we know that this is not all entirely new, but you heard satya nadella say i'm good for my 80 billion. i think, we're going to editorialize, i think why these stocks, more are moving, is because when you have the president of the united states full faith and credit in the united states treasury saying we're all in, you don't have to worry about the capital because it's not about the 80 billion. it's about the taxpayer backing this. at least theoretically. >> so much of this investment already planned. again, not a surprise that they were going to spend tens of billions of dollars. >> microsoft sort of openai super computer, let's build it in texas, that was already planned. for softbank to be involved. >> that is new. that is new. and by the way, who are some of the other winners here now that openai is open for business for lack of a better term here? that's because they can go to amazon. to oracle. satya nadella last year said when they build these data centers, about half of the cost goes towards compete. nvidia. hp enterprises. all the guts of these data centers. the other half is

the shine off stargate saying the ai groups involved don't have the money, while microsoft boss satya nadella touts his own ai cloud. >> all i know. is i'm good for my 80 billion. i am going to spend $80 billion building out azure. customers can count on microsoft. >> sap ceo. >> christian klein. >> calls for a. >> european plan, telling cnbc the continent needs to respond to fresh ai investment stateside. >> my hope is. >> that with. >> what everything. >> what now happened. >> in the. >> united states. >> that is certainly a wake up call. and this wake up call now. >> still, we. >> need to see proof. but i hope now also europe comes closer together and we really form a union. >> the german finance minister, jorg cookies, backs changes to berlin's strict fiscal discipline. rules in a bid to attract private investment. >> there has to be some targeted reforms to the debt brake because we have so much need for infrastructure spend on railways, on roads, on bridges, on. >> education, on 5g. >> infrastructure, etc. so a lot of public infrastructure has to be provided. >> and the nato secretary g

that was satya nadella getting drawn into things too.some very interesting things that have been percolating. >> we're going to get into all of that. in just. >> a.

this morning, musk retweeted a clip of the interview that i had done right here in davos with satya nadella and commented, on the other hand, satya definitely does have the money. and then to make this whole thing crazier, satya went and replied to him, said, and all this money is not about hyping ai, but is about building useful things for the real world. so i think, i hope we've caught at least most of this. i should also say there was. i don't know if you saw the other. back and forth was one point. sam said. i genuinely respect this. as to elon, i genuinely respect your accomplishments and think you are the most inspiring entrepreneur of our time. but then the comments got personal and nasty after that. so there's it's i think it's sort of hard to keep track of the full timeline here, but it is watching it. i should also say. >> in real time. >> one thing that's just worth noting, becky talking just to so many of the financial folks, bankers, ceos and the like here, a lot of them, for better or worse, were actually siding with elon musk saying that right this moment. it is unclear wheth

. >> ago or about a month ago on your podcast, the buttigieg podcast, you guys had satya nadella on the ceo squared podcast. >> sorry about that. >> it's a great podcast, by. >> the way. >> it's you and bill. >> gurley two fascinating investors. >> you got satya nadella. >> the ceo. >> of microsoft on the pod. >> you asked. >> him directly are you. >> still chip constrained. yes he said. >> no i am power constrained. that to me guy and i were talking about it. >> on our podcast. >> go follow it on the podcast store. >> there are people. >> i know i know well. >> get out of. >> your system. no. >> but we were talking about it at the time and like, this is one of the largest. companies. early beneficiary, you know, investment in open ai two years ago, that sort of thing. and they're not chip constrained anymore. >> well, i think parse. >> the words. yeah. he said i'm power constrained. and what. >> that meant is. >> that he's more power constrained than he. >> is chip constrained. trust me, all. >> of these major companies. >> are still. >> chip constrained. >> there is a fight, the. bigg

is satya nadella still good for his $80 billion? how much of the money that, you know, was promised just last week by the likes of amazon and sam altman and larry ellison, how much of that is going to materialize? and i don't know how quickly we'll have the answer to that. >> i think you asked, as always, becky, the right question. if satya nadella of microsoft comes out and says, good morning, by the way, if he comes out and says. >> we're going. >> to spend 60 billion, not 80 billion. and that. >> fewer money. >> less money is going to some of these energy companies to make less chips, fewer chips to make less power for ai. >> then the. >> sell off makes a lot of sense because the market brought down the valuations. they brought down all the numbers as if satya nadella, oracle and others were going to pull back on their spending. obviously it's early. everyone's learning about this. we talked about this on power lunch on friday through deirdre bosa our colleague. great job by her. other than that everyone's i don't want to use the

satya nadella met with trump at mar-a-lago yesterday. trump and nadella discussed a.i.ft's pledge to invest $80 billion on a.i. data centers worldwide. frank. >> silvana, thank you very much. microsoft shares up .50%. >>> we stick with washington right now. parting shots from president biden to the incoming trump administration in his farewell address last night. the president looking to frame his presidency and 50-year career in politics and talking about climate change and the middle east peace deal. the president warning of what he describes as quote a dangerous concentration of power in the hands of few ultra wealthy people. >> today, an oligarchy is taking shape in america that threatens our entire democracy. our basic rights and freedoms and fair shot for everyone to get ahead. >> biden added it sets a dangerous stage if the abuse of power is left unchecked. >>> turning to a key economic report september december retail sales. they are expecting to be solid. many retailers are sounding up beat about the december sales in recent days. lululemon and abercrombie and

laura: the main thing to remember, and satya nadella talked about devon's paradox earlier this week aboutuction. it is a net good from a consumer perspective to have costs decrease rapidly. against this idea that sometimes market overreacted to information but actually from a secular perspective on this long-term decreasing cost trend, which frankly, as a requirement to see broader adoption in the industry. tom: what does it mean for europe? laura: we need to ask ourselves what are the boundary conditions that have allowed the chinese and will drive the u.s. to increase overall ai capacity and leadership. and to do we have those conditions in europe? rightly, there has been a lot of reflection this week whether we have enough appropriate capital committed to drive critical infrastructure. big news with stargate. china expressed in 2017, they were desiring to become a global leader in ai by 2030. we need similar commitments to investment in critical infrastructure. we have an interesting advantage and possible edge from a more specialized industry perspective. is actually, we have taken a

we have satya nadella here. we have marc benioff. we have jamie dimon. david solomon. david who was with you in washington yesterday making his way over here. we will get a lot of perspective on all of it. >> andrew, there's a huge number of people who were leaving last night or this morning on their way from here straight to davos. i think you're right to point out that the perspective from outside the united states may be sharply different from here in washington, d.c., particularly, the mood and atmosphere that has been here for last several days. we had albert bourla yesterday. he pointed out radical change. the idea of radical change is one lots of people are trying to adjust to. his perspective was there was most potential upside than downside. everyone you talked to is trying to figure out what that change is going to mean and trying to figure out how to adjust to that because that is the one thing that is certain as there is going to be massive change that comes. that's the stated intent of donald trump. he wants to change things. he wants to shake things up. e

but microsoft's satya nadella came out and said we're in for 80 billion and marc benioff was like, wellenai and microsoft are going to compete with each other. so this is gonna get messy. little bit of drama. little bit of drama for sure. >> and i don't know that plays out. i know a lot probably probably won't be that full to a 500 billion. probably not. yeah. but then on the political side to i just find it fascinating that elon musk who supposed to be supporting the president's efforts because he's part of the administration is pump aside kind of talking smack about a little bit. you know, we'll see how that side of it plays out. who knows yeah. all right. let's talk a little bit about the the economic impacts of the la fires we just had in the last hour. word from sacramento in the governor that he's coordinated a bunch of banks to try to at least give all the people who lost homes in these fires, at least a 90 day reprieve when it comes to mortgage payments. but the economic impacts going to be huge with this thing. yeah. >> the la wildfires it's going last in the community of la fo

non mi devo alinari perchÉ io andrew io re devo dicevo certo io faro la satya nadella vincero un noble scherzando. lui diceva io arrivera. si parliamo del tempo della media i ricordo piu bello piu emozionante. e stato una recita. abbiamo fatto a teatro kobe. ora bravissimo a bella. e questo tipo di felicita. ma questa semplicita autentica non la piu nauta. credo. la sua ultimi possibilita di essere solo kobe. >> that's why i grew up. that's why my friends are. and that's how i basically learned the facts of life. so that's my home. my heart is there. my heart will always be there. so it's very hard. my father told us that he's retiring from the game of basketball, and that it was time for us to come back to america. i didn't want to come back, and my sisters didn't want to come back. it was very hard, didn't adjust it simply because i had a lot of trouble understanding english and the slang. i wasn't invited to parties or, you know, family gatherings on the weekend, fridays and saturdays i would go to my rec room with my basketball and basically dribble myself to sleep. and i think tha

and yesterday on squawk box, microsoft satya nadella did speak about his company's investment in openais well. take a listen. >> look. >> all i know. >> is i'm good for my 80 billion. i am going to spend $80 billion building out azure. customers can count on microsoft, with openai models being there everywhere in the world, serving openai models and other models. that's, i think, what i know. >> and i went on from there, jim, as you point out, sort of back and forth on x during the course of the day. >> i mean, part of the part of the pushback yesterday was this idea that large language models are getting commoditized very quickly. deep seeks one example, and that microsoft essentially is willing to cede what might be a low margin business. >> well, i mean, look, microsoft, i think is actually under pressure. i think that they've got they're being attacked on this clippy two comment by marc benioff this morning. the kiss of death i saw a piece about the supercycle for the pc. we know that supercycle is perceived where there was a coal supercycle. there was this fracking supercycle. and

debate happening and we have marc benioff coming up on the broadcast a little later, we also have satya nadella after that and we have dairy amodei. he said we're going to have agi three or four years from now and it's going to revolutionize and change everything. marc benioff is already saying he's not hiring he's not hiring any new engineers because he doesn't need to. and yet there is a question mark about what that means for labor, meaning -- i don't know what you're doing on hiring right now. do you have -- do you have a view that we are five years away from really having a -- i don't know if it's a labor crisis, but a complete rethink about labor? >> andrew, last year we launched our business called learn vantage which is all about upscaling and it's exactly because today the biggest barrier to using ai is not the technology, it's actually having the talent who has been upskilled to use ai and then reskilled to take advantage of the opportunities. so we're growing and we're hiring because we're helping companies do that. >> i'm scared, though, when i hear from people like dario that it's

and that was the view of both satya nadella of mark zuckerberg as well, which i thought was quite interestingadella saying it's all good news as far as i'm concerned. for mark zuckerberg, there's an extra, i guess, part of the puzzle here, and that is meta has its own open source ai model called llama. and so deep sea is now presenting real competition, i think, to llamas open source. and mark zuckerberg sees it in more geopolitical terms, shall we say. he's saying saying that they need. there will be eventually an open source standard globally for models. and zuckerberg wants that to be llama. he did say there were novel things that that actually deep sea was doing that actually llama would look to replicate, which i thought was interesting as well. on the infrastructure spend. again, he thinks that the having that big compute infrastructure, ai infrastructure and the capex to go with that is going to be a competitive advantage in the ai space as it stands going forward versus a disadvantage as well. if you look at tesla, on the other hand, i think, you know, they're coming at this from a ve

. >> satya nadella has pledged 80 billion. >> from microsoft. >> and i know that openai. >> and softbank good also for them to detail where the. >> 500 billion. >> is coming from. >> and isn't this something that these projects must have started under the previous administration? this doesn't just happen overnight. on day two or day three of the new white house. >> of course it doesn't. >> and this is something. >> that microsoft and openai and others. >> have been planning. >> so i guess. >> you know, i mean. >> if trump. wants to get in. >> front of the. >> parade and take the credit, i. >> get that. i mean, that's. been he's. >> a great marketer, but i genuinely. was left wondering, what is he. >> what is. >> his role in this? what is the federal government's role in it? >> is the. >> federal government. >> going to put in funding? are we going. >> to get. >> for our. >> military the use. >> of some of. >> this compute power? >> are we going. >> to have. >> a say in it or. >> is it going. >> to be all private? it just seemed like he was. >> announcing something. >> that. >> the privat

we also heard from microsoft ceo satya nadella. >> talking at davos. >> saying you know i'm good for my $80 billion. >> so kind of responding to musk in this. >> responding, he was asked directly about musk. and altman has also sam altman ceo of openai. he's responded directly to musk saying this is not true. so why is this happening? there's a few reasons you can think about why this is happening. elon musk has his own a.i. company, but you cannot ignore the personal here. sam altman, who is the ceo of openai, who was standing next to president trump and elon musk, have a history of personal animosity. elon musk is an open litigation against sam altman over openai, which he helped co-found because openai, he says, was initially supposed to be nonprofit. it's now for profit. elon musk has called sam altman somebody that he just does not trust. and ever since he pushed back against this stargate announcement, he has shifted his post on x about stargate to being just about sam altman himself personally calling him a liar, posting several times what i think could be sort of bait for pre

and you've actually seen satya nadella make comments in that direction as well. and so yeah, the value you're absolutely right comes from how if you own the data and then how you use that data in your own proprietary way to, to leverage your existing business. and as i say, there are in this sort of fourth phase of this ai revolution, there's going to be lots of companies, and, you know, non-tech companies that are going to be able to leverage ai. and the really important thing, as i say, is if you bring the cost of inferencing down, that lowers the entry point that the cost of entry, if you will. so it's generally good for the for the for the world of ai. i won't talk about jevons paradox. there's been lots of talked about it. but essentially, you know, if you can get the price to start to fall, the price elasticity should hopefully make the market bigger, not smaller. >> ben. well, perhaps we can talk about that next time. i want to just wrap up asking you about how this ties into us-china tech dynamics at a political level. and clearly washington had tried to

satya nadella also said, i'm good for my 80 billion nightcap. still here?ese kind of center left guys. >> who had. >> a sudden evolution. you know, a couple of months ago where he decided that actually, he. likes donald trump. and it's been going pretty well. >> as an evolution, or he's got to do business. >> well, exactly. yes. sorry, i'm being glib. now, normally. >> when you have one. >> of these. >> big infrastructure announcements. >> and someone says it's all bs, like this is not real. they don't have the money, this isn't going to create any jobs. it's usually the opposition party. in this case, of course, it's somebody who's like a few doors. >> down, i guess from. >> from donald trump saying it. >> and it's. >> because elon musk basically despises sam altman and openai. >> over the last eight hours. >> or so, he's tweeted, the last i checked, it was a dozen times. >> that, maybe more. >> now calling him a fake, a swindler, a secret leftist. he's been digging up all these posts. >> from sam altman. >> from. like 2016. >> when he opposed. >> donald t

. >> microsoft's satya nadella and a. >> number of international.tycoons. >> from japan's masayoshi son. as we saw last week. dubai tycoon hussain sajwani. >> and most recently. >> india's mukesh ambani. who we're hearing is planning to stand up. >> the world's. >> largest data center of three gigawatts in india, which, by the way, is twice the size of. any data center in the us. >> all this money chasing ai. >> at. >> the same time raising the question as wells fargo's tech. >> team put last. >> night, is. >> big tech. >> massively overspending on. graphics processing units? and could this resemble the overbuild of telecom in the. early 2000? >> we know how that panned out. the other fear. >> is around efficiency. >> as we've. >> been discussing this morning. china's ai competitor deep tech is reportedly running on fewer and older nvidia chips and producing what many argue is a similar model to open ai. >> it does, however, create. opportunities for data center. >> equipment players like vertiv, eaton and ge venmo have run up recently, the. ceo of

then you have satya nadella over at microsoft saying kind of the same thing, but also saying, we just see so much enormous demand for all this stuff. now that narrative is just getting thrown out the window, because what deep sea seems to have proven was you don't necessarily need these latest and greatest chips. you don't need to be spending $80 billion every fiscal fiscal year in order to do what openai has already done, and that is the lesson that they seem to be absorbing today, and it's going to be the dominant theme, i guarantee you. on microsoft's call on wednesday, that's all that people are going to be talking about. >> don't you think that's a good point? i mean, this has now theoretically co-opted the earnings season for these big companies that the majority of the questions that are going to be asked are going to be all related to this, and you're going to have different analysts trying to model in different scenarios as a result. >> and how good is mark zuckerberg feeling today? because just a couple of days ago, sure, he upped the capex for meta by up to like $65 billion

you have to wonder whether satya nadella is being blown out by larry ellison. great stuff there.and pop out. trump needs them. maybe it'll help when davos is over. get some more players playing. but what you can't have is people leaving the game entirely. when vivek ramaswamy, the weaker half of doge, departed for ohio without saying a word that wasn't cricket, we heard today that he clashed with musk. he could have stuck around a little more. come on. but why bother? when you're a billionaire, you don't need to put up with the hassle. he reminded me of one of my times as a celebrity apprentice judge when one of the contestants, gene simmons. yeah, the kiss guy, he blew off the contest for god knows what reason. but he didn't even get fired. he just left. he didn't need to stay because he was rich. the others needed the prize to restart their careers. but somehow kiss never went out of style. right now, trump is having the same problem corralling and motivating the billionaires. they need some reason to roll up their sleeves beyond just access. tiktok's. we know elon musk's team

well, speaking of sticking to the playbook, satya nadella, microsoft sticking to their playbook, maintainnce. but the cloud business, i don't want to say it was under pressure but missed estimates for this quarter. guidance a bit under the estimates for next quarter. is that possibly concerning? i mean, weren't they supposed to have the lead when it came to generative ai? weren't people supposed to be flocking to azure to get access to open ai and things like that? why are we seeing this business actually miss estimates and even the forward guidance being, you know, less robust than people are expecting? >> yeah. >> i mean sadly, you know microsoft only trades on azure. that's what that's what investors are laser focused on. and they kind of called out, you know supply capacity constraints and issues on the non ai portion of their business as well. but it's just not what people were hoping for. and microsoft i think has been a stock that positioning drives a lot of it amongst institutional investors for most of 24 was the funding short. azure was just sort of stuck in the mud, but it flip

he just posted a selfie with him and satya nadella. like we're supposed to take something out of there. if you have an open source model that's effectively equaling the performance of some of your state of the art models, you have some questions to answer. in terms of what the value proposition that you're bringing is. i mean, they're going to have to continue. they're in the hits business now. they're going to have to continue bringing new innovation forward and advancing beyond what we just saw from deep sea. same with anthropic you had there's this thing called chat bot arena that ranks the llms top to bottom. and deep sea right now is tied for three. and you have anthropic's claude in the teens. right? they're a company that got 4 billion in investment from amazon last year and might be raising another 2 billion. so it's really a rough moment for the proprietary models. i think the nvidia sell off, by the way, was a little bit overblown yesterday. but i do see a reason to worry over time, which is basically that if this is all comm

by the way, the only one missing there is microsoft ceo satya nadella, which is interesting to me. and a lot of media executives don't seem to be there. but but what's interesting is what they're going to do. and honestly, i would follow the supreme court until congress does something else. but both democrats and republicans really have egg on their face. that statement by chuck schumer was laughable. i'm sorry. let me be bipartisan. >> they hate washington. that like i mean, we heard from all these lawmakers. we watched them grill shou chew when he was here on capitol hill during in his hearing. and then they overwhelmingly passed this. this wasn't on party line or anything close. i mean, this was an overwhelmingly passed bill. >> yes, it was. and here's the thing. they should have done a wider one around privacy and issues, not just about foreign ownership, all kinds of things. instead, they decided to make headlines with with a ban. and what's really funny about this is it's donald trump who started this whole thing off with an executive order banning banning tiktok or trying to

. >> so i think what he's getting at, as well as jevons paradox, right, which microsoft ceo satya nadellaught up at the beginning of the week when all of this broke out into the open, saying more ai basically means more ai. and what he's talking about is true at the inference level. there could it could require even more compute power, something that i think may be lost in this conversation, though, is the competition that is going to be coming online for nvidia. without a doubt, nvidia is leading edge. it has been the kingmaker in a.i. in that pre-training phase. in the inference phase, there's a lot more competitors they have. you have companies like amazon and google working on their own chips that are efficient, that could compete with nvidia's gpus, that are going to be coming online. and something that i think is really interesting, that's also emerged this week, is that big tech is just totally embracing deep sea. so while washington is talking about more, you know, export controls to make sure that these gpus don't get into the hands of chinese labs like deep sea, it's obviously,

it's something that satya nadella was effectively tweeting about last night.ized. the good news, he was arguing, is that it will still create an enormous amount of demand. okay, even if you don't think deep seek is better than open ai or one of the other closed models today, you could argue it's at least at least as good. which if you're a business today and i was talking to becky earlier on the broadcast, i talked to so many ceos in davos who were talking about how they're using some of these closed source advanced frontier models, like an open ai, like the stuff from anthropic playing around with it and then going and trying to replicate as much as they can using llama, which is created by meta. but by the way, meta's not making money doing this because that's an open source model. and so long term, if it becomes an open source business, there's some economic issues there. but the second piece, which is even bigger, i think, is the idea that deep seek works on this laptop right here. the processing isn't in the cloud the way you're talking about it could be,

separately, microsoft ceo satya nadella dined with trump and vice president ce yesterday. they discussed a.i. and cybersecurity and including the microsoft pledge to invest $80 billion worldwide. no word on whether nadella will attend the inauguration, but microsoft was one the companies that contributed $1 million to the inauguration fund. >> my understanding he is not attending. a bunch of people headed to davos and a unch headed to the inauguration and davos. he is on the straight to davos list. >>> in the meantime, launching the new glenn rocket for the first time. the company conducting flight using ability boosters. the upper stage of the rocket successfully reaching orbit. it is the first time blue origin sent up its own rocket. previous flights used short tourism trips and it was a very spectacular moment. this is a huge, huge deal in the world of space and space race to see this go up in the air. i know it's been a long time coming for this company. >>> and apple losing its crown as the biggest smartphone seller in china. research firm canalus show iphones fell 17

lisa: it seems like satya nadella had his seat at mar-a-lago.ily the the dominant player. this highlight something we saw at davos. they think a deal will get done and probably will stay operational in the united states. annmarie: you said x. our underreporting is saying china, which has to sign off on this divestment is saying they would like maybe elon musk to be the individual that shepherds the company through. they mentioned no other individual. trump said yesterday i like bidding wars because you make your best deal. i think he's going to allow everyone to call him and allow everyone to throw their name in the ring when it comes to tiktok. jonathan: the microsoft call will be one third of the earnings? one third on deepseek and one third on tiktok? lisa: don't miss that. after the bell tomorrow when no one is talking about the federal reserve anymore even though the decision happened a couple of hours earlier. what kind of guidance are they going to give? jonathan: we have lowered the bar for him. lisa: it raises the question of a surprise

lisa: which is a reason why the commentary won't necessarily be from mark zuckerberg or satya nadella, not even jay powell. it will be from donald trump in response to jay powell but regardless of what he said if there is a pause and not a skip, an indication and there's a chance of them hiking rates again how big would the tantrum be in markets? julian: pretty substantial. jonathan: i thought juergen essay how big of a tantrum would be at the white house. lisa: we already know that. this is par for the course so they already have it they basically just press go. julian: the point being here that the valuations where we are in the market, less than perfect and or very good news is met with violent reaction. basically we have deepseek on monday, three substantial selloff but that was preceded by 10 days of literally parabolic gains given the fact the inflation news was so good. where is the next three to 5%? let's see what we hear from the white house and let's see what the corporate dialogue around deepseek is in these reporters this afternoon for the long term trend of travel is stil

economy so the next generation's elon musks and satya nadella's can get a foothold here and multiplyand nadella have said they were h1b visa holders at one point, by the way. >> how would you fix it? how would you tighten it up without breaking it, and then comes the question of the people that we bring in and have educated here at american universities. how do you find a way to keep some of that talent here too? >> one of the first common sense ways is to raise the floor, kind of the minimum salary of the h1b visa holder to above the median, right? so, then, the incentive -- if there is any american worker who can do that job, it will actually be cheaper than bringing somebody in from the outside. but then, if there's not, well, fine, then you had to bring somebody in, you pay more, you should be willing to do it. >> how do we start accelerating in s.t.e.m. areas again? >> well, doing away with the department of education might help. i don't know. >> i mean, that's the crux -- >> you take a look at what -- >> it's a paradox. we want to lead the world. but if we don't -- if we aren't

. >> satya nadella, thank you for staying out here in the cold.ou for coming on and discussing this deal. >>> i will send it back to you in new york. >>> when we come back, the uber, ceo will join us to talk about president trump. we will ask him about that, and more, and the congressman from california will join us. we talked to him about what he sees happening with the new administration. "squawk box" will be right ckba. ♪♪ ♪♪ ♪♪ ♪♪ ♪♪ at state street, we know everyone's trying to get somewhere. ♪♪ take the next step toward your future, by investing in the s&p 500 with spy. getting there starts here. noninvasive early detection. >> lung cancer. >> test developed by bioaffinity. >> a. nasdaq company. >> symbol bhf, has. >> been added to the federal. >> supply schedule. >> that will give veterans. access to. >> the. >> cypath lung early detection. >> lung cancer. >> test available to physicians and patients. >> at. >> the nation's 1380 veterans health care facilities, bioaffinity symbol b. >> irf are you having a hard time. >> growing. >> your sal

. >> like satya nadella is. >> talking about lowering the floor and raising the ceiling for expertise billion software developers. you know, that. >> that some. >> that ai will enable and you would think like. >> wow, a billion. >> software developers, what does that even look like? what does that mean? well, if you think back like 20, 30 years, being graphics designer was a high was a skill set that only a few people could do, using sophisticated tools to create images and digital output. well, right now everybody was smart with a smartphone is a graphics designer, you know? so think of a world forward where ai will enable all of us to develop and create tools and apps. you know, that we take for granted right now just will not look like a software developer in the future. and that's the kind of those are the kinds of use cases. and then further health care, drug discovery, finance, weather modeling, material discovery, those are the kinds of things that that will be unlocked. and we already are seeing indications that that will happen. >> sasha, president trump rescinded that biden

um, interestingly, satya nadella, who did meet with president trump and elon, showed up like he always he's like the guest that never leaves. um, he, uh, he's not going, which is interesting. but some of them and interestingly, a lot of some of the media people aren't going, which is interesting. um, but i think it's just pure self-interest. i don't know what else to say. >> well, let's talk a little bit more about mark zuckerberg, who has announced these sweeping changes. well, i know you have a few choice words about this, so i wanted to talk about it because i, i saw what you said on your podcast. so, yeah, i mean, it's like what, you know, clearly timed out. it seems to sort of release all these different initiatives that would appeal to trump, right, and end to both his fact checking and dei programs. he attributed the changes to a, quote, cultural tipping point. and let's take a listen to what trump said last week meta. >> facebook. >> i think they've come a long way. >> i watched it, the man was very impressive. >> do you think he's directly responding to the threats that you ha