Appears On
Episode Appearances
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”
Microsoft Earnings Q3 2026 and Financial PerformanceAI Infrastructure Spending and Capital Expenditure TrendsWindows 11 Quality Improvements and Feature Updates
View AnalysisWindows 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”
Windows Update Pause Functionality and User ControlMicrosoft Financial Reporting Transparency and Earnings ObfuscationOpenAI-Microsoft Partnership Restructuring and AWS Integration
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All TWiT.tv Shows (Audio) · Apr 29, 2026
Windows Weekly 981: Semi-Sophisticated
“Discussed infrastructure capacity constraints and AI spending challenges in Bloomberg interview”
Windows Update Pause Mechanisms and User ControlSnapdragon X2 ARM Processor Gaming PerformanceFinancial Reporting Transparency and SEC Enforcement
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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”
NASA Artemis Moon MissionCrewed Space ExplorationByteDance Sora Video Generation
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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”
AI Agent NetworksOpenAI FundraisingMicrosoft Stock Performance
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BG2Pod with Brad Gerstner and Bill Gurley · Oct 31, 2025
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
Microsoft-OpenAI Partnership RestructuringAI Compute Infrastructure InvestmentAGI Development Timeline
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