This podcast episode provides an overview of the current state of earnings season and the performance of big tech companies. It discusses the financial performance and recent news of companies like Microsoft, Amazon, Alphabet, Meta, Visa, Mastercard, Chipotle, and Zscaler. The episode also explores topics such as disruptive changes in technology and network security, the emerging security threat posed by chat GPT, the NFL draft, and Activision Blizzard's performance. Additionally, it highlights the recent stock drop of Cloudflare and the challenges faced by the cloud computing sector.
