Earnings Overload

Earnings Overload

Author: Morning Brew April 30, 2026 Duration: 21:11
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) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Author: Language: English Episodes: 100

Tech Brew Ride Home
Podcast Episodes
The Biography Of Demis Hassabis [not-audio_url] [/not-audio_url]

Duration: 53:21
This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, their motivations, and t…
SpaceX Is Ready For IPO Liftoff [not-audio_url] [/not-audio_url]

Duration: 23:07
SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from OpenAI when it comes…
Anthropic’s Laundry Has Been Aired [not-audio_url] [/not-audio_url]

Duration: 19:10
OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them than I thought it was? What can happen when all the self-driving cars s…
Will Iran Target Tech? [not-audio_url] [/not-audio_url]

Duration: 19:31
Is the Iran war coming for US tech companies specifically? Meta unveils new smartglasses. A leak gives us a look at how Claude Code works. SpaceX is losing contact with satellites for reasons we don’t know yet. And Whoop…
Is AI About To Get More Expensive [not-audio_url] [/not-audio_url]

Duration: 20:25
With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each other and asking them to fight. We really are getting datacenters in…
AI Step-Change Alert! [not-audio_url] [/not-audio_url]

Duration: 21:44
Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying to open the SpaceX I…
Social Media’s “Big Tobacco” Moment? [not-audio_url] [/not-audio_url]

Duration: 20:24
The big ruling from that big social media trial is in and it could have big implications for big tech going forward. Wikipedia bans the use of AI for creating Wikipedia entries. GitHub is about to train AI on what you do…
Sora Sinks [not-audio_url] [/not-audio_url]

Duration: 21:10
OpenAI is abandoning Sora to do the big refocus they’ve been signaling. Meta is starting to rack up the losses in court. Is China going to block the Manus acquisition by Meta from going through? They’re not even letting…
Your Router Is Likely Banned [not-audio_url] [/not-audio_url]

Duration: 20:18
Buying an internet router made outside the US is now verboten. Claude can now basically fully use your computer for you. More layoffs and surprising production cuts in the gaming industry. And the two big prediction mark…
Zuck’s Personal AI Agent [not-audio_url] [/not-audio_url]

Duration: 20:19
Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon loses a case. Maybe some managers actually want you to use as many tokens…