Hey, I'm Michael Kovnet, host of The Next Big Idea Daily.

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Welcome to Big Technology Podcasts,

where we break down the news in our traditional cool-headed and nuanced format.

We have a terrific show for you. This week, we're going to be speaking about in videos, bombs away, earnings results.

But really, this is the show where we're going to dive deep on Cheyenne and Timu.

And to do it, we have an amazing guest with us.

John Herman is here with us. He's a contributing editor at New York Magazine. John, welcome to the show.

Thanks for having me. And we're also joined by Ron John Roy, the writer of Margins. You can get it at

readmargins.com. Ron John, welcome back. Good to be here.

Ron John, how stoked are you?

This is going to be the show that we've all been waiting for.

The She and Timu blowout extravaganza.

John, I don't think I can possibly put into words how stoked Ranjan is for this one.

Well, I can tell from the newsletter just alone that this is you know

I feel like a T-moon notification right now I'm so yeah that's right well just just one more button

press one more button advance through one more game recommend the one more friend and it's all

going to pay off absolutely and we've been sort of you know saying okay is this the week, you know, saying, okay, is this the week we do

the big e-commerce episode? Is this the week we do it? And I was like, oh, if we could just get John

...