Facebook Faces The Music

Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical ...  Show more

Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about ...  Show more

In this episode, we break down the latest US earnings from some of the biggest companies on Wall Street.

If you want to understand why Tesla rallied after posting dire numbers and Facebook dumped despite a 27% increase in revenue? Then listen to find out more!

Did Zuck just zuck the Apple Store? Facebook reports earnings this afternoon, but we’re focused on its first ever FaceStore. Ford’s 1st electric pickup truck rolls off to customers today and it’s channeling Clint Eastwood’s feelings. And Bitcoin just had its most mainstream momen ...  Show more

Facebook and Instagram Stories come to desktop, Twitter’s stories continue rolling out around the world, a case study of which bid option performs best on Facebook, and some nice changes to their Ads Manager app on mobile.

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