Earnings Overload

Apr 30, 2026 · 21m

Summary

Tech Brew Ride Home covers major earnings, with Alphabet soaring on cloud growth while Meta dropped 10% over $145 billion CapEx. SoftBank plans a $100 billion AI IPO, and Anthropic weighs a $900 billion valuation. The episode also details OpenAI’s “goblin” coding quirk and Elon Musk’s courtroom testimony calling himself a fool for backing the AI lab.

Topics discussed

StreetEasy Sponsorship and Intro Tech Earnings Headlines Overview Meta Stock Drop on High AI CapEx Alphabet Cloud Growth and Hyperscaler Spending Record Q1 CapEx and Market Reaction SoftBank's Rose AI IPO Plans Sponsor Breaks Anthropic $900B Valuation Round OpenAI's 'Goblin' Coding Model Issue Musk Testifies in OpenAI Trial Featherless AI Funding and Outro

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