Microsoft and Meta earnings suggest AI is paying off so far, at least for the big guys. Has OpenAI’s revenues tripled so far in 2025? Devs are using AI more than ever, but that doesn’t mean they trust it. And at the end of the show, as promised, the huge podcast announcement.
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Microsoft officially tops $4 trillion in market cap, joining Nvidia in ... Show More
Jul 2024
Google’s talks to buy Wiz, and the gap between AI spending and AI revenue
On today’s episode of Equity, Rebecca Bellan explored Google’s reported talks to acquire Wiz, a cloud security company, for around $23 billion. Wiz provides an “all-in-one approach to cloud security,” pulling data from Amazon Web Services, Microsoft Azure, Google Cloud and others ... Show More
8m 1s
Feb 2025
Instant Reaction: Alphabet Slides After Cloud Sales Fall Short
Google parent Alphabet posted fourth-quarter revenue that missed analysts’ expectations as growth in its cloud business slowed. The shares fell more than 8%. Sales, excluding partner payouts, were $81.6 billion, Alphabet said Tuesday in a statement. Analysts had projected $82.8 b ... Show More
18m 5s
Oct 2024
Stripe's biggest acquisition yet, and what's a16z doing with all of those Nvidia GPUs?
It’s no secret that Stripe has doubled down on its crypto offerings, enabling crypto purchases in the EU back in July and announcing a Pay with Crypto feature earlier this month. This week, the fintech giant made its dedication to crypto even clearer with its largest deal to date ... Show More
31m 19s
Jul 2
NVIDIA Rising: Will The AI Boom Bust The Planet? | Ep215: Josh Parker
In 1849, when the Gold Rush hit California, the people who were certain to make money were not the miners, but the sellers of picks and shovels. Indeed, America's first millionaire, Samuel Brannan, made his fortune by adding huge margins to everyday items that suddenly become hig ... Show More
52m 58s
Sep 2024
899. News: JPMorgan poised to take over Apple Card, US Senators push for BaaS crackdown, H1 2024 fintech deals down 50%
Join host David Barton-Grimley, along with some great guests as we discuss the biggest fintech and financial services news this week.Topics covered include: Apple reportedly poised to sign new cards deal with JPMorgan, US Senators urge crackdown on BaaS providers as FDIC tightens ... Show More
57m 14s