Alphabet

February 16th, 2023. Alphabet FY4Q22 Earnings, The Subscription War, Peloton FY2Q23 Earnings

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May 16th, 2025. Apple Unveils CarPlay Ultra, CarPlay Ultra vs. CarPlay, Revisiting CarPlay Strategy

May 15th, 2025. Notes From Apple 2Q25 10-Q, Apple Buyback Tidbits, Forecasting Apple’s Share Buyback Pace

May 13, 2025. Apple Requests App Store Stay Motion, The Four-Prong Test, Apple’s Odds of Success

May 12th, 2025. Eddy Cue Talks up AI Search, Google’s Response to Cue’s Testimony, Future of Search