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Private equity has $2.6 trillion in dry powder to put to work, is Squarespace at the top of a long shopping list? (00:21) Jason Moser and Dylan Lewis discuss: - Permira private equity’s plans to take website-builder Squarespace private at $6.9B.- The Biden administration’s reported plans to raise tariffs on EVs, solar equipment, and medical supplies,...
“Ideas are cheap; the people are what matter.”Startups face a lot of risk. But research suggests that 65% of startups fail because of one particular problem: people.Ricky Mulvey caught up with Martin Gonzalez, creator of Google’s Effective Founders Project, to discuss what public investors can learn from the people problems that plague startups… and...
Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss: - The training and educational use cases for spatial computing. - How Apple and Meta products stack up against each other.- Meta’s virtual reality strategy. - The strong value...
Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending.. (00:21) Ron Gross and Andy Cross discuss: - Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in...
Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash. (00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox. Then, (16:30) Nick Sciple takes a look at the legal pot business, and a legislative change that could have profound implications on the market....
Uber’s earnings may seem a little hand-wavy, but there's more to the story.At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast.Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper.Tickers discussed: UBER, SICP, JOBY, TOSTHost: Mary LongGuests: Tim Beyers, Alicia Alfiere, Ricky MulveyEngineer:...
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