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Latest Podcast

Companies

Tesla

  • Snapchat’s Facebook Moment, China Cracks Down on Apps and Social Networks

    A quick follow-up on Tesla, where Elon Musk continues to demonstrate how not to win the battle over self-driving cars. Then, Snapchat is getting the Facebook treatment, some of it legitimate, and some of it not, and China is cracking down on apps and social networks

  • The Tesla Autopilot Fatality, Uber Partners with Hertz

    The first fatality due to self-driving cars captures why this space is so difficult: the numbers favor Tesla, but the optics may not. Then, why Hertz’ partnership with Uber is so fascinating.

  • Brexit and Tech; More on Musk, Tesla, and Solar City; The Allure of Live: Facebook and ESPN

    Why Brexit would be bad for U.S. tech companies, Why Tesla May be Hurt Even if Solar City Isn’t Acquired, and the power of live for escapism and sports

  • A Word on Tesla, Follow-up: The Big Picture, Tencent Acquires Supercell

    Tesla offering to buy Solar City is why corporate governance matters. Then, a follow-up to yesterday’s piece on TV and why there is something much bigger going on, and why Tencent bought Supercell

  • The Full TSLA Experience, Twitter vs LinkedIn, Nintendo vs Sony

    Elon Musk may be a lot of things, but he’s not exactly straight with investors, and now he’s making his biggest bet yet. Plus, the differences between Twitter and LinkedIn, and Nintendo and Sony

  • Tesla Skepticism and Superchargers, Medium for Publishers

    Just because Tesla is achieving an Apple-like brand doesn’t mean they will have Apple’s success: the hard part starts now. Plus, why SuperChargers are a big deal. Then, Medium for Publishers is Medium’s play to own the long tail of publishing, and it’s very exciting in what it enables.

  • It’s a Tesla

    Tesla is not a disruptor, but then again, neither is Apple, the closest comp: both succeed by building a brand around being the best.

  • Car Follow-up, The Apple Car, Uber’s Financials

    Google’s vision for driverless cars fails to take into account the world as it is. and Apple’s car efforts likely have a market for the foreseeable future. Plus a look at Uber’s financials.

  • Cars and the Future

    A massive revolution in cars seems right around the corner. However, I think it will take longer then most technologists think, but when it comes it will come quickly.

  • Tesla and Beyond Disruption, As Yahoo Turns

    A follow-up on Beyond Disruption and why it doesn’t apply to Tesla. Then, what in the world is going on with Yahoo?