The Future of Cars and Search
Oct 11, 2024•40 min
Episode description
Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google.
(00:42) Jason Moser and Andy Cross discuss:
- Why Jamie Dimon is trying to get investors past the rate story in banking.
- Tesla’s splashy We, Robot product event, and how the company’s new Cybercab offering might fit into the company’s long-term strategy.
- Earnings updates from Delta, Pepsi, and Domino’s.
(19:03) The DOJ’s taking a much closer look at Alphabet’s Google and its online search empire. Andy and Jason talk through what a Google break-up would mean, and why it’s a bit weird to be talking about Google the monopoly as its power seems to be waning.
(32:06) Jason and Andy field a question from a listener on following earnings and offer up two stocks on their radar: Netflix and Meta.
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Stocks discussed: JPM, WFC, TSLA, DAL, PEP, DPZ, NFLX, META
Host: Dylan Lewis
Guests: Jason Moser, Andy Cross
Engineers: Rick Engdahl
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