Episode 571: The Enterprise Dunbar number

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.

Watch the YouTube Live Recording of Episode 571

Runner-up Titles

The world is just paper.

TODO debris pile

Fancy countries you live in

Enron Conspiracy Shredder.

Cote’s mom’s gonna love this

Brandon works out his Workday trauma.

Cash money, hamburger, hamburger bang bang

ChatGPT PS Edition

Forward Deployed Engineer for Workday

It’ll probably work, that’s the future

Rundown

Earnings

Cloud Giants Update

Amazon earnings beat expectations with strong cloud growth

Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices

Alphabet ups 2026 capex to as much as $190 billion

Meta stock drops on quarterly results

Anthropic Commits to Spending $200 Billion on Google’s Cloud and Chips

How children are getting creative and fooling age verification checks

Services

Anthropic launches enterprise AI firm with Blackstone, Goldman Sachs

Anthropic and OpenAI are both launching joint ventures for enterprise AI services

Relevant to your Interests

Q1 2026 earnings call: Remarks from our CEO

Microsoft says it has over 20M paid Copilot users, and they really are using it

Sources: Anthropic could raise a new $50B round at a valuation of $900B

Microsoft open-sources "the earliest DOS source code discovered to date"

IBM Bob hits 80,000 developers with 45% productivity gains

Shares of eBay take off on a $56 billion buyout bid from GameStop's Ryan Cohen

Wall Street Rollup (@WallStRollup) on X

The Venture-Capital Populist

Cursor's $60 billion bet is on the harness, not the model

What you're actually writing when you write a SKILL.md

So Long Jeeves and Ask.com, Relics of Yesterday’s Internet

No more Jeeves: Ask.com officially shuttered

OpenAI locks GPT-5.5-Cyber behind velvet rope

Workload Identity Federation

AWS Cost Optimization Hub now supports CSV download - AWS

IREN Announces Acquisition of Mirantis to Strengthen AI Cloud Delivery Capabilities

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Nonsense

Your Name in Landsat

Listener Feedback

JD recommends varlock

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