{"podcast":{"title":"Tech Brew Ride Home","slug":"tech-brew-ride-home-331078","podcast_index_feed_id":331078,"rss_url":"https://feeds.megaphone.fm/ridehome","website_url":"https://www.ridehome.info/show/techmeme-ride-home/","image_url":"https://megaphone.imgix.net/podcasts/de2eda0a-6caf-11f0-b957-cb9efc7ef063/image/5f654e3697eab991cefe3a98fc543911.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Amalgamated Internets, LLC","episode_count":2378,"summary":"Silicon Valley's water cooler podcast. A tech news summary every day... 15 minutes and you're up to date. From Tech Brew, Morning Brew's tech hub.","last_synced_at":"2026-07-16T08:17:35.498597+00:00","page_url":"https://stenobird.com/podcast/tech-brew-ride-home-331078"},"episode":{"title":"Earnings Overload","slug":"earnings-overload","published_at":"2026-04-30T18:16:00+00:00","page_url":"https://stenobird.com/podcast/tech-brew-ride-home-331078/earnings-overload","show_page_url":"https://stenobird.com/podcast/tech-brew-ride-home-331078","url":"https://tracking.swap.fm/track/bHsDpvy53mYwJpnc1UL5/traffic.megaphone.fm/MOBI1120050743.mp3?updated=1777573222","audio_url":"https://tracking.swap.fm/track/bHsDpvy53mYwJpnc1UL5/traffic.megaphone.fm/MOBI1120050743.mp3?updated=1777573222","summary":"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","meta_description":"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 Ro…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1271,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/tech-brew-ride-home-331078/episodes/earnings-overload/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/tech-brew-ride-home-331078/earnings-overload.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}