Episode Details

…and it’s not getting from Wiz.

(00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla.

Then, (17:53) Matt Frankel and Ricky Mulvey check in on Boston Omaha, a holding company that recently lost half of its CEO team.

Companies discussed: GOOG, GOOGL, TTD, PUBM, TSLA, BOC

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey, Matt Frankel

Engineers: Dan Boyd, Tim Sparks

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