Activision CEO Apologizes After Employees Threaten to Walk Out (Bloomberg) Apple Tells Leaker to Snitch on Sources or It Will Report Them to the Police (Motherboard) Brain Technologies raises $50M+ for the launch of Natural, a natural language search engine and 'super app' (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(2292)

The Albanian Army Wins!

The Albanian Army Wins!

Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD’s studios). The NYT is suing Perplexity. Man, everybody is heading for the exits at Apple at the same time. And get ready f...

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Meta To Abandon The Metaverse?

Meta To Abandon The Metaverse?

On the one hand, Meta poached Apple’s design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Metaverse could even abandon it entirely. Is Amazon a...

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Not Great, Bob!

Not Great, Bob!

We might soon have the first big IPO of the AI era, and it doesn’t look like it will be OpenAI. Amazon takes another few swings at Nvidia’s dominance. Proof positive that self driving cars really are ...

3 Joulu 202521min

Sam Altman Declares A “Code Red”

Sam Altman Declares A “Code Red”

Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google’s ascendency in ...

2 Joulu 202521min

Is Nvidia In Trouble?

Is Nvidia In Trouble?

While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn’t Netflix want you to cast to your tv anym...

1 Joulu 202522min

(BNS) Susan Lyne Part 2

(BNS) Susan Lyne Part 2

We're back again with Susan Lyne, to talk about running Martha Stewart's company when Martha went to prison, her startup career with Gilt Groupe, and her investing career with BBG Ventures. Learn more...

28 Marras 202551min

(BNS) Susan Lyne Part 1

(BNS) Susan Lyne Part 1

I’ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I obviously wanted to talk to Susan about her role helpi...

27 Marras 202555min

Polymarket Is Street Legal

Polymarket Is Street Legal

Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Starlink about to face its first serious competition....

26 Marras 202522min

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