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The Future of Cars and Search

40 min • 11 oktober 2024

Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google. 


(00:42) Jason Moser and Andy Cross discuss:

- Why Jamie Dimon is trying to get investors past the rate story in banking.

- Tesla’s splashy We, Robot product event, and how the company’s new Cybercab offering might fit into the company’s long-term strategy. 

- Earnings updates from Delta, Pepsi, and Domino’s.


(19:03) The DOJ’s taking a much closer look at Alphabet’s Google and its online search empire. Andy and Jason talk through what a Google break-up would mean, and why it’s a bit weird to be talking about Google the monopoly as its power seems to be waning.


(32:06) Jason and Andy field a question from a listener on following earnings and offer up two stocks on their radar: Netflix and Meta.


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Stocks discussed: JPM, WFC, TSLA, DAL, PEP, DPZ, NFLX, META

Host: Dylan Lewis

Guests: Jason Moser, Andy Cross

Engineers: Rick Engdahl 

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