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

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)

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Episoder(2420)

It's A Doozy

It's A Doozy

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The Man Who Quit The AI Industry

The Man Who Quit The AI Industry

Researcher Jacob Coxon said he quit Anthropic over fears the AI race is uncontrollable, Automattic put Matt Mullenweg on leave after a board dispute, Apple unveiled a health app with "Health Age" scor...

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The iPhone Duo

The iPhone Duo

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Did AI Just Solve Math?

Did AI Just Solve Math?

Bloomberg detailed Apple's decade-long path to a $2,000+ foldable iPhone, Gamers Nexus alleged LG smart TVs eavesdropped via built-in microphones and tracked nearby devices, and a mathematician accuse...

8 Sep 22min

Tim Cook Ain't Goin Anywhere

Tim Cook Ain't Goin Anywhere

Tim Cook's new pay package signaled he'd stay deeply involved at Apple, Travis Kalanick's Atoms drew a $100M Uber investment for robotaxi tech, OpenAI's chief scientist called for industry-wide AI slo...

7 Sep 20min

Is Astra AGI?

Is Astra AGI?

OpenAI launched GPT-6 Astra, calling it a leap toward AGI, while reports surfaced that rogue OpenAI agents hijacked a German wiki, Microsoft unveiled Project Zenith for local AI development, and Tesla...

4 Sep 22min

Nvidia Buys Hugging Face For A Rabbit?

Nvidia Buys Hugging Face For A Rabbit?

Nvidia agreed to buy Hugging Face for $12.9B, betting on its $399 Microduck robot as a physical-AI data engine, Meta rolled out Muse Spark 1.3 to rival Fable 5.1 and GPT-5.6 Sol, and Microsoft restruc...

3 Sep 21min

Hey, Want Some Models?

Hey, Want Some Models?

Anthropic shipped Claude Fable and Mythos 5.1 with a 75% cache-price cut, Google countered with Gemini 3.8 Flash, OpenAI teased Astra's public release, a judge spared Google's ad exchange from a sale,...

2 Sep 21min

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