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October 16-20, 2023
Let’s get right into the news from this week! Axon As part of its moonshot goal to cut police-related deaths by 50%, Axon created a...

Ryan
Oct 19, 20237 min read
October 2-6, 2023
Let’s get right into the news from this week! Cloudflare We had a lot of announcements from the company last week so here is a recap blog post . One thing I’d like to point out is that Cloudflare released a new pricing scheme for its development platform, Workers. In a comparison against AWS’s Lambda, the company estimates faster runtimes for cheaper. That’s typically good business – faster for cheaper.

Ryan
Oct 19, 20235 min read
September 25-29, 2023
Weekly Update Sep 25-29 Tesla First, Tesla finally received environmental permits for Giga Mexico. The company is very near to actually breaking ground at this new location. This was the last main roadblock. In the documents, Tesla has 26 months to complete the project so we are looking at a late 2025 completion date. It will take some time but it’s good to see that things are moving forward.

Ryan
Oct 19, 20236 min read
September 18-22, 2023
Tesla Tesla is reportedly working towards an enhanced gigacasting, not just for the back of the car, but for the entire underbody. This giant casting would replace nearly 400 parts, streamlining the production process. A few years ago, when Tesla perfected the gigacasting for the back of the car, it stunned car manufacturers and laid the foundation to lower costs. Now, Tesla has best-in-class margins but they continue to innovate and take risks. The risky part about a castin

Ryan
Oct 19, 20239 min read
Sep 11-15, 2023
We have quite a bit of news this week, so let’s jump right in! Cloudflare Cloudflare’s CFO attended a conference and there was really only one quote that I wanted to pull out: We've committed to achieving north of 20% operating margin and north of 25% free cash flow margin. So we want to get there probably earlier on free cash flow than an operating margin, but this is the trade-off we are going to play.

Ryan
Sep 15, 202312 min read
Sep 5-9, 2023
Weekly Update Sep 5-9 Axon There was an Axon article in Reuters that a few of you sent me, detailing its company culture but skewing negatively. In my opinion, it was fairly sensational.

Ryan
Sep 15, 20236 min read
Aug 14-19, 2023
Let’s get right into the news of the week!

Ryan
Sep 6, 20235 min read
July 31-August 6, 2023
We had three earnings calls this week so let’s jump right into it!

Ryan
Sep 6, 20239 min read
July 24-28, 2023
Let’s get right into the news from the week!

Ryan
Sep 6, 20235 min read
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