Follow John C. Dvorak on Twitter
\nFollow Andrew Horowitz on Twitter
\nWarm-Up
\n- Some bad days and some good days
\n- AH is walking - and driving
\n- We have to talk about Free Cash Flow changes
NO Agenda / DHUnplugged Meet-Up (Saturday - 8-8-2026 @ 3:33PM)
\n- Location to be determined
\n- SIGN UP HERE
DO WE TALK ABOUT MORE AI HACKING
\n- Latest stories of even more AI breach of containment
\n- Is this really just a plan to gain regulation (to limit competition?)
GOOGLE WANTS YOUR SELFIE
\n- Google will allow account sign-ins using selfie video.
\n- The feature adds another way to verify identity.
\n- It could reduce dependence on passwords and recovery codes.
\n- The tradeoff is greater use of facial data.
\n- Privacy, storage and security questions will follow.
SPACEX SHORT SELLERS CASH IN
\n- Short sellers reportedly earned $15.5 billion as SpaceX shares fell.
\n- The move rewarded investors betting against the company's valuation.
\n- It shows how quickly enthusiasm can reverse at extreme prices.
\n- SpaceX still has strong grow","associatedMedia":{"@type":"MediaObject","contentUrl":"https://track.pdcstly.com/episod/38173721"},"partOfSeries":{"@type":"PodcastSeries","name":"DHUnplugged Podcast","url":"https://pdcstly.com/en/podcast/dhu-nplugged-podcast/6436"}},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"item":{"@id":"https://pdcstly.com/en/usa","name":"United States"}},{"@type":"ListItem","position":2,"item":{"@id":"https://pdcstly.com/en/usa/investing/203","name":"Investing"}},{"@type":"ListItem","position":3,"item":{"@id":"https://pdcstly.com/en/podcast/dhu-nplugged-podcast/6436","name":"DHUnplugged Podcast","image":"https://image.pdcstly.com/podcast/6436/512.jpg"}}]}]}

– OOFAH – Microsoft, Apple and Amazon earnings and stock moves.
– Hackathon disguised.
– KOSPI wild ride wrecks portfolios.
– Oil moved up on War – now no War again…
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and LinksDHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
Warm-Up - Some bad days and some good days - AH is walking - and driving - We have to talk about Free Cash Flow changes
NO Agenda / DHUnplugged Meet-Up (Saturday - 8-8-2026 @ 3:33PM) - Location to be determined - SIGN UP HERE
Markets - OOFAH - Microsoft, Apple and Amazon earnings and stock moves. - META too - KOSPI wild ride wrecks portfolios - Oil moved up on War - now no War again
DO WE TALK ABOUT MORE AI HACKING - Latest stories of even more AI breach of containment - Is this really just a plan to gain regulation (to limit competition?)
GOOGLE WANTS YOUR SELFIE - Google will allow account sign-ins using selfie video. - The feature adds another way to verify identity. - It could reduce dependence on passwords and recovery codes. - The tradeoff is greater use of facial data. - Privacy, storage and security questions will follow.
SPACEX SHORT SELLERS CASH IN - Short sellers reportedly earned $15.5 billion as SpaceX shares fell. - The move rewarded investors betting against the company's valuation. - It shows how quickly enthusiasm can reverse at extreme prices. - SpaceX still has strong grow