Companies

Over the last five years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2022: 1. Apple and Facebook will duel for the spot as the top-performing FAANG stock in 2022,…

Gene and Rebecca discuss Tesla’s latest software update and conclude that it is a step forward. Takeaways: Tesla’s recent UI lays the groundwork for future user customization and highlights the potential for an app store. While many users see the…

Gene and Doug discuss Jack Dorsey’s recent Web 3.0 comments and conclude that they win the 2021 “Most Entertaining in Crypto” award.

Gene and Doug discuss recent Web 3.0 comments from Elon Musk and Jack Dorsey and conclude that it’s foundational to the Metaverse.

Over the past month, shares of AAPL are up 21% to $179.50. If the stock reaches $186, it will be the first company to cross the $3 trillion valuation milestone. Hitting this mark will be a catalyst for investor debate…

Parag:  Of all the major social networks, the ratio of value that Twitter captures relative to the value it creates for the world is the lowest. Despite the lede, this isn’t another investor letter to chide Twitter’s challenged business.  The…

Entering Black Friday we observed lead times at Apple for ten products in six countries that suggested the gap between demand and supply is slightly wider than what we would have anticipated given company commentary on the September earnings call.…

Last year, we predicted a few items for this year’s gift guide: AirTags | $29 | Apple’s network-driven approach to tracking your stuff. AirPods Studio [AirPods Max] | $549 | The ultimate AirPods listening experience. Tickets to Broadway | $29+…

It’s no surprise that heading into Black Friday we found demand for Apple’s products outpacing supply. More notably, a snapshot shows the gap between demand and supply is slightly wider than what we would have anticipated given company commentary on…

Gene and Andrew break down their chance to test drive a Tesla Model S Plaid with FSD Beta 10.3.1. Watch the test drive, our real-time reactions, and our debrief.

Talk of Apple building a car is not new. In fact, they’ve been orbiting the possibility for the last seven years. During that time, the response from investors could best be described as a collective rolling of the eyes. Until…

Zillow’s recent exit from iBuying sent a shockwave through my confidence that iBuying has a long-term profitable place in real estate tech. As I thought it through, I concluded it’s too early to tell if the iBuying opportunity will stand…