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Jassy’s Letter to Amazon Shareholders 4/13/23 Apr 13, 2023

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Amazon CEO Andy Jassy published his letter to Amazon shareholders this morning – we parse some of the messages and themes that’ll play out for the rest of 2023 and beyond.

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Mad MAX from Warner Brothers Discovery, and Apple iPhone Buttons 4/12/23 Apr 12, 2023

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Warner Brothers and Discovery combining HBOMax and Discovery+ and naming it… Max? Inside WBD’s new streaming service. Plus – the difference between a solid-state button and physical button, why some people love physical buttons, why iPhone might stick with them, and why that’s tanking one hardware company’s stock.

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PC Demand Falls 4/10/23 Apr 11, 2023

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CNBC’s Steve Kovach and Kristina Partsinevelos report on demand fears from top technology producers.

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TechCheck+ Creator of 'Extrapolations' on Apple TV+ 4/6/23 Apr 06, 2023

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Carl Quintanilla sits down with Scott Z. Burns, the creator, EP, and showrunner of 'Extrapolations' on Apple TV+ for a long-ranging conversation on how the star-studded series is reimagining climate change storytelling. He shares how teaming up with Al Gore on 'An Inconvenient Truth' influenced his filmmaking journey, how he curated an A-list cast, and why he feels Hollywood has an obligation to portray the truth about our planet in the hopes of reimagining a brighter future for generations to come. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Learn from Chamath Palihapitiya's Mistakes, Plus Big Tech Stocks, Congress & China 4/6/23 Apr 06, 2023

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Chamath Palihapitiya released his annual investor letter. His SPACs and public investments have cratered. Where to look for lessons in that performance and what he’s doing now. Plus – the overall rally in tech stocks: where are we in the cycle? And lawmakers meet with big tech companies. At stake? China, setting up what could be one of the major fault lines in the US economy over the next decade.

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TechCheck+ Sports Rights Sleeper Hold 4/6/23 Apr 06, 2023

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Ari Emanuel & Vince McMahon. WWE & UFC. Apple & Major League Soccer? A whole lot of investors, owners, CEOs and companies are betting that the value of televised sports is going up. It’s in limited supply. What Endeavor’s deal to pull WWE & UFC together tells us about media valuations and where things are headed for the tech companies trying to get involved.

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Google Takes On Nvidia in AI 4/5/23 Apr 05, 2023

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AI is redrawing the lines of competition in big tech. Today it's Google going after Nvidia, arguing its supercomputers / computing capacity is faster (and, attention ESG investors, greener).

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WWE UFC Math, Plus The Most 2023 VC Deal of 2023 4/3/23 Apr 03, 2023

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Ari Emanuel and Endeavor are buying the WWE and merging it with UFC. We break down the math. Plus the most 2023 VC deal of 2023 -- investing in investing in t-bill management. Why a bunch of high-growth investors are excited about a 5% yield product and backing Zamp Finance.

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Why Are Chinese Tech Companies Breaking Up? 3/31/23 Mar 31, 2023

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First Alibaba, now JD.com – why some of the largest Chinese tech companies are splitting up, preparing for spin-offs and IPOs of parts of their business, and what that tells us about the Chinese market.

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The Government Comes For Crypto Again & Twitter Lost 24 Billion Dollars 3/27/23 Mar 27, 2023

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Today the CFTC sues Binance, CEO CZ and other members of management, arguing they “have failed to properly supervise Binance’s activities and, indeed, have actively facilitated violations of U.S. law.” Oops. Plus – Elon Musk says Twitter is now worth $20 Billion after buying it for $44 Billion six months ago, the AI chatbot battles chapter 598477556, and the TikTok rally.

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