Mon. 10/24 – Investing In Chinese Tech Means Investing One Man’s Whims?
Did investing in Chinese tech become a fool’s errand over the weekend? A deep dive on how TSMC is caught in the middle of all the things. Is Elon’s Twitter deal presenting systemic risk to corporate f...
24 Okt 202218min
(TWTR SPC) The AI Moment With @pt, @miguelisolano & @mignano
Talking this week's big week for AI, with Parker Thompson (@pt) plus@miguelisolano&@mignano Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Okt 20221h 33min
Fri. 10/21 – What If Uncle Sam Let’s Elon Off The Hook?
I said Elon’s name five times in front of a mirror and the whole Elon/Twitter headlines came flooding back into our lives. Forbes alleges that they’ve caught TikTok doing the thing that everybody fear...
21 Okt 202218min
Thu. 10/20 – A Day Of Reviews
The big Solana challenger had a terrible first day of trading. Previews of the new Thunderbolt standard. Reviews of the new Raptor Lake chips. Uber takes a page out of the New York City taxi playbook....
20 Okt 202217min
Wed. 10/19 – What Even IS Apple’s iPad Strategy?
Netflix actually beat on earnings and customer additions. Why their pivot to ads might actually be in line with their long-term strategy. Yesterday’s iPad releases were even more complicated, and stra...
19 Okt 202218min
Tue. 10/18 – It’s AI Vs. The Metaverse, And AI Seems To Be Winning
New iPad Pros and new Apple TV 4ks. Meta walks away from the Giphy acquisition. Layoffs at Microsoft. High attrition at Amazon. Mobileye is probably going to IPO at a significant discount than people ...
18 Okt 202217min
Mon. 10/17 – Kanye To Elon: Hold My Beer
Looks like Ye, née Kanye West, is going to try to buy the social network Parler. A look at the Chinese export controls that could potentially force American executives to choose between their jobs and...
17 Okt 202217min
Fri. 10/14 – Meta Lied About Legs?
We now know how much Netflix with Ads will cost; we think we know how many ads they have to show us to make up for the lost revenue. What is unclear is if people will watch that many ads. It looks lik...
14 Okt 202220min
