Big Technology Podcast Amazon, Alphabet, Microsoft, Meta & Tesla Earnings, Cruise Pauses Operations, Zuck vs. Sam Altman
Oct 27, 2023
Ranjan Roy, a savvy contributor at Margins, joins the discussion to unpack the latest trends and triumphs in the tech world. He shares his thoughts on Amazon's stellar earnings and how AI is boosting Microsoft. The conversation dives into Tesla's profit squeeze and Meta's strong revenue growth, driven by clever ad strategies. They also examine Cruise's recent pause on self-driving cars, emphasizing the challenges faced in regulatory landscapes. Plus, the rivalry heats up between Zuckerberg and Altman as they each push their AI agendas.
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Episode notes
Ranjan's Halloween Costume
- Ranjan Roy shaved his beard for the first time in three years for a Halloween costume.
- He's going as Taylor Swift, paired with a friend dressed as Travis Kelce.
Tech Earnings and Market Reaction
- Tech earnings are strong, but the market reacts negatively, possibly due to over-reliance on tech and macroeconomic concerns.
- Traditional companies integrating technology, like Walmart and Nike, now seem more appealing to investors.
Investor Metaphysics
- Despite higher margins, tech companies face market skepticism due to their size and investor behavior.
- Their immense growth creates high expectations, making slight deviations appear significant.