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Fri. 07/30 – For Amazon, Are Ads > AWS?
Are ads a bigger cash cow for Amazon than even AWS? Follow up on Robinhood’s trading debut. How the SEC is dealing with the Chinese tech stock problem...
Thu. 07/29 – Vaccine Mandates For Big Tech?
Tech companies dip their toes into vaccine mandate waters. Facebook in so many words says Apple’s privacy changes are about to impact earnings. Will D...
Wed. 07/28 – Earnings Bonanza
Apple reports earnings but warns of component shortages. Microsoft set profit records but noted shortage materially affected some divisions. Alphabet...
Tue. 07/27 – No More Hedging. Tesla Truly Profitable.
Tesla is profitable beyond all caveats and hedges. Intel continues to telegraph its turnaround plans. Tangible numbers of the Chinese tech carnage. In...
Mon. 07/26 – What The Heck Is Happening In China?
Is the DOJ probing Tether for bank fraud? When might FaceID come to the Mac? What do leaked photos tell us about the next Surface Duo? And I will spen...
(Spc Cst) The Zoom Platform Road Map With @ross
Plus, the Hyper fund from Product Hunt, Automattic's acquisition game, and Twitter tests downvotes? Learn more about your ad choices. Visit me...
Fri. 07/23 – Alphabet’s New Moonshot Company: Intrinsic
Alphabet has a new moonshot company. Existing Big Bet DeepMind might have had a big breakthrough. Why Snap and Twitter are sharing an earnings narrati...
Thu. 07/22 – Downvote This Tweet
Twitter is testing downvotes. Tumblr gets into the subscription game. Google unveils a unified backup service for Android. Is HBO Max leading the pack...
Wed. 07/21 – Is The Narrative Turning On Netflix?
Netflix’s growth has hit a wall, and so here come the games. What to do about a problem like those NSO hacks? Samsung’s next Unpacked event is announc...
Tue. 07/20 – Apple Once More The Canary In The Covid Coal Mine?
Apple puts a pause on its return to the office plans. Rumors of a new iPad mini redesign. Product Hunt launches an investment fund. If you want a tool...
Mon. 07/19 – NSO Group (Allegedly) Pwning Everyone
The NSO Group is back in the headlines, and it’s maybe, the worst allegations of hacking for hire yet. The US and NATO blame China for the Exchange Se...
(TWTR SPC) Black Widow Math And Fleets Fade Away
Bloomberg's @Lucas_Shaw comes on to explain the math of that Black Widow stream release story from Monday. Then @alexeheath from the Verge explains th...
Fri. 07/16 – Can Intel Acquire Its Way Back Into Contention?
Intel is considering a major acquisition to leapfrog back into semi-conductor contention. Valve releases its long rumored hardware device. Why they we...
Thu. 07/15 – Oh Yeah. It Definitely Looks Like Netflix Is Getting Into Gaming.
Netflix hires a big name gaming executive. Twitter retires Fleets. Facebook wants to make it rain for creators. TSMC says the chip shortage is startin...
Wed. 07/14 – Did Apple Deep-Six 69? (NOT Nice!)
Bunch of Apple news. A new “buy now, pay later” service. A MagSafe battery pack. Is content moderation a hot new area for startups? Facebook groups ca...
Tue. 07/13 – Bribe Or Bot Your Way To Twitter Verification?
If Twitter verification is now run by humans, how did so many obvious bot accounts get verified? Why you might start seeing brand logos in your emails...
Mon. 07/12 – Is InfoSec The New Fintech?
Is InfoSec the new Fintech when it comes to investor hotness? Did ByteDance make the right move by putting its IPO on ice? Why Amazon looks like it’s...
Thu. 07/08 – The States Go After Google First
State Attorneys General file an antitrust suit against Google. But why them, first? Visa wants you to spend crypto via their platform. Fintech leads a...
Thu. 07/08 – The States Go After Google First
State Attorneys General file an antitrust suit against Google. But why them, first? Visa wants you to spend crypto via their platform. Fintech leads a...
Wed. 07/07 – Pentagon, RE: The JEDI Contract: Jkjkjkjkjk
The Pentagon wants a do-over for that JEDI contract. YC wants to do Tinder but for founder matchmaking. Amazon open sources its gaming engine. How abo...
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