“Hey Instacart, change your whole biz model” ...

Bumble got acquired in a happier-ever-after Private Equity ending… We call it D.O.P.E.Apple just unveiled a dozen surprise home products… It’s the new boss’ Living Room strategy.AI stock investing has become “a casino”... so we’ll tell you how to play it.Plus, Mark Zuckerberg can ...  Show more

Bumble got acquired in a happier-ever-after Private Equity ending… We call it D.O.P.E.Apple just unveiled a dozen surprise home products… It’s the new boss’ Living Room strategy.AI stock investing has become “a casino”... so we’ll tell you how to play it.Plus, Mark Zuckerberg can ...  Show more

Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers. (:21) Asit Sharma and Maria Gallagher discuss: - Chewy’s pricing power and strong recurring revenue. - The cyclical problem facing Coinbase. - Reliance Industries offer to buy Walgreens’ inte ...  Show more

Episode 97: Neal and Toby discuss the latest legal troubles for AI and whether ChatGPT's first decline in growth is a telling sign. Plus, the US auto industry is alive & well with soaring sales from major automakers, which could be a turning point for the economy. Then, a look at ...  Show more

Instacart is profitable and it’s growing, Is that enough to spark investor interest? (00:21) Jason Moser and Deidre Woollard discuss: - How Instacart makes its money. - What it means to be a grocery technology company. - If a strong Instacart IPO will be go sign for the market. ...  Show more

Walmart reports big earnings and big growth in e-commerce. Target surges on record same-store sales growth. Home Depot and Lowe’s hit all-time highs. Uber and Lyft attempt to navigate regulatory concerns. Foot Locker gets a boost from its latest quarter and reinstates its dividen ...  Show more