In today’s briefing:
- Q124 Tesla & Meta: Compare & Contrast
- Ohayo Japan | U.S Economy Slows; Inflation Jumps
- China Property Developers In Distress – Weekly News & Announcements Tracker | Apr 19-25, 2024
- Here’s Who’s Winning the Global Fight for AI Talent
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Q124 Tesla & Meta: Compare & Contrast
- Tesla had a dismal quarter but Musk told a fairy tale about RoboTaxis and Robots and the markets rejoiced
- Meta had a beat & raise quarter but Zuckerberg told the truth about the fact that it would take time to monetise their AI investments and the markets recoiled
- Markets are on edge and big moves either way can be expected post earnings
Ohayo Japan | U.S Economy Slows; Inflation Jumps
- Stocks retreated on Thursday following disappointing US GDP data for Q1, with the Nasdaq Composite down 0.6%
- The world’s largest technology companies soared after hours as stellar results from Microsoft Corp. and Google’s parent Alphabet Inc. provided some relief
- Toyota to invest $1.4 billion in its Indiana plant to support electrification efforts in the U.S., preparing for the production of a new battery electric SUV
China Property Developers In Distress – Weekly News & Announcements Tracker | Apr 19-25, 2024
- This note is a weekly curated selection of Chinese news articles and company announcements focused on developers in distress
- We look for their deals, updates, specific project progress news (‘local signals’), as well as relevant local research commentaries about the market
- We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to sources
Here’s Who’s Winning the Global Fight for AI Talent
- Odd Lots podcast discusses the three body problem as an allegory for US-China tech rivalry
- Discussion on the allegorical interpretations of the three body problem in relation to US-China rivalry in tech, specifically in AI
- Interview with Damien Ma, managing director at Macro Polo, discussing the Global AI Talent Tracker and the importance of tracking AI talent trends
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