This chapter explores Microsoft's recent earnings report, showcasing impressive sales growth fueled by AI investments, despite mixed market reactions to Azure's performance. It contrasts current AI strategies with past spending trends, discussing investor expectations and the complexities of developing AI infrastructure.
Is efficiency everything? Starbucks certainly seems to think so.
(00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain.
Then, (15:10) Bloomberg media reporter Hannah Miller joins for a conversation on what the Paris Olympics mean for Peacock.
Companies mentioned: MSFT, SBUX, LCKNY, CMCSA, NLFX, AMZN, DIS, WBD
Host: Mary Long
Guests: Bill Mann, Hannah Miller
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
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