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Episode 1508

Jay Trading, Stripe valuation cut, $NFLX ads, $PTON outsourcing, + more | E1508

Jul 15, 20221:17:00Watch on YouTube

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0:00 Jason and Molly tee up today’s show!

3:22 Jay Trading: Bill Gurley bought ~1M shares of Stitch Fix yesterday for a total of $5.4M and the stock popped as much as 15% on the news

14:17 Liquid I.V. - Feel better faster. Get 25% off at https://liquid-iv.com using promo code TWIST

15:30 Talking revenue and profit

23:18 Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST

24:40 Series A and M&A: You.com

35:59 Harmonic - Get $4000 off at harmonic.ai/twist

37:52 WSJ reports that Stripe just cut its internal valuation by 28%

45:50 Netflix named Microsoft as its global advertising technology and sales partner

57:00 Peloton is going to stop making its own bikes and tread machines, opting to outsource all manufacturing to Taiwan

1:06:00 M&A: Battery Ventures announced a $3.8 billion raise

1:15:07 Outro + Plugs

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