Loup TV

Most software developers and engineers know what it means to be sherlocked — the worst of fates for an app. The term was first coined in the early 2000s when Apple implemented its Sherlock search tool in Mac OS 8. Sherlock shipped only a few months after Karelia Software made a similar third-party application for the Mac called Watson. Watson was sherlocked.This is a look at the

TAKEAWAYS:• Musk's investment in Twitter was no surprise given his vocal stance on free speech and his mission-driven investment approach. Given that he's now a part of the board, expect to see changes in terms of service in the next 6 mos.• This week, there have been more shutdowns in China related to Covid, further impacting the supply chain. While this is a 2% headwind to Te

TAKEAWAYS:• Apple made good on its Fall 2021 promise to allow reader apps to steer. Eventually, most apps, including gaming, will likely allow steering which begs the question: How will steering impact app developers' conversion and profitability? • Both Tesla and GameStop announced stock splits for this week resulting in outsized spikes in their respective share prices. The re

TAKEAWAYS:• Spotify and Google announced User Choice Billing, a new agreement to allow users to pay subscriptions through Spotify or Google Play. The first iteration should be available later this year as an initiative to build on alternative billing policies that were first applied in South Korea.• The global supply chain will likely change rapidly over the next decade, shifti

Takeaways:There were reports that TSLA has plans to increase its China production from 1.1M to 2M vehicles/year. As a point of comparison, VW expected to be able to produce 1M EVs in China in 2023. Bottom line is: China is a massive market.The Russian government is blocking parts of Facebook in effort to better control information. Point it forward — TikTok has a rough road ahead

Gene and Doug have different perspectives on how the Tesla story will play out over the next decade.

Takeaways: • Volatility continued in the markets in anticipation of the upcoming Fed commentary on Jan. 26. The Fed can make this easy for investors on Wednesday by removing the uncertainty around timing and slope of upcoming rate increases. All in, we believe the market forms a bottom over the next one to three months. • Crypto has been in even greater free-fall than the great