Appears On
Episode Appearances
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 31, 2026
What a $30B Hedge Fund Implosion Really Means for AI
“Presented message of capital discipline and forecast Microsoft would remain cash flow positive for at least a year.”
Windows Weekly (Audio) · May 7, 2026
WW 982: Don't Lick the Manta Rays - Breaking Down Microsoft's Earnings
“Provided financial guidance on Windows revenue declines and AI capex expectations”
Windows Weekly (Audio) · Apr 29, 2026
WW 981: Semi-Sophisticated - Microsoft Releases Source Code For 86-DOS 1.00
“Discussed infrastructure capacity constraints and AI spending challenges in Bloomberg interview”
All TWiT.tv Shows (Audio) · Apr 29, 2026
Windows Weekly 981: Semi-Sophisticated
“Discussed infrastructure capacity constraints and AI spending challenges in Bloomberg interview”
Daily Tech News Show · Apr 2, 2026
Humans Head Back to the Moon - DTNS 5239
“Discussed in Bloomberg profile regarding data center investment decisions and compute capacity challenges”
The Artificial Intelligence Show · Feb 3, 2026
#195: Moltbook Goes Viral, OpenAI Seeks $100B, Microsoft Stock Plummets & SpaceX-xAI Merger Rumors
“Microsoft CFO explained Azure constraints due to internal AI R&D prioritization”
BG2Pod with Brad Gerstner and Bill Gurley · Oct 31, 2025