Tech’s espresso shot is quite literally the cloud – TechCrunch
Hello and welcome back Equitya podcast about the startup business where we unpack the numbers and nuances behind the headlines.
We said last week that you need to pay attention to the public market, and we’re not kidding. It’s been a massive earnings week – with notes from all over, including the advertising and cloud spending markets. But this week’s Monday show isn’t just another entry in the series – it’s an experimental live show! Natasha joined Alex for fun and here’s what they got into:
- Stocks rise, cryptocurrencies mostly flat after a solid week of gains.
- Will Alibaba delist or not? That question is more important than what will happen to the Chinese tech giant. The question really raises a larger question regarding the ability of Chinese tech companies to access foreign markets more generally, where capital flows can be high. Given China’s economic woes, cutting off that particular liquidity pipeline could be risky.
- From there we went to Clearco laid off, UiPath buy Re: inference and Oui .’s First Funding.
- And then we close with a deep dive into Big Tech earnings. Gist? In short, these companies are too big, and without the cloud, they will be in trouble.
So what do you think? Should we go live again? Next time for Justice-themed espressos that no one else can enjoy but us? Let us know and don’t worry, the Equity team is back on Wednesday with a hot kick-off show.
Equity drops every Monday at 7am PDT and Wednesday and Friday at 6am PDT, so sign up with us on Apple Podcasts, Dark, Spotify onend all workpieces.