Podcast Episodes
Back to SearchMeta Q3 2026: The Ad Machine vs. the AI Bill
Meta's Q3 2026 was two stories at once. The ad business beat: revenue of $64.6B, up 26%, with ad impressions up 10% and price per ad up 14% as AI tar…
2 days, 7 hours ago
The Trust Problem: Why Financial Advice Runs on 'Trust Me' — and Why That Era Is Ending
Thesis: the financial advisory industry has reinvented its pricing three times — stockbroker commissions, asset-based fees, free trading — without ev…
2 days, 10 hours ago
Intuitive Surgical Q3 2026: The Beat-and-Selloff Deep Dive
Intuitive Surgical beat Q3 2026 expectations on every line — revenue up 22% to $3.05B, adjusted EPS of $3.00 up 25%, record system placements of 546 …
2 days, 11 hours ago
Coatue CTEK: One Ticket to Anthropic, OpenAI and the Private AI Stack — At What Price?
Coatue's CTEK is a tender-offer fund giving qualified clients one-ticket access to late-stage private tech — Anthropic (13.1% of NAV), OpenAI, Revolu…
3 days, 6 hours ago
EssilorLuxottica Q3 2026: Beating the Bar on the Toughest Comp Ever
EssilorLuxottica reported Q3 2026 revenue of 7.49 billion euros, up 7.2 percent at constant currency, beating the 7.36 billion euro consensus — on to…
3 days, 6 hours ago
SpaceX Q3 2026: The SI Inflection — $14.6B Revenue and the $20B Cap Ex Question
SpaceX's third quarter of 2026 was a transformation print: revenue up 161% to $14.6B and a swing to $4.4B of net income, driven by the Super Intellig…
3 days, 7 hours ago
Netflix Q3 2026: The Margin Machine Beats, the Ad Business Trims
Netflix beat on EPS (/bin/bash.87 vs /bin/bash.82 consensus) as operating margin hit 34.6%, up from 28.2% a year ago, on revenue of 2.87B (+12%). Chu…
3 days, 7 hours ago
MSCI Q3 2026 Deep Dive: Expense Guide Holds, Stock Rallies
MSCI's Q3 2026 print beat on revenue (892M, +12.4%) and adjusted EPS (5.11, eight cents over consensus). The decisive item, the full-year expense gui…
3 days, 7 hours ago
Music in the Air, Ten Years On: The Business Moves From Adoption to Monetization
Ten years after streaming rebuilt the music business, the debate has shifted from adoption to monetization. A new long-term industry model — the firs…
3 days, 10 hours ago
Following the $1.6 Trillion Money Trail: Where AI Cap Ex Actually Lands
Strategy research maps 2027's ~$1.6 trillion of AI investment — hyperscaler and neocloud cap ex plus the leases headline numbers miss — down to singl…
3 days, 12 hours ago