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The Transcript Podcast Episode 37
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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 episodes
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 28, 2024 19:36 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
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 episodes
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