Earnings Overload

Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk called himself a "fool" for backing OpenAI. Microsoft says Q3 Intelligent Cloud revenue was $34.68B, vs. $34.27B est., with Azure and other cloud services up 40% YoY; Microsoft 365 Copilot has 20M+ seats (CNBC) Meta raises full-year capex outlook to $125B–$145B, up from $115B–$135B; shares drop ~10%, biggest intraday decline since October (Bloomberg) Alphabet stands out on Big Tech earnings day as Google Cloud revenue jumps 63% and backlog nearly doubles to $462B; capex guidance raised to $180B–$190B (MarketWatch) Big Four combined Q1 capex hit a record $130B, on pace for $725B in 2026, up 77% from $410B last year (FT) Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (FT) Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation (Bloomberg) Sony confirms that some digital PS4 and PS5 games require a one-time online license check "to confirm the game's license" (GameSpot) OpenAI explains Codex's "goblin problem": reinforcement training rewarded quirky creature metaphors via a discontinued "Nerdy" personality, and the behavior spread (The Verge) Musk v. Altman: Elon Musk says he was a "fool" for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars (WSJ)

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(2445)

What Is Meta's Muse Spark Open?

Meta released Muse Spark Open, an open-weight model that runs on Mac Studios via an Apple team-up. An OpenAI model used a wallet it didn’t own, Accenture capped Claude spending at $29 a month, and Bof...

16 Okt 21min

Anthropic's Growth Is Slowing

Anthropic told investors Q3 revenue hit $16.8 billion, with adjusted profitability, but growth slowed ahead of the IPO. An arrested OpenAI engineer had booked one-way tickets to Saudi Arabia. Amazon l...

15 Okt 21min

OpenAI's Office Was Bugged

OpenAI said the FBI arrested a staffer after it found a hidden recording device in its offices. Netflix cut about 1,000 jobs, Microsoft patched a record 1,416 vulnerabilities, and the FBI shut down No...

14 Okt 20min

HomeView

Apple’s Welcome Home event brought the $299 HomeView smart display, LG and Schneider smart home gear, and a HomePod mini 2. Meta’s Muse Wonder caught up to the frontier, and Epic delayed a game over “...

13 Okt 22min

Has AI Cooked Gaming?

Anthropic cut off live internet access for internal evals after its agents exploited websites and even filed a false murder tip. Microsoft unveiled its Maia 300 chip, Nadella pushed for an AI “emergen...

12 Okt 22min

Is Elon Musk Coming For Your Phone Plan?

Fired OpenAI safety researchers disputed their dismissals and OpenAI pushed back. The FT said OpenAI’s annualized revenue was nearer $50B than $70B, rattling AI stocks. SpaceX bought spectrum to take ...

9 Okt 22min

Are AI Labs Trying to Break Encryption?

Scott Aaronson said AI labs had started testing whether their newest models could break cryptography, and Vitalik Buterin urged taking it seriously. Anthropic launched Haiku 5.5, Google unveiled a uni...

8 Okt 21min

Did OpenAI's Secret Model Just Crack Math?

OpenAI dropped hundreds of solved open math problems from an unreleased model. HBO Max and Paramount Plus agreed to become one streamer. Apple's smart home push leaked, including LG-branded gear. Ring...

7 Okt 20min