logo
episode-header-image
Mar 2024
28m 9s

Apple Wants Google's AI & America's Hott...

Morning Brew
About this episode
Episode 282: Neal and Toby dive into the potential mega deal between Apple and Google where Gemini could supercharge future iPhones. Then, can the federal government crackdown on social media companies to protect its users? The Supreme Court’s decision could impact the 1st Amendment. Next, Austin, the once hot housing market from the pandemic-era boom, is co ... Show More
Up next
Nov 21
Walmart Cashes In on Affordability Crisis & Critics Warn Against AI Toys
Episode 719: Neal and Toby talk about the latest jobs report…that reports September numbers? That’s because of the government shutdown. And it’s a mixed bag, of course. Then, Walmart, America’s largest, and seemingly most reliable retailer reports strong earnings as consumers pri ... Show More
26m 52s
Nov 20
Nvidia Calms AI Bubble Fears & Target Nearing Rock Bottom?
Episode 718: Neal and Toby dive into Nvidia’s Q3 earnings that topped expectations while CEO Jensen Huang reiterated his confidence in AI. Then, Target reports another stinker of a quarter causing many to believe the retailer is on the ropes. Also, a new study believes this year’ ... Show More
28m 48s
Nov 19
Meta Ruled Not a Monopoly & “Baby Shark” Company Goes Public
Episode 717: Neal and Toby discuss Mark Zuckerberg’s big win against the government as a federal judge says Meta does not hold monopoly power in today’s social media landscape. A big loss for the FTC. Then, Home Depot reports a weak Q3 which is seen as a bad sign for the economy. ... Show More
28m 39s
Recommended Episodes
Apr 2023
👻 “I took a Ghost Ride” — Robotaxis, San Francisco, & Tesla. Bed Bath & Beyond Bankruptcy. Coca-Cola’s BodyArmour.
Robotaxes have taken over San Francisco’s streets, but the real winner here could be Elon’s Tesla. Before it got disrupted, Bed Bath & Beyond was disrupting with 1 marketing strategy that it went all-in on. And sales of Coca-Cola’s drinks are all up, except for 1 particular bever ... Show More
22m 19s
Apr 2023
🍄 “The Irish plumber from Brooklyn” — Super Mario’s movie record. Tupperware’s expiration date. Millennials’ home-buying milestone.
Nintendo stock is up 6% since “Super Mario Bros” premiered in theaters, because marginal creativity is the most profitable kind. We just hit a major Millennial Milestone: More Millennials own homes than rent (but just don’t get “HoFOMO”). And Tupperware’s stock plummeted 50% yest ... Show More
20m 52s
Jun 2023
🟠 “The Sky is Orange” — NYC’s wildfire insurance. Beauty’s perfume parity. CNN’s reality TV.
<p>New York City is experiencing smoky air due to fires, and that’s got us thinking about 1 industry: Insurance. </p><p>Because wildfires in California have made it uninsurable. </p><p>Cologne and perfume sales are up 60% from before the pandemic, and the surge is coming from men ... Show More
19m 39s
Oct 2022
🚰 “Elon’s 1st Day” — Twitter’s Musk era begins. Meta’s worst day. Coke’s perfect can.
Elon’s Twitter acquisition closes today, so he showed up at Twitter’s Headquarters… holding a kitchen sink (literally). Coca-Cola just unveiled its #1 priority for 2023: Perfect the can. And Facebook-parent Meta just lost $80B of value in 24 hours because Mark Zuckerberg is CEO, ... Show More
18m 52s
Feb 2024
FTC Sues to Block $25 Billion Kroger, Albertsons Supermarket Merger
P.M. Edition for Feb. 26. The Federal Trade Commission has sued to block one of the largest supermarket deals ever—a proposed tie-up between Kroger and Albertsons. Agriculture business reporter Patrick Thomas explains. And Nvidia is at the top of the artificial-intelligence econo ... Show More
16m 15s
Jan 2024
🤌 "Mob Wife Life" — The Soprano's salami strategy. Where Ya Bin's purge pricing. IBM's mysterious stock pop
<p>The #MobWifeAesthetic is trending thanks to the Soprano’s 25th anniversary TikTok account — HBO cut The Sopranos into 25 second episodes because of “The Salami Strategy.”</p><p>IBM’s stock is (shockingly) close to an all-time high — So we’re looking at what IBM actually does, ... Show More
20 m
Feb 2024
Ep. 1319 - Just When You Think the Google Gemini AI Story Can't Get Any Worse... It Does
Today on the Matt Walsh Show, you might think the story of Google's woke dystopian AI program can't get any worse, but it has. I'll explain. Also, the media claims that conservatives at CPAC are plotting the end of democracy. A pundit on MSNBC inadvertently claims that America is ... Show More
1h 8m
Feb 2024
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ... Show More
1h 20m
Feb 2024
Nationwide Cyber Attack? Cell Service Outages Reported Across U.S | PBD Podcast | Ep. 369
<p>Patrick Bet-David, Adam Sosnick, Tom Ellsworth, and Vincent Oshana discuss whether nationwide cell outages in the U.S are the result of tech failure or a cyber attack, non-U.S. citizen Kelly Wong being appointed by the San Francisco&#39;s Board of Supervisors to city&#39;s Ele ... Show More
2h 22m