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Why Does Ranjan Roy Keep an Echo Show in the Kitchen? · Big Technology Podcast

Big Technology Podcast

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…

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Notes

  1. What Share of Google Searches End in AI Mode? at 5:23

    Ranjan Roy says the share of Google searches that end in AI mode jumped from 2% to 8.9%, and Google does not know how to monetize AI mode yet. Full answer

  2. Why Does Meta Lead Ad Revenue by 2028? at 15:15

    Alex Kantrowitz reads economist Steve Howe's chart, which puts Meta ahead on ad revenue in 2028 by a good margin after Google led in 2024, because Google has… Full answer

  3. Why Are Meta and Amazon Ads Better Placed Than Google? at 17:56

    Ranjan Roy says Meta and Amazon sit in a much better position on advertising because their ads live inside closed products, while Google's open-web model is… Full answer

  4. Why Does Ranjan Roy Keep an Echo Show in the Kitchen? at 28:07

    Ranjan Roy keeps an Echo Show in the kitchen and uses it while cooking. The device is very thirsty. Full answer

  5. How Does AI Efficiency Change Data Center Investment? at 53:25

    Ranjan Roy says rising compute efficiency fundamentally changes the data center investment story for big technology firms. Full answer

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