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
When AI Breaks Things [not-audio_url] [/not-audio_url]

Duration: 19:57
When your AI bot breaks your operations, even when you’re AWS. More on OpenAI’s hardware plans. Hey, remember Perplexity? What’s up with them? Is Uber roadkill in the self-driving car horserace? And, of course, the Weeke…
A Canticle For Leibowitz [not-audio_url] [/not-audio_url]

Duration: 21:23
Gemini is getting with the increased cadence of AI releases. Honestly, can we even keep up at this point? A dispatch from the social media trial as Zuck takes the stand. At long last, Amazon dethrones Walmart. Apple seem…
New Pixel [not-audio_url] [/not-audio_url]

Duration: 21:34
New pixel phone. A bunch of new AI models including Gemini’s entry into the music AI space. Everybody is trying to make AI fetch happen in India. And Matthew Ball’s state of the gaming industry report doesn’t paint as gl…
AI Gettin' SaaS-y [not-audio_url] [/not-audio_url]

Duration: 21:48
The big regulatory guns are out for Grok. Memory chip shortage now hit the Steam Deck. Manus is already coming to your favorite messaging app. Turns out Buy Now Pay Later really works for vacations. And another lengthy A…
OpenAI Grabs OpenClaw’s Creator [not-audio_url] [/not-audio_url]

Duration: 20:13
OpenClaw’s creator is joining OpenAI, but the OpenClaw project lives on. The AI-caused memory shortage might delay the next Playstation. Is the Pentagon about to cut ties with Anthropic? And Vitalik Buterin is growing co…
How To AI With WSJ's Chris Mims [not-audio_url] [/not-audio_url]

Duration: 52:00
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Anthropic Makes Its Move [not-audio_url] [/not-audio_url]

Duration: 19:31
Anthropic raises the second largest financing round of all time. Other AI players are beginning to show hockey stick revenue growth. Meta wants to add facial recognition to its glasses. Ring pulls back from some recognit…
Pour Moi, C'est Le Déluge [not-audio_url] [/not-audio_url]

Duration: 21:11
Aaannddd…. Right on time here come the Chinese AI models. Elon Musk kicks off a major reorg of xAI. Google is warning of AI distillation attacks. New Waymo cars hit the road. And another interesting AI essay to read to y…
The “Covid Moment” For AI? [not-audio_url] [/not-audio_url]

Duration: 21:29
Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More weird musical chairs at the AI companies. TikTok but for around the block…
AI: Better, Faster, Stronger… Or Just Working Harder? [not-audio_url] [/not-audio_url]

Duration: 19:13
So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chinese AI launches. The coming deluge of social media trials. And does AI us…