So second wave. And the rationale is also pretty clear Get rid of middle layers of management, streamline teams. Give us the size and scope.Size and scope is that, you know, you hear 4%, 3% a couple of months ago doesn't sound like that much. But with Microsoft, I mean, these are huge numbers of employees. We have 15,000 people impacted across two waves.And there's been other little cuts in addition to that. And, you know, folks might say Microsoft, the world's most valuable company, a lot of days, 96 billi ...

Why have you backed comfort. Yeah, well, thanks for having me. I'm so excited to tell you more about campfire.Campfire dot com. Campfire is an AI native ERP solution that replaces companies like Net Sweet and QuickBooks. It's tackling the super large ERP market.It's one of the largest markets in software with over $1,000,000,000,000 of market cap in campfire is is coming to market with a really fresh approach. To the uninitiated, ERP enterprise resource planning, which when you say it in full, is not as exc ...

Let's get into all the details. Like, what do we know about the ticker, where it will be listed. And just like me last night, I'm sure you pulled through the entire regulatory filing.What do we know. Sure. Yeah.So they're ticker is fig. Fig. They are going to be on the New York Stock Exchange.And sources tell me they're aiming to go to debut later this month. You know, this is a long time coming. They almost got bought by Adobe in 2022 and then that didn't happen.So they went the IPO IPO route and said. And ...

Basically, how difficult is it to remember what a juggernaut, what a success story Tesla is in the face of all the headwinds and news articles about Elon Musk right now that. Pleasure to be with you. And you're quite right, admitted from the prevailing narrative, including everything we just heard, is that Tesla still is the world's largest automaker.It's the ninth largest public company. It's worth more than the gross domestic product of Saudi Arabia. And the top ten automakers are just say, 75%, 78% maybe ...

So 384,122 vehicles in the second quarter. The thing about the data is it doesn't distinguished by geography, right. There is some monthly data from different jurisdictions around the world, but like go under the hood of the data.What did you learn from the print, Stephanie. Yeah. You know, I was thinking about we had our forecast call us last week and we were forecasting that Tesla would have a 21% year over year decline.So I think if you look at when the numbers start coming in, we'll probably see the num ...

Production Shift & China's Response - China is observing manufacturing moving to countries like Vietnam and India and is attempting to counter this trend [1] - This counter-movement aims to attract specialized workers back to China, leveraging advantages in producing devices crucial to global markets, such as Apple's iPhones [1] iPhone Production & Location Factors - Tim Cook attributes iPhone production in China not only to cost reductions but also to the availability of specialized labor and equipment [2] - Reports indicate that while iPhone production in India may continue, the efficiency of the assembly line is likely to be affected [3] Cost & Quality Implications - Reduced assembly line efficiency in India could impact production costs and potentially the final product prices [3][4] - The quality of iPhone output from India is not necessarily expected to be affected [3]

So we're in this situation, Jane, and you've written about this a lot, right, where we almost just look past the quarterly delivery data. If you hold the bullish thesis that long term, it's a world where Tesla operates a proprietary robotaxi ride hailing service. Take that and interpret the data of this morning, please.So I think Craig really summed it up well about this shift in investor psychology, and it impacts how we think about the delivery numbers today. So if we rewind four years ago, the expectatio ...

Product Design & Innovation - Nothing aims to disrupt the smartphone market with unconventional designs and a focus on user experience [1] - The Phone 3 features a unique glyph matrix on the back panel for notifications and interactive tools [2] - The company's signature transparent design showcases the internal circuit board [3] - New headphones feature a transparent design and novel physical controls [4] Product Specifications & Pricing - The Phone 3 is a premium device with a faster chip, upgraded cameras, and an advanced display [3] - The Phone 3 starts at $799 [4] - The company launched one-ear headphones priced at $299 [4] Market Positioning - Nothing targets gadget enthusiasts seeking alternatives to mainstream brands like Apple and Samsung [3] - The company's mission is to make phones less boring and more fun [1]

What was new in what Zuckerberg said. Yeah. I think what we learned today to your point, is that this thing is official.We had been talking and reporting about this for a couple of weeks now. I think what's new is that they listed in total, if you include Alexander Wang, 13 new hires for this team. So we did confirm a lot of the new members of the team.And we also learned that Nat Friedman, former CEO, GitHub, is going to sort of co-run this new team with Alex Wang. So I get the sense Alex Lane is perhaps i ...

You have something that's called roll up strategy or rather air enabled roll up strategy. So you say we are a global investment firm, but we are also a global transformation firm. Yes.Explain the strategy. Absolutely. Yeah.We're seeing a having a huge potential in many industries, such as legal I. T. , call centers, management.But these businesses are more traditionally services businesses. So what we're doing is we're backing teams that are enabling both services and software. And we think that can be empo ...