Short answer: Jordan Metzner credits Microsoft's leadership for adapting to AI by leveraging its data center business and its relationship with OpenAI. He says cloud demand for Nvidia chips keeps growing and expects Microsoft to keep rising.
Watch this answer from Episode 6 (starts at 20:27) · Episode 6 notes and transcript
From Episode 6: From Avatar to AI Hire: Building NTRVSTA, starting at 20:27.
Sam Nadler [20:27]: Okay. Great. I do wanna cover a little bit of the news today or this week. Microsoft entered into the I believe they're calling it the 4,000,000,000,000 club with NVIDIA. What are your thoughts on Microsoft, and where does it go from here?
Jordan Metzner [20:50]: Yeah. I think, Microsoft's such an interesting company because, traditionally have been considered so, quote, like, old school or kind of in the first wave of, technology enterprise companies. And I think it just shows kind of, that a leadership team has done an amazing job adapting AI and, leveraging their data center business and their relationship with OpenAI to build just a massive business, and it doesn't look like it's gonna slow down. I mean, there seems to be almost unlimited demand from, the major cloud providers, AWS, Microsoft, Google, and Oracle. This demand doesn't seem to be slowing down. It seems like the demand for chips from NVIDIA is continuing to gain significantly, and Microsoft's been able to capitalize on all this. And, yeah, I mean, you see the shares jump significantly, as soon as the earnings were announced, and it looks like they're not gonna slow down. So, yeah, I think, some of the old guards, the old technology companies, the Microsofts and Oracles of world, look at them. They're at are at the top of it, you know, top of the list for being innovative in AI. And, they're leveraging their ability to use their capital to be first market players, and it's paying off.
Jordan Metzner [22:05]: And I think it's not gonna slow down. I think we're gonna continue to see Microsoft rip over the next few years as, they get a lot of investment in AI. Okay. Let's let's move on from Microsoft. You wanna go into Meta or Figma? What do you think?
