Podcast Episodes

Tesla Margins Shrink & So Do Tiger Global’s Returns 4/20/23

Tesla cut prices a half dozen times in the last 6 months, and that cut into margins for the latest quarter. As investors are focused on the COST-CUTT…

2 years, 11 months ago

Google’s New Phone. Why? 4/19/23

CNBC reported that Google is at work developing its new Pixel phone with a foldable screen – set for a June release and costing in the realm of $1700…

2 years, 11 months ago

Nvidia’s AI lead, Netflix earnings & Meta’s non-meta plays 4/18/23

A bull-bear debate on wall street about Nvidia as Microsoft reportedly starts to work on its own chip production. Plus – a look at the stakes for Net…

2 years, 11 months ago

Samsung CONSIDERED Replacing Google Search 4/17/23

Deirdre is back with the story of Samsung considering switching from Google as its default search engine. Where’d it think about going? Microsoft Bin…

2 years, 11 months ago

Tesla Price Cuts & Walmart Sells Bonobos 4/14/23

Tesla just keeps cutting prices. A sign of strength or weakness? And Walmart is selling Bonobos for much less than it bought it for. What that says a…

2 years, 11 months ago

Jassy’s Letter to Amazon Shareholders 4/13/23

Amazon CEO Andy Jassy published his letter to Amazon shareholders this morning – we parse some of the messages and themes that’ll play out for the re…

2 years, 11 months ago

Mad MAX from Warner Brothers Discovery, and Apple iPhone Buttons 4/12/23

Warner Brothers and Discovery combining HBOMax and Discovery+ and naming it… Max? Inside WBD’s new streaming service. Plus – the difference between a…

2 years, 11 months ago

PC Demand Falls 4/10/23

CNBC’s Steve Kovach and Kristina Partsinevelos report on demand fears from top technology producers.

Hosted by Simplecast, an AdsWizz company. See pc…

2 years, 11 months ago

TechCheck+ Creator of 'Extrapolations' on Apple TV+ 4/6/23

Carl Quintanilla sits down with Scott Z. Burns, the creator, EP, and showrunner of 'Extrapolations' on Apple TV+ for a long-ranging conversation on h…

2 years, 11 months ago

Learn from Chamath Palihapitiya's Mistakes, Plus Big Tech Stocks, Congress & China 4/6/23

Chamath Palihapitiya released his annual investor letter. His SPACs and public investments have cratered. Where to look for lessons in that performan…

2 years, 11 months ago