Thu. 04/30 – Don’t Fight The Tape (Tech Earnings Edition)

Thu. 04/30 – Don’t Fight The Tape (Tech Earnings Edition)

Four big earnings reports for four big tech companies, but we’ll leave that to the end. Intel launches a new flagship clip line, Andreessen Horowitz launches a new crypto fund, Zoom fesses up on MAUs, and Reddit goes old school with chat rooms. Sponsors: Tovala (text TOVALARIDE to 710-23) Metalab.co Links: Intel's 10th Gen Comet Lake for Desktops: Skylake-S Hits 10 Cores and 5.3 GHz (AnAndTech) Andreessen Horowitz raises $515 million for second crypto fund (Axios) Zoom admits it doesn’t have 300 million users, corrects misleading claims (The Verge) Reddit adds chat rooms for subreddits (Engadget) Smartphone Production to Drop by 16.5% YoY in 2Q20, Setting Historical Record in YoY Decline, Says TrendForce (TrendForce) Lyft lays off 17% of workforce, furloughs hundreds more (CNBC) Facebook soars after reporting ‘stability’ in ad revenue after fall in March (CNBC) Press Release & Webcast (Microsoft Investor Relations) Twitter Q1: sales up 3% to $808M as it swings to a loss on COVID-19, mDAUS hit record 166M (TechCrunch) Tesla posts profit despite hit from coronavirus (CNN Business) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2294)

Is Software Eating The World Being Eaten By AI?

Is Software Eating The World Being Eaten By AI?

Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of software eating the world in the process of being eate...

5 Feb 23min

(BNS) Ring Founder Jamie Siminoff

(BNS) Ring Founder Jamie Siminoff

Check out Jaime's book: Ding Dong: How Ring Went From Shark Tank Reject To Everyone's Front Door Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Feb 43min

SpaceX Acquires xAI

SpaceX Acquires xAI

As SpaceX acquires xAI, all of Elon’s companies under one umbrella is pretty much an inevitability isn’t it? What is with this weird game of chicken that Nvidia and OpenAI and now Oracle are all engag...

3 Feb 21min

Is Jensen Worried About OpenAI?

Is Jensen Worried About OpenAI?

Is Nvidia going through with their massive OpenAI investment or not? Does Apple have what it takes to win in the AI era or not? Is Elon the only one who can make datacenters in space happen or not? An...

2 Feb 21min

Elon Might Just Merge All His Companies Into One

Elon Might Just Merge All His Companies Into One

Apple does a big acquisition. OpenAI is racing to IPO. Elon might just merge all his companies into one. Google’s Project Genie is the latest thing that will make you say, gee, AI can do that?! And, o...

30 Jan 21min

Clawdbot Is Now Moltbot

Clawdbot Is Now Moltbot

Meta earnings good. The street like the AI spending. Microsoft earnings bad. Why is growth in their cloud business not as robust all of the sudden? Elon is following through on taking Tesla all in on ...

29 Jan 22min

The Amazon Layoffs

The Amazon Layoffs

The Amazon layoffs showed up on schedule. Is Tether behind the rise in the price of gold? A new type of privacy screen tech from Samsung. Elon wants to IPO on his birthday. Anthropic raises more ahead...

28 Jan 20min

Is TikTok’s Algo Changing?

Is TikTok’s Algo Changing?

I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Meta goes with subscriptions. Uber wants to train AI...

27 Jan 20min

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