50%
1/2 resolved calls right
2 scored · avg 43
◆ 3 sources
13
companies · 30 data points
all this stuff focusing in on linkedin's actual I I think that your instinct is right that this is about the market in general is Twitchy and nervous and there is a sense that Silicon Valley is about to fall
Comcast and Verizon will merge in the future.
What happened: Comcast and Verizon did not merge; they remain separate, independent companies.
Verify at source ↗Theranos will shut down or go out of business permanently.
What happened: Theranos ceased all operations and was formally dissolved in 2018, becoming a shell company with no active business, fulfilling the prediction that it would shut down permanently.
Verify at source ↗this is big freaking news the exclusivity really hit my uh the hairs at the back of my neck because it feels very like a deep integration versus a lightweight partnership
a hundred percent about figuring about editing yeah and he said you know it was quoted as saying the best thing founders can do is subtraction everybody knows that they have too many meetings especially at like at a big company at a big company there are so many stupid meetings where at least half the people who are in the meeting don't need to be there and it's just a time suck and to take that away means
This to me is the best news of all, actually, because I was afraid they were going to not let you get it. If you had YouTube TV, the way that you now pay for YouTube premium, but not YouTube TV. And those are not the same service. And I was like, how far I was worried that they were going to separate these two services. And I love the fact, like, to me, the best news as a consumer is that you could have it either way. Good job, YouTube.
It is YouTube. YouTube has closed a deal for Sunday ticket worth $2 billion per year. Yeah. It's for seven years.
Amazon signed that big deal for Thursday night football last year. And Apple signed that big 10 year deal for major league soccer.
Amazon signed that big deal for Thursday night football last year.
This to me is the best news of all, actually, because I was afraid they were going to not let you get it. If you had YouTube TV, the way that you now pay for YouTube premium, but not YouTube TV. And those are not the same service. And I was like, how far I was worried that they were going to separate these two things. And I love the fact, like, to me, the best news as a consumer is that you could have it either way. Good job, YouTube.
It is YouTube. YouTube has closed a deal for Sunday ticket worth $2 billion per year. Yeah. It's for seven years.
well i don't even know if it's a broad-based us recession but it's a tech recession yeah i mean in tech this is uh a crash let's be honest this is crash like behaviors beyond a recession
azure coming up so fast that's microsoft's cloud 55 billion dollar run rate okay 46 percent year over year last quarter grew 49
Meta Chief Operating Officer Sheryl Sandberg, she the architect of the business model and all of the good and ill that that brought is leaving the company in the fall.
Susan Wojcicki never gets called to Congress. I mean, it just is fascinating.
YouTube for so long has escaped all of this scrutiny, right? And YouTube has been employing an algorithm for engagement that has encouraged really dangerous stunts for years. They've had advertiser boycotts over, you know, advertisers who don't want to be put next to terrorist content. And, and somehow, YouTube has managed to sort of like, walk this line where they take some stuff down. They leave a lot of stuff up. Yeah. They demonetize. They demonetize. I mean, honestly, I think, you know, in
they don't reveal exact revenue, for example, LinkedIn, Azure, which is interesting. Smart. They don't want to tip their cards, right? They don't want any, they don't need Google and Amazon finding out exactly how much money they're really making on, on Azure
The cloud business, of course, continues to be bonkers as your revenue alone up 46% year over year, intelligent cloud revenue up 26% to $18 billion. And then personal computing up 15%, Xbox up 10% year over year search and news
the big takeaway for me was that they matched earnings on gaming, and that was almost $5.5 billion in revenue, which sort of helps to explain why they're continuing to invest there. But again, when you look at where all of this money is, first of all, it's still in Windows, right? It's still in the boring stuff. Productivity and business up 19%, $15.9 billion. That includes LinkedIn. LinkedIn, LinkedIn up 37% year over year.
y combinator announced they will now invest five hundred thousand dollars in startups this is an increase and it has caused a little bit of friction with seed investors
it is the question that monetization drives is are you going to let your product become an unusable cesspool where there's abuse where there's fraud where there's fakery where there are things that to put it bluntly advertisers don't want to be associated with and that is why like call it all your censorship is a tool of governments not private companies if private companies want to make money they're going to censor
they were clearly sort of creating a new strata within their product lines which i think is really interesting
I heart Logistics I think it's very smart to get into
I love the idea of uber getting into this what really was exciting for me though was if they have Uber Freight
I love the idea of uber getting into this what really was exciting for me though was if they have Uber Freight which I would never use I'm not shipping a container but I would use Uber Freight X or Uber Freight pool right
I love the idea of uber getting into this what really was exciting for me though was if they have Uber Freight which I would never use I'm not shipping a container but I would use Uber Freight X or Uber Freight pool right so in other words like for private delivery instead of putting it on the
all this stuff focusing in on linkedin's actual I I think that your instinct is right that this is about the market in general is Twitchy and nervous and there is a sense that Silicon Valley is about to fall
Linkedin inmail is a good way to do that unless you're a premium subscriber and it doesn't work and you cannot contact their customer support period... they have no good customer service
everybody's kind of annoyed by LinkedIn right now... stop emailing me... very thirsty product
if there's weak guidance from something that was a unicorn or is a tech darling or there's any reason to doubt the health of the tech economy I think these investors are going to find it they're just freaked
the FDA did raise concerns when they visited thanos's labs and Theos went ahead
I think Theos goes away forever
it's amazing the resurgent of NPR and the and the public radio stations thanks to like Apple's podcasting app