Hello and welcome back to Equity, the startup business podcast, where we unpack the numbers and nuances behind the headlines.
Last week we said you should pay attention to the public markets, and we weren’t kidding. It was a big week for revenues – including the ad market and cloud spending, with all the notations. But this week’s Monday show was more than just another entry in the series – it was an experimental live show! Natasha Joined. Alex For fun, and here’s what you get:
- Stocks, crypto mostly flat after strong week of gains.
- Does Alibaba list it? This question is more important than just what will happen to the individual Chinese tech giant. The question belies a larger question about the ability of Chinese tech companies to access foreign markets in general. Given China’s economic woes, cutting off that particular liquidity pipeline could be dangerous.
- Then we moved on to Clearco layoffs, UiPath buying Re:infer and the first close of Oui’s new fund.
- And then wrap it up with a dive into Big Tech earnings. The bottom line? These companies are too big to consolidate, and without the cloud they will struggle.
So what did you think? Do we have to live again? Next time, no one but us can enjoy the Equity-themed espresso cups? Keep us posted and don’t worry, the Justice League will be back on Wednesday with a spectacular bootleg show.
Equity drops every Monday at 7 am PDT and Wednesdays and Fridays at 6 am PDT, so subscribe Apple Podcasts, Exaggerated, Spotify AAnd all the actors.