Deepwater TV

Takeaways: There were reports that TSLA has plans to increase its China production from 1.1M to 2M vehicles/year. As a point of comparison, VW expected to be able to produce 1M EVs in China in 2023. Bottom line is: China is…

Peloton recently launched a new cycling workout mode akin to gaming on the Peloton Bike and Bike+. Lanebreak motivates riders to earn points by changing cadence and resistance, synced with music and graphics. The win for Peloton here is not the opportunity…

Gene and Doug take a look at Facebook, Spotify and PayPal results. If you miss in this environment, you’ll likely be punished more than usual. That trend is not going to change for the balance of this reporting season. 

Takeaways: The urgency around acquiring gaming content has accelerated after Microsoft (MSFT-ATVI) and Take Two (TTWO-ZNGA) mega-deals. Expect more gaming M&A over the next year. Joe Rogan and Neil Young/Joni Mitchell is the latest in a string of disputes on…

Gene and Doug discuss Crypto.com’s $15M hack, Apple’s long-term take rate and recent tech price increases. Takeaways: Even though Crypto.com got hacked, there’s still a lot of value in a centralized exchange. Apple’s App Store is in the news again.…

Gene, Andrew and Doug discuss Bloomberg reporting that Apple’s MR headset debut will be shifted from June to later in 2022. Takeaways: It looks like we’re going to be wrong on our recent prediction that Apple will show its MR…

Takeaways: Another rough day in the market. Second time in a week that we’ve seen a two standard deviation move in the NASDAQ. Fear is controlling the market, and will continue until… who knows. Epic needling Apple with its Fortnite…

Takeaways: Chairman Powell had some encouraging language today suggesting that the Fed is getting ready to step up to the inflation challenge. Will have to wait till the end of the month until details from the Fed meeting. Apple has…

Takeaways: A reported $260B in developer earnings since the advent of the App Store in 2008, with Apple taking a 15-30% cut. Today in EVs: Apple wins Project Titan patents, including a multi-linkage vehicle door hinge; Tesla’s Model 3 sold…

Takeaways: Tesla announces that FSD subscriptions will increase to $12,000 starting Jan. 17th, the company’s intentions for doing so and whether or not FSD will be mandated in the future. Theranos: their ethos, our verdict, and the gray area between…

Gene and Doug discuss news for January 6th: Reports of Facebook nixing development of an MR OS in favor of a VR OS are to be expected. To call the metaverse early is an understatement, and big tech will be…

Gene and Doug discuss the market selloff and Fed roulette; respond to GM’s announcement of the 2024 Chevy Silverado EV, as a contender to Ford’s F-150 Lightning and Tesla’s Cybertruck; review a deal made by Amazon and Stellantis for EV…