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# Evening Scan
- URL: https://adjacent.media/scan/2026-04-30-pm/
- Published: 2026-04-30T23:06:41.000Z
- Updated: 2026-04-30T23:06:41.000Z
- Description: Meta’s post-earnings slide was today’s most-watched number, but cloud pulled further ahead. Anthropic is apparently worth almost as much as Goldman Sachs.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Meta's post-earnings slide was today's most-watched number, but cloud pulled further ahead. Anthropic is apparently worth almost as much as Goldman Sachs.

> **$7B+** — What venture investors poured into voice AI startups in Q1 2026 alone, more than any previous quarter. *(Newcomer)*

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#### [Alphabet and Amazon Outpace Meta as Big Tech Q1 Earnings Confirm Cloud Dominance](https://thenextweb.com/news/alphabet-amazon-meta-q1-2026-earnings-ai-cloud?ref=adjacent.media)

Google Cloud grew 63%, AWS grew 28%, and Meta responded by announcing $145B in capex this year — which is why its stock fell. *(The Next Web)*

#### [Anthropic Is Considering a Funding Round That Would Value It at Over $900 Billion](https://thenextweb.com/news/anthropic-900-billion-valuation-funding-round?ref=adjacent.media)

The company is entertaining roughly $50B in new investment at a near-trillion-dollar valuation, with a board decision expected next month. *(The Next Web)*

#### [European Software Firms Beat Expectations Despite AI Fears and Iran War](https://www.bloomberg.com/news/articles/2026-04-30/europe-s-embattled-software-firms-rise-above-ai-iran-challenges?ref=adjacent.media)

SAP, Capgemini, and peers beat estimates, suggesting displacement anxiety around AI hasn't yet hit enterprise software revenue. *(Bloomberg)*

#### [Palantir Is Making a French Chore Coat. Yes, That Palantir.](https://www.nytimes.com/2026/04/30/style/palantir-ai-coat-french-chore-coat.html?ref=adjacent.media)

The surveillance-and-defense data giant is selling workwear to signal its commitment to "re-industrializing America." *(NYT)*