

Bloomberg Surveillance: Microsoft, OpenAI and Sam Altman
Nov 21, 2023
Sam Altman, CEO of OpenAI, discusses Microsoft's advancements in AI monetization. Victoria Fernandez highlights the importance of diversification in portfolios. Michael Collins talks about the potential inflationary risks. Robert Hormats discusses the potential deal between Israel & Hamas in Gaza and his upcoming trip to Beijing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Microsoft's venture into chip development for generative AI
02:02 • 5min
Microsoft's Strategy to Boost Azure with GPU Rentals and Potential Impact on Stock Price
06:57 • 3min
Crossmark strategy for reallocating and rebalancing investments
10:08 • 10min
Current state of inflation and interest rates, caution in equity market and credit side
20:06 • 2min
Negotiations and Mediation Efforts in the War in Gaza
22:22 • 8min
Closing Remarks and Sponsor Ads
29:53 • 2min