TEK2day Podcast

The I-Banks pursuing Uber's IPO suggested the company could price at a valuation of $120 Billion or approximately 11-12x 2018 trailing revenue (estimated at $10-11 Billion for 2018). The combined market caps for GM, Ford and Tesla are $121 Billion at the close of today's market. I don't believe that Uber's ride share service is a differentiated service compared to GM's autonomous unit Cruise Automation (which will likely grow its ride share service over time) or Waymo to name two. As the auto OEMs roll out autonomous technology expect them to test it in part by rolling out ride share services. in addition, they will sell early autonomous vehicles to fleet operators some of which will roll out ride share services or expand existing ride share services.

Musk mocks SEC. SEC apparently does not care. James Murdoch as Tesla Chairman? Please.

Snap "Originals" - the company's original content experiment is an interesting one. Unfortunately it is too little too late for SNAP. NFLX is will spend $8 billion-plus on original content in 2018 while FB, GOOG/YouTube, AAPL and AMZN each spend approximately $1 billion. How will SNAP compete given these investment levels? Mobile-optimized content isn't enough of a "pull". Further, sellside analysts that say SNAP is an acquisition candidate are dreaming. Private Equity isn't going to acquire a company burning hundred of millions of cash each quarter. Further, why would Facebook, YouTube or Amazon acquire? Low probability that a media laggard (Verizon/Oath for example) would acquire.

Here is our recent piece on Facebook from TEK2day.com entitled "Facebook - Things Will Get Worse Before They Get Better": https://tek2day.com/2018/10/12/facebook-things-will-get-worse-before-they-get-better/

Given the backdrop of user declines and security breaches facebook needs to give users a reason to engage. Original content may be the answer. Facebook will need to get more aggressive on this front however if it wants to compete effectively with the likes of NFLX, AMZN and AAPL.

from our sister publication - TEK2day.com - "CEOs Must Be Intellectually Engaged to Remain in the Chair": https://tek2day.com/2018/10/04/ceos-must-be-intellectually-engaged-to-remain-in-the-chair/

Tesla and SEC settle. Weak outcome in our view.

Here's the WSJ article: https://www.wsj.com/articles/elon-musk-can-remain-tesla-ceo-but-must-step-down-as-chairman-in-sec-settlement-1538257394

SEC sues Elon Musk (we told you so in Ep. 205): https://www.wsj.com/articles/elon-musk-sued-by-the-sec-for-securities-fraud-1538079650

NBA a la carte: http://www.espn.com/nba/story/_/id/24811436/fans-purchase-4th-quarter-nba-games-league-pass

CEORater: CEO & Company Profiles. Crowdsourced Reviews

Website: https://www.ceorater.com/

Facebook & Twitter: @CEORater

Instagram: @CEORaterOfficial

LinkedIn: linkedin.com/company/ceorater/

TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship

Website: https://tek2day.com/

Facebook & Instagram: @TEK2day

Twitter: @TEK2dayOfficial

CEORater Founder & CEO Jon Maietta

LinkedIn: linkedin.com/in/jonathanmaietta

Twitter: @jonathanmaietta

Medium: @jonathanmaietta

It is a big deal that Instagram's founders are out. We expect that user engagement will decline on the Instagram platform within 12-18 months.

CEORater: CEO & Company Profiles. Crowdsourced Reviews

Website: https://www.ceorater.com/

Facebook & Twitter: @CEORater

Instagram: @CEORaterOfficial

LinkedIn: linkedin.com/company/ceorater/

TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship

Website: https://tek2day.com/

Facebook & Instagram: @TEK2day

Twitter: @TEK2dayOfficial

CEORater Founder & CEO Jon Maietta

LinkedIn: linkedin.com/in/jonathanmaietta

Twitter: @jonathanmaietta

Medium: @jonathanmaietta

The 2010 iPhone 4 and the 2018 iPhone XR share the same screen resolution. That’s right. Apple has lost its innovation mojo. Look no further than CEO Tim Cook – an "Operator" – as to who is responsible for Apple’s shift from innovator to profit taker. We discussed this previously in out TEK2day article: “Steve Jobs vs. Tim Cook – Innovator vs. Operator – It’s In Their DNA” which may be accessed here: https://tek2day.com/2018/06/24/steve-jobs-vs-tim-cook-innovator-vs-operator-its-in-their-dna/

Our personality analytics capability can help identify CEOs who are at risk of not innovating, of not generating organic revenue growth on par with the peer group amongst other financial metrics and key performance indicators.

The CEORater Technology Founder CEO Index outperformed its peer group Year-to-Date through September 18th 2018.

The CEORater Technology Founder CEO Index returned 32.3% and 28.5% on a Weighted and Unweighted Stock Price Return basis respectively during the January 2nd 2018 – September 18th 2018 period.

The S&P 500 Information Technology (TKR: S5INFT) returned 16.0% on a Weighted basis over the same period.

The Powershares S&P 500® Equal Weight Technology ETF (TKR: RYT) returned 16.6% on an Unweighted basis over the same period.

For a list of stocks that comprise the CEORater Index visit our TEK2day publication here: https://tek2day.com/2018/09/18/ceorater-technology-founder-ceo-index-continues-to-outperform/