106 - WW CEO Mindy Grossman; Plus, Wellness and Fitness Tech for 2019

We’ve got a blockbuster hardware announcement this week … from Microsoft. The biggest hardware risk the company has taken since Xbox. Surface Neo, two screens with a hinge in between, coming next year. And there’s more. Surface Pro X, arguably the first ARM-based computer to run full Windows 10. Has Microsoft changed the game here? Or are these cool gadgets that won’t really sell? With me this week, one of my favorite guys to talk hardware, Pat Moorhead of Moor Insights and Strategies. Let’s talk Microsoft vs. the rest of the field and then hit some other headlines in consumer electronics. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

6 Okt 201924min

WeWork co-founder Adam Neumann resigned from the CEO role this week, in the face of skepticism about the coworking startup’s plans to go public. There are questions about the business model – we’ve addressed some of those here on Fortt Knox. There are questions about his eccentric leadership style. And there are questions about the way he’s maintained control of the company while taking lots of money out of it.  WeWork is in the headlines this week, but we’ve lived through versions of this story before. Uber’s board of directors pushed co-founder Travis Kalanick out of the CEO role to get the IPO done. The Google founders brought in Eric Schmidt early on as CEO to act as adult supervision. The biggie: Apple cofounder Steve Jobs was effectively forced out of Apple in the ‘80s only to come back a decade later to save the company.  We love founders. Their stories and personalities live at the heart of companies. But sometimes they’ve got to go. When? When is firing a founder a mistake? With me this week, tech chronicler Steven Levy of Wired magazine, who has covered big companies, big ideas, big personalities – his most recent book was about Google. Also with me, Walter Isaacson, biographer of great founders and inventors including Steve Jobs, Ben Franklin, Albert Einstein and Leonardo da Vinci.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

28 Sep 201926min

Days ago California lawmakers passed a bill, AB5, that would force more companies to treat more workers as employees, not contractors. What’s the big deal? The gig economy. Whether it’s Uber and Lyft, or Postmates and Doordash, or TaskRabbit and Instacart, a slew of companies have grown up in the smartphone era with a radical idea. When just about everyone has a smartphone and a credit card, you can assemble a workforce on a moment’s notice, pay workers electronically, and let them be independent contractors. They can work as much or as little as they want! But just because employers can do this doesn’t mean they should. And that’s what we’re going to debate today.  With me this week: Two professionals who have driven for Uber and Lyft and have different opinions about what should happen here.  Karim Bayumi is out of LA. He says drivers like him – he’s driven 5 to 6 days a week for the platforms – deserve the protections of employee status, and the companies can’t be trusted to provide that without a law.  Harry Campbell is a former part-time Uber and Lyft driver who’s known as the Rideshare Guy. He’s got a blog that focuses on the driver community, a YouTube channel, a podcast – and he says forcing companies to treat drivers as employees is the wrong way to go. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

21 Sep 201926min

Apple's iPhone extravaganza is still the biggest product event of the year for a simple reason: The iPhone remains the single most successful hardware product of the PC era. We can talk about whether sales are growing or not, whether Apple is innovating or not. But Apple still sells more premium phones every year than anyone else.   So what happened this week? Three new iPhones announced, the iPhone 11, 11 Pro and Pro Max. A new Apple Watch with a screen that doesn't turn off. A new entry-level iPad. And two services at $4.99 a month, Apple Arcade and Apple TV Plus.  What does all of this mean? Should you pay $300 more for three cameras on the back instead of two? Does the watch update matter? And can Apple out-HBO HBO?  With me this week: A great lineup of people who know their stuff. Walt Mossberg, the godfather of tech reviews, is going to talk big picture from DC. Tech analyst extraordinaire Pat Moorhead and tech strategist Shelly Palmer are going to sift through and tell us which they think are the most significant. And then CNBC's own Julia Boorstin is going to join us from LA to give the view from Hollywood Apple's subscription moves.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

14 Sep 201932min

The National Football League was on the brink last year. Not of death – let’s not talk crazy, now – but of the type of loss of relevance that has humbled baseball and boxing over the past generation or so.   But now as the NFL's 100th season kicks off this week, there's a sense of fresh energy. And I would argue that if football's going to make a full comeback, technology is going to have to play a big role. First, a word about where we've been. Football was the undisputed champ of the major sports leagues, popularity-wise. But between critical tweets from President Trump, fans angry about players kneeling during the anthem, fans angry that Colin Kaepernick doesn't have a job after kneeling, concerns about player concussions and safety, the spotlight was withering.  Now things appear to be turning. The NFL struck a deal with Jay-Z's Roc Nation to promote music and merchandise that will benefit social justice causes, possibly addressing the move for player activism. The owners and players are already at the table for collective bargaining, Cowboys owner Jerry Jones told CNBC this week, in hopes of presenting a strong case to both broadcast and streaming partners. ESports is gaining in popularity, potentially boosting the brand of the real game. And legal sports betting, enabled by smartphones, has some fans paying closer attention than ever. With me this week: CNBC's sports guy, Eric Chemi.Also on this week's podcast:How to say this: Rapper Jim Jones is known to his fans as an avid smoker of marijuana. It's so much a part of his brand that he's hoping to leverage that reputation into a business. His business associate Alex Todd, a jeweler with celebrity clientele, has launched a cannabis brand called Saucey Farms and Extracts. And Jones has a line within Saucey called CAPO.I talked to both of them about how a hobby is turning into a business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

10 Sep 201945min

Summer’s coming to a close, and that means the streaming wars are about to get a lot more real. Apple released a trailer for The Morning Show, one of the big series slated to hit its Apple TV Plus service this fall. Disney just gave us more details behind its slate of shows for the Disney Plus service that launches in November; and Disney and Sony get a movie divorce … and Sony gets custody of Spider-Man.  And later on the 1-on-1: Peter Reinhardt is the CEO of Segment, a startup that helps companies make sense of customer data. The company has raised more than $280 million and is worth more than $1 billion, but the path hasn't always been smooth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

31 Aug 201952min

15 years ago this week, Google had its IPO. Initial Public Offering. That means shares of its stock were available to buy for the first time. I was working as a tech reporter in Silicon Valley at the time and remember it was a big deal for a couple of reasons. One, Google’s IPO was a glimmer of hope after the dotcom bust. Two, Google was trying to reinvent the IPO by making it more transparent. They used a process called a Dutch Auction.   Today the IPO hasn’t changed for the most part. But maybe it’s about to. Prominent venture capitalist Michael Mortiz of Sequoia Capital wrote an op-Ed this week arguing that Slack and Spotify are leading the way to a better day where Wall Street fat cats won’t control and mystify the process of going public. But what would that mean for mom-and-pop investors? What would it mean for startup employees looking to make good?  This week to talk the future of the IPO I’ve got Mr. IPO, Jay Ritter, University of Florida Cordell Professor of Finance. Also joining me later on here at the Nasdaq I’ve got Kevin Delaney, Quartz Editor in Chief; and from San Francisco, Connie Loizos, TechCrunch Silicon Valley Editor and my former colleague at a certain newspaper in Silicon Valley.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

27 Aug 201925min

I’ve got a business idea. I’m going to take out loans to rent a bunch of apartments around the world. Two-year leases. Then I’m going to decorate them with a super-cool modern vibe … snacks, premium soaps, entertainment spaces… and Airbnb them by the week and half week to vacationers and business travelers for less than they’d pay for a hotel room.  But wait, you say. You’re signing up for two-year leases and only getting commitments in the days and weeks. What if the economy goes bad? What if your landlords raise the rent? What if you try to grow too fast, and your loan payments go up? Funny you should ask. WeWork’s parent company just filed for an IPO this week, and WeWork’s business model sounds a lot like the one I just described, only it’s office space, not apartments. Is it a good bet? We’re gonna talk WeWork, we’re gonna talk Viacom/CBS, Disney/Fox, Yahoo/Tumblr, Twitch/Mixr – all kinds of things that come in twos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

17 Aug 201924min