Okay, Computer: X Lost the Plot with Deirdre Bosa, Michael Dempsey and Danny Moses
RiskReversal Pod
00:00
Microsoft's Pricing for Co-Pilot
Microsoft announced the pricing for co-pilot, which is AI tools that they're going to sell to enterprise in a seat-based fashion. The stock rallied on that headline, $130 billion in market cap. Next day, there's a headline that comes out that Apple,. $3 trillion market cap company, is rushing to develop a open AI type tool and that stock rallies 2%, 2% on 3-tray. So there's a mania going on here. There's a chance that this could go the way of those last two mania that we saw.
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