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14min chapter
#71: Big Tech Earnings and the AI Revolution
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AI and Tech Earnings: A Deep Dive
This chapter explores the earnings season for major tech companies like Google, Microsoft, and Meta, focusing on their financial performances and the impact of AI investments. The speakers analyze Meta's revenue from Reality Labs compared to Apple's Vision Pro in virtual reality, discussing market expectations and user engagement. They also reflect on the evolution of software engineering with AI tools, emphasizing how advancements in coding efficiency could shape the future profitability of these companies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode