Podcasts about other bets

Neun Billionen Dollar Börsenwert, 28% des Nasdaq 100 Index, 13% vom MSCI World ETF – verteilt auf fünf Aktien: Wieso Microsoft hoch bewertet, aber dennoch nicht einmal für Tobias Kramer ein Verkaufskandidat ist. Weshalb Amazon weiterhin keine Dividende zahlt. Warum Meta nach dem rasanten Turnaround nun ausgereizt ist. Was Broadcom von allen anderen Big Tech Companies unterscheidet. Und wann die „Other Bets“ von Alphabet nicht mehr nur Verluste bringen. Jetzt im Video!

  How Big Tech Co's Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla AZ TRT S05 EP19 (234) 5-12-2024    What We Learned This Week: Tech Stocks - 7 Big Market Cap Stocks make up 29% of S&P Google, Microsoft & Amazon are biggest Co‘s in Cloud Service Tesla is the biggest EV Car Co,, & Apple biggest in Smart Phones Nvidia is the AI Superchip tech company Google & Meta / FB are the biggest advertising co‘s in the world     Notes:   Breakdown of Revenue Sources, Market Cap / CEO / Start   Google / Alphabet  – ads / search, playstore, hardware, services, YouTube premium content + TV, cloud Microsoft – gaming, services, software, devices, cloud Apple – devices, services, apps Nvidia – AI Chips, Graphic Cards, & components Tesla – EV Cars Amazon – E Commerce, cloud, services Meta / Facebook – ads, devices       Big drops in two of the Magnificent Seven stocks haven't dented the group's influence on the S&P 500. In fact, the trendy stocks dominate now more than ever. The seven megacap stocks — Microsoft (MSFT), Apple (AAPL), Nvidia (NVDA), Alphabet (GOOG), Amazon.com (AMZN), Meta (META) and Tesla (TSLA) — account for 29.7% of the S&P 500 as of April 17, says Datatrek Research. That's up from the group's 27.9% weight in the S&P 500 in 2023. Seeing the group's hold over the world's most popular index grow this year might surprise you. Shares of Tesla are down 37.4%. "Despite all the buzz around the death of the 'Magnificent 7,' U.S. big tech is actually a more dominant force in American stock markets than at the end of 2023," said Nicholas Colas of Datatrek in a report.   Source:4/2024 -  https://www.investors.com/etfs-and-funds/sectors/sp500-magnificent-7-stocks-dominate-even-more-now/       Google CEO Sundar Pinchai c 1998 Sergey Brin and Larry Page Mkt Cap $2.1 Tr   Source: https://www.oberlo.com/statistics/how-does-google-make-money Google / Alphabet  – ads / search 56% of rev at $175 bil in 2023, playstore, hardware, services, YouTube premium content + TV, cloud 11% of rev at $31 bil   Google revenue breakdown: top Google revenue sources in 2023 Ads ·         Ads (Google Search & other properties): $175.03 billion (56.9%) ·         YouTube ads: $31.51 billion (10.3%) ·         Google Network ads: $31.31 billion (10.2%) Google subscriptions, platforms, and devices: $34.69 billion (11.3%) Google Cloud: $33.09 billion (10.8%) Other bets: $1.53 billion (0.5%) Hedging gains: $236 million (0.1%)   Source: https://www.investopedia.com/articles/investing/020515/business-google.asp   KEY TAKEAWAYS Alphabet is a collection of different companies, including the popular search engine Google. The company leverages its search, web browsing, mobile operating systems, and cloud computing to make money through the sale of advertising and various service fees. Advertising generates the majority of revenue, but Google Cloud revenues are growing rapidly. The company has three reportable segments: Google Services, Google Cloud, and Other Bets. Google Services is the most profitable while Google Cloud and Other Bets often post operating losses.       Microsoft CEO Satya Nadella. C 1975 Bill Gates / Paul Allen Mkt Cap 3.1 tr   KEY TAKEAWAYS Microsoft sells computing devices, cloud systems and services, software, and other products to consumers and businesses. The company's Intelligent Cloud segment is the largest source of profit, as well as the fastest-growing. Microsoft is focused on delivering AI solutions to customers in a broad swath of industries. Some of its many competitors include Apple, Amazon, Meta, Alphabet, Oracle, and IBM. Microsoft's current CEO is Satya Nadella.   Source: https://www.investopedia.com/how-microsoft-makes-money-4798809   Source: https://techbehemoths.com/blog/how-microsoft-makes-billions   First thing's first and just before we dive into the financial story, we should identify the major sources of revenue Microsoft has:  ·         Cloud computing - The entire business suite of Microsoft is focused on cloud services. Microsoft Azure for example is the leading direction in the company's cloud services. But, things are more complicated ·         Windows OS - from Windows 95 till 10th version is only 15 years. And in May 2021 with the 21H1 update rumors are saying that the next thing that will happen in Autumn 2021 is the release of Windows 11. It was and continues to be one of the largest sources of revenue for Microsoft.  ·         Microsoft Teams - An alternative to Slack, some would say, but Microsoft is putting more than just a comfortable chat for users. It is designed to become a digital environment for companies and employees of any company in the world.  ·         Xbox - the gaming industry is growing, and Microsoft couldn't stay apart from this topic. Sony needed competition and Xbox is the best possible alternative to it at the moment ·         LinkedIn - Since 2016 when Microsoft acquired LinkedIn, the professional social network continued to grow and became a unique and indispensable tool for HR professionals all over the world.  ·         Minecraft - as if Xbox was not enough, Microsoft dive into the gaming industry even more with Minecraft.  So, there is a good portfolio for Microsoft which in its turn provides a series of exclusive services, or competitive Microsoft Azure is a top cloud service provider competing with Google Cloud and AWS from Amazon.   Revenue of Microsoft broken down by segment 2012-2023 Published by  Lionel Sujay Vailshery,  Mar 27, 2024  In its 2023 financial year, Microsoft generated 69 billion U.S. dollars from its productivity and business processes segment and a further 88 billion through its intelligent cloud segment. Thanks in part to the rapid growth in these two areas, 2023 proved to be the company's most successful year ever in terms of annual revenue, with the total figure reaching over 211 billion dollars.   Source: https://www.visualcapitalist.com/microsofts-revenue-by-product-line/   Microsoft's Most Lucrative Business Segments In 2023, Microsoft revenues soared to a record $211 billion as demand for AI services accelerated. As one of the world's largest companies by market cap, Microsoft reached a $2.8 trillion valuation as investors flocked to big tech and AI-related stocks last year. Amid strong growth, here's how much revenue was generated from Microsoft's product lines in 2023: Product LIne FY2023 Revenue Share of Revenue Cloud Computing Services $80B 38% Cloud Office Suite Software $49B 23% Operating Systems $22B 10% Gaming Consoles $15B 7% Employment Listing Platform $15B 7% AI-Enabled Search Engine $12B 6% Other $19B 9% Total Revenue $211B 100%   Source: https://blogs.microsoft.com/blog/2023/01/23/microsoftandopenaiextendpartnership/   Microsoft and OpenAI This agreement follows our previous investments in 2019 and 2021. It extends our ongoing collaboration across AI supercomputing and research and enables each of us to independently commercialize the resulting advanced AI technologies. ·         Supercomputing at scale – Microsoft will increase our investments in the development and deployment of specialized supercomputing systems to accelerate OpenAI's groundbreaking independent AI research. We will also continue to build out Azure's leading AI infrastructure to help customers build and deploy their AI applications on a global scale. ·         New AI-powered experiences – Microsoft will deploy OpenAI's models across our consumer and enterprise products and introduce new categories of digital experiences built on OpenAI's technology. This includes Microsoft's Azure OpenAI Service, which empowers developers to build cutting-edge AI applications through direct access to OpenAI models backed by Azure's trusted, enterprise-grade capabilities and AI-optimized infrastructure and tools. ·         Exclusive cloud provider – As OpenAI's exclusive cloud provider, Azure will power all OpenAI workloads across research, products and API services.       Meta / FB - Mark Zuckerburg + others c 2/2004 Mkt Cap 1.2 tr   Source: https://www.investopedia.com/ask/answers/120114/how-does-facebook-fb-make-money.asp KEY TAKEAWAYS Meta Platforms sells ads on social media websites and mobile applications and also sells augmented- and virtual-reality products and services. Advertising sales are the primary source of Meta's revenue. Facebook reported in 2021 that it lost daily active users for the first time in its history. Reality Labs is Meta's augmented and virtual reality technologies segment, which features and sells products such as the Oculus VR headset. Meta discloses data about the diversity and inclusion of its general management and employees.   Instagram, Messenger, WhatsApp  In 2023, the revenue general by Meta Platforms (formerly known as Facebook Inc.) amounted to roughly 134 billion US dollars, up from around 116 billion U.S. dollars in the previous fiscal year. In 2022, Meta's revenue stood at 117.9 billion USD.   Meta Revenue Breakdown 2022 % Advertising $113.64B 97.5% Other revenue (payments and fees) $809MM 0.7% Reality Labs (primarily sales of Oculus, now called Meta Quest) $2.16B 1.9% Total $116.6B         Apple c 1976 Steve Jobs and Steve Woz CEO Tim Cook Mkt Cap 2.9 tr   Source: https://www.tutor2u.net/economics/reference/why-is-apple-so-profitable#:~: . Diversified revenue streams: Apple generates revenue from a variety of different sources, including iPhone sales, iPad sales, Mac sales, as well as services like the App Store, Apple Music, and iCloud. This diversification helps to minimise risk and ensure a steady stream of income for the company.   Source: https://www.investopedia.com/how-apple-makes-money-4798689 KEY TAKEAWAYS Apple sells smartphones, personal computers, tablets, wearables and accessories, as well as a variety of services. iPhones are Apple's biggest source of revenue by product. Apple's services business generates the highest gross margins compared to its products business. Apple faces antitrust challenges regarding its App Store and ongoing unionization attempts by its retail workers.   Apple Revenue iPhone Accessories Mac iPad iPod Services 2023 $200.6B $39.8B $29.3B $28.3B - $85.2B Total 2023 Rev - $382 B       Nvidia  c 1997 CEO Jenson Huang – Hong Mkt Cap 2.3 Tr   Source: https://www.investopedia.com/how-nvidia-makes-money-4799532   KEY TAKEAWAYS Compute and Networking, which includes artificial intelligence (AI), is Nvidia's biggest revenue generator. The graphics business segment is Nvidia's second largest revenue generator. Nvidia (NVDA) introduced graphics processing units, known as GPUs, a key component of PC architecture and large-scale applications. It designs and sells GPUs for gaming, cryptocurrency mining, and professional applications. It also sells chip systems for use in vehicles, robotics, and more.     Revenue $26 bil in 2023, and $60 bil in 2024 so far Graphics and computers / networking – gaming, data centers     Nvidia partners with all – Google, FB, Amazon, Dell, Tesla, OpenAI, Oracle Source: https://nvidianews.nvidia.com/news/nvidia-blackwell-platform-arrives-to-power-a-new-era-of-computing#:~: .   NVIDIA Blackwell Platform Arrives to Power a New Era of Computing March 18, 2024 Blackwell Innovations to Fuel Accelerated Computing and Generative AI Blackwell's six revolutionary technologies, which together enable AI training and real-time LLM inference for models scaling up to 10 trillion parameters, include: World's Most Powerful Chip — Packed with 208 billion transistors, Blackwell-architecture GPUs are manufactured using a custom-built 4NP TSMC process with two-reticle limit GPU dies connected by 10 TB/second chip-to-chip link into a single, unified GPU. Second-Generation Transformer Engine — Fueled by new micro-tensor scaling support and NVIDIA's advanced dynamic range management algorithms integrated into NVIDIA TensorRT™-LLM and NeMo Megatron frameworks, Blackwell will support double the compute and model sizes with new 4-bit floating point AI inference capabilities. Fifth-Generation NVLink — To accelerate performance for multitrillion-parameter and mixture-of-experts AI models, the latest iteration of NVIDIA NVLink® delivers groundbreaking 1.8TB/s bidirectional throughput per GPU, ensuring seamless high-speed communication among up to 576 GPUs for the most complex LLMs. RAS Engine — Blackwell-powered GPUs include a dedicated engine for reliability, availability and serviceability. Additionally, the Blackwell architecture adds capabilities at the chip level to utilize AI-based preventative maintenance to run diagnostics and forecast reliability issues. This maximizes system uptime and improves resiliency for massive-scale AI deployments to run uninterrupted for weeks or even months at a time and to reduce operating costs. Secure AI — Advanced confidential computing capabilities protect AI models and customer data without compromising performance, with support for new native interface encryption protocols, which are critical for privacy-sensitive industries like healthcare and financial services. Decompression Engine — A dedicated decompression engine supports the latest formats, accelerating database queries to deliver the highest performance in data analytics and data science. In the coming years, data processing, on which companies spend tens of billions of dollars annually, will be increasingly GPU-accelerated.   A Massive Superchip The NVIDIA GB200 Grace Blackwell Superchip connects two NVIDIA B200 Tensor Core GPUs to the NVIDIA Grace CPU over a 900GB/s ultra-low-power NVLink chip-to-chip interconnect. For the highest AI performance, GB200-powered systems can be connected with the NVIDIA Quantum-X800 InfiniBand and Spectrum™-X800 Ethernet platforms, also announced today, which deliver advanced networking at speeds up to 800Gb/s. The GB200 is a key component of the NVIDIA GB200 NVL72, a multi-node, liquid-cooled, rack-scale system for the most compute-intensive workloads. It combines 36 Grace Blackwell Superchips, which include 72 Blackwell GPUs and 36 Grace CPUs interconnected by fifth-generation NVLink.      Tesla c 7/2003 CEO Elon Musk Mkt Cap 567 bil   Source: https://fourweekmba.com/tesla-revenue-breakdown/   Revenue Breakdown 2023 Contribution Automotive Sales $78.5B 81% Regulatory Credits $1.79B 1.85% Leasing $2.12B 2.19% Services $8.32B 8.6% Energy generation and storage $6.03B 6.24% Total $96.77B     Source: https://www.investopedia.com/tesla-s-largest-revenue-source-is-automotive-sales   KEY TAKEAWAYS Tesla makes, sells, and services all-electric vehicles in the U.S., Europe, and China. It also sells energy generation products. The company gets the vast majority of its revenue and all of its profits from automotive sales. Tesla is experiencing rapid growth in China. Tesla is facing investigations from regulators in different countries concerning safety-related issues with the electric automaker's vehicles. The company was recently sued by a California regulatory agency on allegations of racial discrimination and harassment at its factory in Fremont, CA.     Amazon c 1994 by Jeff Bezos CEO Andy Jassy Mkt Cap 1.9 tr   Amazon Revenue Breakdown - $575 B in 2023 Online stores $231.87B     Physical stores $20.03B     Third-party seller services $140.05B    Subscription services   $40.21B    AWS $90.76B    Advertising $46.9B        Other2023   $4.96B   Source: https://www.investopedia.com/how-amazon-makes-money-4587523   KEY TAKEAWAYS Amazon makes money through its retail, subscriptions, and web services, among other channels. Retail remains Amazon's primary source of revenue, with online and physical stores together accounting for the biggest share. Amazon Web Services (AWS) currently generates the majority of Amazon's operating profits and is growing at a robust pace.     AWS Amazon Web Services offers a broad set of global cloud-based products including compute, storage, databases, analytics, networking, mobile, developer tools, management tools, IoT, security, and enterprise applications: on-demand, available in seconds, with pay-as-you-go pricing.       Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science   Best of Tech: https://brt-show.libsyn.com/size/5/?search=best+of+tech     Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement     ‘Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT     Thanks for Listening. Please Subscribe to the BRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ ‘Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/   Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.  

In this company episode on Coupang, Speedwell Research draws on their extensive research report to cover everything from Founder Bom Kim's early foray into commerce with a Groupon-like business to an epic restructuring of the company just weeks away from IPOing that left them on the path to become the leading South Korean ecommerce business. Learn about how the South Korean competitve enviroment developed differently, as well as how Coupang managed to dominant after a capital-intensive pivot. We hope you enjoy!    Company Description: Dominant South Korean ecommerce provider with fully integrated logistics operation. Purchase the full Coupang Report here.  More details on our Coupang Report here.  Purchase a Speedwell Membership to gain access to all Reports here.  -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes Section 1: History and Background (0:00) Intro (1:55) Coupang Business Overview (2:56) Start History  (6:13) Groupon Business Model, Differing Value Props  (17:10) Pulling the IPO and Pivoting (30:32) - Second Attempt at an IPO *~* Section 2: TAM and Competition (31:44) TAM and Korean Retail Market Overview (39:13) Market Share and GMV Estimates (42:52) Competition, Consumer Preferences Served (47:47) Flywheel  (56:37) Coupang Fresh Grocery  (59:30) Spend per Buyer  (1:01:18) Competitive Enviroment, Naver *~* Section 3: International and Other Bets (1:27:17) Other Bets  (1:28:31) Coupang Play (1:31:56) Coupang Eats (1:39:10) Coupang Pay (1:42:25) International, Japan, Taiwan (1:48:42) Farfetch *~* Section 4: Financials, Valuation, Risks  (1:53:04) Financial Metrics (2:00:00) Coupang Steady State Margins  (2:04:03) Reverse DCF (2:06:20) Bear Case, Bull Case, Risks (2:13:58) Conclusion -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Purchase the full Coupang Report here.  More details on our Coupang Report here.  Purchase a Speedwell Membership to gain access to all Reports here.     Articles Mentioned Speedwell's Memo: Metaphor Malware: The Clumsy Thinking That Is Crippling Your Business Understanding *~* Twitter: @Speedwell_LLC  Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. At the time of publishing, one or more contributors to the podcast had a position in Coupang. Furthermore, accounts one or more contributors advise on may also have a position in Coupang. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ 

Alphabet, the parent company of Google, operates through three primary segments: Google Services, Google Cloud, and Other Bets, with Google Services being its largest, generating $283.53 billion in revenue, largely driven by Google Ads and YouTube, which accounts for approximately 11% of Google's revenue. Google Cloud, offering a suite of cloud computing services, contributed $26.28 billion to Alphabet's revenue, highlighting its growing presence in the cloud sector. We chat about Alphabet - I mean, do we really need to give it an introduction? But then a returning Equity Mate favourite, Mary Manning, also joins us to unpack the company.The Equity Mates Summer Series is proudly supported by CommSec. If the Equity Mates content isn't enough for you, CommSec has a content hub stocked with all the support, information and resources you need to build confidence and make the right money moves.Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply.If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don't Stress, Just Invest now, click here. You could win $500 by filling out our EM Community Survey. Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****This episode contained sponsored content from Commsec *****Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Elon schießt den Vogel mal wieder ab. Der Zahlungsanbieter Adyen stellt wie verrückt Leute ein und die Aktie halbiert sich fast. DLocal sucht einen Käufer und Alphabet bereitet alles vor, um eine der "Other Bets" aus dem Mutterkonzern herauszutrennen. Pip erklärt Glöckler, warum er sich als Farfetch Investor Sorgen machen sollte. Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Twitter (00:14:55) Discord io Hack (00:19:45) KI Weiterbildung Frage (00:25:30) DLocal (00:34:20) Adyen (00:42:30) Farfetch (01:04:20) Alphabet Other Bets Spin-off Shownotes: Werbung: Erfahre mehr über das Cybersecurity-as-a-Service Angebot Sophos Managed Detection and Response auf sophos.de/MDR Tweet Deck: The Verge Elon drosselt traffic: Washington Post Prof G locked out of X: Businessinsider Discord.Io Hacked DLockal explores Sale: Bloomberg Alphabet plant Verkauf: The Information Klarna Layoffs: Sifted Doppelgänger Tech Talk Podcast AI by Pip: https://www.doppelgaenger.io/ai Sheet https://doppelgaenger.io/sheet/ Disclaimer https://www.doppelgaenger.io/disclaimer/ Post Production by Jan Wagener Aktuelle Doppelgänger Werbepartner

Chuck Price, President, AI Kinetics joined Grayson Brulte on The Road to Autonomy podcast to discuss the shutdown of Waymo Via and what it means for the development of the universal driver. The conversation begins with Chuck sharing his thoughts on the current state of the autonomous trucking industry.We are going through change. What we're seeing is the early phase of this development which was largely science doing science, now moving to doing engineering and commercialization. Some of the companies that have been involved in this thought ahead for that and are prepared and others are struggling or have struggled. What we are seeing is a consolidation and some changes in strategy that I think are normal and healthy for an industry as complex as this. – Chuck PriceThe consolidation currently occurring in the autonomous trucking industry is healthy — the market is functioning properly. On Wednesday, July 26th, Alphabet announced Waymo will be shutting down their autonomous trucking division — Waymo Via. While this may have come as a surprise to many, there were rumors in the market and public statements by Alphabet on earnings calls that laid the foundation for this announcement. Waymo did the right thing for a lot of reasons. – Chuck PriceBy shutting down Waymo Via, Waymo is now going to focus exclusively on their robotaxi business — Waymo One. As Mr. Price stated, this is indeed the right thing for Waymo to do as they are in a head-to-head competition with Cruise. Cruise is a formidable opponent with the resources to compete. Not to mention, Cruise is currently expanding at a much more rapid pace than Waymo. Cruise is in the driver's seat, while Waymo follows behind. From a technical perspective, was this an admission by Waymo that the Universal Driver did not work as they expected? Or is this more inancial discipline coming from Waymo as the division will have a new de facto CEO on September 1st — Ruth Porat, President & Chief Investment Officer of Alphabet. In her new role Ms. Porat will be responsible for investments in Alphabet's “Other Bets”. To further streamline the business and appease Wall Street, could Ms. Porat look to license the Waymo driver to global OEMs? Or raise additional capital outside by collateralizing Waymo's IP? Aurora Innovation with 1,450 patents related to autonomy recently raised $820 million in new capital. I am confident that the formal IP developed by Aurora gave them a huge advantage when they went to raise money, and without that they probably would not have been able to raise. – Chuck PriceEven though Aurora recently raised $820 million in new capital, the company has a cash burn rate of $45.3 million a month. It's expensive to operate, Aurora. With Waymo signaling that the Universal Driver did not work, Aurora continues ahead with developing their version of the Universal Driver. Would Aurora be wise to shut down their passenger car business and focus solely on autonomous trucking? This decision would allow Aurora to streamline their business and lower their cash burn rate — the economics point the way forward. But the question remains, what path will Aurora choose as the company matures and grows?I haven't seen a Universal Virtual Driver yet, but I have seen focused drivers come to fruition. We've seen cars that are now self-driving without safety drivers. We've seen trucks that are self-driving without safety drivers. Both have been achieved. The science is done for those specific use cases. – Chuck PriceTo scale an autonomous trucking startup, the startup has to have a production relationship with a truck OEM. To achieve this relationship, the autonomous trucking startup will have to commit $50 to $100 million to the relationship.Wrapping up the conversation, Chuck shares his thoughts on how he sees the autonomous trucking industry evolving over the next five years.Follow The Road To Autonomy on Apple PodcastsFollow The Road to Autonomy on Spotify Follow The Road To Autonomy on LinkedInFollow The Road To Autonomy on TwitterRecorded on Tuesday, August 1, 2023See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jason Logan gives his UNDERDOG BETS and OTHER BETS ahead of Week 8 action. Jason also goes back to the future and gives his favorite rest-of-season future bets as we approach the middle of the NFL season.  Arthur DiCesare from SuperBook Sportsbook joins the show for our 2-MINUTE DRILL and answers rapid-fire questions about his favorite bets and line movement. 1:56-4:28 UNDERDOG BETS 4:29-7:36 OTHER BETS 7:38-9:57 BACK TO THE FUTURE 9:58-12:03 2-MINUTE DRILL WITH ARTHUR DICESARE Make sure you follow/subscribe to the Sharp 600, and if you love what we're putting out, please write a review! 

NEW HOST Jason Logan breaks down his favorite bets ahead of Week 1 of the NFL. Arthur DiCesare from SuperBook Sportsbook joins the show for our 2 MINUTE WARNING and answers rapid-fire questions about his favorite bets and line movement. 1:56-3:25 UNDERDOG BETS 3:26-6:13 OTHER BETS 6:14-8:17 WEEK 2 LOOKAHEAD BETS  8:18-9:41 WEEKEND WEATHER/INJURY WATCH 9:54-12:05 ARTHUR DICESARE FROM SUPERBOOK SPORTSBOOK  Make sure you follow/subscribe to the Sharp 600 and if you love what we're putting out please write a review! 

Opening Takes: -Sams Apology -TB is the exception to the Rule Season Predictions -MVP -DPOY -ROY -Division Winners Schedule Predictions -Chargers -Rams -Titans -Pats -Bucs Parlay to Poverty -Sam & Drakes lock of the week -4 Other Bets to take this weekend -Season long Picks

Google is a technology company that's disguised as a Communication Services business. The company operates in three segments: Google Services, Google Cloud, and Other Bets, where they bet on different technologies. Google is down more than 20% from its 52 week high, which means it might be a good time to look into purchasing shares. This episode is going to be all about analyzing Google as a business and determining if it's a viable company to invest in or not. Please SUBSCRIBE to the Trade For Yourself Podcast to review previous episodes! Go to my website to access my EXCLUSIVE MERCH: www.tradeforyourself.com #google #googlestock #alphabet #stocks #stocksplit #stockmarket #investing #tradeforyourself #waymo #cloud #technology #tech #autonomous #driving #wealth

Google (GOOG) is a world-recognized technology conglomerate. Technically, Google is listed under its parent company Alphabet Inc. There aren't many sectors that Google doesn't touch. The company operates through Google Services, Google Cloud, and Other Bets. Listen as Brett and Ryan ask Gianni Di Mattia questions about the company, its business model, and valuation. Enjoy the show! This episode is sponsored by Stream by Mosaic, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested in more of Gianni's work? Follow him on Twitter here: https://twitter.com/GianniDiMattia6?s=20&t=tcN_NiUg9PQUtQcbPTOdeQ Contact us: chitchatmoneypodcast@gmail.com  Timestamps Google | (3:00) Valuation | (21:05) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices

Every Monday, Grace and Alex scour the news, and record notes on what's going on to kick off the week. Today we had a fun mix of news, and things that made us laugh.The Spotify-Rogan situation continued as last week ended, with more episodes of the show coming down. More apologies. And more of Spotify trying to straddle the difference between platform and publisher, while hoping to reap the rewards of both while not fully owning up to the responsibility.Wag is going public, and my body is ready.From the funding round front, we had quick notes on Swing, which raised a $24 million Series B, and Reliance Health, which raised a $40 million Series B.And to close us out, an analogy about Facebook through the lens of Alphabet's Other Bets line item.Lots of Equity is coming this week, including our first live show of the year. It's free and you can come hang out, watch us flub, and ask questions! See you Thursday!

Focusing on only the games with something on the line, Jonathan Wilson and Mark O'Haire break down their best bets for the final Champions League group matches. Time Stamps AC Milan vs Liverpool - (01:39) Porto vs Atlético - (05:56) Salzburg vs Sevilla - (12:09) Wolfsburg vs Lille - (17:09) Other Bets - (24:01) Best Bets - (29:05)

Jonathan Wilson and Tom Love look to continue the great form of our Champions League podcasts with a look at Matchday 4.  Time Stamps Liverpool vs Atlético - (01:55) Atalanta vs Man Utd - (06:10) Kyiv vs Barcelona - (11:54) Sevilla vs Lille - (17:04)  Other Bets - (21:44) Best Bets - (27:22)

Jonathan Wilson and Mark O'Haire have been in great form through the opening weeks and needless to say, they are hoping to keep the streak going this week kicking off in Madrid as Atlético play host to Liverpool. Time Stamps Atlético vs Liverpool - (01:05) Man Utd vs Atalanta - (05:15) Ajax vs Dortmund - (13:01) Benfica vs Bayern - (16:05)  Other Bets - (21:23) Best Bets - (28:55)

The in-form duo of Mark O'Haire & Adrian Clarke switch their attention from domestic to international action as they select some tastily priced Euros fancies! Outrights Overview - (03:42) Best Rank Outsider - (09:02) Middle of the Pack - (14:30) Best Outright Bet - (17:20) Group Betting - (24:30) Top Goalscorer - (32:36) Other Bets - (41:50) 

Jim Marocco started his career doing temp jobs out of college and couch surfing. He eventually made his way to Google where he became the VP of Finance and Corporate Controller. Jim grew up talking about money with his family around the breakfast table.  This instilled a financial confidence that enabled him to leverage the little breaks in life and catapult his career. He's a reformed pessimist who now describes himself as a raging optimist. His wife was a big influence on his changed outlook. They have faced many challenges – including a potentially life shortening one – with a united front that has allowed them to beat the odds. Jim started working at Google in 2003, responsible for a variety of key financial activities including accounting and controls, compliance, forecasting and analysis, financial and order management systems, strategic deal support and managing outsourced operations. When the Alphabet holding company structure was first created, Jim managed a global team responsible for all financial activities associated with Google's “Other Bets” business segments, which included products such as Google Fiber and autonomous cars. Prior to joining Google, Jim held various financial and management positions at technology companies including the parenting media start-up Dr. Spock Company, Lycos, internet start-up WhoWhere?, and NEC Technologies. Jim has served on the Corporate Advisory Board for the Northern California chapter of the Cystic Fibrosis Foundation since 2011 in support of his wife, Larissa, who has cystic fibrosis and received a double lung transplant in 2018. He also serves on the Dean's Advisory Council for Cal Poly's Orfalea College of Business. Jim graduated from Cal Poly, San Luis Obispo with a B.S. degree in Economics. Currently, Jim is a stay-at-home dad of twin middle schoolers and actively volunteers within the local school district and as a youth sports coach. He is training his boys in the art of lawn mowing. Learn more about Money Tale$ > Subscribe to the podcast Recent episodes See all episodes > Form CRS Form ADV Terms of Use Privacy Rights and Policies

Jim Marocco started his career doing temp jobs out of college and couch surfing. He eventually made his way to Google where he became the VP of Finance and Corporate Controller. Jim grew up talking about money with his family around the breakfast table.  This instilled a financial confidence that enabled him to leverage the little breaks in life and catapult his career. He's a reformed pessimist who now describes himself as a raging optimist. His wife was a big influence on his changed outlook. They have faced many challenges – including a potentially life shortening one – with a united front that has allowed them to beat the odds. Jim started working at Google in 2003, responsible for a variety of key financial activities including accounting and controls, compliance, forecasting and analysis, financial and order management systems, strategic deal support and managing outsourced operations. When the Alphabet holding company structure was first created, Jim managed a global team responsible for all financial activities associated with Google's “Other Bets” business segments, which included products such as Google Fiber and autonomous cars. Prior to joining Google, Jim held various financial and management positions at technology companies including the parenting media start-up Dr. Spock Company, Lycos, internet start-up WhoWhere?, and NEC Technologies. Jim has served on the Corporate Advisory Board for the Northern California chapter of the Cystic Fibrosis Foundation since 2011 in support of his wife, Larissa, who has cystic fibrosis and received a double lung transplant in 2018. He also serves on the Dean's Advisory Council for Cal Poly's Orfalea College of Business. Jim graduated from Cal Poly, San Luis Obispo with a B.S. degree in Economics. Currently, Jim is a stay-at-home dad of twin middle schoolers and actively volunteers within the local school district and as a youth sports coach. He is training his boys in the art of lawn mowing. See all episodes >

Email from Jeff Bezos to employeesJeff Bezos has informed Amazon staff he is stepping down as CEO, after 27 years running the company he founded In an email to staff he said he plans “to focus my energies and attention on new products and early initiatives” - ie, use his enormous wealth to hang out with hollywood celebs Taking over is the current head of AWS, Andy Jassy. This makes a lot of sense, as AWS went from a loss leader to one of the biggest services in the world, powering a lot of the sites you use every day. Who is Andy Jassy, Amazon's next CEO?CNBC has a nice rundown of Andy, “In September, a column in the Washington Post, which Bezos owns, called Jassy the “clear heir apparent” to Bezos.”Microsoft's Bing ready to step in if Google pulls search from Australia, minister saysMicrosoft has jumped into the Media code story. On Monday, ScoMo joked he'd been on the blower to Satya Nadella, to discuss Bing filling the search engine void if Google left the market At present Microsoft's search engine Bing enjoys only 3.7 per cent market share in Australia, compared with Google's 94 per cent.At best, Australians are lukewarm on BingAs those numbers show, most people don't use Bing - and according to the Fin, the average punter is not happy to move. Salon owners optimistic about future without Google, as tech giant threatens to leave AustraliaAlthough the Australian has a story about small business owners who think Google leaving may be a “blessing in disguise”, as so much time is devoted to SEO Microsoft willing to accept new media bargaining code, unlike Google, FacebookAnd just to be even cheekier, Microsoft says it is happy to pay the media code. Clever move. Google Rides Global Ad Recovery to Record RevenueGoogle has reported its Quarterly earnings, and the company is doing alright Google parent Alphabet Inc posted a record $56.9 billion revenue, up from $43.2 billion a year ago. YouTube revenue soared 46% in the quarter, as advertisers flocked to the video-sharing platform amid the pandemic Alphabet's “Other Bets'' division, which is a combination of Google's moonshot ideas, continues to burn money, but at a slower rate. The division lost $1.14 billion compared to $2.03 billion in Q4 2019. Alphabet reports Q4 2020 revenue of $56.9 billion

RUNNING ORDER: PART 1: Introduction (29s) PART 2: Friday at Fundalk (1m 27s) PART 3: Saturday's Other Bets (3m 38s) PART 3: Champions' Day (6m 10s) PART 4: Sunday (31m 52s) PART 5: Best Bets (32m 57s) PART 6: Mailbag (34m 20s) Back our podcast enhanced treble (https://bit.ly/2YqThn8) Find out the latest racing odds at Paddy Power (https://www.paddypower.com/horse-racing) From The Horse's Mouth is a Muddy Knees Media production for Paddy Power

Google Director for HR Strategy Consulting for Other Bets, Jennifer explains how to work your way down from high level business goals into concrete talent practices.

The same Chinese company that bought baby milk company Bellamy's last year is set to buy the owner of Farmers Union Iced Coffee and Big M.Google parent company Alphabet is closing down its energy kite startup as the company's risk-seeking division, Other Bets, lost $4.8b.David Jones is closing stores because profits have halved following weak sales and lower foot traffic.---The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

Sonal Gupta leads Automattic’s Other Bets division, a team that develops experimental products that hover around Automattic’s core business. She relies on her legal background in order to clearly communicate the team’s new ideas to the rest of the company. For more, go to Distributed.blog. Produced by Mark Armstrong and the team at Charts & Leisure: Jason Oberholtzer, Whitney Donaldson, Cole Stryker, Levi Sharpe, and Michael Simonelli. Theme music by Jason Oberholtzer. Cover art by Matt Avery.

This week we had the full crew on deck, including Katie Roof, Matthew Lynley, and myself -- Alex! -- to dive into the biggest news of the week. We weren't alone, thankfully, as Maveron partner Rebecca Kaden joined us in the studio to mull over the latest. The news of the week was earnings-themed, unsurprisingly, including Amazon's big revenue beat and profit miss, Alphahbet's slightly fretful growth and losses on its "Other Bets," whatever the hell happened to Twitter during the San Francisco dawn, and Facebook's continued triumphal parade.

This week we had the full crew on deck, including Katie Roof, Matthew Lynley, and myself -- Alex! -- to dive into the biggest news of the week. We weren't alone, thankfully, as Maveron partner Rebecca Kaden joined us in the studio to mull over the latest. The news of the week was earnings-themed, unsurprisingly, including Amazon's big revenue beat and profit miss, Alphahbet's slightly fretful growth and losses on its "Other Bets," whatever the hell happened to Twitter during the San Francisco dawn, and Facebook's continued triumphal parade.

There's much news in the container world with DockerCon and Red Hat having had conferences, plus Docker gets a new CEO. We also do a hindsight analysis of what wrong with the losers of the Cloud Wars. And, as always, recommendations from the three of us. Mid-roll Coté: CF Summit 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/) - 20% off registration code: cfsv17cote Coté: Want 2 days of Spring knowledge? Check out SpringDays in ATL, NYC, and Chicago (https://www.springdays.io/ehome/index.php?eventid=228094&). Get 50% w/code SpringDays_HalfOff: SpringDays.io in Chicago (May 30th to 31st) (https://www.springdays.io/ehome/spring-days/chicago), New York (June 20th to 21st) (https://www.springdays.io/ehome/spring-days/new-york), and Atlanta (July 18th to 19th) (https://www.springdays.io/ehome/spring-days/atlanta) Coté: OSCON Expo Plus (https://conferences.oreilly.com/oscon/oscon-tx/public/content/exhibitplus) discount: I wanted to present to you a Free Expo hall Plus Pass for OSCON coming to Austin May 10/11. You get way more than just a pass to the expo, it also covers three full-day events: TensorFlow Day, InnerSource Day, and our Open Container Summit. If you are interested, you can use the code AUSTIN at checkout. You can see the entirety of what is offered here (https://conferences.oreilly.com/oscon/oscon-tx/public/content/exhibitplus). Matt: ChefConf May 22-24 (https://chefconf.chef.io/2017/) Matt Ray’s APAC Biz Travel Fun 5 different airlines in a month. Emirates is the best. This is why we can’t have nice things - American Airlines raises pay. Red Hat. Some cloud stuff we need to read-on more. Check out Coté's summary of a recent Brian Gracely post on the OpenShift momentum (https://cote.io/2017/05/01/red-hat-openshift-momentum-highlights/). Cloud Rules Everything Around Me As summarized by Derrick (http://news.architecht.io/issues/architecht-daily-it-s-earnings-and-ipo-season-for-cloud-and-cloudera-55782) (via CNBC (http://www.cnbc.com/2017/04/27/microsoft-azure-growing-faster-than-aws-google-cloud-behind.html): AWS brought in $3.66 billion in revenue, which was up 42 percent from last year. However, year-over-year growth dropped from last year’s first quarter. Microsoft’s “Intelligent Cloud” unit, which includes Azure, grew 11 percent, to $6.8 billion. Microsoft doesn’t break out Azure revenue specifically, but said Azure saw a 93 percent increase in revenue over last year. Google Cloud is buried somewhere in “Other Bets” on Alphabet earnings, a segment that grew 50 percent to $3.1 billion. What’s the Halo Effect on this? It’s easy to blame the big vendors for shying away from public cloud but it was some scary shit, business-case wise, back in 2008. Verizon sells cloud stuff to IBM (http://www.zdnet.com/article/ibm-to-snap-up-remnants-of-verizons-cloud-managed-hosting-business/). Docker is now Moby, wait what? LinuxKit - the host OS, where you run the containers. “Moby (https://mobyproject.org/) is recommended for anyone who wants to assemble a container-based system” Moby = open source development Docker CE = free product release based on Moby Docker EE = commercial product release based on Docker EE Moby is the name of the upstream umbrella project supervising the open source pieces that are used to build Docker, which is now the commercial-focused product Docker CE/EE Letter about Moby (https://osenetwork.com/2017/04/21/)an-open-letter-to-docker-about-moby/ Moby is Fedora, Docker is like RHEL, Eclipse, Genuitec. Coté’s Notebook on Moby and such (https://cote.io/2017/04/22/the-news-from-docker-land-plus-the-money-being-fought-over-notebook/) Coté's Notebook on Docker's new CEO (https://cote.io/2017/05/03/dockers-new-ceo-steve-singh-highlights/). BONUS LINKS! Not covered in show. EngineYard done! Press Release (http://finance.yahoo.com/news/engine-yard-leader-ruby-rails-131500016.html) A snarky Tweet (https://twitter.com/craig_tracey/status/857004524447432704) Another Press Release (http://www.prnewswire.com/news-releases/engine-yard-a-leader-in-ruby-on-rails-acquired-by-crossover-to-become-a-full-stack-ruby-platform-300444820.html) Jay Lyman at 451 (https://451research.com/report-short?entityId=92309&type=mis&alertid=445&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=92309-Engine+Yard%27s+end+of+the+road+is+acquisition+by+Crossover): “It generated revenue of about $36m in 2016.” - I seem to recall that EngineYard would report on revenue. “Native” Windows Server Support for Docker Link (https://blogs.technet.microsoft.com/hybridcloud/2017/04/18/dockercon-2017-powering-new-linux-innovations-with-hyper-v-isolation-and-windows-server/) “Linux containers running natively on Windows Server through our Hyper-V isolation technology” Sysdig Docker Usage Report 2017 Link 1 (https://sysdig.com/blog/sysdig-docker-usage-report-2017/) Link 2 (http://www.infoworld.com/article/3189385/open-source-tools/kubernetes-is-king-in-container-survey.html) Always fun to read “real” numbers 10 containers/host and Kubernetes out in front Microsoft and the NSA Exploits Leak Link (https://blogs.technet.microsoft.com/msrc/2017/04/14/protecting-customers-and-evaluating-risk/) Patch your servers and run modern versions people. Amazon’s Coming to Australia Link (http://mashable.com/2017/04/19/amazon-confirms-australia-expansion/) “The moment Australian retailers have dreaded is here. “ Intel Drops out of OpenStack Innovation Center Link (http://fortune.com/2017/04/14/intel-openstack-project-rackspace/) 30 Rackers moving internally, Intel is still participating within OpenStack Huawei Want to Enter the Cloud Fray Link (http://www.cbronline.com/news/cloud/public/cloud-wars-huawei-enters-fray-sets-sights-aws/) Everybody wants a piece of AWS Microsoft buys Deis Coté’s notebook on the topic (https://cote.io/2017/04/10/microsoft-buys-deis-deeper-into-kubernetes-1-1bn-container-market-notebook/). Oracle Buys Wercker Link (http://blog.wercker.com/oracle) “container lifecycle management” - foundation for a container PaaS if you tie it to the StackEngine acquisition? How Many Data Centers Needed World-Wide Link (http://perspectives.mvdirona.com/2017/04/how-many-data-centers-needed-world-wide/) Deep cut from James Hamilton, AWS Datacenter guru Re: Oracle “if you assume the big three are spending roughly equally, how can $1.7B compete with more than $10B when it comes to serving customers?” “2+1 redundancy is cheaper than 1+1 and, when there are 3 facilities, a single facility can experience a fault without eliminating all redundancy from the system. Consequently, whenever AWS goes into a new region, it’s usual that three new facilities be opened rather than just one with some racks on different power domains.” “latency is not the prime driver of very large numbers of regions” “being close to population centers and major communications hubs matters to most operators more than cooling costs” Canonical/Ubuntu priorities Link (https://insights.ubuntu.com/2017/04/05/growing-ubuntu-for-cloud-and-iot-rather-than-phone-and-convergence/) Dropping Unity desktop and phone stuff in favor of desktop, cloud & IOT BrickerBot Bricks Unsecured IOT Devices Link (https://www.bleepingcomputer.com/news/security/new-malware-intentionally-bricks-iot-devices/) “BrickerBot the work of a vigilante?” OmniTI Shutting Down OmniOS Development Link (https://lists.omniti.com/pipermail/omnios-discuss/2017-April/008699.html) Open source Solaris-compatible clone “OmniTI will be suspending active development of OmniOS” Apple makes GarageBand, iMovie and iWork free Link (http://www.theverge.com/2017/4/18/15344834/apple-free-apps-garageband-imovie-pages-keynote-numbers) MacOS and IOS! Keynote is the best, why not open source for an attempt at cross-platform? Recommendations Brandon: S-town podcast (https://stownpodcast.org/), some background from the creator (https://longform.org/posts/longform-podcast-239-brian-reed). Matt Ray: Google Translate video realtime AR stuff. Coté: The Big Sleep (http://amzn.to/2pyAeak).

As usual, we kick off this episode with our News Roundup. This week, we discuss Microsoft and Amazon's earnings briefly, including the rather counterintuitive investor reaction to each of them. Then we have a quick conversation about the positive video subscriber additions both Time Warner Cable and Comcast have reported recently, and why they shouldn't lead us to question the cord cutting trend. Our main topic today is Alphabet (formerly Google) and Facebook's earnings. We discuss Alphabet's new reporting structure and the performance of its "Other Bets" (something Jan wrote about this week on the Beyond Devices blog). We also talk about the fact that both these ad-centric businesses are investing heavily in non-ad businesses that have yet to deliver meaningful revenue, at significant cost, and why that might be. We also talk about the meaning of monthly and daily active user numbers, and the significance of each. To wrap up, we discuss Yahoo's earnings and the state of Yahoo, as well as the challenges facing the company and its failure to reinvent itself under Marissa Mayer over the last few years. As ever, you can find some links to related content and other information on the website at podcast.beyonddevic.es.