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 
SFJoined March 2011
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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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B̵e̵R̵e̵a̵l̵ TikTok Now waits for no one
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BeReal waits for no one twitter.com/fpcap/status/1…
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"Figma spread across the company so fast that I don’t think Adobe was even able to catch up"
best thing you can read on Adobe/Figma deal this morning from - on why Adobe *had* to do this deal
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@RiskReversal & @CNBC's @dee_bosa discuss the tech stock rout, the TikTok 
stomping its rivals, why "focus" is top of mind for tech execs & what the CEOs of $AAPL, $AMZN, and $GOOGL all shared in common at #codeconference
Sponsored by @current @MasterworksIO @taboola3
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A source familiar confirms scoop that Softbank & Masayoshi Son are *considering* a possible third Vision Fund
Also tells me fund would be more focused on US based investments (vs China, India, LatAm scope of VF 1 & 2)
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🤳 in the wild! Live at the GS Communacopia + Tech. Conference season is back! #natureishealing �
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And that’s a socially distanced wrap from #codecon for @CNBC @carlquintanilla @jonfortt @JBoorstin @CNBCTechCheck
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Replying to
😂 no worries! We are a bank and in addition interest is only 4% of cost since we turn around balance sheet 12 times a year. We offer government insured deposits at attractive rates much better than banks but same time allows us funding at a fraction of fintech who are not banks.
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How's THIS for 'return-to-work'?
Boom.
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Class dismissed �� CEO joins to discuss President Biden's student debt forgiveness plan, calling it "a definitive decision" giving those eligible the opportunity to refinance the remainder of their loans before rates rise further.
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raises q: is this really good for peloton investors? amazon has its own ambitions in health and fitness. instead of acquiring peloton, now it can learn all about its sales/customers without buying it
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DTC retailers have been wary of selling on amazon and handing over their customer data to the ecommerce giant (see: warby parker, allbirds, etc)
& peloton until now. shares up 12%
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SCOOP: Peloton is pushing beyond its DTC roots and will begin selling a selection of equipment and accessories, including its OG Bike, on Amazon. The company tells me this is about accessibility and meeting customers where they're shopping. $pton $amzn
cnbc.com/2022/08/24/pel
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good point from on $COIN services and subscription revenue
last 4 quarters:
$147b
$152b
$213b
$145b
Armstrong tells it'll offset declining trading fees.
At this rate, not for a while
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CNBC exclusive interview with Coinbase CEO rolling out today at 11:10 ET on
Tune in for Armstrong's take on the state of crypto, $COIN competition, Wall Street partnerships, cost-cutting and more📺
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CNBC TechCheck+ chats with HBO's "Industry" creators on transition from banking to Hollywood twitter.com/i/broadcasts/1
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Time to switch these flows up âš¡ Our and break down a tale of two VCs: Chamath Palihapitiya's SPAC deals going south over the last year, and WeWork Founder Adam Neumann receiving a $350M investment for his new real estate start-up.
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Two things that can both be true:
1/ Adam Neumann was indeed a visionary who transformed a massive, staid industry.
2/ Adam made huge mistakes (not fraud, but still brutal errors that hurt employees) and it’s still not clear how much he’s willing to own some of those mistakes.
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looking forward to opening the week with on tomorrow morning.
see ya @ 11a ET/8a PT!
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In case you’re not a coffee drinker, just a little something to wake you up on this Monday morning.
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