Equity Monday: Everyone loves Anthropic
Equity
TechCrunch
4.2 • 372 Ratings
🗓️ 25 September 2023
⏱️ 10 minutes
🧾️ Download transcript
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| 0:00.0 | Hello and welcome back to Equity, the Tech Runge Podcast, where we unpack the numbers and the nuance behind the headlines. |
| 0:17.5 | This is Alex, good morning. If my voice sounds a little bit tired, that's because last week we were all very busy in San Francisco at |
| 0:24.4 | Disrupt. If you want the full skinny on what went down well we have an episode |
| 0:28.4 | up from I think Friday going over observations and learnings it's a real deep dive and I really recommend it. |
| 0:34.4 | Anyways, today it's September 25th, 2023 and on the show today we have |
| 0:40.0 | global markets, Cisco and Splunk, why everyone loves Anthropic, Apple and India, and then a really cool |
| 0:47.4 | startup called Correcto. |
| 0:52.0 | Starting as we always do with a look at the world of money and stocks today are mixed in Asia where |
| 0:57.7 | embattled real estate developer Evergrand continues to emulate. This time it delayed a debt restructuring meeting due to what appears to be weaker than anticipated sales. |
| 1:08.0 | Stocks are down sharply in Europe today and are set to fall at the open here in the US. Now that's the bad news. Here's |
| 1:15.6 | the good news. Earnings this week, just two names. Too simple on Tuesday and |
| 1:20.8 | then Micron Technology this Wednesday. Basically it's a blank |
| 1:24.5 | on earnings this week which is great because this is also the very last equity |
| 1:28.6 | Monday of Q3 which means next week we'll start Q4 which means well we're right back to the start of |
| 1:36.1 | earning season and then from stocks to silly stocks let's talk about crypto |
| 1:41.0 | crypto prices are off a bit since we last checked in, |
| 1:44.4 | with Bitcoin falling 4.3% in the last seven days |
| 1:48.1 | and 2% in the last 24 hours to just over $26,000 per coin. |
| 1:53.4 | Ether is off a similar 1.5% today and 5.2% in the last week to about 1570 per token. |
| 2:01.0 | And just in case you were curious, I looked it up. The next Bitcoin halving is |
| 2:04.6 | two hundred and twenty seven days away. Look forward. |
| 2:07.4 | Next up my favorite part of the show what I call big news that matters and the biggest news last week was |
... |
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