Tech IPOs Are Back, Google's In Court, Tom Brady's Working For Delta

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 15 September 2023

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The return of tech IPOs 2) Is Arm's stock bounce really a good sign? 3) How Instacart is looking ahead of its IPO 4) Why every business is an ad business now 5) Our forthcoming interview with Airbnb CEO Brian Chesky 6) Google's antitrust case 7) Tom Brady's new job with Delta 8) Why we're buying the iPhone 15 --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: [email protected]

Transcript

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0:00.0	Tech IPOs are back. Google is in court with the DOJ. Flexport continues to, well, float around
0:06.6	amid a new leadership change and plenty more is going on. We'll talk about all that as we come back after this.
0:12.5	From LinkedIn News, I'm Jesse Hempel, host of the Hello Monday podcast. Start your week with the Hello Monday podcast.
0:20.4	We'll navigate career pivots.
0:22.3	We'll learn where happiness fits in.
0:24.2	Listen to Hello Monday with me, Jesse Hempel, on the LinkedIn Podcast Network, or wherever you get your podcasts.
0:32.6	Welcome to Big Technology Podcast Friday edition when we break down the news in our traditional cool-headed
0:37.5	nuanced format. Ron John Roy is here with us. Welcome back, Ron John. Summer's over and tech
0:44.4	IPOs are back. I'm excited. That's right. So we had not only a huge tech IPO this week,
0:51.2	where Arm is up 25% after it has IPOed. But another one just filed.
0:58.1	Instacart has filed and it's ready to go. It seems like after a two-year hiatus,
1:03.7	tech companies are finally returning to the public markets. What do you make of this?
1:07.9	Yeah, I think so first of all,, arm the AI chip design company that is controlled by SoftBank from my favorite Masayoshi's son, their IPO jumped 25% on the first day of trading. And this is incredible. The IPO market has been in a drought essentially since
1:30.5	early 2022. I think it was actually around the time Ukraine, the Russia conflict started. That was
1:38.5	really when the market closed and it has not been open since. So it's been a year and a half that
1:43.2	markets essentially been shut off.
1:45.2	And if you think about every late stage startup that has been itching to get out, Arm is the best
1:51.7	sign ever. The idea that a company can actually IPO, see its valuation jump to $60 billion,
2:00.6	I think is a hugely positive sign. And also,
2:04.4	it's a win for Masayoshi's son. It's a win for the overall vision. We haven't really heard
2:09.7	about SoftBank in a long time. This is exciting for him. Okay. So let me put the counter
2:15.7	argument here, which is that, you know, there's this long
	...

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