How a browser startup is taking on Google search

Equity

TechCrunch

Entrepreneurship, Business News, News, Business, Technology

4.2 • 372 Ratings

🗓️ 29 January 2024

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

Here's what we got into today: Massive earnings week ahead: Big tech companies are dropping their quarterly results in the coming days, so we'll hear from Microsoft, Apple, Alphabet and Amazon. Other companies are reporting as well, but the bigger the market cap, the bigger the splash. Arc's new mobile app is a cool search concept: Best known for its desktop browser, The Browser Company has a new mobile app that could change how we search on the go. Reddit could target $5 billion valuation in its IPO: The number makes a lot of sense given what we know about Reddit's revenue history. More on that here. And in closing: Meta and Apple, what Garry said, and OpenAI vs. the EU. We have a packed week coming up, so check your favorite podcast app soon! For episode transcripts and more, head to Equity’s Simplecast website. Equity drops at 7 a.m. PT every Monday, Wednesday and Friday, so subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. TechCrunch also has a great show on crypto, a show that interviews founders and more! Credits: Equity is produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hello and welcome back to Equity, the Tech Ranch Podcast all about the business of
0:15.4	startups where we unpacked the numbers and the nuance behind the headlines.
0:19.4	This is Alex, good morning. Today is January 29th, 2024.
0:25.6	Welcome to Equity Monday.
0:26.9	Our look back at the weekend and our look ahead at the week that is to come.
0:31.2	Today's episode is going to be super busy so Strapin we have a lot to cover.
0:36.1	On the show this morning we have as always stocks and crypto. Then it's going to be a big
0:40.6	earnings week. Next up how the browser company is taking on search,
0:45.2	then news from Reddit's IPO,
0:47.2	and then finally a few small items,
0:49.6	including the latest from Bijus and Open AI in Europe. Let's go.
0:54.4	All right and we are going to start with stocks as always.
1:00.5	Shares today are mostly higher in Asia where the big news is that Chinese
1:05.1	real estate giant Evergrand is finally heading for liquidation. Yes this is the
1:09.8	most interesting story in the world today but it's not really a Tech Run story so I have not
1:14.1	fully read up on it but oh my gosh it finally happened elsewhere stocks are
1:19.0	mostly lower in Europe and they are mixed in pre-market trading here in the US.
1:24.0	However, that's all looking backwards, but we care about is the data we're going to get this
1:28.8	week about the performance of different tech sectors.
1:31.6	Yes, I'm talking earnings and this week has the business. So on Monday
1:36.7	we're going to hear from Super Micro Computer F5 and SoFi. Tuesday is going to bring us Microsoft, Alphabet, Am D, GM, the parent company of
1:46.7	Cruz, of course, EA, Juniper, Match Group, and Lending Club. Wednesday we're going to slow down and only get numbers from Qualcomm and ADP.
	...

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