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Podcast: Tech Brew Ride Home
Episode: Thu. 01/30 – Everyone Reports Earnings But Wall Street Only Wants Capex Answers.
Description: 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/rideLinks: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...