Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Ranjan's Taylor Swift costume 2) The broader picture on Big Tech earnings 3) Amazon's impressive earnings beat 4) Investor metaphysics 5) Microsoft's AI uplift 6) Tesla's lower margins 7) Meta's impressive revenue and user growth 8) Meta's TikTok clone is working. 9) SBF takes the stand 10) Cruise pulls its self-driving cars off the road 11) That's good? 12) Mark Zuckerberg vs. Sam Altman
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