Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth

The Razor’s Edge

Last week was a big week in tech, so we’re back with an episode on two of the biggest stories. First, (2:40 minute mark) we break down Meta Platforms’ bummer of an earnings result and why it shouldn’t have been so surprising. What choice does Zuck have and where is the business heading?

We then (57:00) get into Amazon and AWS’s disappointing quarter, and the future of public cloud. That opens up some space for talking about the generals no longer leading and what a downturn in VC funding means for big tech.

We wrap up with a few minutes on Twitter (1:30:00) now that the Elon Musk deal is done and dusted.

Check out Akram’s post on these matters.