Episode Details

This week, we discuss cloud earnings, Siri teaming up with Gemini, and AI bottlenecks. Plus, is cloning your dog weird?

Watch the YouTube Live Recording of Episode 545

Runner-up Titles

• Stack the deck
• Pets and Chickens
• Blame it on Android
• They’re fungible
• Are they going to have to introduce a new principle?
• Managers of rocks
• The world we live in
• Marketing wins
• We’re the healthy skeptics

Rundown

• Ex-NFL star QB Brady claims his dog is a clone
• Cloud Earnings
  • AI & Cloud Trends for October 2025
  • Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%
  • Google Cloud Q3 revenue surges 34% as backlog hits $155 billion
  • Microsoft Azure sees 40% revenue growth in Q1
  • Meta stock drops 10% as heightened AI spending overshadows strong results
  • Amazon revenues rise 13% on strength in cloud computing unit
  • Clouded Judgement 10.31.25 - Cloud Giants Report Q3
  • 7m OpenAI work users
• Amazon's culture went the wrong way
• Octoverse: A new developer joins GitHub every second as AI leads TypeScript to #1
  • What do we think of GitHub saying there are 180m developers in the world?
• AWS and OpenAI announce multi-year strategic partnership
  • Amazon stock jumps on $38 billion deal with OpenAI to use hundreds of thousands of Nvidia chips

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