Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech earnings go terribly 2) The market punishes the Magnificent 7 (except Microsoft) 3) Is Wall Street done with the AI trade? 4) Meta overtakes Google in ad revenue 5) Is being good at AI a curse for your flagship business? 6) Google and Reddit's weird relationship 7) The Amazon Bee Frontier 8) Dating with the Bee Frontier 9) Ranjan's Anthropic S-1 takeaways 10) Is the Anthropic compute math weird? 11) AI costs are dropping 12) Golden Goose or Golden Egg? Let's dress up for halloween.