Podcast Episodes

Mon. 10/24 – Investing In Chinese Tech Means Investing One Man’s Whims?

Did investing in Chinese tech become a fool’s errand over the weekend? A deep dive on how TSMC is caught in the middle of all the things. Is Elon’s Twitter deal presenting systemic risk to corporate …

Published on 3 years, 2 months ago

(TWTR SPC) The AI Moment With @pt, @miguelisolano & @mignano

Talking this week's big week for AI, with Parker Thompson (@pt) plus@miguelisolano&@mignano

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#d…

Published on 3 years, 2 months ago

Fri. 10/21 – What If Uncle Sam Let’s Elon Off The Hook?

I said Elon’s name five times in front of a mirror and the whole Elon/Twitter headlines came flooding back into our lives. Forbes alleges that they’ve caught TikTok doing the thing that everybody fea…

Published on 3 years, 2 months ago

Thu. 10/20 – A Day Of Reviews

The big Solana challenger had a terrible first day of trading. Previews of the new Thunderbolt standard. Reviews of the new Raptor Lake chips. Uber takes a page out of the New York City taxi playbook…

Published on 3 years, 2 months ago

Wed. 10/19 – What Even IS Apple’s iPad Strategy?

Netflix actually beat on earnings and customer additions. Why their pivot to ads might actually be in line with their long-term strategy. Yesterday’s iPad releases were even more complicated, and str…

Published on 3 years, 2 months ago

Tue. 10/18 – It’s AI Vs. The Metaverse, And AI Seems To Be Winning

New iPad Pros and new Apple TV 4ks. Meta walks away from the Giphy acquisition. Layoffs at Microsoft. High attrition at Amazon. Mobileye is probably going to IPO at a significant discount than people…

Published on 3 years, 2 months ago

Mon. 10/17 – Kanye To Elon: Hold My Beer

Looks like Ye, née Kanye West, is going to try to buy the social network Parler. A look at the Chinese export controls that could potentially force American executives to choose between their jobs an…

Published on 3 years, 2 months ago

Fri. 10/14 – Meta Lied About Legs?

We now know how much Netflix with Ads will cost; we think we know how many ads they have to show us to make up for the lost revenue. What is unclear is if people will watch that many ads. It looks li…

Published on 3 years, 2 months ago

Thu. 10/13 – The End Of The Office Era

Signal is phasing out SMS and MMS. Microsoft is sunsetting Microsoft Office branding. The SEC is poised to officially ban some Chinese hardware. Is AR not living up to its promise as a tool for soldi…

Published on 3 years, 2 months ago

Wed. 10/12 – Meta’s VR Event; Microsoft’s Surface Event

Only two big stories really. We break down yesterday’s Meta VR event, including the new high end Quest Pro. But did Zuck show us anything that will get anyone excited about the Metaverse yet? And Mic…

Published on 3 years, 2 months ago