For the fastest-growing startups, chaos is a feature, not a bug . As @assaf_rappaport of @wiz_io said: “We didn’t call it …. Scaling despite the chaos.”
INVESTMENT
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Azure Guidance at Constant Currency Misses Analysis
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actually not all that bad. it missed that the Azure guidance is at constant currency
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Microsoft’s $13B stake in leading AI private company
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terrific question, Bill. directionally i'm inclined to say yes. not positive about percentage ownership, although we do now have the $13B stake size confirmed. Satya yesterday: 'We effectively sponsored what is one of the most highest valued private companies today.'
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Enovix Stock Surge Fades; Super Micro Auditor Concerns
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Enovix’s after-hours and pre-market surge on Wednesday was completely gone by the evening, to be replaced with a common-stock offering. The waiting game continues. There’s no way to sugar-coat Super Micro being fired by its auditor, things are going just fine at Advanced Micro
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Microsoft Struggles to Secure Sufficient Power for AI Ambitions
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Microsoft apparently cannot get enough power for AI Twilio’s peek into 2025 gives reason to hope for double-digit revenue growth, Meta’s spending is once again a cause for concern, and Microsoft is having a hard time getting enough power to fuel its AI ambitions. $MSFT $TWLO
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AI FOMO Drives Stock Markets Without Proven Results
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So am I seeing that if you fill the air with "superintelligent AI magic" FOMO, the stock market follows that & your stock price will increase or decrease based on that FOMO. No need to show that it actually improves anything. Just show that you're doing AI magic & you're ok.
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Microsoft Reports $1.5B Loss from OpenAI Investment
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new: Microsoft is officially becoming less profitable because of expected losses at OpenAI. the company said today that other income and expense in Q4 should be -$1.5 billion, mainly because of its OpenAI holding
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Microsoft Beats Earnings but Signals Slower Growth Ahead
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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. -
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.'
