Podcast Episodes
Back to SearchBill Gurley on Instacart, IPO Market 9/11/23
Instacart's new valuation of up to $9.3 billion is a massive down round from the $39 billion of a few years ago. Bill Gurley, a VC and early Uber inv…
2 years, 6 months ago
TechCheck+ Zombie SPACs - Why Blank Check Mergers Won’t Die 9/11/23
We all lived through the SPAC boom of 2021 – when the blank check mergers accounted for 61% of all U.S. public listings that year… and the subsequent…
2 years, 6 months ago
Who’s Set to Lose the Most in the Disney-Charter Dispute, Plus AI’s Impact on Sports 9/8/23
Calculating who is set to lose the most in the showdown between Disney and Charter is complex. Disney could lose contract fees for Charter’s 15 milli…
2 years, 6 months ago
Dan Niles Shorts Apple on Valuation, China Headwinds 9/7/23
China is an ever-present risk for Apple, but this week it's front and center on reports that China, which makes up 19% of Apple's revenue, is restric…
2 years, 6 months ago
Disney’s Showdown with Charter Heats Up, Plus Apple’s Overseas Headwinds 9/6/23
A new report today forecasts a 5% increase in U.S. ad revenue this year, but says the TV ad sector is experiencing an "existential crisis" amid an on…
2 years, 6 months ago
Burning Man’s Ties to Tech, Plus Disney Butts Heads with Charter 9/5/23
The tech moguls and investors at this year's Burning Man also had to endure torrential downpours that caused campsite flooding and foot-deep mud. But…
2 years, 6 months ago
The Zombie SPACs 8/31/23
SPACs are back and volatile as ever. But the class of 2021 has settled somewhat, and that's where some investors are seeing opportunity. Proem Asset …
2 years, 7 months ago
Salesforce Keeps On Spending, Plus Fad-themed ETFs Shutter 8/30/23
After all that activist pressure, Marc Benioff’s M&A spending spree may seem like it’s ended – but in the past year, Salesforce has only been ramping…
2 years, 7 months ago
TechCheck+ Dethroning Nvidia 8/29/23
Nvidia’s stock rise this year has been nothing short of meteoric. The chipmaker is at the heart of the AI boom as the supplier of chips that are requ…
2 years, 7 months ago
Nvidia’s Hardware and Software Competition 8/24/23
Nvidia’s blowout earnings is flexing its dominance in AI. Revenue at its data center segment, which includes AI chips like the A100 and H100, jumped …
2 years, 7 months ago