Goldman Sachs' Earnings Woes, X Tests Subscriptions, and Marc Andreesen’s Manifesto

Goldman Sachs' Earnings Woes, X Tests Subscri...

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Camp Donald, Bezos's AI Fantasy, and Desperately Seeking Kara Swisher

Kara goes missing, and Jessica Tarlov steps in to save the day! Scott and Jessica discuss Trump's bizarre comments about California, and the possibility of an October surprise involving Iran. Eventually, though, Kara emerges to unpack Trump’s plan to turn his golf club into a pre ...  Show more

Ellison's Rebrand, Netflix's Struggles, and Elon's Breakup

Kara and Scott discuss Elon Musk’s very public breakup with Shivon Zilis. Then, they debate David Ellison’s decision to name the combined Paramount–Warner Bros. Discovery company Skydance, take a closer look at CNN’s future, and break down Netflix’s growth problem. Plus, the fall ...  Show more

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Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
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Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ...  Show more

Beijing’s new tech control strategy
FT News Briefing

Goldman Sachs’ profits plunged by two-thirds last quarter while Morgan Stanley reported a 40 per cent year-on-year drop in net income, and companies are facing a record number of shareholder proposals about abortion policies. Plus, Beijing is changing tack in its efforts to se ...

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Is Google Breaking Up? + Seasteading Is Back + Tool Time
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This week, with big developments in two antitrust cases against Google, we discuss how the company may be forced to change its business. Then we’re joined by the journalist Mark Yarm to discuss his recent visit to an underwater home for his article about techno-utopians who wa ...

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US considers breaking up Google
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HSBC’s top-paid bankers to bear the brunt of cost-cutting restructuring, and the UK Conservative party leadership race has been whittled down to two rightwingers. Plus, Germany’s economy is expected to shrink, and the US government is considering seeking the break-up of Google ...

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