In this episode, we discuss the worst of the semi-conductor industry being behind us, the impact of iOS changes on the ad industry and companies like Snap, and the key milestone that Tesla hit.

This episode is based on our newsletter which you can find here 
Show Notes:

00:00:00 Introduction

00:00:32 Companies posting record Q3 performance

00:02:02 iOS changes are upending digital advertising

00:07:02 The worst of the semiconductor shortage is behind us

00:08:08 Strong resurgence in offshore rigging

00:09:45 Strong CapEx cycle

00:10:26 Tesla hits a million cars annual delivery rate