Best Podcast Episodes About Microsoft
Everything podcasters are saying about Microsoft — curated from top podcasts
Updated: Apr 28, 2026 – 80 episodes
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Ridealong has curated the best and most interesting podcasts and clips about Microsoft.
Top Podcast Clips About Microsoft
“… With its reputation for breaking barriers and the boldness chromosome in its DNA, I thought, hoped, it would be Nike. But Emody just did it, and Microsoft followed his lead, filing a brief in support of Anthropix lawsuit seeking to block its designation as a supply chain risk. As one of the largest government contractors, Microsoft has more to lose than almost any tech company. But as Andrew Ross Sorkin put it, Microsoft decided the cost of staying silent was higher. In 1880s Ireland, a community neutralized a ruthless land agent named Captain Charles Boycott boycott by collectively refusing to …”
“… and self-serving. Amodi and Anthropic came across as safety-conscious, honest, and selfless. A year ago, I predicted the first CEO who forcefully and publicly resisted Trump could reap significant benefits, both reputationally and commercially. With its reputation for breaking barriers and the boldness chromosome in its DNA, I thought, hoped, it would be Nike. But Emody just did it, and Microsoft followed his lead, filing a brief in support of Anthropix lawsuit seeking to block its designation as a supply chain risk. As one of the largest government contractors, Microsoft has more to lose than almost any tech company. But as Andrew Ross Sorkin put it, Microsoft decided the cost of staying silent was higher. In 1880s Ireland, a community neutralized a ruthless land agent named Captain Charles Boycott boycott by collectively refusing to work for, trade with, or even speak to him. Making boycott the face of a tenant rights campaign wasn't the right answer. British landlords were far more complicit. But his selection was effective. As historian Rutger Bregman recently wrote, the difference between past movements that fizzled and those that succeeded is simple. They picked a single …”
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After Altman's controversial deal, U.S. uninstalls of ChatGPT soared by 295%, while rival Claude topped the App Store. This shift highlighted a growing consumer backlash against perceived corporate recklessness, leading to a surge in Anthropic's valuation and a call for corporate accountability. The movement demonstrates that consumers can wield their wallets as powerful tools for change.
“… have said is an Iran-linked group, according to people familiar with the matter. Striker confirmed it had experienced a global disruption to its Microsoft systems as a result of a cyber attack. We have no indication of ransomware or malware and believe the incident is contained, the company said. Microsoft didn't have an immediate comment. The Trump administration is always proactively monitoring potential cyber threats and driving a response with our world-class critical infrastructure regulator, agencies, and law enforcement entities, a White House official said. In a securities filing later in …”
“… on company-issued devices. Shares of the Michigan-based company slipped 4% after the Wall Street Journal first reported on the attack. The hackers displayed on the company's internal login pages the logo of a collective that Western cyber threat experts have said is an Iran-linked group, according to people familiar with the matter. Striker confirmed it had experienced a global disruption to its Microsoft systems as a result of a cyber attack. We have no indication of ransomware or malware and believe the incident is contained, the company said. Microsoft didn't have an immediate comment. The Trump administration is always proactively monitoring potential cyber threats and driving a response with our world-class critical infrastructure regulator, agencies, and law enforcement entities, a White House official said. In a securities filing later in the day, Stryker said it was working diligently to restore affected functions, but it expects the attack will keep disrupting company operations for an undetermined period. An Iranian cyberattack on a major U.S. company would be a new turn in the war with Iran. Current and former U.S. national security officials have long said Iran could respond …”
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Stryker, a leading U.S. medical technology company, is facing a global outage due to a cyberattack linked to an Iranian group, Handala. This attack, reportedly in retaliation for a military strike in Iran, has prompted Stryker to advise its 56,000 employees to disconnect from all networks, leading to a 4% drop in stock prices as the company scrambles to restore operations amidst significant disruption.
“… another one of these circular deals where Amazon's investment comes right back as cloud revenue. And this is an arms race in its purest form. Microsoft has OpenAI, Google has Gemini and DeepMind, and Amazon is making sure it doesn't get left behind by locking in the leading independent AI lab. Number two for me in Radar Points is Meta lays off 8,000 employees in May. Meta plans to lay off 10% of their staff or roughly 8,000 people in May as it seeks to streamline its operations and pay for massive investments in artificial intelligence, the company said Thursday in an internal memo. This is …”
“… chatbot on top of the $8 billion it's already poured in, with $5 billion going in immediately and up to $20 billion more over time. In return, Anthropic has committed to spending over $100 billion on Amazon's AWS cloud infrastructure, which is essentially another one of these circular deals where Amazon's investment comes right back as cloud revenue. And this is an arms race in its purest form. Microsoft has OpenAI, Google has Gemini and DeepMind, and Amazon is making sure it doesn't get left behind by locking in the leading independent AI lab. Number two for me in Radar Points is Meta lays off 8,000 employees in May. Meta plans to lay off 10% of their staff or roughly 8,000 people in May as it seeks to streamline its operations and pay for massive investments in artificial intelligence, the company said Thursday in an internal memo. This is crazy. A lot of layoffs happening. We're trying to cover as much of it as possible. And in the memo sent to the current employee's chief people officer, Janelle Gale, said the cuts were necessary to allow the company to operate more efficiently and to offset these investments. The company also said it would cancel plans to hire for 6,000 open roles. …”
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Ridealong summary
AI-driven layoffs are necessary for companies like Meta to streamline operations and fund AI investments, but they also raise concerns about employee surveillance and job security.
“… valuation. So I wouldn't be surprised to see a bit of a catch-up here in that tech trade. I mean, one company that just seems to bleed every day is Microsoft. I think it's what had its worst quarter in Q1 since 2008. That's never a good company. And I just don't know, why does the stock, why does the market hate Microsoft so much? I feel like the CEO, Satya Nadella, has lost his aura. The company is growing, but they're just not, the market is just rejecting whatever is coming out of there. What do you make of all that? Yeah, I think it's two things. A, I think they've been caught up in the software …”
“… We have price going down. So now we have these really interesting valuations and PE multiples that I think, you know, starting with new money here today, I'm more bullish on tech and MAG-7 than I was at the end of December simply for the reason of valuation. So I wouldn't be surprised to see a bit of a catch-up here in that tech trade. I mean, one company that just seems to bleed every day is Microsoft. I think it's what had its worst quarter in Q1 since 2008. That's never a good company. And I just don't know, why does the stock, why does the market hate Microsoft so much? I feel like the CEO, Satya Nadella, has lost his aura. The company is growing, but they're just not, the market is just rejecting whatever is coming out of there. What do you make of all that? Yeah, I think it's two things. A, I think they've been caught up in the software trade, which I don't agree with. We own Microsoft. I think that is over extrapolating, throwing the baby out with the bathwater, whatever aphorism you want to use. But I think A, it's software. And then B, I think what used to be an asset for them, which was this close relationship with Sam Altman and OpenAI has become kind of a liability. And so …”
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Microsoft is facing its worst quarter since 2008, with investors questioning the company's growth potential despite its strong cloud business. The sell-off in software stocks has led to a significant re-evaluation of Microsoft's value, as its close ties with OpenAI now seem more like a liability. This situation highlights the broader panic in the software market, raising concerns about the future of enterprise software solutions.
“So Mustafa Suleiman, former co-founder of DeepMind, joined Microsoft, I think last year, has been their CEO of Microsoft AI. And this whole story is based at least partially on a memo he released titled A New Structure for Microsoft AI. And the gist of it is, again, similar to Meta, that he wants to pursue superintelligence. consumer things and product considerations get in the way of that. So he's going to be freed up to focus on that. Jacob Andrew, former senior vice president at Snap, will take over as …”
“So Mustafa Suleiman, former co-founder of DeepMind, joined Microsoft, I think last year, has been their CEO of Microsoft AI. And this whole story is based at least partially on a memo he released titled A New Structure for Microsoft AI. And the gist of it is, again, similar to Meta, that he wants to pursue superintelligence. consumer things and product considerations get in the way of that. So he's going to be freed up to focus on that. Jacob Andrew, former senior vice president at Snap, will take over as executive vice president leading the co-pilot division. So there's a split here where there's co-pilot, the product, the app, et cetera. Someone else focuses on that. Mustafa focuses on building the frontier model and getting to super intelligence very much like how we just discussed with Alexander Wang at Meta. Well, to your point, we're seeing this …”
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Microsoft is pivoting its AI strategy under CEO Mustafa Suleiman, focusing on superintelligence while splitting responsibilities for co-pilot products. This move mirrors trends seen at other tech giants like Meta and OpenAI, highlighting a growing tension between commercial applications and groundbreaking AI research. As companies race towards superintelligence, the question remains: how seriously should we take this impending reality?
“… documents that they describe as resembling an OpenAI IPO prospectus, with the documents warning of numerous risks to OpenAI like their close ties to Microsoft. Potential investors were told that Microsoft is responsible for a substantial portion of our financing and compute, and OpenAI also disclosed concentration risks, saying, if Microsoft modifies or terminates its commercial partnership with us, or if we are unable to successfully diversify our business partners, our business prospects, operating results, and financial condition could be adversely affected. Now, this is particularly relevant …”
“We kick off today with some fairly significant IPO fever. CNBC recently got a hold of documents that they describe as resembling an OpenAI IPO prospectus, with the documents warning of numerous risks to OpenAI like their close ties to Microsoft. Potential investors were told that Microsoft is responsible for a substantial portion of our financing and compute, and OpenAI also disclosed concentration risks, saying, if Microsoft modifies or terminates its commercial partnership with us, or if we are unable to successfully diversify our business partners, our business prospects, operating results, and financial condition could be adversely affected. Now, this is particularly relevant given reports that Microsoft is considering a lawsuit to block certain parts of OpenAI's partnership with Amazon. Additional risk disclosures include OpenAI's significant capital expenditure, reliance on compute resources, ongoing litigation with Elon Musk, and their unusual structure as a public benefit corporation. They even mention geopolitical risk …”
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Ridealong summary
OpenAI's massive funding round is overshadowed by significant risks, including dependency on Microsoft and potential legal challenges, raising questions about its long-term stability.
OpenAI's massive funding round is overshadowed by significant risks, including dependency on Microsoft and potential legal challenges, casting doubt on its long-term stability.
SpaceX's IPO aims to raise $75 billion, potentially making it the largest IPO in history and debuting as one of the world's largest companies.
OpenAI's IPO plans are fraught with risks, including over-reliance on Microsoft and geopolitical tensions, but the company downplays these as standard legal disclosures.
OpenAI's potential IPO is fraught with risks, including over-reliance on Microsoft and geopolitical tensions, yet the company downplays these as standard legal disclosures.
“Moving back to the core of the AI industry, it's Microsoft's turn to shake up their AI organization with the restructure of their co-pilot teams. Microsoft is making several big changes to make their AI efforts more coherent. The team working on the consumer and commercial versions of co-pilot will be combined, allowing the products to be brought more in line with one another. Customer surveys from earlier in the year showed that multiple different versions of Copilot were a major source of confusion. …”
“Moving back to the core of the AI industry, it's Microsoft's turn to shake up their AI organization with the restructure of their co-pilot teams. Microsoft is making several big changes to make their AI efforts more coherent. The team working on the consumer and commercial versions of co-pilot will be combined, allowing the products to be brought more in line with one another. Customer surveys from earlier in the year showed that multiple different versions of Copilot were a major source of confusion. This combined Copilot team will be led by product experience executive Jacob Andru, who has been promoted to a new role as EVP of Copilot. Andru will now report directly to CEO Satya Nadella, rather than AI CEO Mustafa Suleiman, giving Nadella more direct oversight of Copilot. With responsibility for Copilot removed, Suleiman will now focus on …”
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Ridealong summary
Microsoft's restructuring of its AI teams highlights both a strategic shift towards unified AI efforts and an acknowledgment of past failures in separating consumer and business AI experiences.
“Honestly, the thing I'm most excited about in this whole in this whole Microsoft. Hey, here's what we're talking about at GDC is advanced shader delivery on Windows, because like we've seen that on Steam does that for the Steam Deck where you where when you play a Steam Deck, a game on the Steam Deck, they just dole the shader, the compiled already compiled shaders for whatever game you're playing out. into the appropriate place and it's awesome uh intel gpus do that now too for games that they pre-compile shaders on so …”
“Honestly, the thing I'm most excited about in this whole in this whole Microsoft. Hey, here's what we're talking about at GDC is advanced shader delivery on Windows, because like we've seen that on Steam does that for the Steam Deck where you where when you play a Steam Deck, a game on the Steam Deck, they just dole the shader, the compiled already compiled shaders for whatever game you're playing out. into the appropriate place and it's awesome uh intel gpus do that now too for games that they pre-compile shaders on so like if you have an arc gpu and you want to play a game you don't have to sit through the shader compilation step anymore if you have the right software installed i've kind of wondered for a long time why this isn't done more broadly i mean okay what are the variables in shader compilation the game you're running the graphics api slash driver version …”
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Microsoft's new advanced shader delivery system could eliminate shader stutter on Windows, similar to what Steam Deck and Intel GPUs already offer. This innovation allows developers to package pre-compiled shaders, enhancing gaming performance by reducing the need for real-time shader compilation. As the industry focuses on optimizing shader management, players can expect smoother gameplay experiences ahead.
“… processor, Febreze, Sonos. Sonos is crazy. The hits go on and on. Slimfast. Oh, my God. Slimfast. That is one of the greatest names ever. you know, Microsoft Azure, you've done all these incredible names. And so how lucky are we, we get to hear from you today because I suck at naming. I've always sucked at naming and it's bothered me because if you're going to pour your sweat and tears into something for five years, you kind of want to have a name that you feel, that you like, that you feel proud of, that gives you the best shot at success. And so I guess to Sam's initial question, which we said at …”
“… you. You have a bunch of almost like a music artist would have platinum records. You have platinum records of names that you've created. So the Impossible Burger, BlackBerry, Swiffer, Vercel, Windsurf. You've had the I remember the Intel Pentium processor, Febreze, Sonos. Sonos is crazy. The hits go on and on. Slimfast. Oh, my God. Slimfast. That is one of the greatest names ever. you know, Microsoft Azure, you've done all these incredible names. And so how lucky are we, we get to hear from you today because I suck at naming. I've always sucked at naming and it's bothered me because if you're going to pour your sweat and tears into something for five years, you kind of want to have a name that you feel, that you like, that you feel proud of, that gives you the best shot at success. And so I guess to Sam's initial question, which we said at the beginning here, which is, he's like, ah, I'm not sure that names are that important. Couldn't, you know, change my mind. Tell me I'm wrong. Well, let me start off with this. First off, nothing that you will do in your, in your brand will be used more often or for longer than your name. And it's not so much, you know, as one good name better …”
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Choosing the right name for your startup can be the difference between success and obscurity. A strong name not only grabs attention but also holds it and surprises potential customers, creating a lasting impression. This segment reveals how a well-crafted name can launch a brand into the stratosphere, using real examples like Windsurf to illustrate the impact.
“… with the frontline nurses, the nurse informatics team, the nurse leaders to make sure that the functionality that we are building and deploying in Microsoft Dragon Copilot for Nurses was actually suitable for nurses or fine-tuned for nurses. I would say the second approach that worked is our focus on usability and the direct integration into the existing EHR workflows, right, which allowed nurses to document care simply by just speaking aloud about their patient interaction, and then AI then transforms these conversations into structured flow, pushy documentation, which nurses can quickly review …”
“… very mobile, fast-paced environment, structured documentation heavy. So we had to build a solution which was purpose-built for nurses versus just repurposing the technology that was used for physicians, as an example, right? So from day one, we worked with the frontline nurses, the nurse informatics team, the nurse leaders to make sure that the functionality that we are building and deploying in Microsoft Dragon Copilot for Nurses was actually suitable for nurses or fine-tuned for nurses. I would say the second approach that worked is our focus on usability and the direct integration into the existing EHR workflows, right, which allowed nurses to document care simply by just speaking aloud about their patient interaction, and then AI then transforms these conversations into structured flow, pushy documentation, which nurses can quickly review and approve before it enters into the EHR, right? So we were laser-focused on that usability and making sure that there was no friction in the workflow. Third, I would say is our little bit obsession about improving accuracy, right? So it was evident that if the accuracy of the solution was not good enough, then nurses will have to spend a lot more …”
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Nurses using Dragon Copilot report significant reductions in documentation time and cognitive load. Co-created with frontline nurses, this AI tool streamlines workflows by allowing nurses to document care through voice, transforming conversations into structured data while ensuring high accuracy. This implementation not only improves efficiency but also enhances the quality of patient care.
“… and has largely been overlooked. So I'll first share the beginning of what Koi wrote. Last Wednesday, they posted, this is the first known malicious Microsoft Outlook added detected in the wild. But the developer who built the add-in is not the attacker. In 2022, so four years ago, a developer built a meeting scheduling tool called AgreeTo and published it to the Microsoft Office. in store. It worked. People liked it. Then the developer moved on, and the project died. However, the add-in stayed listed in Microsoft's store. The URL it pointed to, hosted on the versel.app domain, became claimable, and …”
“… have in the industry. I had this on my radar for a while, and then another instance of this came up. Generically, these are known as domain recovery attacks. They can be quite serious, and they reveal an aspect of internet security that is important and has largely been overlooked. So I'll first share the beginning of what Koi wrote. Last Wednesday, they posted, this is the first known malicious Microsoft Outlook added detected in the wild. But the developer who built the add-in is not the attacker. In 2022, so four years ago, a developer built a meeting scheduling tool called AgreeTo and published it to the Microsoft Office. in store. It worked. People liked it. Then the developer moved on, and the project died. However, the add-in stayed listed in Microsoft's store. The URL it pointed to, hosted on the versel.app domain, became claimable, and an attacker claimed it. After making it theirs, they deployed a phishing kit, and Microsoft's own infrastructure started serving it inside Outlook's sidebar. By gaining access to the attacker's exfiltration channel, we, COI, security, were able to recover the full scope of the operation, over 4,000 stolen Microsoft account credentials, credit card …”
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A seemingly benign Outlook add-in turned into a phishing weapon, leading to the theft of over 4,000 Microsoft account credentials. Originally developed as a meeting scheduling tool, the add-in was abandoned, allowing an attacker to claim its URL and deploy a phishing kit. This incident exposes significant vulnerabilities in Microsoft's add-in architecture and raises alarms about internet security practices.
“… lady that you talking about when she graduated from college she got a job to work at CIA Yes And she turned it down and then she went and worked at Microsoft from 1990 as a government affairs manager and then moved to Australia to work still for Microsoft And then she went into government, and then, you know, the rest is history. And she was appointed by a terrible, terrible liberal government. So in Australia, when we say liberal, we actually mean the right wing. So it's the opposite to here. So we've got the Liberal National Coalition who's supposed to be the centre right. But often, like I said, …”
“… X or YouTube or Instagram. I think that's a parental decision, not something the government should be enforcing. Our guy in the back right now is probably doing backflips Humberto is fully on the same page with you on that By the way this Julie lady that you talking about when she graduated from college she got a job to work at CIA Yes And she turned it down and then she went and worked at Microsoft from 1990 as a government affairs manager and then moved to Australia to work still for Microsoft And then she went into government, and then, you know, the rest is history. And she was appointed by a terrible, terrible liberal government. So in Australia, when we say liberal, we actually mean the right wing. So it's the opposite to here. So we've got the Liberal National Coalition who's supposed to be the centre right. But often, like I said, they have been liberal in name only and they will make decisions like appointing this activist. And I think it's been absolutely disastrous. She's now lost. There was another woman who took her to court recently. just a mum, a single mum who's had two years of her life really taken over by these sort of legal issues because she posted something …”
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Bishop Marmari Emanuel was stabbed in the eye after criticizing Islam on a podcast, yet he prayed for his attacker instead of retaliating. This incident highlights the extreme reactions to religious criticism and raises questions about censorship in Australia, as a government official attempted to remove the podcast clip. The broader implications of legal battles over free speech and parental control in media access are also explored.
“… credible. I would fall for that. Yes, that is why this is so compelling. This could come up and you would think, oops okay yeah it's exactly what microsoft uh pop-up looks like it says microsoft edge stopped abnormally then says microsoft edge has detected potential security threats that may compromise your browsing data oh that's not good you would believe that and then there's a run scan button and you think oh scanning is good and then down below there's a check box checked by default help make Microsoft Edge better by reporting current system information. And of course, you would think, oh, I …”
“… operations analyst Tanner Phillip observed threat actors using a malicious browser extension to display a fake security warning claiming the browser had stopped abnormally and prompting users to run a scan to remediate the threats. That looks very credible. I would fall for that. Yes, that is why this is so compelling. This could come up and you would think, oops okay yeah it's exactly what microsoft uh pop-up looks like it says microsoft edge stopped abnormally then says microsoft edge has detected potential security threats that may compromise your browsing data oh that's not good you would believe that and then there's a run scan button and you think oh scanning is good and then down below there's a check box checked by default help make Microsoft Edge better by reporting current system information. And of course, you would think, oh, I got to prevent this from getting other people. So, I mean, again, is this all it takes? If you hit that button, you're done. No, not yet. OK, so that's the good news. But it does get you involved, right? They said, our analysis revealed this campaign is the work of Kong Tuk, a threat actor we've been tracking since the beginning of 2025. In this …”
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A new variant of the click fix attack, dubbed 'Crash Fix,' is putting users at risk by tricking them into executing malicious commands. This sophisticated attack involves fake browser warnings that make users believe their browser has crashed, leading them to download a malicious extension that mimics a legitimate ad blocker. Once installed, it prompts users to run a scan, ultimately compromising their systems through a PowerShell command they unknowingly execute.
“… right now trying to hide. Like, just forget us for a while. We're not really here. It's very interesting. Google and Meta are both like, oh, no. And Microsoft, I think, and Amazon. We'll get to that in a minute. But they're all kind of trying to hide. But Google now has employees rising up again, as they did in the robot days. That is the days when Google had a robot company, saying, no, don't use this stuff for war at all. Yeah. And so where do these other tech companies go for all the reasons you mentioned, Jason, but also for their moral and legal responsibility to themselves and their legacies? I …”
“So it's a really interesting issue here of where you go. And then if we go to Google, I think Google is right now trying to hide. Like, just forget us for a while. We're not really here. It's very interesting. Google and Meta are both like, oh, no. And Microsoft, I think, and Amazon. We'll get to that in a minute. But they're all kind of trying to hide. But Google now has employees rising up again, as they did in the robot days. That is the days when Google had a robot company, saying, no, don't use this stuff for war at all. Yeah. And so where do these other tech companies go for all the reasons you mentioned, Jason, but also for their moral and legal responsibility to themselves and their legacies? I also want to point out Lieutenant General Jack Shanahan, who was the inaugural director of the DOD's Joint Artificial Intelligence Center, the guy who led Project Maven, the Pentagon AI program that famously caused that Google employee revolt in 2018. he waited on the subject this weekend as well and he said painting a bullseye on Anthropic …”
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In a surprising turn of events, Claude, an AI chatbot, surged to the top of download charts after a principled stand against military use of AI. This spike in interest came as Google employees rallied against their company's past involvement in military projects, inspiring the public to explore alternatives like Claude. As a result, Claude experienced overwhelming downloads, even causing temporary outages.
“… ago. Nothing to do with us, actually. But when this whole thing was starting, right, this whole echo leak came out from, you know, when the whole Microsoft Copilot vulnerability came out. And that was the best example that you could have seen of what the world is going to look like in a few years. Till date, we have always trained our entire security programs who are built on the fact that you train people, right? Don't click on phishing emails. Don't reply to this. Don't do this. Don't do that. And here an email comes and the user is sleeping and Copilot reads the email and responds back on the …”
“… can do whatever. Exactly. It's like, mm-hmm, yeah. And all of them are built by different people, different companies. They have access to different data, different depth. So, yeah, it's changed. I like to give this analogy a lot. This is from a while ago. Nothing to do with us, actually. But when this whole thing was starting, right, this whole echo leak came out from, you know, when the whole Microsoft Copilot vulnerability came out. And that was the best example that you could have seen of what the world is going to look like in a few years. Till date, we have always trained our entire security programs who are built on the fact that you train people, right? Don't click on phishing emails. Don't reply to this. Don't do this. Don't do that. And here an email comes and the user is sleeping and Copilot reads the email and responds back on the user's behalf. Yeah. our entire fundamental of security just went out of the window. The user didn't have to click. The user didn't have to reply. The user doesn't even know this has happened while he was sleeping and it's all over. So the core fundamentals are changing. We cannot rely on something that was built 30 years ago to protect something …”
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Ridealong summary
The emergence of AI tools like Microsoft Copilot is revolutionizing security by bypassing traditional user training methods. With AI making decisions autonomously, the old security protocols are becoming obsolete, as users may unknowingly authorize actions without their consent. This rapid evolution poses significant challenges in protecting systems from potential threats posed by these intelligent agents.
“… natural language. But also, it'll be more integrated in the software. Individual tools will be more common. So it'll be much more common. I'm in Microsoft Excel, and I'm like, can you sort row five by this amount and cut out all columns that have less than as many values? And it does that. it's gonna be that's what the interactions are going to become like and so this idea of having a a singular anthropomorphized entity through which you're having all conversations that's almost like an accident of early ai i mean open ai will tell you this that chat gpt was supposed to just be a demo of the type …”
“… better ways to make use of it. So the thought is, in the future, AI is going to be more integrated into more things. It'll be more agentic. It'll be a lot not like having conversations in English text, but deploying agents to do things, maybe with natural language. But also, it'll be more integrated in the software. Individual tools will be more common. So it'll be much more common. I'm in Microsoft Excel, and I'm like, can you sort row five by this amount and cut out all columns that have less than as many values? And it does that. it's gonna be that's what the interactions are going to become like and so this idea of having a a singular anthropomorphized entity through which you're having all conversations that's almost like an accident of early ai i mean open ai will tell you this that chat gpt was supposed to just be a demo of the type of things you could do using the apis into their language models is like the type of tool you can build it would make use of ai and then it caught them completely off guard and everyone wanted to use chat gpt and chat with it because it was really cool i don't think that's going to be the form vector. So I think a lot of these issues we have now, …”
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In a humorous yet insightful segment, the podcast discusses how AI tools, like Cold Turkey, can backfire and hinder productivity rather than enhance it. A housemate's struggle with an overzealous AI limitation leads to a reflection on the future of AI interactions, suggesting that our current chat-based interfaces may not be the ultimate form of AI integration. The conversation highlights the need for a balanced approach to using AI as a productivity assistant.
“Finally, Microsoft is developing a new way to store digits, and therefore knowledge, quoting Gizmodo. Our knowledge of the past comes from stone tablets and old parchment, but thousands of years from now, our descendants may learn of our lives from a thin slice of glass carrying an impressive load of data, all thanks to physics that sounds borderline magical. Today, Microsoft's Project Silica unveiled the latest technological advances in what is essentially …”
“Finally, Microsoft is developing a new way to store digits, and therefore knowledge, quoting Gizmodo. Our knowledge of the past comes from stone tablets and old parchment, but thousands of years from now, our descendants may learn of our lives from a thin slice of glass carrying an impressive load of data, all thanks to physics that sounds borderline magical. Today, Microsoft's Project Silica unveiled the latest technological advances in what is essentially laser-modified glass storage for sensitive data. Described in a Nature paper, the system, called Silica, works somewhat like a multidimensional CD, but the revolutionary, perhaps strange, aspect of the technique is that it harnesses the properties of light to encode gigabits of data within a tiny square of borosilica glass roughly 0.08 inches, or two …”
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The podcast highlights the revolutionary potential of Microsoft's Project Silica, emphasizing its ability to change data storage and archival preservation in a way that could redefine how we manage information for millennia.
“… 10% of their workforce. We talked about this six weeks ago when we said what the valuation was going to be with Meta. It's going to go up. And then Microsoft announced they're also letting go of 7,000 employees, if I'm not mistaken. As they're investing more and more into AI, they're starting to realize that many of the jobs can be done by AI. AI is almost becoming as good of a coder as a great coder is. Can you imagine being a great coder and you're getting paid millions at Facebook, at Meta, at Microsoft, at Amazon, and all of a sudden you're like, wait a minute, Claude is almost as good as me, if …”
“… You know who Ilhan Omar says the biggest propagator of problems in the United States is? White men. Oh, yeah. She's married to one. The hypocrisy. It's so upsetting. You're married to a white guy. Yeah. Okay. So next story to get into is Meta fires 10% of their workforce. We talked about this six weeks ago when we said what the valuation was going to be with Meta. It's going to go up. And then Microsoft announced they're also letting go of 7,000 employees, if I'm not mistaken. As they're investing more and more into AI, they're starting to realize that many of the jobs can be done by AI. AI is almost becoming as good of a coder as a great coder is. Can you imagine being a great coder and you're getting paid millions at Facebook, at Meta, at Microsoft, at Amazon, and all of a sudden you're like, wait a minute, Claude is almost as good as me, if not better and faster? Yes. What does this mean to me? What am I going to do my job? Well, you better learn how to use AI. But this is a reality You know what the average salary Meta pays Remember what the number we talked about a year is the average salary at Meta So 8,000 jobs. This is $379,000. Okay, I said $339,000 is $379,000. Let's say …”
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Ridealong summary
AI is making companies more efficient by handling basic tasks, but it also raises unprecedented ethical issues, such as the unauthorized use of personal likenesses.
“At a discount. So the argument's there. And as far as Microsoft at 20 times earnings, which it hasn't been in a really long time now that it's off a third, you know, we've had 25 years of reasons to bet against Microsoft, and it's had the last laugh every time. You know, it's like Microsoft is like the black mold of the American economy. Like once it's in your house, there's no getting it out. So I'm not betting against Microsoft at 20 times earnings. I'll put it that way. 100% agree. Robert Armstrong, …”
“At a discount. So the argument's there. And as far as Microsoft at 20 times earnings, which it hasn't been in a really long time now that it's off a third, you know, we've had 25 years of reasons to bet against Microsoft, and it's had the last laugh every time. You know, it's like Microsoft is like the black mold of the American economy. Like once it's in your house, there's no getting it out. So I'm not betting against Microsoft at 20 times earnings. I'll put it that way. 100% agree. Robert Armstrong, commentator for the Financial Times and author of the Unhedged newsletter, John Mowry, Chief Investment Officer of NFJ Investment Group. Rob and John, thank you both very much. Appreciate it.”
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With Microsoft trading at just 20 times earnings, many investors are questioning its long-term viability. However, Robert Armstrong argues that betting against Microsoft is a losing game, as the company has consistently proven its resilience over the past 25 years. Just like stubborn black mold, once Microsoft is part of the economy, it's here to stay.
“… busy building chips for a bunch of companies We typically work with hyperscalers to build their own chips Think about like the Google Amazon Microsoft Meta type companies who are building their own hardware to do both training and inference And then we also work with semiconductor companies both GPU companies, as well as networking companies. So those are the people we build for. We're building a ton of chips right now. So I would say in the next year and two years, you're going to start running on light matter hardware. These will be in the new data centers. think about like the texas stuff …”
“Nick, you were gonna add to this, your analysis. Yeah we actually busy building chips for a bunch of companies We typically work with hyperscalers to build their own chips Think about like the Google Amazon Microsoft Meta type companies who are building their own hardware to do both training and inference And then we also work with semiconductor companies both GPU companies, as well as networking companies. So those are the people we build for. We're building a ton of chips right now. So I would say in the next year and two years, you're going to start running on light matter hardware. These will be in the new data centers. think about like the texas stuff yeah core weave what's the one uh not star bay stargate another great film speaking of yes excellent film yeah and so there's a picture of um i think that's stargate and what you see in the middle is that plus i think is i think i was talking to jensen or the ceo of core weave about this somebody on my team will tell me i believe this is uh core …”
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Tech giants like Amazon and Google are investing billions to create their own custom chips, optimizing costs and enhancing performance for AI applications. With annual spending reaching over $200 billion, these companies are transitioning from software to hardware, reshaping the infrastructure landscape. This shift is driven by a race for power and efficiency in data centers, leading to innovations like micro nuclear reactors.
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