Meta and Microsoft report different AI earnings
Summary
Marketplace Tech host Megan McCarty Carino and guest Anita Ramaswamy discuss investor skepticism toward AI spending after earnings from Meta, Microsoft, and Alphabet. They analyze the volatility in Asian chip stocks and the rise of Chinese competitors. The episode also covers an open letter by AI workers urging government regulation following an OpenAI security incident. Finally, they examine NBCUniversal’s deal to bundle Peacock content with YouTube Premium.
Topics discussed
Cornerstone ad: Workforce readiness and AI
Marketplace Tech intro: AI regulation and earnings
Magnificent Seven earnings: AI spending skepticism
Meta's strategy: Cloud capacity vs. internal use
Global chip sell-off: Korean memory chip volatility
China's AI rise: Kimi K3 and CXMT chips
AI safety: OpenAI incident and worker open letter
Self-regulation vs. government control in AI
Cornerstone ad: Human-centric AI
Dell Pro laptop ad
NBCUniversal and YouTube Peacock content deal
Outro and Marketplace Morning Report promo
Listen ad-free on Castria