If you are at #UnbundlingUncovered, come check out the Stream team at booth 4. The first 50 to stop by and sign up for a free trial get a Yeti Mug! Also, make sure to catch our General Manager, Ryan Brier’s panel discussion on “The Research Product”, starting soon!

Tomorrow, CIO of Praetorian Capital Management @hkuppy joins the fantastic @InvestorAmnesia to discuss how learning how to identify pivotal moments in the macroeconomic environment can unlock significant investment opportunities. Sign-up here:

High praise of $C CEO Jane Fraser from this former $C SVP

How much are you worth per hour? Institutional investors know that their most valuable resource is time. In this latest guide, we show you how using an expert transcript library as part of your fundamental research process lets you maximize your return on time. Get access to…

Former $USB national unit head on what the next few years might look like for the lending environment 🧵

$LUV staying a low-cost airline depends on keeping costs down, but this can greatly exacerbate labor problems according to this former manager

$GOOGL $MSFT $AMZN and $SONY have all been trying to solve the problem of latency in cloud video gaming, but the problem has proved harder to solve than many thought

Still time to sign up for this fascinating discussion!

This former researcher thinks AI is going to be very important for $META 's future revenue, especially as a way to offset IDFA 🧵

"The number of software developers inside $NVDA over the past 10 years has increased significantly compared to the rest of the company" Great discussion here with a former senior $NVDA engineer about the company's five year plan and why they are more like $AAPL than you think:…

Former $ADBE unit head on the company's R&D mindset and it's focus on smaller customers

While many analysts are down on $SNAP, this former unit head thinks the company still has the opportunity to gain market share and users

Earlier this week, $SPOT announced that it was laying off 200 employees in its podcast division in an effort to "pivot" its podcast strategy. Back in March, Stream posted this discussion with @Jake___Barfield where he broke down exactly why $SPOT would struggle to monetize…

Former global manager at $HEINY on two trends that could concern for larger beer manufacturers

Full conversation here:

$CRM wins because $CRM sets the standard according to this director at a competitor

Current $SPOT customer thinks the podcast industry has become oversaturated, making it much harder for brands to find success

Former $PYPL unit head on the progress of the digital wallet

ChatGPT brought increased attention to the AI revolution, but companies like Google and Meta have been integrating AI technology into their products for years.

Check out this conversation with a former Head at Meta to read the rest of this fascinating discussion:

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Emerging AI has rightfully gotten a lot of attention recently, but what about the potential impact of quantum computing? This former industry tech lead breaks down the arguments for and against investment in the technology 👇

When it comes to payments-as-a-service, data and convenience can often trump fees, according to this former industry VP

Many people are bullish on $ADBE as the use of AI technology increases, but this current customer makes the counterargument in an interesting new discussion 👇