sara eisen joins us from davos, switzerland, with jim breyer hi, sara. >> good to see all of you.do you agree with sir martin about meta >> i do not. i do not my view is over the next 24 months, there will be a big rebound, but they're going to be under a lot of pressure for the next 12 months and they're not cutting costs fast enough in my humble opinion. >> what about the metaverse? >> the metaverse is years away virtual reality is going to be a very big deal this christmas holiday. it will be apple, it will be google, it will be sony as well as oculus. but watch for a big holiday in the world of virtual reality. >> i think that's more bearish than i've heard you on facebook, a name and a person you know very well, mark zuckerberg you met him when he was how old? >> he was 20 he was not yet able to go in and get a drink, so i ordered wine. >> that was nice of you. >> is it because you're an investor in bite dance, tiktok >> they are brilliant in terms of their investments in artificial intelligence. they are clearly taking an enormous amount of share instagram being the other wo

results in two weeks going to cost discipline and better-than-expected top line growth early backer, jim breyerthe next 24 months, there will be a big rebound. but they'll be under a lot of pressure for the next 12 movnths they're not cutting costs fast enough in my humble opinion. >> julia joins us now. that gets us to one of the issues that is under management's control, ha they do at meta on the cost side >> yeah. it's interesting i don't know if you can pull up a 12-month chart here. what's fascinating is if you look at meta shares over the past 12 months, the stock is down about 57% there's been an uptick in the past several months and part of that is the fact that meta announced layoffs. they announced cost-cutting. an they talked about the fact they are focusing on the core businesses, the core apps that generate the ad revenue. want to remind investors, that while they are staying focused on the bread and butter. what is interesting is a lot of the analysts think there's more room for cost cutting. that's more on that coming in the couple of weeks. >> it's a tricky time in the cycle. pe

guru is jim breyer, who i spoke with last week in davos, because he's been talking about a.i.any, many, many years now, believes it's the future of health care and other industries says the valuation microsoft paid is frothy how is microsoft going to answer that and paint it into their long-term vision >> yeah. it's always difficult when you're talking about these cutting-edge, groundbreaking new technologies i mean, i remember the valuation of net scape when it came public felt like it was setting a bar or google, et cetera this is something that can really be a game-changer for microsoft. we believe that 75% of microsoft's revenue could actually benefit from incorporating chat gpt into it, and i think this can be a massive competitive weapon in the various areas, not just cloud. we're talking about office we're talking about power b.i. so we think that, you know, while the initial sticker shock may get to some people, we think when you think about the next ten, 15, 20 years and the growth dynamics it can generate, it's probably going to be worth it. >> mike santoli, microsof

breyer, he said this idea of overturning roe v. wade, because it is a constitutional right, would be like saying that segregation of jim crow laws wereonstitutional rights between the time of brown versus education of topeka. i would like your guest to comment. host: alexandra? guest: you make a lot of great observations about the role of the constitution and the constitution says nothing about abortion and the rights from which the decisions invented the right to abortion are -- existed before and only applied to the decision of abortion. that was privacy rights coming equal protection but not so heavily relied upon by the courts. there has been a history of those bases for those so-called constitutional right for abortion applying to other matters, like contraception, like sexual activity. the distinguishing factor that was articulated in the opinion is that human life is not debated by anyone, pro-choice for life personhood is frankly a discussion of the court because it could not enter it in a principled manner. it is a mistake to think that there is any possibility of settling a lot if we base it on the idea of personhood, becau

breyer, he said this idea of overturning roe v. wade, because it is a constitutional right, would be like saying that segregation of jim crow laws wereonstitutional rights between the time of brown versus education of topeka. i would like your guest to comment. host: alexandra? guest: you make a lot of great observations about the role of the constitution and the constitution says nothing about abortion and the rights from which the decisions invented the right to abortion are -- existed before and only applied to the decision of abortion. that was privacy rights coming equal protection but not so heavily relied upon by the courts. there has been a history of those bases for those so-called constitutional right for abortion applying to other matters, like contraception, like sexual activity. the distinguishing factor that was articulated in the opinion is that human life is not debated by anyone, pro-choice for life personhood is frankly a discussion of the court because it could not enter it in a principled manner. it is a mistake to think that there is any possibility of settling a lot if we base it on the idea of personhood, becau