Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Companies that bought AI services are struggling to make them work 2) Is an AI 'trough of disillusionment' coming? 3) Consultants are cashing in on the AI boom 4) Is consultants' heavy involvement in AI work good? 5) Examining Perplexity's IP issues more closely 6) Suno gets sued 7) Waymo's massive, underappreciated expansion in San Francisco 8) Waymo vs. Tesla - who wins? 9) Amazon hits a $2 trillion market cap 10) Amazon considers a Temu copycat 11) Amazon's reliance on China 11) Ranjan hits the Reddit frontpage and the fundamentals of his Doordash writing remain true.
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