Tech Earnings Recap, Beautiful Data Centers | Mike Isaac, Kyle Harrison, David Marcus, Turner Caldwell, Everette Taylor, Puneet Mehta & Justin Wexler, Alexander Embiricos

Tech Earnings Recap, Beautiful Data Centers | Mike Isaac, Kyle Harrison, David Marcus, Turner Caldwell, Everette Taylor, Puneet Mehta & Justin Wexler, Alexander Embiricos

May 1, 2026 · 2h 28m · Episode 507

About this episode

The episode features discussions on tech earnings, legal battles in the tech industry, and innovations in defense technology.

(01:29) - Tech Earnings Quad Kill Recap (28:44) - Mike Isaac, a technology reporter at The New York Times and author of "Super Pumped," discussed his experiences covering high-profile tech trials, including the Apple vs. Samsung case and Mark Zuckerberg's testimony in the ZeniMax lawsuit. He shared insights into the challenges of attending these trials, such as early morning courthouse arrivals and the competition for press seating, and highlighted the public's growing interest in tech industry legal battles, noting the presence of Elon Musk fans in the courtroom. Isaac also reflected on the dynamics of jury selection, emphasizing the importance of selecting jurors with varying levels of familiarity with the tech industry to ensure a fair trial. (01:07:20) - Kyle Harrison, a General Partner at Contrary, discusses his 300-page book, "The Anduril Thesis," which explores the history and strategy of defense technology company Anduril Industries. He highlights the company's unique position in the defense sector, emphasizing its counter-positioning against decades of military-industrial history and its innovative approach to defense production. Harrison also touches on Anduril's recent…

People in this episode

Hosts: John Coogan, Jordi Hays

Guests: Mike Isaac, Kyle Harrison, David Marcus

Topics covered

Keywords

Mentioned in this episode

Organizations: The New York Times, Anduril Industries

Books & works: Super Pumped, The Anduril Thesis

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