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Less Goofy. More Enterprise.
Episode 532
This week, we discuss cloud earnings, what’s driving valuations, and why AWS says it’s still early innings for cloud. Plus, Coté does a deep dive on Shipley Donuts.
Watch the YouTube Live Recording of Episode 532
Runner-up Titles
- Dangerous to do things in bed
- Free Donut Holes
- Dark Fiber
- BET
- A man can not believe anything that devalues their index funds.
- They just open sourced last year’s homework.
- It doesn’t use as many emdashes
- Anchorman Vibes
Rundown
- AI & Cloud Trends for July 2025
- Cloud Earnings
- AI
- OpenAI’s new waited model whatever
- Simon Willson says local tool calling might be better
- Exclusive: OpenAI Secures Another Giant Funding Deal
- OpenAI has made $5.25 billion in 2025 so far, and Anthropic $1.5bn. In both cases, I have found a pattern of deceptive leaks of annualized revenues to suggest they're making far more.
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- Published on 1 month ago