#71: Big Tech Earnings and the AI Revolution
#71: Big Tech Earnings and the AI RevolutionDescription
In this episode, the crew dives into why no self-respecting Silicon Valley developer is ditching AI tools anytime soon.
Sam and Jess go back and forth on Snap’s subscription model and whether it can stand up to Meta’s dominance.
Plus, Bezos seems wary of a potential Trump comeback.
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Connect with us here:
1) Brit Morin: https://x.com/brit
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Sam Lessin: https://x.com/lessin
00:00:00 Trailer
00:01:02 Introduction
00:01:22 Phone problems as features
00:07:00 Tech earnings season overview
00:09:45 Meta's quarterly performance and VR discussion
00:15:30 Google and Microsoft's AI-driven growth
00:19:55 User growth for tech companies
00:23:56 How users are using Snapchat
00:30:46 Get laid, get paid, get entertained
00:36:40 Earnings predictions
00:40:09 Creator economy's influence on election campaigns
00:51:09 Bezos ends Washington Post presidential endorsements
00:57:53 Celebrity collaborations and entertainment updates
01:03:47 Outro
United States
