Big Tech's Ugly Week, Getting Rich At Anthropic, AI Costs Plunge

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover:
1) Big Tech earnings go terribly
2) The market punishes the Magnificent 7 (except Microsoft)
3) Is Wall Street done with the AI trade?
4) Meta overtakes Google in ad revenue
5) Is being good at AI a curse for your flagship business?
6) Google and Reddit's weird relationship
7) The Amazon Bee Frontier
8) Dating with the Bee Frontier
9) Ranjan's Anthropic S-1 takeaways
10) Is the Anthropic compute math weird?
11) AI costs are dropping
12) Golden Goose or Golden Egg? Let's dress up for halloween.

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