About this episode
This week, we discuss cloud earnings, Siri teaming up with Gemini, and AI bottlenecks. Plus, is cloning your dog weird?
Watch the YouTube Live Recording of Episode 545
Runner-up Titles
Stack the deck
Pets and Chickens
Blame it on Android
They’re fungible
Are they going to have to introduce a new principle?
Managers of rocks
The world we live in
Marketing wins
We’re the healthy skeptics
Rundown
Ex-NFL star QB Brady claims his dog is a clone
Cloud Earnings
AI & Cloud Trends for October 2025
Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%
Google Cloud Q3 revenue surges 34% as backlog hits $155 billion
Microsoft Azure sees 40% revenue growth in Q1
Meta stock drops 10% as heightened AI spending overshadows strong results
Amazon revenues rise 13% on strength in cloud computing unit
Clouded Judgement 10.31.25 - Cloud Giants Report Q3
7m OpenAI work users
Amazon's culture went the wrong way
Octoverse: A new developer joins GitHub every second as AI leads TypeScript to #1
What do we think of GitHub saying there are 180m developers in the world?
