Morgan Stanley, every mention
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every year anyone Alex Kantrowitz 10Josh Brown 2Vlad Tenev 1Ranjan Roy 1Michael Mager 1Bill McDermott 1
Verbatim, from the transcripts: the passages where Morgan Stanley comes up
Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
- ▶ 9:35 Ranjan Roy I mean, this has lived in Ed Zitron territory for a long time, and to his credit, he's been on this for a while, but it's, it's interesting to now see the investment banks, Morgan, uh, Morgan Stanley, the Wall Street Journal, everyone…
- ▶ 21:00 Alex Kantrowitz Well, I think, you know, I, I, maybe it's not a given that Wall Street is functional, but they should be ahead of this, because if Ed Zitron can do it and the Wall Street Journal can do it, surely Morgan Stanley should be able to do it. 2 times in the scene
OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
- ▶ 28:48 Alex Kantrowitz Morgan Stanley, of all entities, has warned, this is according to Fortune, that an AI breakthrough is coming in twenty-twenty-six, and most of the world isn't ready. 4 times in the scene
AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- ▶ 16:22 Alex Kantrowitz Uh, he said at the, this is from CNBC, he said during the Morgan Stanley Technology Media and Telecom Conference on Wednesday, he also mentioned that NVIDIA's ten billion dollar investment in OpenAI rival Anthropic would likely be the last.
Why Getting Data Right Could Be The Key To Effective AI Projects — With Charles Sansbury
- ▶ 0:29 Alex Kantrowitz A principal for Technology Investment Banking at Morgan Stanley.
Brain Computer Interface Frontier: Depression, Coma, AI Merge
- ▶ 1:08:13 Michael Mager Morgan Stanley wrote a report last year that estimated a four hundred billion dollar TAM.
Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- ▶ 17:20 Alex Kantrowitz And Apple got in the past week downgrades from Jeffries, from Barclays, and from Morgan Stanley. 2 times in the scene
Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- ▶ 54:04 Josh Brown Like, if a wealthy boomer wants to buy a vacation home these days, the guy at Morgan Stanley says, okay, no problem. 2 times in the scene
Robinhood CEO Vlad Tenev on Dumb Money, Day Trading, and Retirement
- ▶ 13:28 Vlad Tenev Morgan Stanley and E trade where, you know, a lot of these big competitors that were under the legacy brick and mortar models, and they, they couldn't compete in the new world.
ServiceNow CEO Bill McDermott on Entrepreneurship, AI, and Automation
- ▶ 10:39 Bill McDermott Is they would say, well, I'm interviewing here or I'm interviewing their IBM borrows, Goldman Sachs, Morgan Stanley, you know, and play in the field.