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Four big earnings reports for four big tech companies, but we’ll leave that to the end. Intel launches a new flagship clip line, Andreessen Horowitz launches a new crypto fund, Zoom fesses up on MAUs, and Reddit goes old school with chat rooms.
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The biggest tech earnings season in a while kicks off and so far, it’s so good for Alphabet. Spotify says its holding up as well. Though Uber might lay off 20% of its workforce, Ford is delaying its self-driving road map, and that has me asking again, why isn’t this the perfect moment for self-driving tech?
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Shopify unveils its own shopping app. DJI unveils the Mavic Air 2. The Pixel Buds 2 finally arrive. Tesla pushes out a new auto driving update. What really accounts for Magic Leap’s crash and burn? And why deepfakes are probably going to be in a bunch of commercials soon.
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iPhone production might be delayed, but the launch might not be, and actually, that might bounce in Apple’s favor. Autocomplete for coding. A little more background on John Stankey. Progress on my robot burrito delivery. And a crucial SpaceX rocket passes a key test by finally not blowing up.
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This piece: John Luttig's When Tailwinds Vanish caused me to go on a random jag this afternoon. Since I had nothing better to do than post it to Medium, I read it into the microphone too...
PS: the medium piece I wrote up is here.
As you’re about to hear, I’ve wanted to do a deep dive episode discussion on Shopify and how they’re suddenly the big up and coming, potential tech behemoth… arguably the most successful tech IPO of the last five years; seemingly the only company that can challenge Amazon in ecommerce… so when James McLeod from the Financial Post got in touch wanting to talk about Shopify, it was like someone was reading my mind. You’ll see why I’ve found the Shopify story so interesting because… well, we get right into it…
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James’ recent reporting on Shopify and other tech stories: https://business.financialpost.com/author/jmcleodpostmedia
AT&T’s CEO rides off into the sunset is both a surprise and not a surprise at all. Whole bunch of interesting Google news all at once. More on that iOS zero-day, more data on tech industry hiring and layoffs, and, of course, the weekend longreads suggestions.
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Custom Mac chips by 2021? Robot nurses already in hospitals? Bill Gurley into the sunset? Why some people are accusing France of digital privacy hypocrisy, and an interesting raise in the remote work space. Specifically: remote whiteboarding.
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Huge Facebook investment in India. Tech earnings season is back, and this promises to be a super interesting one for all the reasons you can imagine. Two iPhone zero days found out in the wild. Patreon does do layoffs but says creator numbers are holding up. And a roundup of the iPhone SE reviews.
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Sonos launches its own streaming radio service, huge trove of Facebook accounts purchased on the dark web, Google goes with free to compete with Amazon in product search, Kickstarter is seeing a huge drop in project launches and we finally have a date for the HBO Max launch.
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