Wir reden über unwichtige Promis und große Earnings. Erst gibt es Predictions zu Spotify, Microsoft, Alphabet, Meta, Apple, Pinterest, Shopify und Amazon, und dann schauen wir uns die Q3 Zahlen von Spotify, Microsoft und Alphabet an.
Philipp Glöckler (https://twitter.com/gloeckler) und Philipp Klöckner (https://twitter.com/pip_net) sprechen heute über:
(00:00:05) Adidas & Ye
(00:07:27) Doppelgänger ModeTalk feat AboutYou & Katy Perry
(00:12:20) Spotify Prediction
(00:21:10) Microsoft Predictions
(00:31:25) Alphabet Predictions
(00:38:00) Meta Predictions
(00:57:40) Apple Predictions
(01:02:44) Pinterest Predictions
(01:07:00) Salesforce shopping Index
(01:08:00) Amazon Predictions
(01:16:40) Shopify Predictions
(01:19:05) Live Spotify
(01:29:00) Live Alphabet
(01:40:10) Live Microsoft
Shownotes:
Time to Get Fit — an Open Letter from Altimeter to Mark Zuckerberg (and the Meta Board of Directors) https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18
Exclusive: Amazon’s attrition costs $8 billion annually according to leaked documents. And it gets worse. https://www.engadget.com/amazon-attrition-leadership-ctsmd-201800110.html
Salesforce Shopping Index https://www.salesforce.com/resources/research-reports/shopping-index/
Doppelgänger Tech Talk Podcast
Doppelgänger & Friends auf Twitch https://www.twitch.tv/doppelgaengerio
Sheet https://doppelgaenger.io/sheet/
Earnings & Event Kalender https://www.doppelgaenger.io/kalender/
Disclaimer https://www.doppelgaenger.io/disclaimer/
Passionfroot Storefront www.passionfroot.xyz/doppelgaenger
Post Production by Jan Wagener https://twitter.com/JanAusDemOff
#284 Apple Cringe | 🍃 1Komma5Grad | Management-Buy-Out | 🦶 Birkenstock IPO | Temu | Dropbox
#283 🍫 Schoko Winterscheidt, Treuhänder & Nucao Crowdfunding | 🏀 Weltmeister TV Rechte | Opera Earnings & Google Antitrust | Amazon Flexport Coup | Samwer Kredite | Oracle Earnings | Instacart
#282 🛒 AI & Amazon Händler | AI, Wissensberufe & Fachkräftemangel | Apple's China Problem | Earnings: C3ai, Zscaler, Asana, Rent The Runway | LeanIX Übernahme | Elon
#281 Microsoft Teams Unbundling | Adevinta, Mobile.de & Kleinanzeigen | Late Co-Founder | Freelance Berater Fragen | Arlo Technologies | NVIDIA Insider Verkäufe | Earnings: Samsara, mongoDB, Sentinel
#280 🇪🇸 Barça Media SPAC | Google Meet Duet AI | Crowdstrike, Salesforce, Okta, Klarna | OpenAI Umsatz
#279 Finanzbildung | 💰 Die VC & PE Fonds Logik | CoreWeave & Nvidia | Instacart & Klaviyo IPO | Crowdstrike | Twitter als Podcast Player
#278 ⌚Rolex übernimmt Bucherer | Scayle & AboutYou | Nvidia Earnings Wahnsinn | Förderprogramme für Gründung | Snowflake, Pelton, Tonies, Affirm, Splunk
#277 Tiger Global Gerüchte | 🍃 Cannabis | 👀🍿 ARM IPO & Nvidia Ausblick | Msfts Burggraben | Finanzlobby Teil 2 | SUSE | Palo Alto Networks, Zoom, Baidu, Fortinet
#276 🫢 Elon's free speech | 💥 Adyen Crash | KI Weiterbildung | Alphabet Spinoff | DLocal plant Verkauf | Farfetch Earnings
#275 🚗 Auto Verkauf, Proterra Insolvenz | Amazon ☠️ Private Label | Schwere Vorwürfe gegen VC | Earnings: Delivery Hero, HomeToGo, Monday, Xing, SEA, On Running
#274 🍆 Hims & Hers Short Report | Tome AI | 🐢 Wachstum in Deutschland | Earnings: ZipRecruiter Oddity Upstart The Trade Desk Plug Power
#273 🪦 Remote Work | Start-up Cap Table | 💔 Trennung | Earnings: Expedia Booking Airbnb Palantir Datadog Beyond Meat Hims
#272 Finanzberatungs-Lobby | Kinder Kapitalanlage | Die große Earnings Folge: Apple, Cloudflare, Amazon, Shopify, Etsy, Figs, MercadoLibre, Pinterest, PayPal, RobinHood, Coinbase, Block, Hubspot, Fas
#271 Wie bestimmen VCs Start-up Bewertungen | Gewinne mitnehmen | 👟 Birkenstock IPO | Veganz | Earnings: TeamViewer, Uber, Arista Networks
#270 VCs brauchen Home Runs | Familienbetrieb vs. Studium | Earnings: LVMH, Meta, Servicenow, eBay, Oatly | Headhunting mit AI
#269 💸 Insolvenz | The Social Chain AG | Earnings: Alphabet Microsoft Snap und Spotify | Riester-Rente
#268 🚗 Tesla & 🍿 Netflix Earnings | VanMoof Insolvenz | Secondary Fonds | Apple GPT | Oddity IPO | Hugging Face
#267 Ehegattensplitting | Lobbyismus | Zuckerwerbeverbot | Der Impact von Privatjets | Air.ai & Claude.ai | Lilium Funding | Sun Valley Conference
#266 🧮 Social Chain Cashflow Fehler | About You Earnings | Pips Due Diligence | OpenAI leak | Google Bard | Claude 2 | Oklo Kernspaltung | Erbschaftssteuer
#265 Threads | Deal Vermittlung | Peak ChatGPT Hype | Umgangston mit AI | Coding Bootcamps | Pips €3.5bn Parfüm
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