Sharp Tech with Ben Thompson cover image

Mailbag: How to Read an Earnings Report, TikTok's ATT Challenges, The Net Impact of Social Media, Lessons of a Young Tech Employee

Sharp Tech with Ben Thompson

00:00

Metaverse Investing

The market is not precise. Like the market will get it right directionally in the short term. Of course, Nvidia stocks should be down. Also, I've been making this point. There is a structural change in social media. So, yes, the terminal value of these companies has declined. But it usually goes too far and then comes back and it has to sort of calibrate itself. And that's where I definitely feel right.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app