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Antitrust and Big Tech: Lessons from Microsoft's Lost Decade (e2413)
Antitrust Scrutiny's Chilling Effect on Innovation
16 hrs ago
•
Mike
33:48
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Antitrust and Big Tech: Lessons from Microsoft's Lost Decade (e2413)
telltales.substack.com
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🤖Nvidia GTC / Microsoft Acqahire / Google + Apple Deal? / Oil Prices 📈 / Healthcare Updates / Gas Supply 📉 (e2412)
Google's Gemini Model: Game-Changer for Apple? / Microsoft Acquires Inflection AI / Nvidia Blackwell / Lantheus, Vertex, & Biontech Updates / Factors…
Mar 20
•
Mike
29:10
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🤖Nvidia GTC / Microsoft Acqahire / Google + Apple Deal? / Oil Prices 📈 / Healthcare Updates / Gas Supply 📉 (e2412)
telltales.substack.com
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💉Biotech & 🛢️Energy -> More Similar Than You Think (e2411)
From 🇸🇦 Saudi Arabia to 🩻 Cystic Fibrosis: A Cross-Sector Perspective on Capital Allocation 💰
Mar 13
•
Mike
32:43
1
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💉Biotech & 🛢️Energy -> More Similar Than You Think (e2411)
telltales.substack.com
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The Telltales Investor (episode 2410)
Insights and Philosophy on Investing in Healthcare & Biotech
Mar 7
•
Mike
and
Jason
30:51
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The Telltales Investor (episode 2410)
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February 2024
Navigating the AI Revolution: Insights from Klarna's Cost-Saving Strategies to Google's Gemini Blunders (episode 2409)
A Deep Dive into AI's Impact Across Industries, from Customer Service Innovations and Healthcare Advancements to the Challenges of AI Bias and Talent…
Feb 28
•
Mike
and
Jason
34:51
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Navigating the AI Revolution: Insights from Klarna's Cost-Saving Strategies to Google's Gemini Blunders (episode 2409)
telltales.substack.com
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📈Nvidia's Market Surge: Analyzing the Chip Giant's Earnings and Future Prospects
From Oil Dynamics 🛢️ to Tech Titans 🧑💻+ A Deep Dive into Nvidia's Valuation and the Competitive Landscape of AI Chips
Feb 22
•
Mike
and
Jason
31:17
1
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📈Nvidia's Market Surge: Analyzing the Chip Giant's Earnings and Future Prospects
telltales.substack.com
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🤠 Q4 Earnings Roundup - Telltales Episode 2407
Spotlight on Earnings: From Tech Titans to Retail Giants; World Oil Dynamics: A Supply Story; The U.S. Gas Puzzle; U.S. Government's Budget Dilemma; and…
Feb 15
•
Mike
and
Jason
31:06
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🤠 Q4 Earnings Roundup - Telltales Episode 2407
telltales.substack.com
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📺 The Future of Streaming Media: A Deep Dive (Telltales e2406)
Oil Market Stability, U.S. Fiscal Challenges, Streaming Media Consolidation, Vertex's Healthcare Breakthroughs, and China's Economic Outlook: A…
Feb 8
•
Mike
and
Jason
34:08
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📺 The Future of Streaming Media: A Deep Dive (Telltales e2406)
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Telltales Episode 2405: 🤖AI to drive Platform Shift? Pain Study Results 💉, Energy Roundup 🛢️ and more...
Is Apple going to miss the next platform shift? Elon Musks Comp Plan. Google's Platform Shift Opportunity. Vertex's pain study results. Data Center…
Feb 1
•
Mike
and
Jason
33:29
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Telltales Episode 2405: 🤖AI to drive Platform Shift? Pain Study Results 💉, Energy Roundup 🛢️ and more...
telltales.substack.com
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January 2024
Navigating Market Mosaics: A Deep Dive into Industries and Innovations (e2404)
From Oil Dynamics to Gene Therapy Breakthroughs: Unpacking the Latest in Investments and Tech
Jan 25
•
Jason
and
Mike
34:31
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Navigating Market Mosaics: A Deep Dive into Industries and Innovations (e2404)
telltales.substack.com
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Energy and Tech Valuation Roundup (e2403)
Can Nvidia sustain its run rate free cash flow? How many customers will need to adopt Microsoft's Office Copilot to meet expectations? Where is Apple…
Jan 17
29:32
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Energy and Tech Valuation Roundup (e2403)
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E2402 - 10(ish) Surprises for '24
Our hosts discuss 10 or so surprises that could shock markets in '24
Jan 11
•
Mike
and
Jason
29:23
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E2402 - 10(ish) Surprises for '24
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