Companies

Hats off to the box office — 2022 has been a good year driven by the return to normal. Now that economies are reopening, top execs at Warner Brothers and other movie companies want back into theaters. Warner’s CEO, David…

US Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…

I’ve been anticipating a slowdown in consumer spending for several months. In preparation, I took a look back at the 2008 financial crisis and was reminded that all companies will be impacted in a recession. Apple’s most recent quarter and…

Buried in the vortex of topics around Meta’s September quarterly report is one core question. Can the platform successfully shift engagement and monetization away from Stories and toward Reels? Answering this question is more important than understanding the slowdown in…

I was nervous going into Google earnings. For the past month, I’ve been expecting cautionary September guidance from big tech, with Google and Microsoft results being the first real test. Google’s June quarter was essentially inline with expectations but a…

From Doug’s blog, The Deload: The current inflationary environment has prompted tech to rightsize headcount with over 60,000 tech employees being laid off in the past year. While sad for the employees, it’s right for the long-term viability of companies and…

At last month’s WWDC keynote, Apple announced that 98% of cars sold in the US are now compatible with CarPlay. This data point did not surprise me. What did surprise me are the updates coming to CarPlay next year and…

While Tesla’s June delivery growth of 27% was inline with expectations, it was a step down from the company’s 68% delivery growth in Q1 2022. The slowed growth was attributed to the 22-day Shanghai shutdown but the larger impact of…

There’s an art to translating Elon’s commentary into Tesla’s projected quarterly results. This art should be complemented with some science. There are four key steps in reaching a conclusion: At the highest level, Elon has been clear that the June…

The Apple Watch is ready to take a step forward, thanks to Rune Labs. They just got FDA approval on an app to detect, monitor and manage Parkinson’s disease. Gene, Doug and Rune founder, Brian Pepin, discuss the company’s approach…

Redwood Materials just announced a partnership with Toyota to recycle hybrid batteries and materials, and the deal only scratches the surface of the company’s true potential to disrupt the auto industry. The Toyota partnership The first Toyota Prius was sold…

I wanted to learn more about social media trends so I interviewed our summer interns, Sandy and Mark. The goal: to hear their thoughts on the winners and losers and how social media makes them feel. While our sample size…