Thu. 01/30 – Everyone Reports Earnings But Wall Street Only Wants Capex Answers.

Techmeme Ride Home - En podkast av Ride Home Media

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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.

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