Hints and tips:
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...I just don’t do it anymore”....
...Can Tesla use the demands of autonomous cars/FSD to become a global leader in custom AI chips? Yes! say Jonas et al. Yes it can! Look! And look! And look!...
...Last week, a verdict was passed down in the case of Walkers Snack Foods Ltd v Commissioners for His Majesty’s Revenue and Customs, with first-tier tribunal judges Anne Fairpo and Sonia Gable ruling against...
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
...The FANG+ index — which includes Tesla and Baidu as well as Facebook et al — may be only down a little at pixel time, but it has plunged by just over a quarter since the turn of the year....
...Despite almost the most favourable macro conditions imaginable, Uber Eats made a $232m adjusted ebitda loss — just a $54m improvement from the same quarter in 2019....
...I don’t think they’re cutting their nose to spite their face.”...
...Just ask Yasir al-Rumayyan, governor of the Saudi Arabian sovereign wealth fund, who uttered similar words during a virtual conference last month....
...al, overcome the challenges and build those Fleits after all....
...That doesn’t quite fit the stated criteria. Then again, this is the same crew that thought a $400m bet on Magic Leap was a good idea and is still underwater on a $3.5bn investment in Uber....
...“You don’t want to waste a crisis . . . So for us, definitely we are looking into any opportunities.”...
...Uber isn’t an innovation story as much as a brand centralisation story....
...In a press release issued by T-Mobile and Sprint, which started with a celebratory “Spoiler Alert: WE WON!”...
...Janine Gibson Travis Kalanick Controversial co-founder of Uber Travis Kalanick’s frustration one snowy December night in Paris that he couldn’t simply “push a button and get a ride” from his phone inspired...
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
...“They don’t want to be caught flat-footed.”...
...When sages speak Here is a thumping research report from Jonathan Woetzel, Jeongmin Seong et al from the McKinsey Global Institute....
...telecoms-to-technology group: WeWork....
...With the new threat to sue from a coalition of US states, it’s going to be a tough call to make for the US regulator. DD’s Indap v NYU’s Damodaran: Is stock compensation good or bad?...
...“Don’t set your hearts set on a particular valuation,” she advised. “We don’t know where it’ll be next spring.”...
...Feldman et al. have a sense why that is:The access to capital investment and the ability to spread risks among many small shareholders appears to facilitate heavier investments in R&D, arguably the riskiest...
...Addison Lee, the mini cab company that was bought by Carlyle just months before Uber et al made it on to the scene....
...It doesn’t seem clear to me that Uber “should” own anything at all....
...Low morale inside Uber contributed to a series of damaging leaks, including revelations about the mishandling of a rape victim’s medical records and the existence of Greyball, a technology used to mislead...
International Edition