Hello and welcome to Equity, a podcast about startup activity, where we unpack the numbers and nuances behind the headlines.
Last week, we said to be careful with public procurement, and we weren’t kidding. It’s been a huge week for revenue – with notes from all over the place, including ad market and cloud spend. But this week’s Monday show was more than just an entry into the series – it was a live experimental show! Natasha joined alexander for fun, and here’s what they got into:
- Stocks up, crypto mostly flat after strong week of gains.
- Will Alibaba withdraw from the list or not? This question matters more than what happens to the Chinese tech giant. The question really belies a broader question about the ability of Chinese tech companies to access overseas markets more generally, places where capital can flow at a high rate. Given China’s economic woes, cutting off this particular liquidity pipe could be risky.
- From there, we went to Clearco’s layoffs, UiPath’s purchase of Re:infer, and Yes’s first close of its new fund.
- And then we finished with a dive into Big Tech’s earnings. The essential ? These companies are too big to summarize, and without the cloud they would be in trouble.
So, what do you think ? Should we start living again? Next time with Equity-themed espresso cups that no one but us can enjoy? Let us know, and don’t worry, the Equity crew is back on Wednesday with a smashing starter show.
Equity drops every Monday at 7 a.m. PDT and Wednesdays and Fridays at 6 a.m. PDT, so subscribe to us on Apple podcast, Covered, Spotify and all casts.
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