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$AMZN & $AAPL earnings, Snap's drone, China softens on tech, AirBnB goes nomad + Landon from Inside | E1447
First, we cover 5 news stories: Amazon Q1 earnings (02:01), Apple's fiscal Q2 earnings (06:33), China's new tune for tech (12:06), AirBnB's long-term remote commitment (16:55) and Snap's new Pixy cam…
Published on 3 years, 8 months ago
WeCrashed & Severance finales w/ Lon Harris + Twitter follower changes w/ The Verge's Corin Faife | E1446
First up, Lon Harris joins to break down the finales of WeCrashed (1:52) and Severance (34:50), then The Verge's Corin Faife joins to discuss his research on the sharp changes in Twitter follower cou…
Published on 3 years, 8 months ago
Archegos founder arrested, Bolt sued by Authentic Brands, $GOOG & $MSFT earnings, Apple sells repair parts, EV Corvette | E1445
All news. First we break down the SEC's allegations from one of the craziest financial stories since Bernie Madoff, Archegos Capital (4:20). Then cover: Bolt being sued by its largest customer (28:47…
Published on 3 years, 8 months ago
Jack's Twitter take & employee reactions, Medical NFTs, Hopin's $200M founder secondary sale | E1444
All news. We break down, Jack chiming in on Twitter’s sale to Elon Musk and the employee reactions (2:21). Then, we talk about an NFT project where Doctor influencers on TikTok are selling access to …
Published on 3 years, 8 months ago
Twitter accepts Elon's buyout offer, EU's new algo rule, Pipedream Labs: Hyperloop for package delivery | E1443
First, we cover Twitter's Board accepting Elon Musk's take-private deal (1:41). Then, we cover a new EU social media regulation that will increase algorithm transparency called the Digital Services A…
Published on 3 years, 8 months ago
VC School: Deal Memos + Sphere CEO Alex Wright-Gladstein (Climate) | E1442
First, in a VC Sunday School segment, Jason explains his approach to deal memos (01:42) and what parts of a memo are most important. Then, in a This Week in Climate Startups segment, Molly chats with…
Published on 3 years, 8 months ago
Twitter funding secured, Boring Co. raises $675M, Amazon's $1B VC fund, Ackman's $400M loss + The Lunar Society: Dwarkesh Patel | E1441
First Jason and Molly do four rapid news stories: Elon securing funding for the Twitter buyout (03:20), Bill Ackman’s $430M loss on Netflix (11:48), The Boring Company's $675M raise (18:47), Amazon’s…
Published on 3 years, 8 months ago
TSLA earnings + Streaming: WeCrashed & Severance review, CNN+ demise, Netflix’s future | 1440
First, Jason and Molly cover Tesla’s strong Q1 and gems from the earnings call (2:22), then Lon Harris joins (31:32) to discuss WeCrashed episode 7 (34:17), Severance episodes 1-3 (58:46), Netflix’s…
Published on 3 years, 8 months ago
Netflix earnings breakdown, Kushner’s $3B pitch deck, CNN+ on pause, Grubhub for sale | E1439
First, we break down Netflix's earnings and discuss where Netflix’s content strategy might have gone wrong (2:46). Then, Jason pitches Jared Kushner’s leaked PE firm fundraising deck (35:15). We wrap…
Published on 3 years, 8 months ago
Jack's candid Twitter takes, FB invests in African internet, Regent's electric Seaglider, Better.com layoffs | E1438
First, Jack is getting candid about Twitter’s board dysfunction (2:14). Then, we cover Facebook’s internet infrastructure development projects in Africa (24:31) and Better.com's new round of layoffs …
Published on 3 years, 8 months ago