Results for "Hyperscaler capex"

2 results

Episodes

Intelligent report
Earnings Overload
Tech Brew Ride Home· Apr 30, 2026
Big Tech earnings split Wall Street: Alphabet soared on cloud growth while Meta tanked after hiking CapEx to $145B, plus SoftBank's AI robotics IPO plans and Anthropic eyes a $900B valuation.
Meta Platforms Alphabet Google Cloud Microsoft Azure Amazon Web Services
openaianthropic
StandardSummaries only
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg· May 1, 2026
(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (5…
openaianthropic