Is Amazon Going to Be a Fixer for the Market?

Daniel Treisman: I want to double down on what Satya Nadella was saying. He said the world facing increasing headwinds and digital technology being the ultimate tailwind. Do you buy that? Have we not just brought forward all of that spending during COVID or is there still more to come?Treisman: Long term, it's hard to not think that Microsoft and companies like them are going to be solving a lot of these problems for enterprises.