DoubleLJSquared's profile picture. Prev. tech columnist @WSJHeard, ex-equity research & sales. @StanfordJourn & @Princeton. Opinions are my own.

Laura Landry Forman

@DoubleLJSquared

Prev. tech columnist @WSJHeard, ex-equity research & sales. @StanfordJourn & @Princeton. Opinions are my own.

Zuck chooses a different kind of cage match, hitting Musk where it really hurts ⁦@djtgallagher⁩ on Instagram’s Threads launch ⁦@WSJheardwsj.com/articles/meta-…


A recession might be coming for America, but America is going on vacation first. ⁦@jdlahart⁩ ⁦@WSJheardwsj.com/articles/touri…


Target is trying to bank on “affordable joy” right now. History shows it can’t sell happiness at any price in a recession. ⁦@JinjLee⁩ ⁦@WSJheardwsj.com/articles/targe…


Laura Landry Forman reposted

Worst job in tech is filled. @DoubleLJSquared and I looked at what a challenge a new Chief Twit would face -- way back in December. Still stands. wsj.com/articles/elon-…

Elon Musk said he has picked NBCUniversal’s advertising boss Linda Yaccarino to succeed him as Twitter CEO on.wsj.com/42Kwz8S



Disney+ subscribers, coming soon to a TV near you: Less new content, higher prices and Hulu bundles. All in day’s work for Iger, at the less-than-happiest place in the world, says ⁦@djtgallagherwsj.com/articles/disne…


Uber earns abridged: Continues to Eats Lyft with platform advantage; has classy words for rival even as it all but totals it. Freight its own train wreck. More from ⁦@djtgallagher⁩ here for ⁦@WSJheardwsj.com/articles/uber-…


Meta print: good - added 37m DAU; bad - no more significant cost cuts likely; ugly - forecasting +$13.7B in losses this year for reality labs. ⁦@djtgallagher⁩ says investors need to decide which of those they’re betting on. wsj.com/articles/meta-…


More than a million people!! may still be using Netflix the ol’ fashioned way: via DVDs. ⁦@djtgallagher⁩ explains why that is still just a rounding error for the streaming giant. wsj.com/articles/why-n…


Laura Landry Forman reposted

Social media's latest push for paid subs isn't really for the masses. @DoubleLJSquared with an insightful look at who $META, $SNAP and this bird app really need to get paying up: wsj.com/articles/socia…


I wrote this weekend’s Heard essay on social media’s subscriptions - how they’re already upsetting users, but also how they were inevitable and are also generally misunderstood. For ⁦@WSJheard⁩ $meta $snap $msft wsj.com/articles/socia…


Laura Landry Forman reposted

Microsoft plans to use the AI tech behind ChatGPT in its Office software. As @djtgallagher explains, the stakes are high. #WSJWhatsNow on.wsj.com/3Fyh3nr


Animal House taught us "knowledge is good." But when it comes to investing, that movie was dead wrong. @Spencerjakab on how less is more if you want to make money in the stock market. @WSJheard wsj.com/articles/ignor… via @WSJ


Following the “anti-talent” or the “seer-sucker theory” of investing? @Spencerjakab⁩ says to ditch them both ⁦@WSJheardwsj.com/articles/betti…


Re: Meta filing: “Year of Efficiency” is apparently a proper noun. Meta’s data seems to indicate more in person work is better (at least for engineers). Metaverse plans not going anywhere - for better or for worse.


Laura Landry Forman reposted

The argument that banks with less than $250 billion of assets can’t be systemically important has just been subjected to a real-life stress test, and failed. wsj.com/articles/banks…


Laura Landry Forman reposted

THE NEWS BEFORE IT HAPPENS! Tuesday: "Uber Might Need To Stow its Freight Train" Wednesday: "Uber Is Considering Spinning Off Freight Logistics Business" - courtesy of @DoubleLJSquared wsj.com/articles/uber-… $UBER


“Johnny Pay­check didn’t have the guts to say ‘Take this job and shove it.’ You can’t say the same thing for a lot of U.S. work­ers.” ⁦@jdlahart⁩ with a great look at the state of the US job market ⁦@WSJheardwsj.com/articles/you-c…


What exactly is Uber Freight? Why is Uber in it? Should they be? I explain. @WSJ @WSJheard

Uber has been ramping up its freight division, even as other tech companies are slowing down on taking risks, explains @DoubleLJSquared #WSJWhatsNow on.wsj.com/3kRXkrE



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