Companies

Elon Musk will be making comments at tonight’s Cyber Rodeo event, starting at 7:00pm PT. We don’t expect any big announcements and see the event as a ribbon cutting party for Giga Texas. This comes two weeks after a similar…

Food delivery services are riding the demand rollercoaster. While the pandemic pushed the business higher, the return to normal has been jolted back to reality. Shares of DoorDash and Grubhub (now part of Just Eat Takeaway) increased by an average…

Apple made good on its Fall 2021 promise to allow reader apps to steer. Eventually, most apps (including gaming) will allow steering in the future. This begs the question: How will steering impact app developers’ conversion and profitability? Both Tesla and…

The global supply chain will likely change rapidly over the next decade, shifting away from China. Apple saw it coming in 2018 and will be aggressively investing a projected $430B in US tech infrastructure over the next five years, along…

Apple and Porsche reportedly held discussions last year about potential collaboration on digital projects. The statements made on Porsche’s video conference are feeding speculation about Apple’s intentions to enter the automotive space. Along with Ford and Wallbox, VW and GM…

Amazon’s $8.5BN deal with MGM has officially closed. Not only does the acquisition open access to vaults of 4,000 film titles, 17,000 TV episodes, 180 Academy Awards and 100 Emmy Awards, it also pronounces a final departure from the era…

Meta could bring NFTs to the masses via Instagram. Mark Zuckerberg mentioned during his speech at SXSW that Instagram plans to integrate NFTs in the coming months. With over 1BN MAUs, Instagram would dwarf existing players like OpenSea (1MN) and…

Tesla raises its prices by 5-10% in part due to the high price of nickel. While this past week has included two price hikes for the company, there’s a likelihood these prices will come down again. The most recent upgrades…

Over the past month, we’ve discussed tech’s role in modern warfare — it’s a dynamic that continues to evolve. Most recently, Meta announced that they will allow expressions of violence toward the Russian invasion. This is notable as it is…

Amazon’s stock split is more noteworthy compared to other tech companies. Beyond the optics of the “cheaper” stock, the company now has a new lever around compensation for its 1.1MN logistic workers. Barry McCarthy is wasting no time making some…

The Biden administration is asking for greater regulation around cryptocurrencies. We see this as a long-term positive for the platform given that it moves crypto from a fringe value transfer to the mainstream. The Department of Justice has more questions…

Apple hosted its “Peek Performance” event featuring two upgraded products (iPhone SE with 5G and a new iPad Air) and two new products (Mac Studio and Studio Display). I estimate that the new products will account for 5-10% of Apple’s…