Thu. 07/31 – Microsoft Joins The $4 Trillion Club

Microsoft and Meta earnings suggest AI is paying off so far, at least for the big guys. Has OpenAI’s revenues tripled so far in 2025? Devs are using AI more than ever, but that doesn’t mean they trust it. And at the end of the show, as promised, the huge podcast announcement. Links: Microsoft officially tops $4 trillion in market cap, joining Nvidia in exclusive club (CNBC) Investors Cheer an A.I. Spending Bonanza (NYTimes) Meta shares climb 10% on revenue beat, raised forecast (CNBC) Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful (Bloomberg) OpenAI Hits $12 Billion in Annualized Revenue, Breaks 700 Million ChatGPT Weekly Active Users (The Information) Stack Overflow data reveals the hidden productivity tax of ‘almost right’ AI code (VentureBeat) Google DeepMind says its new AI can map the entire planet with unprecedented accuracy (VentureBeat)