{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Fnon-consensus-investing.simplecast.com%2Fepisodes%2Ffsd-microsoft-google-LGwBGcwn","width":444,"version":"1.0","type":"rich","title":"FSD: Microsoft & Google","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/d685d316-5f8f-423b-b62c-820daec733ad/f31b2f30-b484-49d5-9aec-28ef36b992e8/invest-beyond-the-ordinary-2.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/08a5ae67-db31-44b7-80c1-75fd6b719d06\" height=\"200\" width=\"100%\" title=\"FSD: Microsoft &amp; Google\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"Microsoft and Google both reported, and Ram works through the numbers from the driver's seat, starting with Anthropic: the market kept waiting for a shoe to drop, and he can't find one. His read is that semis are cheap and back, and that the hyperscalers' spending flows straight to the CapEx receivers."}