(Bonus) The Curious Case of Casper (with Dan Frommer)

(Bonus) The Curious Case of Casper (with Dan Frommer)

One of my favorite newsletters—I’ve really gotta give you all a list of all the newsletters I subscribe to if you’re interested at some point—one of my favorite newsletters is The New Consumer (subscribe here) by Dan Frommer. Dan published his own analysis of the Casper IPO, and I couldn’t help myself. I needed to delve into the Casper financials in greater detail. But also: scandal marketing! Can brands be “cancelled”? And analysis of this week’s Netflix earnings. Sponsors: DoubleUp.agency Learn more about your ad choices. Visit megaphone.fm/adchoices

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New Tech Trade War

New Tech Trade War

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Drone Ban

Drone Ban

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Blackouts Take Waymo Out

Blackouts Take Waymo Out

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TikTok Sold (Again) (?)

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China’s EUV Machine?

China’s EUV Machine?

Has China cracked a major puzzle for chip parity? Trump Media merges with a… Fusion Energy startup? Coinbase continues its efforts to let you trade everything. OpenAI is turning on the fundraising aft...

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Now It’s Amazon’s Turn To Invest In OpenAI

Now It’s Amazon’s Turn To Invest In OpenAI

ChatGPT ups its image generation game. Now it’s Amazon’s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo’s raising money again. And the new AI sort of newsletter ...

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The Pivot To AI Datacenters

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Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of the year? If Ford can pivot from EV’s to servicing ...

16 Dec 202520min

The Roomba Hits The Wall

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Your Roomba is circling the drain with iRobot filing for bankruptcy. Remember credit default swaps? Turns out they’re not just for hedging housing anymore. Nano Banana looks so realistic because it’s ...

15 Dec 202521min

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