Microsoft exceeded Wall Street expectations this week, briefly reaching a $4 trillion valuation, while Amazon faced increased scrutiny over its AI strategy. We analyze the contrasting earnings results, expert opinions, and the implications for the future of AI and Seattle’s tech scene. Additionally, we delve into insights from Microsoft’s Mustafa Suleyman on the evolution of Copilot, reminisce about the Zune era, and highlight the mainstream adoption of ChatGPT.
Plus: insights from Microsoft’s Mustafa Suleyman on the future of Copilot, a throwback lesson from the Zune era, and a guestbook entry that shows just how mainstream ChatGPT has become.
Related stories and links
- Microsoft plans record $30B in quarterly capital spending
- Microsoft cut product R&D jobs, added operations roles over the past year
- Microsoft beats expectations, says Azure revenue tops $75B annually
- Internal memo: Nadella urges long-term thinking as Azure marks 15 years
- Microsoft reaches $4 trillion valuation after big earnings report
- Amazon Web Services profits squeezed amid AI spending surge
- Amazon tops Q2 estimates with $167.7B in revenue, $18.2B in profits
- Can Seattle own the AI era? 20 investors and founders weigh the potential
- Finding value from AI: coding, writing, video editing, research, travel
Recommended listens (final segment)
- From Startup to Exit: Microsoft@50 with Robbie Bach
- Colin & Samir Podcast with Microsoft AI CEO Mustafa Suleyman
- Tim Ferriss Podcast with Expedia and Zillow co-founder Rich Barton
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