The Compound and Friends

Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at Amazon

45 snips
Oct 28, 2025
In this discussion with Alex Kantrowitz, a renowned journalist and host of the Big Technology Podcast, topics like AI trends and upcoming Big Tech earnings are front and center. Alex dives into the implications of Google's partnerships and Meta's shifting AI strategies. He assesses Amazon's AWS competitiveness and the societal impacts of automation as the company navigates layoffs. With insights on Microsoft and OpenAI's collaboration, this conversation offers a fresh look at the tech landscape and the future of AI in the corporate world.
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INSIGHT

Search Still Strong Despite ChatGPT

  • Short-term fears that AI will immediately upend Google search are overstated because search revenue is still growing strongly.
  • Generative AI features are additive now, but could create a new conversational search category to watch.
INSIGHT

Cloud Spend Masks Strategic Moves

  • Cloud capex and partnerships (e.g., Google-Anthropic) hide a bigger multi-quarter story behind quarterly numbers.
  • Don't overreact to single-quarter cloud signals; the broader strategic investments matter more.
INSIGHT

Alliances Replace Solo Cloud Plays

  • Google's Anthropic chip partnership signals a strategic counterweight to OpenAI-Microsoft-NVIDIA alliances.
  • Big cloud players now form deep alliances to secure AI model and infra advantages.
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