Sind technische Analysen mehr als Kaffeesatz lesen? Earnings Vorschau von Netflix und Snap. Wie seht ihr die Zukunft von großen Vertreibern bzw. Installateuren von Photovoltaikanlagen? Ye aka. Kanye West möchte Parler kaufen. Beyond Meat senkt Jahresprognose. Microsoft und Salesforce entlassen Leute. Facebook darf Giphy nicht kaufen. In Shein Fabriken wird 18 Stunde gearbeitet. Klarna glaubt, das Schlimmste ist vorbei.
Philipp Glöckler (https://twitter.com/gloeckler) und Philipp Klöckner (https://twitter.com/pip_net) sprechen heute über:
(00:00:10) Kaffeesatz
(00:07:40) Snap earnings outlook
(00:09:05) Netflix outlook
(00:19:35) Photovoltaik, China
(00:40:30) Ye
(00:54:50) Beyond Meat
(00:56:30) Microsoft
(00:56:50) Salesforce
(01:01:45) Patek Philippe
(01:04:20) Facebook
(01:08:10) Klarna
(01:15:15) Netflix Earnings
Shownotes:
Kanye West, who now goes by Ye, agrees to buy conservative social media platform Parler https://www.cnbc.com/2022/10/17/kanye-west-is-buying-conservative-social-media-platform-parler-company-says.html
Candace Owens https://de.wikipedia.org/wiki/Candace_Owens
New Patek Philippe Nautilus Models Released in Much-Coveted Lineup https://www.bloomberg.com/news/articles/2022-10-18/new-patek-philippe-nautilus-watches-see-brand-s-updates-on-hottest-model#xj4y7vzkg
Microsoft becomes latest tech firm to cut staff https://www.axios.com/2022/10/18/microsoft-layoffs-latest-tech-firm-cuts
Salesforce hit with layoffs and a new hiring freeze https://www.protocol.com/bulletins/salesforce-layoffs-hiring-freeze
Facebook parent Meta admits defeat after $400 million Giphy deal is blocked by UK regulators https://www.cnbc.com/2022/10/18/facebook-parent-meta-ordered-to-sell-giphy-by-uk-competition-regulator.html
New investigation finds Shein factory employees work 18-hour shifts https://fashionunited.com/news/business/new-investigation-finds-shein-factory-employees-work-18-hour-shifts/2022101750195
Doppelgänger Tech Talk Podcast
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Post Production by Jan Wagener https://twitter.com/JanAusDemOff
#308 Gemini AI | Celonis | Brand Safety Probleme bei Google | Tech Regulierung in Europa | AMDs AI Chip | Earnings: Asana, Braze, Rent The Runway, DocuSign
#307 Spotify & Twilio Entlassungen | 🥒 AI-übersetzter Gurkenkram | Friends, Family & Fools Investment | ChatGPT training data leak | Mistral Bewertung
#306 Spotify Wrapped | 🇺🇸 Kreditkartenschulden | Software Aktien Rally | 💥 Farfetch & Signa
#305 Aktien trotz Pessimismus | Black Friday in Zahlen | AI & Werbekosten | Walmart, Zscaler Earnings | Shein & Reddit IPO
#304 Sam ist zurück | AI Entwicklung ein paar Jahre weitergedacht | Nvidia Earnings | Block Performance Management
#303 Die OpenAI Saga: Sam, Satya, sichere AGI und non-profit vs. Investoren Interessen
#302 Remote vs. Office | Einsamkeit & Airbnb | Amazon prediction | MSCI World Information Technology | Earnings: SEA, Nubank, ON, Digital Ocean
#301 Black Friday Gefangenendilemma | U-No-Corn Cashflow Management | Humane AI | McKinsey Klimakonflikt | Earnings: ZipRecruiter Trade Desk Plug Power Tonies Delivery Hero
#300 🎂 MBA | Agentur übernehmen | Cloudflare Bewertung vs. Akamai | Earnings: Hubspot, Digital Turbine, Disney, Affirm, Duolingo
#299 500m für Aleph Alpha | Custom GPT | Die Durchschnitts Start-Up Gründer | Earnings: Datadog, Squarespace, Uber, Hims & Hers
#298 WeBroke | Deutscher 'AI innovation park' | Earnings: Cloudflare, AirBnb, PayPal, Block, Palantir, Apple, Coinbase
#297 Cash Flow vs. Gewinn- und Verlustrechnung | Long Tail Mythos | Earnings: Pinterest, Arista Networks | Lollipod
#296 MBA | Earnings: ServiceNow, Meta, Amazon | Empion | zave it
#295 Insolvenzen | Microsoft, Alphabet, Snap & Spotify Earnings | CEO Nachfolger finden | Twitter ein Jahr nach Übernahme
#294 Techno-Optimist Manifest | Tesla Netflix ASML TSMC Earnings | Signa Sports United | Angel Wandeldarlehen
#293 Deutschland & Deep Tech | Die AI hört mit: Rewind Pendant | Social Chain & Dümmel | Mister Spex | VC Fusion
#292 Betrugsverdacht bei Miles | Microsofts Steuertricks | GitHub Copilot | Company Builder Erfolge | Loco Chicken
#291 Company Builder und Start-Ups | About You Zahlen | Purpose Green
#290 VC Performance vs. LEGO | Start-Up Karriere | OpenAI Chips | Elon, Twitter & Bluesky | Spotify Audiobooks | Taylor Swift SEO
#289 📊 Unit Economics | SPAC vs. SPARC | SmileDirectClub Insolvenz | Neidkultur | Richtig Priorisieren | SBF & Michael Lewis | Signa Sports
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