Loup TV 139: Google Reports 32% Growth; Tesla FSD Recall; Walmart-Angi

Loup TV 139: Google Reports 32% Growth; Tesla FSD Recall; Walmart-Angi

Gene and Andrew discuss:

  • GOOGL reported Q4 earnings this afternoon with a 32% growth y/y, which is a deceleration from 41% reported last quarter. To follow in Big Tech earnings — FB will report on February 2 and AMZN on February 3.
  • While Elon Musk mentioned full FSD should be ready by year end, Tesla is recalling 54,000 cars due to a rolling stop feature which overlooks stop signs on the road.
  • Walmart is integrating Angi to help customers find professionals for DIY home projects like flooring and painting. This may be harder than it looks, as the best pros don’t typically need advertising.

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