Josh Brown
speaker
8,054 appearances
21 recordings
2 series
first heard Feb 2026
last heard 7 Aug
Josh Brown’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 6.
Appearances
So meanwhile, Microsoft is having its best day since the great financial crisis.
It's unbelievable.
On the other end of the spectrum,
Mark Zuckerberg said, I want to spend some time today laying out exactly how our investments are delivering results today and the opportunities that we see over time.
And investors are like, yeah, no, down 10%.
So Daniel, throw up chart five.
This looks like I fat fingered something, like I hit a zero by accident.
We're looking at Metis free cashflow by quarter.
And it went from
12 billion a quarter ago, literally, to $784 million.
It's down like 90%.
They're building agents for everyone.
They're both simultaneously going to be renting excess compute and then saying on the same conference call, Susan, the CFO said,
We are today and expect to be in the sort of foreseeable future demand constrained.
That really includes our core business too, where we still have numerous ROI positive places that we would put compute toward if we had it.
So like there's so many things going on that just don't add up.
Oh, and they suspended their CapEx guidance.
Like the movie, her.
I think, I think that's going to happen.
I know that there are there.
Showing 581–600 of 8,054 · page 30 of 403
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