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Robinhood’s shares are up so much after that busted IPO that trading had to be halted today. What gives? Also, what’s up with the rush into Buy Now Pay Later all of the sudden? Vudo will become Roku’s official video store. Superhuman raises another round. And do you need a smart soap dispenser in your life? Probably not.
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Link to the Twitter Space reminder!
Google unveils the new Pixel 6 lineup, but the really interesting detail is the chip inside them. Apple makes Magic Keyboard with Touch ID available as a standalone product. Microsoft makes Windows as a service live. Now China says games are the opium of the spirit. And what if drone delivery is running into the same wall as self-driving cars?
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YouTube is demoing a diet version of YouTube. Square is paying a pretty penny to join the buy now, pay later sweepstakes. Did an Intel exec accidentally leak the specs for Thunderbolt 5? And did Google’s quantum computer create a perpetual motion machine?
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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. Gopuff indicates that grocery delivery is still white hot to investors. And, of course, the Weekend Longreads Suggestions.
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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 Didi take itself private again to please the Chinese government? Is Peacock doing better than I at least thought? And a crypto startup is sliding into the biggest growth market I’ve seen in this space yet.
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Apple reports earnings but warns of component shortages. Microsoft set profit records but noted shortage materially affected some divisions. Alphabet had good earnings too, but the real story there is YouTube. About the staff walkout at Activision Blizzard. Is Apple asking leakers to snitch on their sources? And an interesting raise to do next generation search on iOS.
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Tesla is profitable beyond all caveats and hedges. Intel continues to telegraph its turnaround plans. Tangible numbers of the Chinese tech carnage. Instagram changes the rules for teens on the platform. And what are Facebook’s ultimate designs on building a Metaverse?
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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 spend the entire second half of the show trying my best to explain the seeming tech apocalypse happening in China right now.
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Plus, the Hyper fund from Product Hunt, Automattic's acquisition game, and Twitter tests downvotes?
Alphabet has a new moonshot company. Existing Big Bet DeepMind might have had a big breakthrough. Why Snap and Twitter are sharing an earnings narrative right now. Hint: it’s cause they’re growing again. And, of course, the Weekend Longreads Suggestions.
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