Jason Yanowitz
speaker
1,798 appearances
2 recordings
2 series
first heard Apr 2020
last heard 29 Apr
Jason Yanowitz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
And the ads just got a little bit better and just a little bit better means like another $20 billion in profit.
So they just don't have a diffusion question.
They don't have a diffusion problem.
There's no, oh, we have this amazing model.
If only we could get people that open Instagram to use it.
There's nothing there because they use it when they scroll and they see an ad.
And so that's an incredibly fortunate place to be in.
So in summary, every company is trying to answer the same question.
Can you turn AI CapEx into proprietary distribution, higher customer retention, measurable revenue growth before the depreciation catches up?
It's the Super Bowl for big tech, so get your popcorn ready.
Everyone's excited.
There are AI worries, AI jitters in the Wall Street Journal.
AI worries have returned to Wall Street, now come earnings, and so everyone is going back and forth.
On the OpenAI news, shares of Oracle, CoreWeave, and SoftBank slumped, but CoreWeave is up majorly today, 8.4%.
They dropped at least 4% after hours yesterday, but then they're back up a bit.
That revived investors' worries that technology giants' massive investments in artificial intelligence won't produce the blockbuster profits many expect.
The report was particularly jarring, coming ahead of key earnings from major players, Alphabet, Amazon, Microsoft Meta, all scheduled to report Wednesday with Apple, following on Thursday.
We will be at Stripe Sessions on Thursday, but hopefully we can cover that Friday.
and see what happens.
A run that many expect to test a rally that has helped carry major indexes to recent records.
Showing 201–220 of 1,798 · page 11 of 90
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