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Tech Brew Ride Home

Mon. 05/18 – Pizza Arbitrage Shows How The Food Delivery Space Is Broken

Tech Brew Ride Home

Amalgamated Internets, LLC

News, Tech News, Technology

4.71K Ratings

🗓️ 18 May 2020

⏱️ 21 minutes

🧾️ Download transcript

Summary

The tech trade war is really heating up again, in case you missed it. What if Coronavirus is what helps Google win at messaging? Clubhouse is an interesting raise raising eyebrows. And why Pizza arbitrage shows that the food delivery space is not only broken, but basically spits in the face of efficient market theory. Sponsors: Metalab.co Mintmobile.com/ride Links: TSMC halts new Huawei orders after US tightens restrictions (Nikkei Asian Review) China Injects $2.2 Billion Into Local Chip Firm (Bloomberg) General Atlantic to invest $870M in India's Reliance Jio Platforms (TechCrunch) Google Meet surpasses 50 million downloads on the Google Play Store (9to5Google) Andreessen Horowitz Wins VC Sweepstakes To Back Clubhouse, Voice App Still In Beta, At $100 Million Valuation (Forbes) London-based Fly Now Pay Later raises £35 million Series A to provide flexible financing to travellers (Tech.eu) Austin-Based Real Estate Startup Homeward Secures $105M In Debt & Equity (TechCrunch) Doordash and Pizza Arbitrage (Margins, by Ranjan Roy and Can Duruk) Subscribe to the ad-free feed! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Welcome to the tech meme Right Home for Monday, May 18th, 2020. I'm Brian McCullough today.

0:08.0

The tech trade war is really heating up again in case you missed it.

0:12.0

What if coronavirus is what helps Google

0:14.8

actually win at messaging? Clubhouse is an interesting raise, raising eyebrows, and why

0:19.9

pizza arbitrage shows that the food delivery space is not only broken but

0:24.4

basically spits in the face of efficient market theory. Here's what you missed today

0:28.2

in the world of tech. I don't know if this got noticed late last week or if it got swept under the carpet of news

0:38.5

but I did tell you that the US has taken additional steps to basically cut off Huawei's air supply.

0:44.8

Already Huawei was denied access to U.S. produced software, but now the U.S. is looking

0:49.8

to ban sales of semiconductor and semiconductor designs produced by U.S. firms to

0:54.4

Huawei, so I guess it's a matter of cutting off the hardware air supply along with

0:59.4

the software air supply. Well there have already been some repercussions from that. Taiwan

1:05.4

Semic semiconductor, also known as T.S.C. the biggest contract chipmaker in the

1:09.6

world, has halted new orders from Huawei in response to U.S. export controls,

1:14.5

although orders placed before the new orders came down

1:18.9

are apparently not affected.

1:20.3

Quote,

1:21.0

Huawei, the world's biggest telecom equipment maker and second biggest smartphone maker,

1:26.0

relies heavily on T.S.C. to manufacture its advanced chip designs,

1:30.0

including all of the mobile processors

1:32.0

used in Huawei's flagship smartphones.

1:34.0

The Taiwanese company, which also produces artificial intelligence processors and networking chips for

...

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