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Public tech’s espresso shot is quite literally the cloud


Hello and welcome back to Equity, a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines.
Last week we said that you needed to pay attention to the public markets, and we weren’t kidding. It was a huge week for earnings — with notes from all over, including the ad market and cloud spend. But this week’s Monday show was more than just another entry in the series — it was an experimental live show! Natasha joined Alex for the fun, and this is what they got into:

Stocks up, crypto mostly flat after a solid week of gains.
Will Alibaba delist, or not? That question matters more than just what happens to the singular Chinese tech giant. The question really belies a larger query regarding the ability of Chinese tech companies to access foreign markets more …

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