Episode Details

This week, we discuss AI labs driving cloud revenue, hyperscalers laying off instead of building, and kids defeating age verification. Plus, Brandon has too many thoughts on Workday.

Watch the YouTube Live Recording of Episode 571

Runner-up Titles

• The world is just paper.
• TODO debris pile
• Fancy countries you live in
• Enron Conspiracy Shredder.
• Cote’s mom’s gonna love this
• Brandon works out his Workday trauma.
• Cash money, hamburger, hamburger bang bang
• ChatGPT PS Edition
• Forward Deployed Engineer for Workday
• It’ll probably work, that’s the future

Rundown

• Earnings
  • Cloud Giants Update
  • Amazon earnings beat expectations with strong cloud growth
  • Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices
  • Alphabet ups 2026 capex to as much as $190 billion
  • Meta stock drops on quarterly results
  • Anthropic Commits to Spending $200 Billion on Google’s Cloud and Chips
• How children are getting creative and fooling age verification checks
• Services
  • Anthropic launches enterprise AI firm with Blackstone, Goldman Sachs
  • Anthropic and OpenAI are both launching joint ventures for enterprise AI services

Relevant to your Interests

• Q1 2026 earnings call: Remarks from our CEO
• Microsoft says it has over 20M paid Copilot users, and they really are using it
• Sources: Anthropic could raise a new $50B round at a valuation of $900B
• Microsoft open-sources "the earliest DOS source code discovered to date"
• IBM Bob hits 80,000 developers with 45% productivity gains

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