The AI Demand Bubble with Ed Elson

Speaker 1: A zone media. Speaker 2: Greetoms and salutations.

It goes beyond the title with direct discussion of speaker, it's, like, including: Speaker 2: Greetoms and salutations.

1. 01Speaker 3: On their earnings, absolutely, So let's just run through what Speaker 3: we learned on Microsoft Microsoft, and we saw pretty good growth
2. 02We Speaker 3: look at their earnings, and we look at the price Speaker 3: of the stock, and we compare of the two match up
3. 03Speaker 2: They mentioned they had annualized revenue, sorry, annualized run rate Speaker 2: for AI and Q three fiscal twenty six, which was Speaker 2: last quarter