BeReal waits for no one
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Deirdre Bosa
@dee_bosa
Pronounced Dear-dra (formerly Wang Morris). Asia, Europe, now holding down at 1Market. Leafs fan 
SFتاریخ پیوستن مارس ۲۰۱۱
توییت‌های Deirdre Bosa
earlier today we reported on CNBC that a team of data engineers was let go at Twitter based on the account of 2 ppl who told us they were a part of that team. we have not been able to confirm that they were actual employees or that the co has laid off anyone today
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It’s happening
Entire team of data engineers let go. These are two of them
#TwitterTakeover
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confusion reigns outside twitter HQ
are people being let go? Are they trolling the media?
…unfortunately corp comms isn’t returning calls
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fyi -some questions being raised about whether these are really twitter employees.
Still trying to verify
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It’s happening
Entire team of data engineers let go. These are two of them
#TwitterTakeover
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They are visibly shaken. Daniel tells us he owns a Tesla and doesn’t know how he’s going to make payments.
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It’s happening
Entire team of data engineers let go. These are two of them
#TwitterTakeover
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gm
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yikes. AWS growth seeing sharp deceleration.
$amzn cfo: We had a 28% growth rate for the quarter for AWS... backend of the qtr, we were more in the mid 20% growth range.
[get ready for q4 cloud growth numbers... ]
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the Prime Video trade off--
Lord of the Rings drove more prime sign-ups globally than any other Amazon original & NFL averaged more than 15m viewers during first broadcast
but operating income hit by step up in prime video content & marketing costs
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thank tesla and nvidia
(and a bunch of non tech co's like honeywell, pepsico and costco)
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Still can’t believe that GOOG and MSFT were down 6-7% pre market yesterday and the QQQs were down >2%
FB down 22% today and QQQs down 0.4%
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While Chinese regulation on tech is changing, demand is vast and cash-flow is rich. There’s still value to be had, if due diligence done properly.
That’s said, many Chinese ADRs will be going back to HK listing. Caveat Emptor. last night with
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Forget it, Jake – it's China tech 
Grow Investment Group Chief Economist @HAOHONG_CFA says there are still "tremendous opportunities to be had" in dual-listed Chinese companies as demand for internet services holds steady.
Grow Investment Group Chief Economist @HAOHONG_CFA says there are still "tremendous opportunities to be had" in dual-listed Chinese companies as demand for internet services holds steady.
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$googl call: as in prior quarters, the majority of hires were for technical roles
in Q4 we expect head count additions will slow to less than half the number added in Q3
(so could still hire about 6k!)
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job cuts? hiring freeze? not for $googl
Alphabet *added* nearly 13k employees in Q3.
CFO Ruth Porat says they're focused on slowing hiring as part of "optimization process"
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HOLY SKATEBOARDING CAT VIDEOS - YouTube revenue shrank!
Alphabet down after hours, missed on top and bottom lines.
via
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job cuts? hiring freeze? not for $googl
Alphabet *added* nearly 13k employees in Q3.
CFO Ruth Porat says they're focused on slowing hiring as part of "optimization process"
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It's lights out, and away we go! We're joined by Team Principal Toto Wolff & CEO for a closer look at the tech that fuels and the international growth of motorsports.
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the most opportunistic
& shining a light on the fact that big bank savings account yields haven't budged. Chase savings APY is.... 0.01% twitter.com/stevekovach/st
این توییت در دسترس نیست.
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last time gig companies (uber, lyft, dash) faced this kind of labor pressure in california they spent some $100m to win an exemption and threatened to leave the state altogether
this time, the prospect is *national* and market especially won't like impact on profitability
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regulatory risk is back for gig
uber / lyft / dash shares getting crushed on labor dept proposal to make gig workers employees
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a huge happy BOOK DAY to my amazing colleague
incredibly important read in silicon valley and beyond. so proud of you Julia and can't wait to discuss more on techcheck!
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what is going on w lyft?
shares down 77% YTD (vs uber -40%)
market cap <$4.5b
Wall St getting increasingly bearish --pointing to Uber advantage
Lyft points to active driver growth (but from v low pandemic base and stops short from saying supply is good)
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As always i welcome people betting against me. I have done this for 42 years. Those who know me know that you would have been betting against Apple at 5, Google since inception, Meta at $18, Amazon at ten, Nvidia at $25 and AMD at $5. i welcome all comers..
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🚨 new: uber announces mandatory return to office tuesdays and thursdays -company-wide
50/50 hybrid remains but tues/thurs in office required
"Our business also exists in the real world... its important we stay connected to the places we serve"
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Am I surprised to see Exxon's market cap exceed Facebook's? Tbh, not really.
One is an innovative company, using cutting edge technology to provide a good that literally the entire globe uses to survive. And the other is other in the business of extracting $ through online ads.
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Changes at the top:
Meta market cap surpassed by Exxon as Tencent loses out to liquor maker Moutai.
H/t @gurgavin @danwwang
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money transfer company that built its name on guaranteeing exchange rates no longer guaranteeing exchange rates for…
Brazilian real
EURO
GPB
and USD
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ICYMI: We also checked the pulse on iBuying with , who took public via SPAC last year and predicts well-managed digital real estate companies will ultimately survive the current downturn.
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kudos to for coming on at difficult moment for the co
its my job to hold guests accountable, but sometimes just a clip just gets tweeted. Entire interview worth a watch where Keith explains how opendoor has stress tested model & could survive (even thrive) in a downturn
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Things got contentious today on @CNBCTechCheck – here's the full conversation with @Opendoor Co-Founder @rabois and our @dee_bosa and @jonfortt.
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have u dunked on over the past week re opendoor?
he doesn't care and he's coming on to defend the biz model and company, which is down 80% this year
coming up on
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echos Uber CEO last week: seeing secular shift from demand for retail to demand for services...more & more ppl are going out, spending on services. that's been a real tailwind
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no slowdown at Doordash
CEO : still strong consumer demand and "very strong" demand from dashers
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#BeReal has “scaled to more than 15m DAUs in about a year which is quite impressive.”
- Bernstein (cc: )
ft.com/content/c19c48
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Selling or shorting Opendoor due to Zillow’s flaws is akin to shorting Google due to Yahoo’s inability to monetize search well or return long tail queries properly. twitter.com/justindross/st…
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We are now in the part of the cycle where CEOs are finally getting push back on share based comp. Good work pointing this out and pressing on it
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Can $UBER drive higher cash flows? CEO @dkhos thinks so, predicting that the company will reduce its stock-based compensation in an interview this week with our @dee_bosa.
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"America is the youngest startup... we invented Apple, we invented Ford, and now we have Yeezy"
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unreal. 👏👏👏
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asked last week if BeReal represented an opportunity for him
this week, tiktok jumps in w a clone
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350 million people are using @Snapchat every day.
Snap CEO Evan Spiegel joined @carlquintanilla, @JBoorstin and @dee_bosa on @cnbc to discuss the state of the company and the rising threats of BeReal & TikTok.
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