It's quarterly earnings season, and some of our favourite tech companies are looking a bit shaky. Not because they're not making money – they are – but because they're spending it on new data centres and AI research. 

In this episode, we take stock of the current earnings reports, and touch on a few interesting tidbits like Amazon's softness in e-commerce and Intel's moment of reckoning.

Also, when we recorded this, markets were teetering on the edge of meltdown. So get ready for some adjacent chat there.

It's quarterly earnings season, and some of our favourite tech companies are looking a bit shaky. Not because they're not making money – they are – but because they're spending it on new data centres and AI research. 
In this episode, we take stock of the current earnings reports, and touch on a few interesting tidbits like Amazon's softness in e-commerce and Intel's moment of reckoning.
Also, when we recorded this, markets were teetering on the edge of meltdown. So get ready for some adjacent chat there.

The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.

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