Whats up and welcome again to Fairness, a podcast concerning the enterprise of startups, the place we unpack the numbers and nuance behind the headlines.
Final week we stated that you simply wanted to concentrate to the general public markets, and we weren’t kidding. It was an enormous week for earnings — with notes from throughout, together with the advert market and cloud spend. However this week’s Monday present was extra than simply one other entry within the sequence — it was an experimental dwell present! Natasha joined Alex for the enjoyable, and that is what they received into:
- Shares up, crypto principally flat after a strong week of beneficial properties.
- Will Alibaba delist, or not? That query issues extra than simply what occurs to the singular Chinese language tech large. The query actually belies a bigger question concerning the flexibility of Chinese language tech corporations to entry overseas markets extra typically, locations the place the capital can stream at a excessive clip. Given China’s financial woes, reducing off that exact liquidity pipe may be dangerous.
- From there we went to Clearco layoffs, UiPath shopping for Re:infer, and Oui’s first shut of its new fund.
- After which we wrapped with a dive into Huge Tech earnings. The important thing gist? These corporations are too large to summarize, and with out the cloud they might be struggling.
So, what’d you suppose? Ought to we go dwell once more? Subsequent time with Fairness-themed espresso cups that nobody can take pleasure in apart from us? Tell us, and don’t fear, the Fairness staff is again on Wednesday with a smashing bootstrapping present.
Fairness drops each Monday at 7 a.m. PDT and Wednesday and Friday at 6 a.m. PDT, so subscribe to us on Apple Podcasts, Overcast, Spotify and all of the casts.