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

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

Kara SwisherhostScott Gallowayhost
Aug 2, 20246mWatch on YouTube ↗

Episode Details

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.

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