cover of episode Microsoft CEO Talks AI ROI, New Copilot Features & Operating A Global Company; Qualcomm CEO On Diversifying Revenue 11/19/24

Microsoft CEO Talks AI ROI, New Copilot Features & Operating A Global Company; Qualcomm CEO On Diversifying Revenue 11/19/24

2024/11/19
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Cristiano Amon
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Satya Nadella
在任近十年，通过创新和合作，成功转型并推动公司价值大幅增长。
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Tom Siebel
Topics
Satya Nadella表示，Microsoft 365 Copilot是微软历史上销售速度最快的套件，已被财富500强公司广泛采用。微软正在将Copilot的底层平台开放给开发者，允许他们构建自己的AI代理和Copilot。此外，Copilot已被大型企业（如UBS、沃达丰和贝莱德）部署，并且有超过200家客户正在洽谈部署事宜。他还强调，AI的采用并非线性，而是存在周期性的，但其发展速度比云计算快得多。Nadella认为，AI正在改变所有应用程序，所有应用都将成为AI应用。关于Bing搜索，他表示其业务增长迅速，增速达到两位数，即使OpenAI与苹果合作，对微软来说也是利好，因为ChatGPT运行在Azure上，并使用Bing的索引和API。最后，Nadella谈到了在后全球化时代，跨国公司需要在每个国家争取运营许可，并进行投资和创造就业机会。 John Fortt就AI的采用轨迹、Bing搜索的市场份额、后全球化时代的挑战等问题对Satya Nadella进行了提问。

Deep Dive

Chapters
The market experiences a mixed session with the NASDAQ leading gains, driven by big tech stocks. Analysts discuss cross-currents affecting the market, including corporate earnings, monetary policy, and geopolitical risks.
  • NASDAQ finishes up 1% driven by big tech stocks.
  • Corporate America continues to perform well despite geopolitical fears.
  • Market sentiment is mixed due to elevated interest rates and political uncertainty.

Shownotes Transcript

Jon sits down with Microsoft CEO Satya Nadella at his company’s Ignite conference. They talk customer demand for Microsoft’s AI products, the new features unveiled today and the ROI on AI spending. Qualcomm CEO Cristiano Amon on the company’s revenue targets and its plans for diversifying. Plus, Leon Panetta on the escalating tensions between Russia and Ukraine.