PC sales are down massively not because people are not using PCs but because a lot of companies said okay, we'll buy you a computer for home. Microsoft did warn According to the financial times that revenue growth from Azure was gonna slow by five points in the next quarter. Why is that why would cloud computing go down? Well it might be there's less startups being started or Companies are tightening their belt and they're looking at their cloud spend. I saw this happen during the dot-com bust and in 2008 when the market gets challenged and you see your income going down You see less revenue. It's not a Microsoft issue as much as a COVID boom bust cycle operating income 21 billion for
First up Jason does a solo breakdown of recent earnings reports from $MSFT (1:38), $GOOG (13:59), and $SPOT. (26:46) Then, Molly is joined by Coco CEO Zach Rash for another edition of The Next Unicorns! (39:09)
(0:00) Jason tees up today's segments
(1:38) Microsoft earnings breakdown
(12:42) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:59) Google earnings breakdown
(25:20) LinkedIn Jobs - Post your first job for free at https://LinkedIn.com/unicorn
(26:46) Spotify earnings breakdown
(33:54) Why now is the best possible time to start a company
(37:58) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend
(39:09) Coco CEO and Founder Zach Rash joins Molly Wood to talk about his robo-delivery startup!
(55:38) Last mile delivery market size, why Coco is focusing on remote-controlled vs autonomous, and more!
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