OpenAI Is Leaking, Big Tech is Earning
Someone at OpenAI leaked that it is missing targets, but they didn't leak the numbers. That's either a red flag or a setup. Malcolm Ethridge and Ricky Mulvey discuss:
The OpenAI leak: why leak a miss without leaking the actual numbers?
Meta deception, the magic trick concept that might explain how big companies manage investor expectations
Big tech earnings: Meta's ad machine is working, and Malcolm explains why Amazon's chip business may be the most underrated AI story
Starbucks vs. the K-shaped economy: what delivery orders and $6 California gas tell us about where the real cracks are showing.
Why the stock market keeps shrugging off the Iran War.
Micron skepticism: listener question on a stock up almost 6x in 12 months that still looks cheap on paper
Tim Cook's legacy and the three problems for new CEO John Ternus.
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Hosts: Malcolm Ethridge, Ricky Mulvey
Engineer: Tim Sparks
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