Tech Earnings Breakdown: $UBER, $LYFT, $KIND with TechCrunch's Alex Wilhelm | E1845
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Today’s show:
TechCrunch's Alex Wilhelm joins Jason to break down the latest earnings reports from Uber (4:04), Lyft (24:28), and Nextdoor (44:15). Then, the two dive into WeWork's failed business model (1:01:44), the viability of various careers as AI advances (38:33), and much more!
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Time stamps:
(0:00) Tech Crunch’s Alex Wilhelm joins Jason
(4:04) Uber’s earning report
(7:04) Pirate cut-throat mentality analogy and the money-ball system
(10:11) NetSuite - Download your free KPI Checklist at http://www.netsuite.com/twist
(11:12) Did the press get Uber’s Earnings report right?
(17:39) Uber and the J-Curve
(20:29) Miro - Sign up for a free account at https://www.miro.com/startups
(22:17) Uber, China, and DiDi
(23:14) ZIRP environment playbook to own a market
(24:28) Lyft gets a participation trophy
(25:22) Comparing Lyft to Uber’s Revenue (Quarterly)
(27:53) Labor availability
(31:05) Arising Ventures - head to http://www.arisingventures.com/TWIST to learn more and connect with the team
(32:15) Immigration policy and a record-low unemployment
(37:37) The underground economy
(38:33) AI effects on unemployment
(39:12) Let’s build new cities!
(44:15) NextDoor earnings
(55:34) A case for hiring remotely
(59:13) Combining remote work with the power of AI
(1:01:44) Clip from TWiST E969 with Alex about WeWork
(1:04:22) Earnings “supplements”
(1:07:35) When Alex discovered business as a youth
(1:14:18) A South Park clip!
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Big Tech earnings breakdown w/TechCrunch's Alex Wilhelm | E1731
TechCrunch's Alex Wilhelm joins Jason to break down the big tech's Q1 earning reports (0:53). They discuss Google's culture of entitlement, Microsoft's AI momentum, Meta's year of efficiency, how Amazon may be in for a few quarters of pain, and Snap's double-digit drop (21:11).
(0:00) Nick kicks off the show
(0:53) TechCrunch's Alex Wilhelm joins Jason
(1:23) Reflecting on SVB contagion
(3:48) First Republic Bank and BuzzFeed's stock
(6:16) Uber's profits
(8:23) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(9:56) The SF boom/bust
(14:52) More on BuzzFeed
(19:41) Miro - Sign up for a free account at https://miro.com/startups
(21:11) Google's earnings
(25:28) Google's culture of entitlement
(31:40) Integrating ChatGPT into your workflow
(35:47) AI innovation in hospitality
(38:12) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist
(39:23) Microsoft's earnings
(43:19) Meta earnings
(54:29) Amazon's earnings
(1:04:08) Snap's earnings
(1:11:34) Thoughts on TikTok
FOLLOW Alex: https://twitter.com/alex
FOLLOW Jason: https://linktr.ee/calacanis
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Pipe's Co-Founders step down, Apple's China-based iOS update, Black Friday's BNPL boost | E1621
TechCrunch's Alex Wilhelm joins to break down the news! First up, the trio covers Pipe's Co-Founders abruptly stepping down (7:06) and the lessons learned. (26:29) Then, they discuss Apple's China-based iOS update impacting AirDrop (40:31) before Alex leaves. J+M finish the show with more thoughts on China and react to Black Friday's ATH sales volume and the BNPL boom. (1:11:01)
(0:00) J+M tee up today's topics and special news guest!
(2:21) J+M catch up on their Thanksgiving breaks with TechCrunch's Alex Wilhelm!
(7:06) Intense velocity of notable tech stories, teeing up the Pipe situation
(12:05) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(13:34) Breaking down the Pipe Co-Founders abruptly stepping down
(25:02) Supergut - Get 30% off with code TWIST at https://supergut.com
(26:29) Pipe's expansion into media and crypto, lessons learned from the "speculative asset bubble"
(37:21) Fitbod - Get 25% off at https://fitbod.me/twist
(38:39) Alex on running a subscription-based media business within an ad-based media business
(40:31) Protests in China, Apple's recent China-specific iOS update, which impacting AirDrop
(59:59) J+M wrap with thoughts on China after Alex departs
(1:11:01) Black Friday spending hits an all-time high, BNPL sees huge bump y/y
FOLLOW Alex: https://twitter.com/alex
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FOLLOW Molly: https://twitter.com/mollywood
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$NFLX stops sharing, $SNAP Q2 earnings, $COIN alleged insider trading with Alex Wilhelm | E1517
We have a big news show with a very special guest!
TechCrunch's Alex Wilhelm fills in for Jason to break down the news with Molly.
They cover Netflix cracking down on password sharing (2:12), Snap's rough Q2 earnings (6:45), Coinbase's alleged insider trading (21:28), the 3AC Bloomberg interview (36:37), and more!
(0:00) Molly tees up today's news with Alex Wilhelm, who is filling in for Jason!
(2:12) Molly and Alex share thoughts on Netflix cutting password sharing in some Central/South American countries
(6:45) $SNAP Q2 earnings: stock drops ~40% on slowing revenue growth and growing losses
(11:15) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(12:27) Jason's almost-Jay Trade, $SNAP's debt situation, most interesting implications from the week ahead of big tech earnings
(20:12) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(21:28) $COIN's alleged insider trading, Jay Carney getting hired by Airbnb away from Amazon
(35:23) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(36:37) Reacting to the 3AC founders' interview with Bloomberg, crypto contagion due to intermingling
(45:09) Man who lost ~8000+ Bitcoin in a landfill is trying to raise capital to uncover the hard drive
$TSLA earnings breakdown & 2022 IPOs to watch with TechCrunch's Alex Wilhelm | E1371
Alex Wilhelm from TechCrunch joins Molly and Jason for a full episode. First, they breakdown Tesla's Q4 2021 earnings including its consistently increasing Model 3 production, profitability and charger network growth (3:08). Next up, they discuss why Alex thinks the IPO window is closed for most startups. We wrap with a review of some of 2022's most anticipated IPOs including Discord, Reddit, Stripe, Impossible Foods, Chime and Instacart (24:45).
(00:00) Jason & Molly intro the show
(01:49) Welcoming Alex to the pod
(03:08) Tesla's Q4 2021 earnings
(08:45) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
(10:14) Tesla's growing supercharger network
(14:34) Comparing valuations and EV offerings of automakers
(19:56) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(20:59) Long distance road trips in EVs
(24:45) Is the IPO window closed?
(30:41) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(32:19) Do public market investors have the ability to stomach speculative companies?
(36:09) Stripe - Potential 2022 IPO
(40:49) Discord - Potential 2022 IPO
(47:46) Reddit - Potential 2022 IPO
(57:33) "Yes, No, IPO" Impossible foods, Instacart, Chime, Gopuff
FOLLOW Alex: https://twitter.com/alex
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
News! Robinhood/Duolingo IPOs, Big Tech earnings, China & more with TechCrunch’s Alex Wilhelm | E1257
Alex Wilhelm from TechCrunch joins Jason to chop up this week's news. They cover Robinhood & Duolingo's IPOs (3:40), consumer subscription businesses (25:09), Google's growth (28:25), the startup funding landscape (38:51), Amazon (42:46), China's actions against tech (47:35), Apple (1:04:19) & more!
E1151: Tech stock deep dive with Alex Wilhelm & Beth Kindig: Airbnb & DoorDash IPOs, Zoom’s pricing power, post-pandemic outlook, top picks & more
FOLLOW Alex: https://twitter.com/alex
FOLLOW Beth: https://twitter.com/Beth_Kindig | https://beth.technology
FOLLOW Jason: https://linktr.ee/calacanis
#172 – How to Build a Media Company with Alex Wilhelm of TechCrunch
"Build an audience first" might be the most common advice given to indie hackers. But how do you build an audience at the highest levels? In other words, how do you build an actual media company? To find out, I needed to talk to a pro. Alex Wilhelm (@alex) the Senior Editor at TechCrunch. He's also built two news organizations from the ground up — Mattermark and Crunchbase News — the latter of which published thousands of articles and broke over a million monthly pageviews. These are numbers that could easily turn a mediocre indie hacker business into a successful one. In this episode, Alex and I discuss the strategies and principles that differentiate successful media companies from half-hearted content marketing efforts, and drive millions of pageviews in the process.
E1083 News: Trump considers TikTok ban, Twitter leaks subscription platform, Clubhouse drama, Harvard price gouging & more with Morgan DeBaun & Alex Wilhelm
Follow Alex: https://twitter.com/alex
Follow Morgan: https://twitter.com/morgandebaun
Check out Blavity: https://blavity.com/
Follow Jason: https://twitter.com/Jason https://linktr.ee/calacanis
(Bonus) Who's Right About The Economy? Wall Street Or Silcon Valley? With Alex Wilhelm @alex
I wasn’t supposed to do a weekend episode this weekend. I’ve got one scheduled for next week that I still need to record. But a few days ago, I saw Alex Wilhelm at TechCrunch tweet that he was doing a piece about why everyone in Silicon Valley and the VC world and the startup world still seem to be preparing for a nuclear winter, while the stock market has been roaring back to life, and I was like YES! I need to talk about that with somebody right now! I’m asking myself that question every day. It’s not that I’m rooting for a crash, it’s not that I want the economy to suffer, but everyone I know in the Tech world thinks we're in for a bad recession and yet… well, we get into all this. I needed to have this discussion with somebody right away, so forgive me if this is a little self indulgent, but join Alex and I as we ask the question: who’s right about the economy right now? Silicon Valley, or Wall Street?
PS: This is Alex's piece I was referring to: As stocks recover, private investors aren't buying the hype
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E1046: News Roundtable! TechCrunch’s Alex Wilhelm & Slow Ventures’ Sam Lessin on COVID’s potential privacy risk, private/public investor outlooks, remote work challenges & at-risk early-stage investors
0:37 Jason intro Alex Wilhelm & Sam Lessin & checks in on how their quarantines are going
5:59 Are they all working more during quarantine then they were beforehand?
9:58 Will we see a birthrate drop due to the crisis?
15:45 Having & raising children in the digital age/COVID crisis
18:24 How are Apple & Google helping with tracking COVID-19, and when do their efforts become a privacy risk?
27:29 For how long would big-tech need personal health data?
31:54 Differences between Facebook & Twitter, Twitter usage for Jason, Alex & Sam
37:41 What is Sam working on with Fin? How has he transitioned his team to remote?
39:47 Who will be impacted by the move away from luxurious big-tech campuses? Will it lead to a competitive disadvantage for companies that are hesitant?
56:19 Disconnect between optimistic public investors & pessimistic private investors
1:00:38 Why early-stage investors are most at-risk in the private market?
1:05:33 Misaligned metrics in VC, understanding massive unemployment numbers
1:11:26 Is government-backed healthcare good for capitalism & entrepreneurship?
E1038: News Roundtable! Index Ventures’ Sarah Cannon & TechCrunch’s Alex Wilhelm on COVID-19’s impact so far: lessons learned, Sarah’s stimulus plan, endgame scenarios & more
1:04 Jason intros Alex Wilhelm & Sarah Cannon
5:00 COVID-19: Where are we now?
10:12 Have would Obama have handled this situation? What are the proper next steps?
15:29 Sarah lays out her economic stimulus plan
20:29 How much has the political landscape changed over the last few months?
22:08 How would a stimulus plan work in practice?
24:36 What will change about the gig economy and healthcare coverage?
28:35 Will the average American citizen's perspective on the world change?
33:23 Alex shares his thoughts on the media's handling of COVID-19, and what Twitter's role has been during the crisis
45:09 Jason's theory on what we should do differently next time around, and it is applicable in America?
50:08 What is the endgame of COVID-19? How long will it last and how bad will it get?
1:00:42 Chances of civil unrest/chaos? Are testing incentives the best way to bend the curve?
1:10:14 Thoughts on WeWork/SoftBank news & why Sarah didn't invest
1:13:22 How Sarah is advising her portfolio companies during COVID-19, benefits of overcapitalization
1:18:42 Durability of SaaS revenue during a recession
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