ones that have to live up to the hype >> right so i'm going to -- i'm going to point you to what satya nadellad today at microsoft inspire. satya talked about how gen a.i. would add $10 trillion to global gdp. a 10% increase on a relative basis to gdp over the next decade, and i think that's kind of vision that we have to look to as we think through where these companies can go and the earnings power of these companies and these businesses over the long term >> you don't often see microsoft with a 5% gain in a day. it just doesn't tend to move like that, and it's in part on what you're talking about, what satya nadella had to say at that event and that stock really wanted to take off so it's at the highs of the day and then we see tech following suit. >> i think we'll talk about these numbers moving up and one of the big surprises out of the event was they introduced microsoft co-pilot and a $30 per seat per month pricing the street is looking at $8 to $10 per seat per month so automatically, that's $20 extra per seat per month in everyone's models. >> and that pushes the numbers up >> talk to

but bobby kotek is here this week and i understand that satya nadella will be here.hat a blow this is. when i touched down last night between the mountains and the sun setting on the beautiful landscape, i was thinking about lena kohn and the ftc. this year there is a real emphasis on the history of sun valley, which is telecom, technology, media, and deals. last year there was only one story, the elon musk purchase of twitter. the breaking news this morning puts the landscaper deals in this sector front-end center for attendees. caroline: it's not the only $69 billion deal, even. there's broadcom as well. major chips deals. gaming deals. talk to us about the world of streaming and content, really. potentially seeing art mimic life a little bit. ed: i love that. the streaming story is also the story of all of those involved. david's oz love -- david is oz zaslov will be here. if there is a deal to pick out, it might be hulu. comcast has an option to force busy to buy out the stake. it's one that everyone is watching and disney don't think it should be that much of th

now, bloomberg is calculated between salary and benefits, satya nadella has taken over $1 billion during his time at microsoft. >>> tesla will spend $1 billion on a super video -- a supercomputer handling the video and audio that it's cars generate. that made investors uneasy. $1 billion is a lot of money. the computer will be called dojo. elon musk said he expects the price of tesla will continue to fall. tesla prices are down as much as 25%, depending on the model. tesla, for instance that used to cost 45,000 is down to 38,000. >>> netflix also briefed investors and analysts with its quarterly reports. you would think it was full of goodies, subscriptions are up, not many people quit after netflix started cracking down on password sharing. companies even said it had extra money and had because it has been buying fewer movies and tv shows because of the writers strike. now, of course, there is an actors strike as well. netflix said it buys material for an affinity with advance that it has enough material. ethics shares will likely fall as the market reviews at 6:30. same with desktop. i

yesterday, just opening up individual statements, the first line of each quote from each ceo like satya nadella said they are asking how much they can apply the first generation of each -- of ai. lisa a: when you look at earnings, where is the ai profitability? where are revenues? it comes down to add spending, clouds ending, the nuts and bolts -- cloud spending, the next and bulls. jonathan: you are transitioning from cfo to president and cio? what is that? lisa a: it is a new position. i was looking up things and there was none in what i could find. tom: she came from new york and served five years of pain as cfo and what they want her is ride heard on the many dream investments and bolt popons -- bolt-ons and founders. she has to pick up the degree and figure out what to do it. lisa a: that clears it up. jonathan: wall street has been a big fan for a long time. i'm curious about the transition from cfo to a new role. equities are softer. meta after the close. chairman powell later. good morning. ♪ i was hesitant to get the hearing aids because of my short hair. but nobody even sees them. our