Dan Gallagher
speaker
617 appearances
15 recordings
1 series
first heard Sep 2017
last heard Nov 2019
Dan Gallagher’s voice in public audio — every appearance, attributed to the second.
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Appearances
get to profitability at some point, plus that you have the growth seems to be slowing.
So you have those dual concerns on there.
And then when you think about some of the more costly endeavors they're trying to do, Uber's investing in self-driving cars, Lyft is trying things like scooters.
There's a lot of concerns that level onto these things.
But at the basic level, they need drivers to deliver the basic service they have.
You do.
And a huge difference with Google is that their core business was extremely profitable and, in fact, has been very profitable since they went public.
What I think investors were concerned with there is there wasn't – at the time, there wasn't a lot of clarity as to just how much money Google was putting into these projects.
all these projects it didn't seem to have a lot to do with what the company did and when they restructured and renamed themselves alphabet and kind of give a new structure they started to break off in a better in a more clear way you know how much they didn't say how much money was going to each individual project but they have they made this you know essentially this subsidiary called other bets which contained a lot of those things and they broke out how much
you know, revenue that was generating and how much costs were going into that.
And it gave investors some clarity in that, which did help the stock.
But again, the big difference is that the core business that Google had that was a majority of its revenues was extremely profitable.
And Uber and Lyft are just not there yet.
Well, it's been very cautious.
Like what we saw during the recent earnings season is we saw companies like Intel and Nvidia, which are chip companies that sell a lot of products to companies like Microsoft, Google, and Amazon for these big cloud centers.
Their outlook was essentially very cautious.
Intel flat out said,
that we're seeing uh... you know these types of buyers the language they said was to digest their spending because there'd been so much spending over the past year uh... that that they had to kind of take time to get you know to to essentially make use of that equipment uh... invidious tone was even more cautious they said you know the kind of blame the global economy so they had some lost orders so i think going into the starting season we had
we had this kind of worry that there was going to be this big drop in this capital spending by these giant companies.
Well, Amazon doesn't break – none of these companies break out exactly what they spend on each of their particular thing.
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