Big Tech’s AI Vibe Shift
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What companies are discussed in the earnings breakdown?
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Do you ever look back on something you posted on the internet and think, well, that was cringe?
Yeah, I mean, I look back at that stuff and I'm just like, it's so emblematic of the era. And it's also just like, why did I think this would age well, like in the slightest?
This week on Explain It To Me from Vox, what to do with your online regret. New episodes on Sundays, wherever you get your podcasts.
Today's number, $5,923. That's the price of the cheapest ticket to the Super Bowl this year. Ed, I don't even watch the game.
I watch, for the commercials, my favorite commercial, Cardi B's wet-ass Pepsi.
What's going on, Ed? I'm doing very well. It's still freezing cold here. It's unbelievable. Mountains of snow on the streets of New York. It's pretty insane. How are you doing? I'm good. I'm in Jackson Hole. I spoke to one of these masters, another master of the universe conference, and decided to stay here and ski. When I say ski, I mean sit inside a beautiful room and do podcasts all fucking day long. Just to confirm, I know you already did one. Is it two in Jackson Hole, or is it just the one, and you're there for a few days? No, it's just the one. I've done a bunch of meeting, though, because one of the great things about having the footprint that I enjoy is if you post where you are, people like you haven't heard from, like, oh, remember me?
We played basketball together in the 11th grade. Do you want to have coffee? I'm like, no, but it's good to hear from you. Um, people, it's so funny. I was out last night and a bunch of people came over and the people are with, do people come up to you? I'm like, yeah, they come up to me a lot. And they say, why do you think that is? It's because everyone assumes I'm so fucking pathetic that they're doing me a favor coming up and saying hi. Everyone assumes that I'm so lonely. and so desperate and depressed and have so few friends that people don't come up to me and say, I mean, they come up and they're very nice, but they're more like, do you want to join us? Are you okay? So it's- I highly, highly doubt that.
It's a different type of approach. But anyways, I'm here in Jackson Hole. It is beautiful. Are you skiing? No, I'm all about entry. The only time I ski now is with my boys because I'm all about entry prevention. But I'm going to go snowshoeing. I'm officially an old man. In between World War II documentaries, I'm going to go snowshoeing. You're not skiing because you're afraid of getting injured? Really? That's a little bit of a lame excuse. I just got to be real with you. I don't like the outdoors, and I especially hate skiing. Okay. I can't stand. The reason I ski is I want to be able to trap my boys on a mountain for four or five hours where they have to talk to me. Yes. And so I ski, I maintain, I'm also not very good at it.
Are you a good skier Ed? I'm a decent skier. Yeah. I'm not, I'm not amazing, but I'm okay. I'm not. And their mother is such an extraordinarily beautiful skier.
How did Meta's earnings impact its stock performance?
I remember the first time I saw her ski, I was like, wow, that's amazing. It is very cool when people are good at skiing. And she grew up very kind of lower middle class, middle class in Poland. And she said her parents just always put her on skis two or three weeks a year.
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Chapters
8 chapters
1
What companies are discussed in the earnings breakdown?
0:00–3:51
2
How did Meta's earnings impact its stock performance?
3:51–8:30
3
What challenges did Microsoft face in its earnings report?
8:30–14:52
4
What insights were shared about Tesla's recent performance?
14:52–21:25
5
How does the potential IPO landscape look for 2026?
21:25–26:49
6
What are the implications of Trump's Fed chair nomination?
26:49–33:09
7
How can retail investors navigate upcoming IPOs?
33:09–40:35
8
What strategies are suggested for economic strikes against big tech?
40:35–1:03:31
Speakers
3 identifiedMore from Prof G Markets
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Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters
AI Insiders Keep Saying We’re In Danger — Where’s The Evidence?
Why OpenAI And Anthropic Are Pumping The Brakes
The Rate Hikes Are Coming