Wall Street: Spend! (But Not Too Much…)

What this episode covers

Three big tech earnings reports give a mixed message. Wall Street wants you to spend on the AI buildout, but not too much, and maybe not you, Meta. Sora already has some new features. More details on OpenAI’s IPO timeline. And maybe the AI agents are not yet ready for prime time. Big Tech tests investors’ patience with $80bn AI investment spree (FT) OpenAI adds reusable ‘characters’ and video stitching to Sora (The Verge) AI Coding Leader Cursor Says New Agent Fields Tougher Tasks (Bloomberg) Exclusive: OpenAI lays groundwork for juggernaut IPO at up to $1 trillion valuation (Reuters) AI Agents Are Terrible Freelance Workers (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of Tech Brew Ride Home?

This episode is 21 minutes long.

When was this Tech Brew Ride Home episode published?

This episode was published on October 30, 2025.

What is this episode about?

Three big tech earnings reports give a mixed message. Wall Street wants you to spend on the AI buildout, but not too much, and maybe not you, Meta. Sora already has some new features. More details on OpenAI’s IPO timeline. And maybe the AI agents...

Can I download this Tech Brew Ride Home episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.