Prev. tech columnist @WSJHeard, ex-equity research & sales. @StanfordJourn & @Princeton. Opinions are my own.
Joined April 2011
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Zuck chooses a different kind of cage match, hitting Musk where it really hurts @djtgallagher on Instagram’s Threads launch @WSJheard wsj.com/articles/meta-thread…
A recession might be coming for America, but America is going on vacation first. @jdlahart @WSJheard wsj.com/articles/tourism-tra…
Target is trying to bank on “affordable joy” right now. History shows it can’t sell happiness at any price in a recession. @JinjLee @WSJheard wsj.com/articles/target-trie…
Laura Landry Forman retweeted
Worst job in tech is filled. @DoubleLJSquared and I looked at what a challenge a new Chief Twit would face -- way back in December. Still stands. wsj.com/articles/elon-musk-o…
Elon Musk said he has picked NBCUniversal’s advertising boss Linda Yaccarino to succeed him as Twitter CEO on.wsj.com/42Kwz8S
Disney+ subscribers, coming soon to a TV near you: Less new content, higher prices and Hulu bundles. All in day’s work for Iger, at the less-than-happiest place in the world, says @djtgallagher wsj.com/articles/disney-make…
Uber earns abridged: Continues to Eats Lyft with platform advantage; has classy words for rival even as it all but totals it. Freight its own train wreck. More from @djtgallagher here for @WSJheard wsj.com/articles/uber-is-fir…
Meta print: good - added 37m DAU; bad - no more significant cost cuts likely; ugly - forecasting +$13.7B in losses this year for reality labs. @djtgallagher says investors need to decide which of those they’re betting on. wsj.com/articles/meta-is-mos…
More than a million people!! may still be using Netflix the ol’ fashioned way: via DVDs. @djtgallagher explains why that is still just a rounding error for the streaming giant. wsj.com/articles/why-netflix…
Laura Landry Forman retweeted
Social media's latest push for paid subs isn't really for the masses. @DoubleLJSquared with an insightful look at who $META, $SNAP and this bird app really need to get paying up: wsj.com/articles/social-medi…
I wrote this weekend’s Heard essay on social media’s subscriptions - how they’re already upsetting users, but also how they were inevitable and are also generally misunderstood. For @WSJheard $meta $snap $msft wsj.com/articles/social-medi…
Laura Landry Forman retweeted
Microsoft plans to use the AI tech behind ChatGPT in its Office software. As @djtgallagher explains, the stakes are high. #WSJWhatsNow on.wsj.com/3Fyh3nr
Animal House taught us "knowledge is good." But when it comes to investing, that movie was dead wrong. @Spencerjakab on how less is more if you want to make money in the stock market. @WSJheard
wsj.com/articles/ignorance-r… via @WSJ
Following the “anti-talent” or the “seer-sucker theory” of investing? @Spencerjakab says to ditch them both @WSJheard wsj.com/articles/betting-aga…
Re: Meta filing: “Year of Efficiency” is apparently a proper noun. Meta’s data seems to indicate more in person work is better (at least for engineers). Metaverse plans not going anywhere - for better or for worse.
Laura Landry Forman retweeted
The argument that banks with less than $250 billion of assets can’t be systemically important has just been subjected to a real-life stress test, and failed.
wsj.com/articles/banks-trade…
