It's quarterly earnings season, and some of our favourite tech companies are looking a bit shaky. Not because they're not making money – they are – but because they're spending it on new data centres and AI research. 

In this episode, we take stock of the current earnings reports, and touch on a few interesting tidbits like Amazon's softness in e-commerce and Intel's moment of reckoning.

Also, when we recorded this, markets were teetering on the edge of meltdown. So get ready for some adjacent chat there.

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