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Bill McDermott

Mentioned in 9 analyzed podcast episodes across 5 shows

Episode Appearances

Halftime Report

Halftime Report · May 5, 2026

Strong Earnings Lift Stocks: How You Should Trade it 5/5/26

Scheduled to appear on Power Lunch with Jensen Huang; company sees $30B revenue by 2030 from AI uplift

S&P 500 Year-End Valuation TargetsAI CapEx Spending and Hyperscaler InvestmentMemory Chip Shortage and Semiconductor Valuations
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Big Technology Podcast

Big Technology Podcast · Apr 25, 2026

Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade

Keynoting Knowledge 2026 conference; featured in episode sponsor message about enterprise AI

Apple CEO Transition and Leadership StrategyAI Product Roadmap (Smart Glasses, AI AirPods, Tabletop Robot)OpenAI Communications Strategy and Messaging
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 23, 2026

Mad Money w/ Jim Cramer 4/23/26

Appeared on show previous night; reported quarter passing rule of 50 but stock down 17% today due to AI displacement fears

Enterprise Software Valuation CollapseAI Displacement Risk in SaaSHealthcare Stocks as Value Plays
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Big Technology Podcast

Big Technology Podcast · Apr 23, 2026

OpenAI President Greg Brockman on GPT-5.5 “Spud,” AI Model Moats, and Cybersecurity Risks

Mentioned as keynote speaker at Knowledge 2026 conference

GPT-5.5 Model Capabilities and ArchitectureAI Model Moats and Competitive DefensibilityReinforcement Learning and Task-Specific Training
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Bloomberg Tech

Bloomberg Tech · Apr 23, 2026

Tesla Plans Additional $25 Billion in Spending

Defended 22% subscription growth and $1.5B AI net new annual contract value despite stock decline

Tesla Capital Expenditure Strategy and AI InvestmentSemiconductor Manufacturing and Vertical IntegrationAutonomous Vehicle Deployment and Regulation
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 22, 2026

Mad Money w/ Jim Cramer 4/22/26

Discusses AI revenue growth to $1.5B+, acquisition strategy (MoveWorks, VEZA, Armis), and rule of 60 metrics despite stock decline

AI Infrastructure Investment StrategyMomentum Trading vs. Value DisciplineEnterprise Software Margin Dynamics
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Big Technology Podcast

Big Technology Podcast · Apr 22, 2026

Are We Too Obsessed With AI Predictions? — With Carissa Véliz

Mentioned as keynote speaker at ServiceNow's Knowledge 2026 conference on enterprise AI

Predictive AI bias in hiring, lending, and criminal justice systemsSelf-fulfilling prophecies and algorithmic determinismGenerative AI truthfulness and hallucination problems
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Big Technology Podcast

Big Technology Podcast · Apr 10, 2026

Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta

Keynote speaker at Knowledge 2026 conference mentioned in episode sponsorship

Anthropic Mythos Model Release StrategyAI Foundation Model Benchmarking and ClaimsData Center Infrastructure Violence and Regulation
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Digital Disruption with Geoff Nielson

Digital Disruption with Geoff Nielson · Mar 30, 2026

AI is Losing Ground: Futurist Brian Solis on Why AI Adoption is Failing

Coined term 'AI business reinvention'; vision-setting leader for ServiceNow's AI strategy

AI Adoption and Maturity ModelsAI Business Reinvention vs. DigitizationWorkflow Reimagination and End-to-End Transformation
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