
THIS WEEK IN AI: Massive Quarterly Earnings, Anthropic's Project Deal, Cursor SDK
About this episode
We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings per share surge, while Amazon's AWS boasts 28% growth.
Meta raises revenue by 33% through AI advertising, and Microsoft reports a 40% increase in Azure. We also discuss innovative AI projects like Anthropic’s transaction trial and 11 Labs’ music licensing.
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TIMESTAMPS
0:00 Earnings in Tech History
3:41 Google
6:22 Amazon
10:15 Cash Flow
14:47 Meta
18:16 Microsoft
22:22 Apple
26:07 Anthropic Project Deal
28:06 Cursor's AI Agent Harness
30:06 Eleven Labs
38:16 Closing
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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