Amazon, Alphabet, Microsoft, Meta & Tesla Earnings, Cruise Pauses Operations, Zuck vs. Sam Altman

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 27 October 2023

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Ranjan's Taylor Swift costume 2) The broader picture on Big Tech earnings 3) Amazon's impressive earnings beat 4) Investor metaphysics 5) Microsoft's AI uplift 6) Tesla's lower margins 7) Meta's impressive revenue and user growth 8) Meta's TikTok clone is working. 9) SBF takes the stand 10) Cruise pulls its self-driving cars off the road 11) That's good? 12) Mark Zuckerberg vs. Sam Altman You can subscribe to Big Technology Premium for 25% off at https://bit.ly/bigtechnology -- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: [email protected]

Transcript

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0:00.0	Big tech earnings are coming in hot, but the Stark market is reacting cold.
0:06.0	SBF takes the stand, Cruise hits the brakes, hard.
0:09.6	And Zuckerberg is coming for Sam Altman.
0:12.8	All that and more coming up right after this.
0:15.8	Will AI improve our lives or exterminate the species?
0:20.6	What would it take to abolish poverty? Are you
0:24.1	eating enough fermented foods? These are some of the questions we've tackled recently on the next
0:29.0	big idea. I'm Rufus Griscombe, and every week I sit down with the world's leading thinkers
0:34.7	for in-depth conversations that will help you live,
0:37.8	work, and play smarter. Follow the next big idea wherever you get your podcasts.
0:45.5	Welcome to Big Technology Podcast, Friday edition, where we break down the news in our traditional
0:50.2	cool-headed and nuanced format. We have a big week of tech earnings alphabet meta.
0:56.1	Amazon and Microsoft all reported and the stock market is kicking the butt of Alphabet and not
1:02.0	treating the others much better. So we'll get into that and plenty more as we go on. As always,
1:07.3	we're joined by Ron John Roy of margins. Ron John, welcome to the show.
1:19.9	Hey, as the RBC Capital Markets head of U.S. Equity Strategy said, the markets are in a spooky place right now. So I'm very excited to talk about tech earnings of four days ahead of Halloween.
1:25.2	Bring on the scary puns.
1:27.0	Apple, of course, has its super scary event where it's going to introduce a whole lineup of Halloween. Bring on the scary puns. Apple, of course, has its super scary event
1:29.3	where it's going to introduce a whole lineup of MacBooks coming up on the 30th. You heard about that
1:34.4	a little bit with Brian McCullough on Wednesday. But meanwhile, we can get down to these new tech
1:40.1	stories. But first, on the subject of Halloween, I logged on to our little stream today. And I was
1:47.3	like, Ranjan, you got a haircut. But it turns out that I had misread the situation entirely.
	...

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