Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 4min
You Shouldn't Be Seeing Ads, Right?
03:51 • 2min
Macroeconomics
05:58 • 6min
Is the GDP Going to Swing to a Positive?
11:48 • 2min
Is There a New Ad Model Coming to Netflick?
13:37 • 2min
Is Google Going to Replicate Many of the No Tracking, Hitting Your Email?
15:50 • 4min
Y Forget a Shelterin Place.
19:31 • 2min
Amazon Business Units
21:18 • 3min
Amazon Wild
24:36 • 3min
Is Amazon Feeling Head Winds?
27:34 • 4min
Is Facebook Getting Rid of Social Networks?
31:52 • 3min
Amazon's Forward Guidance, Wall Street's Forecast
35:04 • 2min
Shopifi, Is It a Facebook or a Shopify?
36:52 • 4min
Is Amazon Going to Buy Shopify?
41:20 • 2min
Shop Ifi - Deliver Is a Three P L
43:19 • 5min
Teliver's '1997' Shareholder Letter
48:39 • 6min