It's quarterly earnings season, and some of our favourite tech companies are looking a bit shaky. Not because they're not making money – they are – but because they're spending it on new data centres and AI research.  In this episode, we take stock of the current earnings reports, and touch on a few interesting tidbits like Amazon's softness in e-commerce and Intel's moment of reckoning. Also, when we recorded this, markets were teetering on the edge of meltdown. So get ready for some adjacent chat there. See omnystudio.com/listener for privacy information.