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

Ever feel like the tech world moves too fast to keep up? Tech Brew Ride Home is that concise, insightful conversation you wish you had caught by the office coffee machine, delivered straight to your headphones. Produced by the team at Morning Brew, this daily podcast distills the essential news from Silicon Valley and beyond into a focused, fifteen-minute session designed for your commute or a short walk. Instead of drowning in headlines, you get a clear summary of what actually matters-the major deals, the intriguing controversies, and the subtle shifts that define the industry. Think of it as your audio debrief, cutting through the noise with context and a bit of wit. Each episode of this news-focused podcast ensures you’re not just informed but prepared, turning the flood of information into a manageable stream. It’s the efficient, engaging way to stay current without dedicating your entire afternoon to research, making that ride home a little smarter.
Author: Language: English Episodes: 100

Tech Brew Ride Home
Podcast Episodes
AI Superapps [not-audio_url] [/not-audio_url]

Duration: 20:21
OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google Search in that innovator’s dilemma way. And in the Longreads, why has…
The AI Race Is Now A Land Grab For Dev And Design Work [not-audio_url] [/not-audio_url]

Duration: 21:31
In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully embraces our new prediction market overlords. Even if they’re behind in…
Crypto Gets Its Rulebook [not-audio_url] [/not-audio_url]

Duration: 20:48
At long last, the government has issued guidance to crypto on what is or is not allowed. The blowup from gamers has caused Jensen to push back. A tale of contrasting IPOs from wildly different industries. And is your bos…
Westworld For Real [not-audio_url] [/not-audio_url]

Duration: 21:56
All the headlines from Nvidia’s big event yesterday. Can Apple make fetch happen with foldable phones cause nobody else seems to be able to. One hour deliveries is the new, screw it, we’re doing five razorblades. And the…
The Mother Of All Meta Layoffs? [not-audio_url] [/not-audio_url]

Duration: 21:56
Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside the house. What does it mean if the San Francisco real estate market is r…
Is Avocado… Toast? [not-audio_url] [/not-audio_url]

Duration: 21:16
Meta’s big new AI model is delayed because they still can’t get to state of the art. The social media addiction trial is winding down. All the video apps are going to end up looking exactly like one another eventually. A…
AI Makes Google Maps Sound Much Better [not-audio_url] [/not-audio_url]

Duration: 21:13
More AI inspired job cuts. I gotta say, adding AI to Google Maps makes it sound like it might work much, much better. A new entrant into the AI health space. An Iran-war-related hacking takes down a company. And Mark Gur…
The New King Of All Media [not-audio_url] [/not-audio_url]

Duration: 20:12
Sources say the US government is investigating Binance around Iranian sanction evasion. Meta is helping authorities worldwide crack down on scammers. YouTube literally now is, officially, the biggest media entity in the…
Meta Plumps For Bot Social Networks [not-audio_url] [/not-audio_url]

Duration: 21:10
Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry. Yan LeCun raises the biggest European seed round of all time. And the…
Claude 365 [not-audio_url] [/not-audio_url]

Duration: 21:32
Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscaler startup has raised a monster round. And could the war with Iran be s…