This week, we discuss AI labs driving cloud revenue, hyperscalers laying off instead of building, and kids defeating age verification. Plus, Brandon has too many thoughts on Workday.
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Runner-up Titles
The world is just paper.TODO debris pileFancy countries you live inEnron Conspiracy Shredder.Cote’s mom’s gonna love thisBrandon works out his Workday trauma.Cash money, hamburger, hamburger bang bangChatGPT PS EditionForward Deployed Engineer for WorkdayIt’ll probably work, that’s the futureRundown
EarningsCloud Giants UpdateAmazon earnings beat expectations with strong cloud growthMicrosoft calls for $190 billion in 2026 capital spending on soaring memory pricesAlphabet ups 2026 capex to as much as $190 billionMeta stock drops on quarterly resultsAnthropic Commits to Spending $200 Billion on Google’s Cloud and ChipsHow children are getting creative and fooling age verification checksServicesAnthropic launches enterprise AI firm with Blackstone, Goldman SachsAnthropic and OpenAI are both launching joint ventures for enterprise AI servicesRelevant to your Interests
Q1 2026 earnings call: Remarks from our CEOMicrosoft says it has over 20M paid Copilot users, and they really are using itSources: Anthropic could raise a new $50B round at a valuation of $900BMicrosoft open-sources "the earliest DOS source code discovered to date"IBM Bob hits 80,000 developers with 45% productivity gainsShares of eBay take off on a $56 billion buyout bid from GameStop's Ryan CohenWall Street Rollup (@WallStRollup) on XThe Venture-Capital PopulistCursor's $60 billion bet is on the harness, not the modelWhat you're actually writing when you write a SKILL.mdSo Long Jeeves and Ask.com, Relics of Yesterday’s InternetNo more Jeeves: Ask.com officially shutteredOpenAI locks GPT-5.5-Cyber behind velvet ropeWorkload Identity FederationAWS Cost Optimization Hub now supports CSV download - AWSIREN Announces Acquisition of Mirantis to Strengthen AI Cloud Delivery CapabilitiesSponsors
WebRTC.ventures – Real-time communication & Voice AI integrationWeAreDevelopers World Congress North America Sept 23–25, San José, CAUse Code DEVPOD26 — 15% off, stacks with group rates for 4+Nonsense
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