Episode Details

This week, we discuss cloud’s never-ending “early innings,” OpenAI Canvas vs. Gemini, and Dell’s RTO reversal. Plus, is there such a thing as too much optimism?

Watch the YouTube Live Recording of Episode 505

Runner-up Titles

• Fastball to the head
• Not enough AI eggs
• Toxic Positivity

Rundown

• Cote’s Early Innings Research
  • Slides and stream recording of presenting it at cfgmgmtcamp 2025
• Cloud Revenue
  • Microsoft Q2 cloud revenue falls short of expectations, sending the stock lower
  • Alphabet shares drop as much as 9% on revenue miss, soaring AI investments
  • Google parent Alphabet’s earnings disappoint Wall Street amid stiff AI competition
  • DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
• DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
• Dell RTO Timeline
  • Aug 2020: Dell: 60% of our people won't be going back into an office regularly
  • March 2024: ****Dell says remote workers must go hybrid if they want any hope of a promotion
  • Jan 2025: Dell ends hybrid work policy despite remote work pledge
• 5 Signs Your Optimism Is Hurting Your Team

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