Microsoft beat earnings and revenue expectations – but a warning that it's expecting slower growth next fiscal quarter sent shares down 4% after-hours. https://
cnb.cx/3YIYUgN @jordannovet has the details.
ECONOMY
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Microsoft Beats Earnings but Signals Slower Growth Ahead
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Microsoft AI Business Reaches $10B Annual Revenue Run Rate
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Satya: 'All up, our AI business is on track to surpass an annual revenue run rate of $10 billion next quarter, which will make it the fastest business in our history to reach this milestone.'
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AI Inference Market Reaches $102B by 2027
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AI inference – running AI apps post-training – is set to reach a market value of $102B by 2027. As @beach66 says: "Where that inference is going to be deployed is everywhere." @Reuters
' @chernandburn details our solutions made to meet this growing demand. -
UK Tech Founders Consider Relocation After Capital Gains Tax Hike
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Are entrepreneurs still thinking of leaving the UK after Rachel Reeves announced a hike to capital gains tax? Get in touch if you're a UK tech biz founder thinking about moving ashore… DMs open (and I'm also on email @ ryan.browne@nbcuni.com).
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State school systems affordability and quality matters
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Some states have good and affordable state school systems.
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Higher taxes on high earners impact tech economy
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Higher taxes on people making more than $400k per year.
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Japan attracts global AI talent through diversity and innovation appeal
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多様性がテック育む 日本の魅力で人材獲得 https://
nikkei.com/article/DGKKZO
84447260Z21C24A0M11200/
… 「シンガポールや香港、北京、台湾などで仕事を探す人材は、良いAI企業で働けるなら喜んで東京に来る。実際、当社は『グーグルフォーム』を通じた募集のみで、1000人以上の応募があった。採用したのは応募者の1%程度。」 -
Concentrated bets earn money, diffuse ones bleed capital
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You make money on concentrated bets and bleed it on diffuse ones. Earn on what you know, spend on what you don’t.
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Meta’s Business Model: A 12-Year Contrarian Analysis
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I don’t love Meta. A lot of what I described is pretty dystopian. My analysis of Meta’s business has also been contrarian and right for 12 years now.
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Free Higher Education Enables Meritocracy for Talented Students
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You know why?
Because higher education is essentially free.
This means the system is very meritocratic.
Talented people don't have to give up of going to the best schools just because their parents don't have money.