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The Transcript Podcast Episode 37
Manage episode 313887874 series 3276605
In this episode, we discuss the worst of the semi-conductor industry being behind us, the impact of iOS changes on the ad industry and companies like Snap, and the key milestone that Tesla hit.
This episode is based on our newsletter which you can find here
Show Notes:
00:00:00 Introduction
00:00:32 Companies posting record Q3 performance
00:02:02 iOS changes are upending digital advertising
00:07:02 The worst of the semiconductor shortage is behind us
00:08:08 Strong resurgence in offshore rigging
00:09:45 Strong CapEx cycle
00:10:26 Tesla hits a million cars annual delivery rate
112 tập
Manage episode 313887874 series 3276605
In this episode, we discuss the worst of the semi-conductor industry being behind us, the impact of iOS changes on the ad industry and companies like Snap, and the key milestone that Tesla hit.
This episode is based on our newsletter which you can find here
Show Notes:
00:00:00 Introduction
00:00:32 Companies posting record Q3 performance
00:02:02 iOS changes are upending digital advertising
00:07:02 The worst of the semiconductor shortage is behind us
00:08:08 Strong resurgence in offshore rigging
00:09:45 Strong CapEx cycle
00:10:26 Tesla hits a million cars annual delivery rate
112 tập
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