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Today’s Tech Stock Carnage, Facebook Whistleblower Identity Revealed & Facebook’s Global Head of Safety Antigone Davis Speaks Out Oct 04, 2021

Show notes

Our anchors kick off the morning with CNBC’s Mike Santoli on today’s market sell-off as we come off of a weak September. Then, Wedbush Securities’ Joel Kulina joins to give his take on the market, including his thoughts on supply chain issues, social media stocks and more. Next, we cover the Facebook whistleblower Frances Haugen who revealed her identity last night and New York Times Columnist Kara Swisher joins to share her thoughts on Facebook’s fallout. Also, we have Former Cisco Systems CEO John Chambers with his take on the market, including his thoughts on the situation in China, which he says “remains lose-lose.” Plus, we hear from Facebook Global Head of Safety Antigone Davis ahead of whistleblower Frances Haugen’s testimony tomorrow in front of the Senate Commerce Subcommittee. We also have Northman Trader Founder Sven Henrich for more on today’s sell-off. And later, CNBC’s Phil LeBeau is here with the details on Tesla’s deliveries for the third quarter released over the weekend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kicking Off Q4, Amazon SVP of Hardware on Company’s New Robot “Astro” & Tracking Facebook’s Hearing Oct 01, 2021

Show notes

Our anchors start off this Friday morning with CNBC’s Dom Chu on tech stocks at a bargain to start the fourth quarter. Then, we cover Zoom and Five9 calling off their $14.9 billion deal and discuss the highlights from yesterday’s Facebook hearing. Also, CNBC’s Jon Fortt had an exclusive demo with Amazon’s new robot “Astro.” Next, Wedgewood Partners CIO David Rolfe is here to talk markets and investment opportunities as we wrap up Q3. Also, we hear from Amazon Senior Vice President of Hardware Dave Limp on why the company decided to build a home robot and much more. Then, CNBC’s Phil LeBeau joins to preview what to expect from Tesla deliveries for the third quarter. Later, Platformer Editor Casey Newton is here to give his take on Facebook’s hearing as we await a whistleblower’s testimony next Tuesday. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Facebook Back on Defense, The Pied Piper of SPACs & Microsoft Corporate VP on Slate of New Devices Sep 30, 2021

Show notes

Our anchors kick off this morning on Facebook as the company defends how its platforms impact teens on Capitol Hill today. With shares of Facebook down more than 10 percent this month we speak to Goldman Sachs Managing Director Eric Sheridan who has a buy rating on the stock. Then, The New Yorker Contributor Charles Duhigg, who wrote a popular profile on Social Capital CEO Chamath Palihapitiya, joins to speak about the investor’s persona and influence. Later, CNBC’s Jon Fortt sits down with Microsoft Corporate VP of Search and Devices Yusuf Mehdi live in Washington to discuss the company’s new device lineup. And later, we hear from Head of Facebook Financial David Marcus on the company’s ambitions in the payments and crypto space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech Bouncing Back, Upfront Ventures Partner Mark Suster on Investment Outlook & TCV Founding General Partner Jay Hoag Talks Netflix Sep 29, 2021

Show notes

Our anchors kick off the show from the Code Conference in Los Angeles with reactions to Elon Musk’s comments on crypto yesterday. Then, Plexo Capital Managing Partner Lo Toney joins to cover more the themes from the conference. We also get Toney’s reaction to comments from European Commission Executive VP Margrethe Vestager on regulating Big Tech from her interview with CNBC’s Carl Quintanilla. Next, Upfront Ventures Partner Mark Suster joins our anchors at Code to discuss his investment outlook and which categories he sees opportunity in. Later, TCV Founding General Partner Jay Hoag joins to give his take on the market as well as Netflix and the broader streaming space. Plus, CNBC’s Julia Boorstin brings us her interview with WarnerMedia CEO Jason Kilar where he says he sees Amazon, not Netflix, as their biggest competitor. And later, DocuSign CEO Dan Springer is here to talk future growth of the company, whose stock has tripled in 2020. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tracking Today’s Sell-Off, Breyer Capital Founder Jim Breyer on the Market & Kara Swisher Live From the Code Conference Sep 28, 2021

Show notes

Our anchors kick off the show with today’s market sell-off live from the Code Conference in Los Angeles. Then, Breyer Capital Founder and CEO Jim Breyer joins to give his take on the sell-off, semiconductors, Facebook and much more. Next, we bring in New York Times Contributor and “Sway” podcast host Kara Swisher to break down some of Code’s most notable moments, including comments from Microsoft CEO Satya Nadella and Netflix Co-CEO Ted Sarandos. We also have CNBC’s Josh Lipton for a closer look at what’s moving on the Nasdaq today. Then, we hear from Qualcomm CEO Cristiano Amon, NBA Hall of Famer Earvin “Magic” Johnson and Loop Capital CEO Jim Reynolds as Qualcomm kicks off its third annual Smart Cities Accelerate Event. Plus, CNBC’s Dom Chu joins for more on today’s dive to the downside. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Instagram Pauses Kids Product, Bank of America’s Take on Netflix & Bolt CEO on Company’s 4-Day Workweek Sep 27, 2021

Show notes

Our anchors kick off the morning with Kindred Ventures Co-Founder Kanyi Maqubela on today’s trendiest stories including Instagram putting its kids product on hold and Google Cloud slashing its marketplace fees from 20 percent to just 3 percent. Maqubela also shares his take on Amazon and Square. Then, CNBC’s Leslie Picker is here to cover hedge funds ramping up their stake in private markets. Next, Bank of America Analyst Nat Schindler joins to talk all things Netflix after the company’s first-ever fan event this past weekend. We also cover the return home of Huawei CFO Meng Wanzhou after years of house arrest in Canada. And later, Bolt Founder and CEO Ryan Breslow joins as the company begins experimenting with a 4-day workweek. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China Cracks Down on Crypto, Deep Dive on Demand for Apple’s iPhone 13 & Previewing Netflix’s ‘Tudum’ Event Sep 24, 2021

Show notes

Our anchors kick off this Friday morning on news that the People’s Bank of China declared all crypto related activities illegal. Then, we cover Lina Khan’s recent memo to FTC staffers and commissioners outlining her vision to crack down on Big Tech. Next, CNBC’s Kate Rooney is here with the details on Robinhood’s internal communications showing panic during the GameStop crisis back in January. Also, “Big Technology” Founder Alex Kantrowitz joins on his article where he says Apple’s attempts to kneecap Facebook advertising with its anti-tracking initiative are working. Then, we speak with Cowen’s Krish Sankar on demand for Apple’s new iPhone 13 models, which hit the shelves today. Plus, to celebrate Hispanic Heritage Month, Drift CEO David Cancel joins to speak about his experiences in tech. And later, Evercore ISI Head of Internet Research Mark Mahaney is here to talk Netflix ahead of the company’s first-ever fan event ‘Tudum’ this weekend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bank of America’s 14 Moonshot Ideas, NYT Reporter on Delivery Apps Serving “Food and Misery” & Remitly CEO on Public Debut Sep 23, 2021

Show notes

Our anchors kick off the show with four trendy names this morning: Apple, Facebook, Microsoft and Roku. Then, Bank of America’s Head of Global Thematic Investing Research Haim Israel joins on 14 moonshot ideas to watch to catch the next Apple or Amazon on its way up. We also have New York Times Tech Reporter Shira Ovide on her latest article where she says apps like Uber, DoorDash and Grubhub “deliver food and misery.” Plus, CNBC’s Yasmin Khorram joins with the details on Elizabeth Holmes’ text messages obtained by CNBC where Holmes calls herself the “best business person of the year.” We also check in on yesterday’s IPOs Toast and Freshworks to see how they closed their first day of trading. And later, Remitly CEO Matt Oppenheimer joins live from the Nasdaq on the fintech company’s public debut. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Facebook Under Fire, Former CBS CEO on SPAC Launch & Freshworks CEO on Public Debut Today Sep 22, 2021

Show notes

Our anchors start off with a full feed of Facebook news with the stock down nearly 4 percent this morning. Then, The Margins Founder Ranjan Roy joins to give his take on Chinese tech stocks, including why he’s bullish on JD.com. We also cover the move in Adobe’s stock after its latest earnings report released last night. Next, Former CBS CEO Joe Ianniello joins as he launches his own media and tech focused SPAC today called Argus Capital Corp. Then, CNBC’s Kate Rooney joins to speak with Robinhood’s Chief Product Officer as the company announces new crypto features. We also bring you the details on new product announcements from Microsoft’s ongoing Surface event today. Later, we have Squarespace CEO Anthony Casalena as the company takes on Shopify with a slew of new e-commerce tools. Plus, Freshworks CEO Girish Mathrubootham joins live from the Nasdaq on the company’s public debut today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Checking in on Semis, Wedbush Securities’ Market Take & CrowdStrike CEO on 10th Anniversary Sep 21, 2021

Show notes

Our anchors kick off this morning with CNBC’s Mike Santoli for a check on the semiconductor ETF and the software sector. Then, CNBC’s Kate Rooney is here to cover how Ark Invest’s Cathie Wood is playing the sell-off. Next, Wedbush Securities’ Joel Kulina is here to give his take on the market and share where he sees opportunity. We also cover the pop in Uber today after the company boosted its third-quarter financial outlook. Then, Bernstein Analyst Stacy Rasgon joins for a check on semiconductor stocks- which he says are increasingly becoming an enigma. We also cover the latest in gaming with Netflix releasing its first game… but not Netflix. Later, CrowdStrike CEO George Kurtz joins on the cybersecurity company’s 10th anniversary. We also cover the highlights from iPhone 13 reviews out this morning and Apple’s latest push into health. And later, Revolut CEO Nikolay Storonsky joins as the company announces it will launch commission-free stock trading in the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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