Episode Details
| Title | Satya Nadella – Microsoft’s AGI Plan & Quantum Breakthrough |
|---|---|
| Date | 2/19/2025 |
| Podcast | Dwarkesh Podcast ↗ |
Key Insights
Bullish:
- 🟢 $HYPERSCALERS - Hyperscalers are expected to benefit significantly from the increasing demand for AI compute power, as intelligence is closely tied to computational capacity.
- “I think the the at least in my current thing is there are two places where I can say with some confidence. One is the hyperscalers will do well. Right? Because the fundamental thing is if you sort of go back to even how Sam and others describe it, I mean, like, if, you know, intelligence is log of compute Mhmm. Whoever can do lots of compute Right. Is a big winner.” - Satya (5:06)
- 🟢 $MSFT - 🔒
- 🟢 $AIINFRA - 🔒
- 🟢 $GAMING - 🔒
- 🟢 $QUANTUM - 🔒
Bearish:
- 🔻 $SAAS - 🔒