Twilio's Layoffs, Spotify's Strategy

SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore what’s wrong at Adobe, why Apple has become boring, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Quast discuss: ...  Show more

Oracle’s earnings results made one thing abundantly clear, the spending rate for data centers and AI infrastructure isn’t slowing down any time soon. While the market didn’t respond too favorably to the announcement it was increasing its capital spending for the upcoming fiscal y ...  Show more

Episode 564: Shaan Puri ( https://twitter.com/ShaanVP) and Sam Parr ( https://twitter.com/theSamParr) talk to Jason Fried about his 6-Week Sprint playbook, how he’s planning for the end of subscription revenue, and what it’s like to have Jeff Bezos as an investor.  Want to see Sam ...  Show more

Episode 440: Shaan Puri (@ShaanVP) and Sam Parr (@TheSamParr) are joined by the Acquired podcast (@AcquiredFM) hosts, Ben Gilbert (@gilbert) and David Rosenthal (@djrosent) to talk about scaling to a large podcast, the company they would like to own, the CEO's you don't want to c ...  Show more

Matt is joined by Bloomberg’s Lucas Shaw to check in on Warner Bros. Discovery and CEO David Zazlav after a rocky earnings call last week. They discuss the disappointing movie quarter, their murky path to streaming profitability, the state of the MAX brand, whether they will keep ...  Show more

Scott shares his thoughts on Disney and Warner Bros. Discovery’s latest earnings and what they mean for the streaming space. He then reflects on the implications of Trump Media’s auditing firm being charged with fraud. Finally, Scott and Ed discuss Uber’s Q1 earnings and why the ...  Show more