Amy Hood, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 4Satya Nadella 3
Verbatim, from the transcripts: the passages where Amy Hood comes up
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 9:31 Satya Nadella It's a good question for Amy.
- ▶ 40:24 Satya Nadella So, I think the approach that Amy is going to take is full transparency, because at some level, I'm no accounting expert.
- ▶ 42:25 Brad Gerstner Amy said on the call last night though, that you've been short power and infrastructure for many quarters. 2 times in the scene
- ▶ 46:37 Satya Nadella Yeah, that, that four hundred billion, uh, it has a very short duration as Amy explained.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:26:59 Brad Gerstner And they're making, he and Amy are making some forecast as to what they can afford to spend.
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 34:28 Brad Gerstner You know, what was interesting, the CFOs of Microsoft and Meta, Amy and Susan, were quick to point out that if the revenues don't materialize, that they don't actually have to build out the data center shells, right, that they're acquiring.