Deirdre Bosa
@dee_bosa
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Pronounced Dear-dra. Anchor & reporter @CNBCTechCheck in SF. Our weekly deep dives at link below. Leafs fan 🇨🇦
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About Friday at Twitter HQ - I didn’t do enough to confirm and I regret the mistake
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never seen anything like this
Lyft just corrected its earnings press release. says it means EBITDA margin expasion will be 50 basis points, not 500 bps
shares went from +60% in after hours to +15%
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earlier today we reported on CNBC that a team of data engineers was let go at Twitter based on the account of 2 ppl who told us they were a part of that team. we have not been able to confirm that they were actual employees or that the co has laid off anyone today
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fyi -some questions being raised about whether these are really twitter employees.
Still trying to verify
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What is the economic benefit of allowing a hedge fund to short up to 50% more than the float of a company?
Hedge fund: there is none.
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Jeff Bezos at Blue Origin press conference:
"Thanks to every Amazon employee and customer - you paid for this"
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"America is the youngest startup... we invented Apple, we invented Ford, and now we have Yeezy"
-
@kanyewest
unreal. 👏👏👏
@CNBCClosingBell
@SaraEisen
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and deleting the original so this doesn’t continue to spread. screenshot here for transparency
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kudos to
@rabois
for coming on at difficult moment for the co
its my job to hold guests accountable, but sometimes just a clip just gets tweeted. Entire interview worth a watch where Keith explains how opendoor has stress tested model & could survive (even thrive) in a downturn
Things got contentious today on
@CNBCTechCheck
– here's the full conversation with
@Opendoor
Co-Founder
@rabois
and our
@dee_bosa
and
@jonfortt
.
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🚨breaking: Doordash authorizes buyback of up to $400m shares
Why is this interesting/important?
$dash is a growth company in the gig economy - i.e. not one that many would expect to return capital to shareholders.
1/x
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🚨BREAKING: Airbnb to shut China business: sources
All listings in mainland China will be taken off platform this summer. Co will maintain an office in Beijing
Sources tell me China biz was costly & complex to operate…pandemic worsened issues & heightened impact
1/x
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🚨NEW on Tiger Global
Source tells me: redemptions will be met with just over 75% in cash and the rest in privates in a liquidating account
Says this is a preemptive move.
Also: hedge fund has seen 5x more inflows than redemptions this year
YTD performance -52%
May -14%
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lyft's earnings call is one of the most painful calls i've ever listened to
analyst after analyst keeps asking them to quantify how much they're spending on driver incentives
lyft keeps avoiding... meanwhile, the company has lost a quarter of its value in after hrs
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Xin Nian Kuai Le! Happy year of the water tiger 🐯
My brother, cousin and I as kids in my moms Taiwanese village w my grandpa (agong)
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mentions on the $fb earnings call
headwind: 36
metaverse: 16
apple: 16
tiktok: 6
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So... crypto's best use case is... gambling?
(truly not trying to dunk on anyone. i actually want the technology of crypto to work but why is this such a hard q?)
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have u dunked on
@rabois
over the past week re opendoor?
he doesn't care and he's coming on to defend the biz model and company, which is down 80% this year
coming up on
@CNBCTechCheck
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- investors r wondering: why doesnt ridesharing make $$ and is delivery a good biz?
- will be “hardcore” about costs (investments)
- market size irrelevant if doesnt translate into profits [!! -exclamations my own]
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BeReal waits for no one
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"All assets are flying to the moon and the moon is becoming a very busy place"
-
@NorthmanTrader
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nothing gets past you guys
secret is out... I don't have pierced ears so I wear clip-on earrings. been waiting (anxiously) for this to finally happen
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Asked
@LucidMotors
CEO Peter Rawlinson 3 times if the company is on track to produce 20k vehicles next year
He wouldn't answer. But shouldn't be that hard since SPAC presentation forecast 20k just a few months ago
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Another Amazon exec departure
Tim Collins, VP of Global Amazon Logistics (at $AMZN for 15yr and 5 yr stints), goes to tech startup Gopuff to oversee operations & supply chain
GoPuff last valued at nearly $9b
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tech co's take note
since 2019 - Airbnb has decreased headcount by 5% while increasing revenue 75%
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Can you put me on your netlix account too, aunt Cathie? 😉
CNBC may have a 40 minute time horizon, but ARK's is 5 years. Thanks for having us on
@CNBC
, we're happy to pay for your upgraded Zoom account. You can't be a knowledge worker without it! 😉
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so uber is becoming.... expedia? (the company its current CEO used to run)
Uber adds planes and trains to automobiles in renewed ‘super-app’ push
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Greg Abbott talked at length about mental health and not at all about gun laws.
No words.
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Thanks to all for the warm wishes. Hands and hearts are full… back soon!
We've got a new member of the TechCheck family! A big congratulations to our very own
@dee_bosa
who welcomed her third baby Roman Yeats Bosa last week. We can't wait to meet him 💓
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Binance CEO on stablecoins. How is BUSD is different from circle and tether?
CZ: tether is a "black box", BUSD has strongest backing
@PaxosGlobal
-can you clarify if BUSD is subject to audits or attestations?
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Mark Cuban tells r/wallstreetbets:
"the lower it [$GME] goes, the more powerful WSB can be stepping up to buy the stock again. The only question is what broker do you use"
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ooo for a little bit
(if you’re wondering about the lower third… some of our
@CNBCTechCheck
producers play my 5 yr old in mario kart on occasion 😂)
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Jack Dorsey's departure bullish for
#bitcoin
?
.
@fundstrat
: "there isn't enough capital allocated toward crypto innovation, so it takes ppl like Jack Dorsey to really marshal focus and I don't think the space is overinvested yet"
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I think I just shoplifted??
#AmazonGo
didn��t charge me for my Siggi’s yogurt 😬
#nolinesnocheckout
#freestuff
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Finishes off sounding a little more like TK and uber 1.0 than DK and uber 2.0
“This will not be easy, but it will be epic… let’s make it legendary… GO GET IT!”
what will uber 3.0 look like?
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Wild.
Doordash could start trading with a >$60b market cap.
Uber's is at $95b
Doordash has one business (delivery) and it in 1 market mainly (US, but with smaller ops in Canada & Australia)
Uber has ridesharing, food delivery, and freight in many international markets.
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Why is Amazon advertising now a nearly $7b business (7x that of Twitter's Q1 rev) and growing more than 70% y/y?
This helps ⬇️
Here are screenshots of Amazon.
Everything shaded in blue is an ad. No wonder they did $20B+ in ads last year.
That’s more than 2x the revenue for Snap, Twitter and Pinterest...combined.
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And she did not disappoint:
@RepJayapal
: Does Amazon ever access and use 3rd party seller data when making biz decisions?
Bezos: i can’t answer that question yes or no. we have a policy against using seller specific data..but i cannot promise that policy has never been violated
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Facebook reschedules earnings to Thurs
So we now have:
Facebook
Amazon
Alphabet
Apple
ON. THE. SAME. DAY.
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It was only a matter of time... excuse the salad in my teeth on national tv. Thank you Airbnb for confidentially filing your IPO during my lunch time.
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as stablecoin
#tether
falls below $1 peg... worth re-watching its execs respond to questions re its backing
do...we know? they promised an audit "within months." It's been almost a year.
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Confidential filing allows the company to file privately- delaying the public filing until closer to the actual IPO date.
so won’t get to dive into financials yet but this is BIG in this market, where the ipo window has frozen shut
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Coronavirus-related strikes are on the rise
Today:
- Amazon workers walk off Staten Island warehouse at noon ET
- Instacart shoppers gearing up for nationwide strike, asking for hazard pay and safety gear
Workers/shoppers - DMs are open
Scoop: Amazon warehouse workers in Staten Island are planning a strike on Monday to demand protections for employees who continue to come to work amid the coronavirus outbreak.
They want Amazon to shut down JFK8 after an employee tested positive.
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Zoom priced its IPO at $9.2 billion last year.
Its market cap surpassed $50 billion today, making it worth more than:
- GM
- Charles Schwab
- Biogen
- Dollar General
- more than 2 HP Inc's
- about 5 United Airlines
$ZM reports after bell tomorrow
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this was admittedly a v strange answer
CEO/founder of crypto platform won't (can't?) answer which stablecoins are listed on his platform... calls them an excellent store of value (pegged to the USD?)
Deirdre Bosa (
@dee_bosa
) knocks it out of the park again, asking the actual hard questions that no crypto exchange CEO wants to answer: Stablecoins.
You know something is wrong with your platform when you don't even want to admit to listing certain known frauds on your exchange.
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well...more questions than answers on
#tether
but appreciate
@bitcoinlawyer
&
@paoloardoino
coming on and take some tough questions
they say an audit (not attestation) is *months* away. we look forward to it and hope to have you back
ICYMI:
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Amazon earnings got a hand from Rivian
Of $14.3 net income, $11.8bn came from stake in $RIVN
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When the clock struck midnight in Newfoundland, Canada (PSA: pronounced New-fin-land)
#legalizationday
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well shoot. will take Neil Young over Joe Rogan any day.
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If you can’t understand why some investors think a $140 stock is cheaper than a $2700 stock… a Dollarama visit would blow your mind
Honestly no idea why split and buyback should cause $AMZN to jump nearly 10%.
Scratching my head, and basically the only thing I can come up with is that investors believe the NPV of all of its future free cash flows to have gone up nearly 10%. Thoughts?
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looking forward to this.
@Gfilche
was the first "youtube analyst" to show up on an earnings call when Musk took a q from him in 2018.
great voice on longer term outlook
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After lots... and lots... of questions... tether execs will finally join us in a livestream tomorrow at 12:30p ET
Send me your questions/thoughts/concerns on $USTD ahead of my chat w
@paoloardoino
and
@bitcoinlawyer
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Oof.
BofA chief Brian Moynihan: we are a technology company
@WilfredFrost
to Aunt Cathie: would you consider buying Bank of America as a fintech investment?
@CathieDWood
: We would not... we focus on innovation
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the irony of the tether cofounder dunking on FTX and talking about the benefits of an audit
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🚨NEWS: Airbnb is laying of almost 1,900 employees, accounting for ~25% of workforce, according to a source familiar w the plans
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asked what's the alternative to stocks,
@NorthmanTrader
says:
"I had a lengthy chat with
@michael_saylor
[Microstrategy CEO] about the macro picture... his answer is bitcoin... still waiting to see what the liquidity relationship is"
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have we learned nothing?
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I've been Dee and I've been DD ... but D-Bo is definitely my favorite.
.
@GuyAdami
and
@RiskReversal
working to make it stick. Even
@MelissaLeeCNBC
has taken it up 😂
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4-year-old son is on a laptop that just ran out of battery. He asks: "do you have a supercharger?"
Business reporter WFH problems $TSLA
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New features announced at Amazon devices event today include the ability for Alexa to pick up more sounds like.... baby cries, snoring, barks, etc.
So... it's always listening
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we borrowed an
@ARKInvest
research intern
(kidding kidding… this was a planned TechCheck easter egg and I honestly can’t believe someone caught it 😂)
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For a company that's lost 85% of its value since its IPO and is trading near record lows...
Lyft's shareholder meeting lasted less than 15 mins and answered just 2 questions
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For Amazon, more is more.
30 mins in and already have:
- new lineup of Echo devices
- 3 new Ring car products
- Tesla partnership
- Ring Always home camera (mini drone-like cam)
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🤦♀️ tagged wrong dkos account (but at least it’s suspended?)
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🚨BREAKING: instacart taps Fidji Simo-Head of Facebook App-as next CEO
Simo replaces founder Apoorva Mehta Aug 2
Simo among highest ranking female execs at $FB, after Sandberg & Marne Levine
Full exclusive intv with &
@fidjissimo
&
@apoorva_mehta
here
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q: what proprietary technology does peloton have that a company would want to buy?
a: (none)
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fun catching up with
@MeganPlays
on the Roblox metaverse
& listen up VCs - if you want in, make sure you know the name of her game (Overlook Bay 😉)
$RBLX
WATCH:
@CNBCTechCheck
's
@dee_bosa
chats with gamer and
@Roblox
superstar
@MeganPlays
on the heels of the popular online gaming company’s (RBLX) Q1 earnings for the first time as a public company.
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proud to share my story as part of CNBC’s celebration of Women’s Heritage 🏒
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when u show up for your cnbc interview in the back of an uber, we adjust accordingly
@cnbctechcheck
producers driving home the point
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It’s official and history has been made! First legal recreational pot sale in Canada made by
@BruceLintonCGC
himself in St Johns, Newfoundland
#passthetweed
#WeedWednesday
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