225: P/E Ratio Revisited

Horace and Judd say goodbye and announce a new adventure. www.asymco.com www.asymco.com 

In this special episode, Horace is joined by Oliver Bruce and Amir Haleem, CEO of Helium. 

<ul> <li>David Chartier's clarification on Photo Stream limits.</li> <li>Space Monke ...  Show more

Pre-show: Xeon Gold Follow up: Booting APFS Tesla harassment suit Uber, generic trademarks, Lyft, and alternatives Uber is Quietly Terrible for Women & Black People New Business Model, Same Racist Cab Drivers Uber CEO argues with driver Overcast Ads iPhones with USB-C? Lightning ...  Show more

Will mixed reality win out over virtual reality? And is crypto a security?  (00:21) Jason Moser and Matt Argersinger discuss: - Apple’s Vision Pro headset and the company’s new focus on spatial computing. - How the offering stacks up to Meta’s Quest products. - The SEC’s suit ag ...  Show more

Our view on Instagram's new "Teen Accounts" and their direction, thoughts on Qi2, charging speeds, and MagSafe, our favorite new feature in Apple's latest platform updates, and the update we like least or will need time to adapt to.