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Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its spending plans in response to the DeepSeek drawdown.
Order "The Algebra of Wealth," out now
Subscribe to No Mercy / No Malice
Follow the podcast across socials @profgpod:
Follow Scott on Instagram
Follow Ed on Instagram and X
Learn more about your ad choices. Visit podcastchoices.com/adchoices
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By Vox Media Podcast Network
4.3
11781,178 ratings
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its spending plans in response to the DeepSeek drawdown.
Order "The Algebra of Wealth," out now
Subscribe to No Mercy / No Malice
Follow the podcast across socials @profgpod:
Follow Scott on Instagram
Follow Ed on Instagram and X
Learn more about your ad choices. Visit podcastchoices.com/adchoices
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