Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

Equity Bottom-Up

<ul><li>The speaker reflects on the excitement and nervousness of facing a new platform shift in technology and the need for continual innovation</li><li>They consider the broader economic impact of technological advancements, like AI, and the potential for breakthroughs in various industries</li><li>The decision to partner with OpenAI was driven by Microsoft's history of seeking out ambitious technology innovators to collaborate with, even when the outcome is uncertain.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The speaker reflects on the excitement and nervousness of facing a new platform shift in technology and the need for continual innovationThey consider the broader economic impact of technological advancements, like AI, and the potential for breakthroughs in various industriesThe decision to partner with OpenAI was driven by Microsoft's history of seeking out ambitious technology innovators to collaborate with, even when the outcome is uncertain.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Microsoft Chairman & CEO: AI, Chip Shortage, Empathy, and Poetry

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>A week dominated by earnings reports, particularly in the semiconductor industry</li><li>Microsoft and AWS's strong capex spending indicates a positive outlook for data center infrastructure</li><li>AMD's revenue growth driven by data center and client segments, with potential for further growth in the next quarter due to capacity constraints and solid execution under CEO Lisa Su</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

A week dominated by earnings reports, particularly in the semiconductor industryMicrosoft and AWS's strong capex spending indicates a positive outlook for data center infrastructureAMD's revenue growth driven by data center and client segments, with potential for further growth in the next quarter due to capacity constraints and solid execution under CEO Lisa SuThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

<ul><li>Discussion about the potential for Chinese companies to use shell corporations to rent GPUs from American companies</li><li>Mention of a blog post by Sequoia and a report from Goldman Sachs on the challenges of monetizing AI infrastructure</li><li>Skepticism about the return on investment in AI due to lack of clear revenue sources and consumer use cases, particularly with companies like Microsoft and Amazon investing billions in AI projects.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion about the potential for Chinese companies to use shell corporations to rent GPUs from American companiesMention of a blog post by Sequoia and a report from Goldman Sachs on the challenges of monetizing AI infrastructureSkepticism about the return on investment in AI due to lack of clear revenue sources and consumer use cases, particularly with companies like Microsoft and Amazon investing billions in AI projects.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Private Capital Markets

<ul>
<li>Anthropic is releasing a new, highly intelligent and powerful model in the near future</li>
<li>Developments in interpretability of AI models are progressing, allowing for greater understanding of decision-making processes</li>
<li>Progress in understanding AI models is happening rapidly, but keeping pace with the complexity of new models remains a challenge</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Anthropic is releasing a new, highly intelligent and powerful model in the near future
Developments in interpretability of AI models are progressing, allowing for greater understanding of decision-making processes
Progress in understanding AI models is happening rapidly, but keeping pace with the complexity of new models remains a challenge

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact

Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

<ul><li>Discussion on the projected growth in electricity demand in the US, driven by data centers, manufacturing, and electrification.</li><li>Investor interest in the US regulated utility space as it enters a super cycle of growth.</li><li>Highlighting the I 94 corridor in Wisconsin, a key area for WEC Energy and economic development in the region.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on the projected growth in electricity demand in the US, driven by data centers, manufacturing, and electrification.Investor interest in the US regulated utility space as it enters a super cycle of growth.Highlighting the I 94 corridor in Wisconsin, a key area for WEC Energy and economic development in the region.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Data Centres and Beyond: WEC Energy Powering Regional US Growth

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

Microsoft Chairman & CEO: AI, Chip Shortage, Empathy, and Poetry

Satya Nadella discusses the importance of partnerships and innovation in the tech industry, reflecting on past platform shifts and emphasizing the...

In Good Company with Nicolai Tangen

Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

Semiconductor companies, including AMD, showed strong earnings driven by data center demand and capex spending, with a bullish outlook for the...

The Circuit

Episode 75: The AI Big $$$ Question

Skepticism about the return on investment in AI due to lack of clear revenue sources and consumer use cases, particularly with companies like...

The Circuit

Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact

Anthropic is developing a new highly intelligent and powerful AI model with a focus on interpretability, which is crucial for identifying bias,...

In Good Company with Nicolai Tangen

Data Centres and Beyond: WEC Energy Powering Regional US Growth

Magellan in the know discusses electricity demand opportunities in the US, with Gail Clapper, Joel Amores, and Jim Page discussing power utility...

MAGELLAN - IN THE KNOW

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