Will Meta and Microsoft's AI Investments Pay Off? | Pivot

ℹ️ EPISODE INFO

Released

August 2, 2024

Duration

6m

Channel

Pivot

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

Kara Swisher and Scott Galloway dig into the latest earnings from Meta and Microsoft, and examine the repercussions of AI investments. Will the capital expenditures in AI pay off in the long run? How long will investors wait? Subscribe to Pivot on Apple Podcasts: https://podcasts.apple.com/us/podcast/pivot/id1073226719 Subscribe to Pivot on Spotify: https://open.spotify.com/show/4MU3RFGELZxPT9XHVwTNPR Follow us on Instagram and Threads at: https://www.instagram.com/pivotpodcastofficial Follow us on TikTok: https://www.tiktok.com/@PIVOTPODCAST Send us your questions by calling us at 855-51-PIVOT, or at https://podcasts.voxmedia.com/show/pivot #pivot #podcast #microsoft #meta #ai #artificialintelligence #finance #investing #stockmarket #earnings

🎤 SPEAKERS

• Kara Swisher

  host

• Scott Galloway

  host

🧾 EPISODE SUMMARY

In this episode of Pivot, featuring Kara Swisher and Scott Galloway, Will Meta and Microsoft's AI Investments Pay Off? | Pivot explores meta, Microsoft Bet Big on AI Amid Soaring Costs and Uncertainty The conversation analyzes Meta and Microsoft’s latest earnings, focusing on how massive AI-related capital expenditures are reshaping their financial profiles and investor sentiment.

🔗 RELATED EPISODES

Kara Swisher Calls Out Elon Musk and Big Tech’s “Petty, Angry" People | Pivot

Scott Galloway: GameStop's eBay Bid Is Just a “Bad Ayahuasca Trip" | Pivot

Scott Galloway: Elon Musk Defines Messiah Complex | Pivot

Kara Swisher on Musk vs. Altman: "Start Wrestling with a Pig…Get Filthy” | Pivot

2024 Predictions on Tech, Business, and the Election

Elon Musk Sues OpenAI and Sam Altman