"Never Sell" Episode: Big Tech earnings, S&P and Moody’s, AI
For the “Never Sell” podcast, Scuttleblurb and I published a new episode yesterday. While I have already covered big tech's earnings over the last few days (Meta, Alphabet, Amazon, and Microsoft), we expanded on how IT budget reallocation towards AI may not lead to any sustained long-term advantage for the enterprises. I also touched on why I find the recent circular financing deals between Anthropic and hyperscalers particularly questionable. Finally, Scuttleblurb had a more in-depth discussion on AI risk for S&P and Moody's.
You can listen to the conversation here: Spotify, Apple, YouTube, RSS feed
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