Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech earnings go terribly 2) The market punishes the Magnificent 7 (except Microsoft) 3) Is Wall Street done with the AI trade? 4) Meta overtakes Google in ad revenue 5) Is being good at AI a curse for your flagship business? 6) Google and Reddit's weird relationship 7) The Amazon Bee Frontier 8) Dating with the Bee Frontier 9) Ranjan's Anthropic S-1 takeaways 10) Is the Anthropic compute math weird? 11) AI costs are dropping 12) Golden Goose or Golden Egg? Let's dress up for halloween. 
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech earnings go terribly 2) The market punishes the Magnificent 7 (except Microsoft) 3) Is Wall Street done with the AI trade? 4) Meta overtakes Google in ad revenue 5) Is being good at AI a curse for your flagship business? 6) Google and Reddit's weird relationship 7) The Amazon Bee Frontier 8) Dating with the Bee Frontier 9) Ranjan's Anthropic S-1 takeaways 10) Is the Anthropic compute  math weird? 11) AI costs are dropping 12) Golden Goose or Golden Egg? Let's dress up for halloween. 

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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
Learn more about your ad choices. Visit megaphone.fm/adchoices

Big Tech's Ugly Week, Getting Rich At Anthropic, AI Costs Plunge

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