Prof G Markets Will Tesla’s Robotaxi Ever Arrive? + Sin Stocks and Zyn Nicotine Pouches
9 snips
Jul 29, 2024 Scott dives into Tesla's recent earnings struggles and the broader issues plaguing the electric vehicle market. He discusses the potential fallout for Tesla's stock linked to political scenarios. The conversation shifts to the rising trend of Zyn nicotine pouches among Gen Z, raising questions about investments in sin stocks. The hosts also explore changing substance use patterns among youth, noting a move away from traditional habits. Expect humor, market insights, and candid reflections on modern consumption trends!
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Google's AI Dilemma
- Alphabet may be hesitant to fully commit to Gemini, its LLM, potentially due to the innovator's dilemma.
- They seem to be protecting their search business while not maximizing Gemini's potential.
LVMH and China
- LVMH's recent struggles reflect a broader trend in the luxury market, particularly concerning China's economic slowdown.
- Chinese high-net-worth families have reduced spending, impacting LVMH's revenue.
Spotify's Strategy
- Spotify's success stems from consolidating an entire medium into a user-friendly app.
- They prioritized scale and partnerships with artists and labels before leveraging pricing power.