Thu. 01/30 – Everyone Reports Earnings But Wall Street Only Wants Capex Answers.

Meta and Microsoft reported earnings, but all Wall Street cared about was getting Capex updates. Meta settles with… the President. Waymo’s expansion continues apace. Why Masa Son is the perfect white knight for OpenAI. And AI IS copyrightable.

Sponsors:

• Shopify.com/ride

Links:

• Microsoft shares slide as cloud forecast, AI spending disappoint (Reuters)
• Meta’s Reality Labs posts $5 billion loss in fourth quarter (CNBC)
• Zuck shrugs off DeepSeek, vows to spend hundreds of billions on AI (TechCrunch)
• Meta to Pay $25 Million to Settle 2021 Trump Lawsuit (WSJ)
• Waymo to test in 10 new cities in 2025, starting with Las Vegas and San Diego (The Verge)
• SoftBank in talks to invest up to $25bn in OpenAI (FT)
• Copyright Office Offers Assurances on AI Filmmaking Tools (Variety)
• Authors Guild sets up ‘Human Author’ portal to certify books come from ‘human intellect’ (AP)