02:03:00 · Jordi Hays, John Coogan
[02:03:00] S2: Nice to see you. [02:03:01] S0: Goodbye. And that is most of our show. Jordi, is there any other breaking news? Anything we gotta go through? Any bangers? Any breaking news? Anything? Xbox revenue? I like Asha, CEO of Xbox, sharing some some, like, not great news, but just being very upfront about it. You saw this. She said in q one, Xbox revenue declined 2% year over year compared with a 10% decline a quarter ago while our accountability margin improved. Minecraft and Wow forever set records. Call of Duty has most acclaimed release in more than a decade, and our PC platform revenue grew double digits. Console sales remain constrained by supply with more demand than consoles available. We're working to get more consoles into players' hands through... Including through our expanding refurbishment program. We're making progress with a lot more work ahead, sort of just a like, a tell it like it is moment going direct. I thought this was interesting, especially because Asha has to speak to two audiences on X. It's both the investor community, the tech community, and the gaming community. Yeah. And so very, very hard line to walk, but I I I thought this post was like... Yeah. It was like honest and informative and gets me up to speed. And it's not it's not just completely what, like, astroturfing. Oh, everything's better. It's the best it's ever been when, like, no. Revenue is still declining a little bit. There's lot work to be done, but be... Leading with that, not bearing that. That was good corporate comms. I liked it.
02:04:32 · Jordi Hays, John Coogan
[02:04:32] S2: Intel down 19% after hours. What's happening? They had earnings. And, yeah, Bubble Boy, who was the big Intel bull, is in some hot water this week. But it looked like he was out of jail because his account got deactivated. Wait, [02:04:56] S0: deactivated or reactivated? [02:04:58] S2: Yesterday, it looked allegedly like he had been booked in jail. But his account was active? His account was active. [02:05:07] S0: Oh, so you're saying if you go to jail, you can't deactivate your account? [02:05:10] S2: That could be tough. [02:05:11] S0: Oh, interesting. Yeah. In my mind, it's like the first thing you do when you go to jail is they deactivate your account. They ban you. But that's not how it works. We're not in the cyberpunk future yet where you're eliminated from the social media world. Fascinating. Well, I mean, the market overall is in a rough spot. The Nasdaq is down 1.3%. The Dow is down point 25%. The headline alphabet sheds 500,000,000,000 in market value in the stock's worst day ever. These best day ever, worst day ever headlines are are increasingly common. The swings are are crazier than they've ever been. There's a lot going on. But we'll cover it here on the show. So thank you for tuning in. Leave us five stars on Apple Podcasts and Spotify. Tyler, you wanna take us out with the truth nuke? You didn't get much time on the show today, honestly, other than As yourself. Game. Yeah. Sort of LARP and Jordi over there. But we got a truth nuke. [02:06:06] S2: Rolling flashback. [02:06:07] S0: We will see you tomorrow at 11AM. Goodbye.