
Amazon wins big, but Tesla’s Supercharger team is gone. Mike Malone and Scott Budman break down the **$2 trillion AWS comeback**, Elon Musk’s latest "hardcore" layoffs, and why the FTC won't let **Microsoft and Activision** just move on. Plus, are we finally hitting peak AI hype?
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Alphabet’s First Dividend & Big Tech’s AI Spending Spree: Is the Infrastructure Boom Sustainable?

Netflix Stops Counting Subs: Is the Streaming War Finally Over?

The End of Non-Competes: Silicon Valley’s New Era of Talent Mobility

Meta & YouTube’s Tobacco Moment: The Landmark Addiction Lawsuits
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