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Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
February 3, 2025·55m
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its spending plans in response to the DeepSeek drawdown.