Ist ein AI Model eher Uber oder Tesla in Bezug auf Kapitalbedarf und Funding Logik? Zahlen von Crowdstrike, MongoDB, DocuSign und Samsara. Hellofresh bricht nach angepasstem Ausblick massiv ein.
👋 Aktuelle Werbepartner des Doppelgänger Tech Talk Podcasts, unser Sheet und der Disclaimer 👋
Philipp Glöckler und Philipp Klöckner sprechen heute über:
(00:00:00) Hat AI ein Uber Problem?
(00:17:45) Constellation Software
(00:32:50) Crowdstrike Earnings
(00:38:30) MongoDB Earnings
(00:40:20) Hellofresh Gewinnwarnung
(00:48:00) DocuSign Earnings
(00:52:40) Samsara Earnings
(00:55:35) Personio
(01:06:15) Elon OpenAI Emails
(01:14:25) Udacity
Shownotes:
Tim O'Reilly AI's Uber problem: The Information
OpenAI Elon Mail: FT
Udacity: Techcrunch
📧 Abonniere jetzt den Doppelgänger Newsletter auf doppelgaenger.io/news und erhalte jeden Montag die relevanten News der Woche 📧
👋 Aktuelle Werbepartner des Doppelgänger Tech Talk Podcasts, unser Sheet und der Disclaimer 👋
#044 Superhuman Rahul Vohra | Keine Politik bei Basecamp | Big Tech Earnings: Tesla Apple Amazon Shopify Spotify Google
#043 Apple AirTags/Podcasts Abo | ARK's nachhaltiger Bitcoin | Tiger Global | Netflix, Snap | UberEats | Clubhouse
#042 The Honest Co IPO | Coinbase, Kraken, Binance | MSFT Nuance Deal | Hyperloop Vegas |
#041 Coinbase IPO | 💔 Facebook | ❤️ Signal | eBang | RIOT Blockchain | Lilium SPAC
#040 🐣 Bill Hwang 🐯 Archegos | LTCM 2.0 | BIT Global Internet Leaders | Payment & Banking | Betty Labs | UnitedMasters
#039 🦍❤️ | SEC 🕵️ SPACs | 🚢 Suez Krise | FUTU, Tinkoff TCS Group, XP Inc | MSFT + Discord | Carbon-Bubble
#038 ARK's Monte Carlo Research | Bernie Madoff | #DBnotaBB | Deepfakes & NFT | eToro SPAC | PLUG Accounting
#037 Bitpanda | Cathie Wood & ARK Invest | Lilium SPAC | Buzzfeed IPO
#036 Square 🧔+🎶 TIDAL = 🤷 | Snowflake | SEA Ltd. | Zoom | Google 🍪🎯
#035 RobinHood, Coinbase, Oatly IPO | Uber vs DIDI | Aktien vs. Anleihen | Twitter | C3.ai | Agora | Airbnb, BYND & PLUG
#034 Facebook vs. 🇦🇺 | Palantir | Fastly | Shopify | Taboola SPAC | iPhone Kaufkraft
#033 Tesla ❤️ BTC | SPACmania | Apple Car Platform | RobinHood PR | Earnings: NET, TWTR, DIS, DHER, HUBS
#032 RobinHood Aftermath | Agora 2x | Hindenburg vs. Clover | Amazon & Alphabet Post-Mortem
#031 WallStreetBets vs. RobinHood, Hedge Funds & Short Seller | Amazon Earnings Preview | Risk-Management
#030 Reddit vs. Wallstreet 1:0 | Ist Facebook "Toast"? | GOOG vs. AU | Clubhouse News
#029 Clubhouse Invite Wahn | Drop-In-Audio Hype | China News | Elektrobus-SPACs
#028 Inflation | Apple Payment | Cisco | Twitter+Breaker | Clubhouse App | Agora | Capitol | Grundeinkommen
#027 Wo ist Jack Ma? | 🇪🇺 IPOs | Clubhouse App | Agora | Predictions 2.0 | BTC Boom
#026 Jahresendepisode: Apple iCar | Predictions | ETF Crash? | Top & Flop 2020 / 2021
#025 Google Down | Substack & Pornhub | Produkt Manager | Facebook vs. Apple | Biotech | Longevity
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