\n

\n
\n

Follow John C. Dvorak on Twitter

\n

Follow Andrew Horowitz on Twitter

\n

Warm-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

\n\n

NO Agenda / DHUnplugged Meet-Up (Saturday - 8-8-2026 @ 3:33PM)
\n- Location to be determined
\n- SIGN UP HERE

\n

Meet-Up Invite

\n
\n

Markets
\n
- OOFAH - Microsoft, Apple and Amazon earnings and stock moves.
\n- META too
\n- KOSPI wild ride wrecks portfolios
\n- Oil moved up on War - now no War again

\n
\n

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?)

\n

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.

\n

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/ru/podcast/dhu-nplugged-podcast/6436"}},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"item":{"@id":"https://pdcstly.com/ru/usa","name":"United States"}},{"@type":"ListItem","position":2,"item":{"@id":"https://pdcstly.com/ru/usa/investing/203","name":"Investing"}},{"@type":"ListItem","position":3,"item":{"@id":"https://pdcstly.com/ru/podcast/dhu-nplugged-podcast/6436","name":"DHUnplugged Podcast","image":"https://image.pdcstly.com/podcast/6436/512.jpg"}}]}]}

5 Aug 2026 02:37

DHUnplugged #812: Rollercoaster Ride

– 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 Links

DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.

Love the Show? Then how about a Donation?

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

Meet-Up Invite

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


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