TSMC will see a 15% drop in revenue as new PC sales slump. Do smartwatches need to have apps to be successful products? And breakdown the spat between Twitter and Substack.

Starring Tom Merritt, Rich Stroffolino, Justin Robert Young, Roger Chang, Joe.

Link to the Show Notes.

Become a member at https://plus.acast.com/s/dtns.

Hosted on Acast. See acast.com/privacy for more information.