Microsoft, Google, Amazon, and Meta all reported earnings last night and three of them upped already-giant capex commitments. The cloud numbers justify the spend but free cash flow is collapsing across the group. Meta shows just how fragile that bargain is. We break it down with Daniel Newman of the Futurum Group.
Plus: AI is getting more expensive in America at the same moment Chinese alternatives are getting cheaper. DeepSeek, Kimi, and other Chinese models are running at a fraction of the cost of OpenAI and Anthropic. Aidan Gomez, founder and CEO of Cohere, on the pricing gap and what enterprise buyers are actually doing.
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Cohere’s Aidan Gomez on AI’s pricing divide, plus Big Tech earnings — 4/30/2026
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