What podcasts say about Emily Flippen
Every statement, with the speaker, the exact quote and the moment it was said.
What Emily Flippen has said on podcasts
16 statements · 7 positive · 9 negative
Camera-free Meta glasses improve the practicality and social acceptability of smart glasses.
“being able to buy a pair of medical glasses without the camera, wear them around, say, in private spaces like in your house or out in public without necessarily drawing attention, that to me is a step in the right direction.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 2:18
A leading AI assistant could drive consumers to purchase Meta hardware.
“if we come out with the first, the best AI personal assistant, that gives people a reason to come in and buy our hardware.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 7:14
Muse is unlikely to remain the App Store’s top app after three months.
“I'd be surprised if three months from now, we're still talking about Muse being, say, the number one app on the App Store.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 8:05
Invoking force majeure is not routine business practice.
“It's not, in my opinion, routine business.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 12:36
Oracle likely invoked force majeure because it cannot secure required power on schedule.
“I would imagine they're trying to invoke force majeure because they're really unable to get the power that they need within the timeline they expected.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 13:47
Oracle’s force majeure invocation indicates underlying concerns.
“I don't think you invoke force majeure if nothing is going on behind the scenes that has you particularly concerned.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 14:04
Oracle recently received a credit downgrade and has negative free cash flow.
“It just faced a credit rating downgrade. Their free cash flow negative.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 17:18
Oracle is especially vulnerable to problems in the AI infrastructure buildout.
“Oracle is kind of like that first domino that could be tipped.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 17:34
Apple Duo is likely to generate the highest lifetime profit among listed products.
“It has to be the Apple Duo, right? The flip phone from Apple. They're selling it for nearly $2,000.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 21:33
Oura Ring may generate more total profit than Fitbit Air or Garmin Circa.
“I think I actually rank the Aura ring higher than the Fitbit Air or Garmin Circa in terms of total profits that they can generate.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 24:28
Oura may follow Fitbit’s decline.
“I think Aura, in my opinion, is probably headed in the same direction.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 24:57
Oura lacks durable adoption unless an acquirer creates stronger daily-use incentives.
“I don't see the staying power with Aura unless somebody comes around and acquires them and gives us a reason to put it on every day.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 26:27
Waymo’s Ojai vehicle is unlikely to generate substantial profits in five to ten years.
“I just don't think, I think the Ojai is an example of what Waymo can do. with an attempt to spread awareness, to spread adoption of self-driving vehicles, I don't think it is going to be a big profit generator for them.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 29:41
Meta’s AI assistant could drive substantial adoption of its new glasses.
“I'm pretty bullish, I think, if they're able to get people onto the AI assistant about how many people may adopt their new glasses as a result.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 30:12
Meta’s hardware could become premium collector items if adoption takes off.
“I could see a world in which if hardware does take off for meta, these things become almost like collector's items for the power users.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 31:07
Stitch Fix may be undervalued because a loyal user group is unlikely to churn.
“how cheap is too cheap for Stitch Fix when it comes to the fact that it seems like there's a group of users for this program, this app that will not churn.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 37:42
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.