AI & ML

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TECH NEWS

Netflix says it expects FY 2026 ad revenue of ~$2.7B, under its ~$3B forecast, and its Q4 operating margin will be impacted due to costs associated with layoffs

Featured Podcasts Big Technology Podcast: Google CEO Sundar Pichai: AI's Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Subscribe to Big Technology Podcast. Cheeky Pint: How Toto

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TECH NEWS

Report: Anthropic's draft S-1 shows it spent ~$9B on compute and infrastructure in H1, up from $2.3B a year earlier, and could spend $750B in the coming years

Featured Podcasts Big Technology Podcast: Google CEO Sundar Pichai: AI's Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Subscribe to Big Technology Podcast. Cheeky Pint: How Toto

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TECH NEWS

SpaceX reports Q3 revenue up 161% YoY to $14.58B, vs. $12.72B est., AI revenue up 830% to $7.56B, and AI operating income of $431M, up from a loss of $1.7B

Featured Podcasts Big Technology Podcast: Google CEO Sundar Pichai: AI's Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Subscribe to Big Technology Podcast. Cheeky Pint: How Toto

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TECH NEWS

Sources: Elon Musk ordered Starshield slowdown in Ukraine and discussed it with Trump after the issue became public; some US officials say he acted unilaterally

Featured Podcasts Big Technology Podcast: Google CEO Sundar Pichai: AI's Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Subscribe to Big Technology Podcast. Cheeky Pint: How Toto

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TECH NEWS

Netflix says despite investor concern about its view-hours growth, its engagement is “healthy” and it will try to bring more third-party content to its service

Featured Podcasts Big Technology Podcast: Google CEO Sundar Pichai: AI's Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Subscribe to Big Technology Podcast. Cheeky Pint: How Toto

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TECH NEWS

Netflix reports Q3 revenue up 12% YoY to $12.87B, vs. $12.87B est., net income up 44% to $3.66B, due to the timing of expenses; NFLX drops 4%+ after hours

Featured Podcasts Big Technology Podcast: Google CEO Sundar Pichai: AI's Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Subscribe to Big Technology Podcast. Cheeky Pint: How Toto