The cloud is not a fortress that can be climbed by some start up. This is an unswimmable moat, rightly. Nobody's going to come in here and pop up cloud services like the capax" "I could see a flip happening here," says douan Obeidallah.
Jason is BACK and he's ready to Jay Trade! Jason and Molly wrap up big tech earnings week with a major deep dive on $AMZN's impressive quarter (1:53), $AAPL's slowing revenue growth/growing subscriber base (26:04), and the lack of faith in $META's big bet. (31:44) Producer Rachel wraps the show with another great edition of OK Boomer, featuring popular YouTube and investor Nate O'Brien! (40:18)
(0:00) Jason is BACK for a huge news day!
(1:53) $AMZN Q2 was highlighted by two insane business segments: AWS and advertising
(18:20) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(19:24) Continued breakdown of $AMZN's Q2: Amazon Prime and retail; Jason makes another Jay Trade and gives his investment thesis for $AMZN
(24:43) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(26:04) $AAPL earnings: slowing growth, but still putting up huge numbers, Apple's 800M+ paid subscribers
(31:44) Antitrust action against Meta, Jason gives his take on Meta's all-in bet on the metaverse
(39:01) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(40:18) OK Boomer: Investor & YouTuber Nate O'Brien joins to talk growing his YouTube to 1M+ subscribers, his journey to investing, and more