Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?
(00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss:
- Why cloud computing isn’t going anywhere.
- YouTube’ ... Show More
Nov 24
Reckless Earnings Predictions: ZM, BBY, DE
We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere & Co. (reports tomorrow morning).
Rick Munarriz, David Meier, and Tim Beyers:
- Forecast a “miss, beat, or beat and raise” for Z ... Show More
24 m
Feb 2025
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes mon ... Show More
1h 8m
May 2024
Live Demos Are Back, How To Avoid Google+ 2.0, ScarJo vs OpenAI (Reacts)
<p>How can Google avoid Google+ 2.0? Learn who will win the AI Game of Thrones – and why branding is only one piece of the puzzle.</p>
<p>In this week's episode, Amir Shevat and Yaniv Bernstein discuss:</p>
<ul>
<li>The Demo Dilemma: Why OpenAI’s live demo of ChatGPT-4o was ... Show More
38m 28s
Aug 2022
Would You Bet on Alphabet Stock -- July 2022
<p>Jordan Koene, PreVisible.io CEO and Co-Founder, discusses what's happening with Google. It’s been a difficult two years for tech stocks and even the behemoth, Google, is dealing with contractions across all their lines of business. However, in comparison to players like Shopif ... Show More
13m 25s
Oct 2024
Scaling Airbnb, Founder Mode, and What’s Next for Travel — with Brian Chesky
Brian Chesky, the co-founder and CEO of Airbnb, joins Scott to discuss the latest for Airbnb including their Co-Host Network, how the company views AI, and how it is a leading indicator for the broader economy. Brian also shares his thoughts on his viral moment around Founder Mod ... Show More
55m 29s
Oct 7
The Trouble with Tech Companies (and Their Strategies)
Cory Doctorow, author and digital rights advocate, argues that big tech companies from Facebook to Google and beyond have evolved - or devolved - in a disappointing way. He says that many large tech companies begin with a good product, but that over time they prioritize first bus ... Show More
26m 30s
Mar 2025
Notion’s lost years, its near collapse during Covid, staying small to move fast, the joy and suffering of building horizontal, more | Ivan Zhao (CEO and co-founder)
<p><strong>Ivan Zhao</strong> is the co-founder and CEO of Notion. Ivan shares the untold story of Notion, from nearly running out of database space during Covid to finding product-market fit after several “lost years,” and the hard-won lessons along the way.</p><p>—</p><p><stron ... Show More
1h 12m