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Moonshots with Peter Diamandis · Aug 29, 06:13 PM UTC

NVIDIA's $96.2B Quarter, China's 200,000 Fake Accounts, & OpenAI's New Chip | EP #284

xyz:MSFTDO NOTHINGLOW confidenceUpdated Aug 29, 06:22 PM UTC

Historical operation · Retained

“me of being as clever as Microsoft uh”

Quoted source · 12:53–13:32 · 15 source segments

  • [1] 12:53–13:00
  • [2] 12:57–13:01
  • [3] 13:01–13:06
  • [4] 13:04–13:10
  • [5] 13:06–13:12
  • [6] 13:10–13:14
  • [7] 13:12–13:16
  • [8] 13:14–13:18
  • [9] 13:16–13:20
  • [10] 13:18–13:22
  • [11] 13:20–13:23
  • [12] 13:22–13:25
  • [13] 13:23–13:27
  • [14] 13:25–13:29
  • [15] 13:27–13:32
Play from 12:53

Model assessment

The transcript discusses Microsoft's past acquisition of GitHub as an analogy for Nvidia's strategy, but it does not provide a material positive or negative catalyst for Microsoft's expected fundamentals.

15 exact transcript citations

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