Fri. 07/30 – For Amazon, Are Ads > AWS?
Are ads a bigger cash cow for Amazon than even AWS? Follow up on Robinhood’s trading debut. How the SEC is dealing with the Chinese tech stock problem. Gopuff indicates that grocery delivery is still ...
30 Jul 202118min
Thu. 07/29 – Vaccine Mandates For Big Tech?
Tech companies dip their toes into vaccine mandate waters. Facebook in so many words says Apple’s privacy changes are about to impact earnings. Will Didi take itself private again to please the Chines...
29 Jul 202116min
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...
28 Jul 202117min
Tue. 07/27 – No More Hedging. Tesla Truly Profitable.
Tesla is profitable beyond all caveats and hedges. Intel continues to telegraph its turnaround plans. Tangible numbers of the Chinese tech carnage. Instagram changes the rules for teens on the platfor...
27 Jul 202116min
Mon. 07/26 – What The Heck Is Happening In China?
Is the DOJ probing Tether for bank fraud? When might FaceID come to the Mac? What do leaked photos tell us about the next Surface Duo? And I will spend the entire second half of the show trying my bes...
26 Jul 202120min
(Spc Cst) The Zoom Platform Road Map With @ross
Plus, the Hyper fund from Product Hunt, Automattic's acquisition game, and Twitter tests downvotes? Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Jul 20211h 20min
Fri. 07/23 – Alphabet’s New Moonshot Company: Intrinsic
Alphabet has a new moonshot company. Existing Big Bet DeepMind might have had a big breakthrough. Why Snap and Twitter are sharing an earnings narrative right now. Hint: it’s cause they’re growing aga...
23 Jul 202119min
Thu. 07/22 – Downvote This Tweet
Twitter is testing downvotes. Tumblr gets into the subscription game. Google unveils a unified backup service for Android. Is HBO Max leading the pack of followers in the musical chairs streaming wars...
22 Jul 202116min
