Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
The Trends in Amazon's Growth Rate
02:39 • 2min
The Bottoming of Amazon's Cloud Business
04:10 • 2min
Apple's Earnings Call: A Different Tone Set
05:56 • 3min
iPhone 15: A Slowdown in Growth?
08:30 • 2min
iPhone 15: A Good Story for Apple
10:07 • 2min
Apple's Disappointment With Siri
11:48 • 2min
Apple: The Short, Medium, and Long Term Story
13:45 • 2min
The Long-Term Bull Case for Apple
15:28 • 2min
Chegg's Earnings Report
17:19 • 5min
The Impact of AI on the Cloud Business
22:09 • 2min
Disney's Earnings Were a Mixed Bag
24:09 • 4min
Disney Plus: A New Product?
27:50 • 2min
The Future of Netflix and Disney Plus
30:18 • 4min
The End of Arm
34:18 • 5min