Thu. 01/30 – Everyone Reports Earnings But Wall Street Only Wants Capex Answers.
Tech Brew Ride Home30 Tammi 2025

Thu. 01/30 – Everyone Reports Earnings But Wall Street Only Wants Capex Answers.

Meta and Microsoft reported earnings, but all Wall Street cared about was getting Capex updates. Meta settles with… the President. Waymo’s expansion continues apace. Why Masa Son is the perfect white knight for OpenAI. And AI IS copyrightable. Sponsors: Shopify.com/ride Links: Microsoft shares slide as cloud forecast, AI spending disappoint (Reuters) Meta’s Reality Labs posts $5 billion loss in fourth quarter (CNBC) Zuck shrugs off DeepSeek, vows to spend hundreds of billions on AI (TechCrunch) Meta to Pay $25 Million to Settle 2021 Trump Lawsuit (WSJ) Waymo to test in 10 new cities in 2025, starting with Las Vegas and San Diego (The Verge) SoftBank in talks to invest up to $25bn in OpenAI (FT) Copyright Office Offers Assurances on AI Filmmaking Tools (Variety) Authors Guild sets up ‘Human Author’ portal to certify books come from ‘human intellect’ (AP) Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Amazon Layoffs

The Amazon Layoffs

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Is TikTok’s Algo Changing?

Is TikTok’s Algo Changing?

I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Meta goes with subscriptions. Uber wants to train AI...

27 Tammi 20min

Now We Have The Clawdbot

Now We Have The Clawdbot

Did you even notice that new TikTok privacy policy over the weekend? AirTags finally have a second generation. Microsoft confirms it will give out your BitLocker recovery keys if you’re silly enough t...

26 Tammi 21min

MAYBE TikTok Is A Done Deal (This Time?)

MAYBE TikTok Is A Done Deal (This Time?)

Ok, ok, maybe the whole TikTok thing is a done deal at long last? Amazon is planning another major round of layoffs. Are Epic Games and Google doing an end-run around the judge? Capital One acquires B...

23 Tammi 20min

Apple’s Wearable AI Pin

Apple’s Wearable AI Pin

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22 Tammi 20min

Elon Says: IPO NOW!

Elon Says: IPO NOW!

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21 Tammi 20min

The “Assistant Axis”

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Netflix ups its bid with all cash. Sony is spinning off its legendary TV business with TCL. One of the biggest seed rounds I’ve ever heard of. Reels continues to win for Zuck. And let me introduce you...

20 Tammi 20min

Ads Come To ChatGPT

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Ads are finally coming to ChatGPT. Why everyone online can’t stop talking about going on Claude benders. Elon’s case against OpenAI moves forward again. The Thinking Machines saga roils on again. And ...

19 Tammi 21min

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