Episode 571: The Enterprise Dunbar number

This week, we discuss AI labs driving cloud revenue, hyperscalers laying off instead of building, and kids defeating age verification. Plus, Brandon has too many thoughts on Workday. Watch the YouTube Live Recording of Episode 571 Runner-up Titles The world is just paper. TODO debris pile Fancy countries you live in Enron Conspiracy Shredder. Cote’s mom’s gonna love this Brandon works out his Workday trauma. Cash money, hamburger, hamburger bang bang ChatGPT PS Edition Forward Deployed Engineer for Workday It’ll probably work, that’s the future Rundown Earnings Cloud Giants Update Amazon earnings beat expectations with strong cloud growth Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices Alphabet ups 2026 capex to as much as $190 billion Meta stock drops on quarterly results Anthropic Commits to Spending $200 Billion on Google’s Cloud and Chips How children are getting creative and fooling age verification checks Services Anthropic launches enterprise AI firm with Blackstone, Goldman Sachs Anthropic and OpenAI are both launching joint ventures for enterprise AI services Relevant to your Interests Q1 2026 earnings call: Remarks from our CEO Microsoft says it has over 20M paid Copilot users, and they really are using it Sources: Anthropic could raise a new $50B round at a valuation of $900B Microsoft open-sources &quot;the earliest DOS source code discovered to date&quot; IBM Bob hits 80,000 developers with 45% productivity gains Shares of eBay take off on a $56 billion buyout bid from GameStop&#39;s Ryan Cohen Wall Street Rollup (@WallStRollup) on X The Venture-Capital Populist Cursor&#39;s $60 billion bet is on the harness, not the model What you&#39;re actually writing when you write a SKILL.md So Long Jeeves and Ask.com, Relics of Yesterday’s Internet No more Jeeves: Ask.com officially shuttered <a href="https://www.theregister.com/2026/05