Play Ball | Group Chat News Ep. 990

Group Chat

News, Entrepreneurship, Business

4.8 • 1.5K Ratings

🗓️ 5 February 2026

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Group Chat News is back with the hottest stories of the week including Google's earnings, AI companies attack each other via Super Bowl commercials, Anthropics latest update just triggered a 285 billion dollar market crash, Dee talks about vibe coding a custom CRM, Pepsi Co cuts prices 15% to boost sales, Over 70% of licensed Realtors didn't sell a single home last year, Nike continues to show its a boomer brand, SpaceX has acquired Xai, A bank analyst published a report showing Kalshi users lose money even faster than sports gamblers and everyones favorite WINNERS LOSERS AND CONTENT

Transcript

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0:00.0	All right, Kathy's, we are back.
0:03.3	It is Super Bowl week.
0:06.2	Yeah.
0:06.6	Not just football.
0:08.1	Just the world Super Bowl is going on.
0:11.0	Google just came out with earnings.
0:13.4	I didn't even see.
0:14.3	And, you know, the whole world is waiting on them.
0:16.7	It's stock is basically flat.
0:19.0	It's not doing anything.
0:20.0	Yeah.
0:20.3	The earnings are Blockbuster, but they did announce they're going to spend $180 billion on
0:26.6	CapEx, which is basically they're built out for AI infrastructure.
0:30.1	Yeah.
0:30.7	So that's, that's big news.
0:34.6	And they did say...
0:36.0	Which is better than Microsoft because Microsoft lost 10 to 12% last week when they had earnings.
0:41.5	So originally the stock plummeted and then it's rebounded because I think cloud revenue was insane.
0:48.1	YouTube ads revenue was soft.
0:50.1	They're still like, it's happening in real time.
0:52.2	So we'll see how it plays out.
0:53.8	And all it matters is what they're going to say in that.
	...

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