# Earnings Overload

Page: https://stenobird.com/podcast/tech-brew-ride-home-331078/earnings-overload
Text version: https://stenobird.com/podcast/tech-brew-ride-home-331078/earnings-overload.md
Podcast: [Tech Brew Ride Home](https://stenobird.com/podcast/tech-brew-ride-home-331078)
Published: 2026-04-30T18:16:00+00:00
Episode link: https://tracking.swap.fm/track/bHsDpvy53mYwJpnc1UL5/traffic.megaphone.fm/MOBI1120050743.mp3?updated=1777573222
Audio file: https://tracking.swap.fm/track/bHsDpvy53mYwJpnc1UL5/traffic.megaphone.fm/MOBI1120050743.mp3?updated=1777573222
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/tech-brew-ride-home-331078/episodes/earnings-overload
Duration seconds: 1271

## Resource

Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk called himself a "fool" for backing OpenAI. Microsoft says Q3 Intelligent Cloud revenue was $34.68B, vs. $34.27B est., with Azure and other cloud services up 40% YoY; Microsoft 365 Copilot has 20M+ seats (CNBC) Meta raises full-year capex outlook to $125B–$145B, up from $115B–$135B; shares drop ~10%, biggest intraday decline since October (Bloomberg) Alphabet stands out on Big Tech earnings day as Google Cloud revenue jumps 63% and backlog nearly doubles to $462B; capex guidance raised to $180B–$190B (MarketWatch) Big Four combined Q1 capex hit a record $130B, on pace for $725B in 2026, up 77% from $410B last year (FT) Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (FT) Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation (Bloomberg) Sony confirms that some digital PS4 and PS5 games require a one-time online license check "to confirm the game's license" (GameSpot) OpenAI explains Codex's "goblin problem": reinforcement training rewarded quirky creature metaphors via a discontinued "Nerdy" personality, and the behavior spread (The Verge) Musk v. Altman: Elon Musk says he was a "fool" for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

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