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$META earnings instant reaction, Apple's NFT rules, SBF backlash & more | E1597
Sunny and Vinny are BACK for another crypto roundtable! First up, they give instant reactions to Meta's rough Q3 earnings and Zuck's big bet (1:59), before breaking down Meta's AR/VR battle with Appl…
Published on 3 years, 2 months ago
$MSFT, $GOOG, $SPOT earnings breakdowns + Coco CEO Zach Rash | E1596
First up Jason does a solo breakdown of recent earnings reports from $MSFT (1:38), $GOOG (13:59), and $SPOT. (26:46) Then, Molly is joined by Coco CEO Zach Rash for another edition of The Next Unicor…
Published on 3 years, 2 months ago
Shutterstock partners with OpenAI, Apple's new smart lock partner, Mach 9 spaceplane & more | E1595
First up, J+M discuss Shutterstock partnering with OpenAI and what this means for ownership and IP rights. (1:56) Then they break down Apple partnering with Level to sell a smart lock (29:00) and wha…
Published on 3 years, 2 months ago
Brad Gerstner's open letter to Zuck, Meta's lack of efficiency, Divvy Homes hit piece | E1594
J+M cover Brad Gerstner's letter to Zuck and three-point plan to boost Meta's FCF 2x (7:04), an NFT project located at the Fyre Fest island (33:19), and a hit piece on Divvy Homes and its CEO, Adena …
Published on 3 years, 2 months ago
Venture Debt: should your startup take it on? + Mi Terro's Robert Luo | E1593
First up, J+M chop it up about venture debt on this edition of VC Sunday School. What are the dangers? And when should your startup take it on? (2:12) Then, Molly has a conversation with Mi Terro fou…
Published on 3 years, 2 months ago
YouTube’s new roadmap, OpenAI & BeReal fundraising news, Snap’s 30% drop + OK Boomer | E1592
First up, J+M discuss YouTube’s new @handle feature (2:10) and break down how TikTok and Facebook aren’t catching misinformation in political ads. (10:07) Then, they each do a solo segment! Jason chi…
Published on 3 years, 2 months ago
Tesla + Netflix Q3 earnings, Kevin Hart's VC fund, Twitter ideas, revamping the DCEU | E1591
First up, J+M break down Tesla's Q3 earnings with the help of some insightful charts (2:09), before discussing Kevin Hart's VC firm landing JP Morgan as an LP (17:08) and some ideas for Twitter verif…
Published on 3 years, 2 months ago
Next Unicorns evaluation + Ask Jason | E1590
New format! Jason evaluates some prior Next Unicorns company's performances since the CEO appeared on the podcast (2:06), and contextualizes the fundraising market throughout the past three years. Th…
Published on 3 years, 2 months ago
Stability AI's $1B+ valuation, why you should start or join a startup, Roblox jumps 20% | E1589
First up, J+M cover Stability AI's new billion-dollar valuation (2:45) before Jason runs through a presentation and a manifesto. (15:33) Then, J+M break down Roblox's stock popping 20% on Monday (33:…
Published on 3 years, 2 months ago
Ye agrees to acquire Parler, Xi Jinping on the state of China, deglobalization & more | E1588
J+M break down Ye agreeing to acquire Parler and share some thoughts on the artist's current situation. (2:22) Then, they cover CCP President Xi Jinping's recent comments on the current state of Chin…
Published on 3 years, 2 months ago