Apple Earnings, Amazon Earnings

Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.

Clearview AI, The Problem with Scraping, Tradeoffs

Clearview AI is billed as a story about facial recognition, but the most important questions it raises is about scraping. And, by doing so, it reveals how many trade-offs we have yet to confront.

Amazon Earnings, AWS Concerns, Google Earnings

Amazon’s earnings are encouraging because profits are down. Still, there is reason for concern around AWS. Then, Google’s top-line continues to impress, but the company continues to waste huge amounts of money, hurting the bottom line.

The WeWork IPO

The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.

Google Earnings, Amazon Earnings

Google’s earnings came with the usual dearth of information, although it appears that Google Cloud is growing more than expected. AWS growth, meanwhile, is definitely slowing as Amazon’s business broadly is running out of low-hanging fruit.