Jeff Bezos squares off with the National Enquirer. Chipotle sizzles. And Alphabet ramps up its spending. Our analysts discuss those stories and dig into the latest from Disney, Electronic Arts, Take-Two Interactive, Hasbro, Mattel, Papa John’s, Skechers, Spotify and Twitter. Plus, on Satya Nadella’s 5th anniversary as Microsoft CEO, tech journalist Mary Jo F ... Show More
Yesterday
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
Oct 7
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Sep 2021
Exclusive Interview with Microsoft CEO and LinkedIn CEO, NFL and Verizon Announce 5G Partnership & Amazon Calls Out Elon Musk
Our anchors kick off today’s big show with Jon Fortt’s exclusive interview with Microsoft CEO Satya Nadella and LinkedIn CEO Ryan Roslansky on a slew of new features, the future of work and much more. Then, we check in on GameStop with the stock tumbling today after the company r ... Show More
42m 36s
Jul 2024
Meta Investing Billions in Eyewear? & Netflix Keeps Adding Subscribers
Episode 369: Neal and Toby discuss Meta’s interest in buying a stake in Ray-Ban owner EssilorLuxottica, signaling it wants to lead the pack in smart eyewear tech. Then, Netflix adds another 8 million subscribers and continues to show why it’s the king of streaming. Next, the EA S ... Show More
29m 11s
Apr 2025
Google Ruled a Monopoly… Again? & Netflix Takes Closer Step to $1T
Episode 564: Neal and Toby recap the fallout from a federal judge’s ruling of Google monopolizing the ad tech space. Then, President Trump goes on the offensive, calling for the termination of Fed Chair Jerome Powell after he said tariffs would increase inflation. Plus, Netflix c ... Show More
31m 25s
Feb 2022
Big Tech’s Become Obsessed with Video Games
Today is Thursday, February 10, and we're looking at Microsoft vs. Sony.Listen ad free with Wondery+. Join Wondery+ for exclusives, binges, early access, and ad free listening. Available in the Wondery App. https://wondery.app.link/bwdailySee Privacy Policy at https://art19.com/p ... Show More
4 m
Jun 2024
Is the NY Times Just a Gaming Platform?
Even the Grey Lady struggles to profit from the news. This week, Felix Salmon, Emily Peck, and Elizabeth Spiers are joined by Semafor founder Ben Smith to discuss media profit models, the impact of Google’s AI on the news biz, and the TikTok-ification of information. In the Plus ... Show More
43m 47s