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Submission: On May 15 via manual from IN — Scanned from DE
Submission: On May 15 via manual from IN — Scanned from DE
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DiscoveryWaymoWeWorkYouTube NewslettersWeekendOpinionThe Electric Events Upcoming EventsVideo Library PartnersCorporate Directory Forum (1) Sign In Subscribe AboutCorporate Subscription Newsletter THE BRIEFING by Martin Peers and Jessica Lessin Get smarter about the day’s news in tech, media and finance by following Silicon Valley’s most-read executive newsletter. Get Breaking News, Relevant Stories, and Special Event & Editorial Invites Sign Up By Providing Your Email, You Agree To The Information’s Privacy Policy The Briefing ai Twitter SOFTBANK’S MISSED AI CALL By Martin Peers · May 11, 2023 5:00 PM PDT What do you call a visionary who fails to act on their own vision? Masayoshi Son. The SoftBank chief was a prominent advocate for artificial intelligence for at least the past six years, long before OpenAI’s ChatGPT woke the world to AI’s potential. But lately, as everyone and their dog rushes to put money into AI startups, SoftBank has been... What do you call a visionary who fails to act on their own vision? Masayoshi Son. The SoftBank... The Briefing media/telecom WHAT BLOCK’S ‘TERRIBLE BUSINESS DECISION’ MEANS By Martin Peers · May 10, 2023 5:00 PM PDT We have lots of news today, including Disney’s change of heart on Hulu (see below) and Google’s blizzard of new product announcements at its annual developer conference. For more on Google, see here. But arguably the most important though little-covered news story this week was a Delaware court’s decision on Tuesday to reject a shareholder... We have lots of news today, including Disney’s change of heart on Hulu (see below) and Google’s... The Briefing markets enterprise CREATORS ARE UNLIKELY TO GET THE COLLECTIVE ACTION THEY DESERVE By Jessica E. Lessin · May 9, 2023 5:00 PM PDT · 2 comments Before we get to today’s column, I must point you all to the news that ousted Fox host Tucker Carlson is planning to launch a show on Twitter—if he can first win a legal battle with Fox. You can read that great scoop here. The news reminds me of a column I wrote when Musk bought Twitter. I said he was doing it to become Rupert Murdoch. As... Before we get to today’s column, I must point you all to the news that ousted Fox host Tucker... Old-School TV’s Woes Deepen By Martin Peers · May 8, 2023 5:00 PM PDT The Briefing enterprise media/telecom OLD-SCHOOL TV’S WOES DEEPEN By Martin Peers · May 8, 2023 5:00 PM PDT The old-fashioned TV business is slowly but surely sliding into the ocean. Yes, folks, while we’ve been obsessing about the money TV companies are losing on streaming, the older businesses have been falling apart. Rates of cord cutting from cable and satellite worsened in the first quarter. Today’s report from Dish Network, a satellite TV... The old-fashioned TV business is slowly but surely sliding into the ocean. Yes, folks, while we’... The Briefing markets apple APPLE ISN’T GROWING, BUT THAT’S OK (FOR NOW) By Martin Peers · May 4, 2023 5:00 PM PDT We got a barrage of March-quarter earnings today and they provide a good summary of who’s up and who’s down in tech and media. (Spoiler alert: Apple did fine, but given how weak the smartphone and PC markets are, that’s not saying much). For more details, grab a coffee (or a beer) and relax. Here we go:In ride hailing, Lyft is barely growing and... We got a barrage of March-quarter earnings today and they provide a good summary of who’s up and... The Briefing Newsletter Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter. Get Breaking News, Relevant Stories, and Special Event & Editorial Invites Sign Up By Providing Your Email, You Agree To The Information’s Privacy Policy The Briefing markets enterprise ON TIKTOK AND PUBLISHERS, WE’VE SEEN THIS STORY BEFORE By Jessica E. Lessin · May 3, 2023 5:00 PM PDT Uh oh. Here we go again. In today’s headlines: TikTok, which could use some positive press attention at the moment, has begun allowing publishers to sell ads alongside their videos while keeping half the revenue. And some big publishers are taking it up on the invitation.The Wall Street Journal heralds the move thusly: “The opportunity to... Uh oh. Here we go again. In today’s headlines: TikTok, which could use some positive press... The Briefing ai uber/lyft CHATGPT BANDWAGON RUNS OVER CHEGG By Martin Peers · May 2, 2023 5:00 PM PDT Are we at peak ChatGPT hype yet? It seems every company has got the memo that they need to declare how they’re using the technology. Just today, for instance, we heard from Uber (artificial intelligence will help Uber predict ETAs more accurately for riders), Box (announcing Box AI, “a breakthrough in how you can interact with your content”) and... Are we at peak ChatGPT hype yet? It seems every company has got the memo that they need to... JPMorgan’s First Republic Deal Is a Home Run By Martin Peers · May 1, 2023 5:00 PM PDT The Briefing crypto Finance JPMORGAN’S FIRST REPUBLIC DEAL IS A HOME RUN By Martin Peers · May 1, 2023 5:00 PM PDT Talk about mixed feelings. Anyone who banks with First Republic is surely feeling relieved today, now that JPMorgan Chase has essentially taken over the bank in a rescue deal brokered by the federal government. After weeks of worrisome headlines and a steadily falling stock price, this is a good outcome for customers—even if it’s a disaster for... Talk about mixed feelings. Anyone who banks with First Republic is surely feeling relieved today,... The Briefing amazon apple SNAP AND AMAZON Q1 SHOWS BIG TECH’S ADVERTISING ADVANTAGE By Martin Peers · April 27, 2023 5:00 PM PDT Advantage, big tech. Snap’s first-quarter report today, showing a 7% drop in revenue, was a markedly worse performance than what its much bigger rival Meta Platforms reported on Wednesday night. (For those who’ve already forgotten, Meta’s ad revenue rose 4% in the quarter.) More noticeable was the difference in the second-quarter revenue... Advantage, big tech. Snap’s first-quarter report today, showing a 7% drop in revenue, was a... The Briefing microsoft markets META’S QUARTER OFFERS SIGNS OF HOPE ON ADS By Martin Peers · April 26, 2023 5:00 PM PDT In tech, three is the new 30. Meta Platforms on Wednesday reported a 3% lift in revenue for the first quarter, the same revenue increase Alphabet reported for its first quarter on Tuesday. Increasing the top line by 3% is a far cry from the 25% to 30% quarterly growth Facebook’s owner once reported with monotonous regularity. But it’s a big... In tech, three is the new 30. Meta Platforms on Wednesday reported a 3% lift in revenue for the... The Briefing Newsletter Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter. Get Breaking News, Relevant Stories, and Special Event & Editorial Invites Sign Up By Providing Your Email, You Agree To The Information’s Privacy Policy The Briefing microsoft google MICROSOFT OUTPERFORMS GOOGLE IN Q1 By Martin Peers · April 25, 2023 5:00 PM PDT Score one for Microsoft. At 48 years of age, the software giant may be old by tech standards, but it’s performing better than younger rival Alphabet, as their March quarter numbers showed today. Both companies posted better results than they had for the December quarter, although that’s a low bar, given that neither showed much growth at all... Score one for Microsoft. At 48 years of age, the software giant may be old by tech standards, but... Five Big Tech Companies Report Earnings This Week—Here’s What to Watch By Martin Peers · April 24, 2023 5:00 PM PDT The Briefing markets FIVE BIG TECH COMPANIES REPORT EARNINGS THIS WEEK—HERE’S WHAT TO WATCH By Martin Peers · April 24, 2023 5:00 PM PDT Prepare yourselves. This week we’re going to hear lots of variations on the terms “headwinds” and “challenges” and “execution.” We’ve got March-quarter earnings coming from most of tech’s big names, and the picture isn’t expected to be pretty. Microsoft, Alphabet, Amazon, Meta Platforms and Snap report between Tuesday and Thursday. You can see... Prepare yourselves. This week we’re going to hear lots of variations on the terms “headwinds” and... The Briefing google media/telecom WHAT BUZZFEED CEO’S MEA CULPA MEANS By Martin Peers · April 20, 2023 5:00 PM PDT · 2 comments Those CEO apologies we’ve become used to seeing whenever a company announces layoffs are getting even more elaborate. BuzzFeed founder and CEO Jonah Peretti, for instance, had quite a doozy of a mea culpa today as he announced the shuttering of BuzzFeed News and another round of layoffs at the digital media firm. After counting off all the... Those CEO apologies we’ve become used to seeing whenever a company announces layoffs are getting... The Briefing markets electric vehicles THE IPOS ARE COMING (MAYBE) By Martin Peers · April 19, 2023 5:00 PM PDT · 1 comment Be still, my beating heart. Is that the sound of the IPO market stirring? We scooped the news today that event-ticketing firm SeatGeek had filed confidentially with regulators to go public, just a few of days after blockchain firm Chia Network Inc. said it had done the same. (For more on Chia, see our Crypto Global newsletter today). A long... Be still, my beating heart. Is that the sound of the IPO market stirring? We scooped the news ... The Briefing markets ai NETFLIX IS NOW A REAL TV FIRM: SLOW-GROWING BUT PRINTING MONEY By Martin Peers · April 18, 2023 5:00 PM PDT · 1 comment Netflix is looking more and more like an old-fashioned television company. In other words, it’s growing slowly but producing lots of cash. The video-streaming giant reported what can only be described as anemic growth in the first quarter. Revenue rose 3.7%, which is the kind of growth rate we associate with traditional TV firms like Fox Corp.... Netflix is looking more and more like an old-fashioned television company. In other words, it’s... The Briefing Newsletter Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter. Get Breaking News, Relevant Stories, and Special Event & Editorial Invites Sign Up By Providing Your Email, You Agree To The Information’s Privacy Policy Apple’s New Savings Account Makes iPhones More Valuable—for Thieves By Martin Peers · April 17, 2023 5:00 PM PDT · 4 comments The Briefing google apple APPLE’S NEW SAVINGS ACCOUNT MAKES IPHONES MORE VALUABLE—FOR THIEVES By Martin Peers · April 17, 2023 5:00 PM PDT · 4 comments Apple is now paying you to have an iPhone! That’s right. Sign up for the savings account now available through Apple Wallet, administered by Goldman Sachs, and you will get an interest rate of 4.15%, Apple announced today. That’s a very good rate—most other digital-only banks aren’t offering terms quite as generous (as for big banks, forget it—... Apple is now paying you to have an iPhone! That’s right. Sign up for the savings account now... The Briefing amazon crypto AMAZON’S ANDY JASSY NEEDS A RAISE By Martin Peers · April 13, 2023 5:00 PM PDT · 4 comments Andy Jassy needs a raise. Amazon's annual disclosure of its top executives' compensation, released today, portrays a CEO who is woefully underpaid given the immensity of the job he has. The company's stock-heavy executive compensation packages are laudable in how they align the interests of executives and shareholders. But shareholders also need... Andy Jassy needs a raise. Amazon's annual disclosure of its top executives' compensation,... The Briefing entertainment WARNER’S NEW MAX SERVICE IS A DECADE OVERDUE By Martin Peers · April 12, 2023 5:00 PM PDT Better late than never. That could be the motto of Warner Bros. Discovery, which today put on a glitzy presentation to promote its overhauled streaming service, to be renamed Max (dropping HBO from the name) on May 23. The new service, combining shows from the company’s Discovery portfolio of reality shows with HBO Max’s lineup, is a worthy... Better late than never. That could be the motto of Warner Bros. Discovery, which today put on a... The Briefing startups venture capital HERE COMES THE STARTUP PANIC By Jessica E. Lessin · April 11, 2023 5:00 PM PDT Tech startups and investors have had a tumultuous few months. There was the crypto meltdown, the collapse of Silicon Valley Bank and, before that, the overall economic fallout from the weak economy and hammering of tech stocks. And as the dust has settled, there’s a new vibe in the air: concern—even a little desperation. Tech startups and investors have had a tumultuous few months. There was the crypto meltdown, the... What ThredUp’s Exec Comp Says About Founder Incentives By Martin Peers · April 10, 2023 5:03 PM PDT The Briefing apple markets WHAT THREDUP’S EXEC COMP SAYS ABOUT FOUNDER INCENTIVES By Martin Peers · April 10, 2023 5:03 PM PDT Here’s a question: What incentives does a CEO need to stick around to work hard to advance the company’s priorities? If they’re a founder with a decent equity stake, the answer should be none. The opportunity to lift the value of their existing shares should be incentive enough. That’s apparently the view of big tech firms like Meta Platforms,... Here’s a question: What incentives does a CEO need to stick around to work hard to advance the... Four Times a Week The Briefing by Martin Peers and Jessica Lessin Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter. 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