ATC quote · Oct 26, 2026 · 0:31:21
“Fair point. Fair point. I do think that if OpenAI does IPO and they get into trouble, I think it's going to hinder Microsoft a little bit. But you're right. At some point, they'll be able to absorb…”
NatNat @Natnatx007 (speaker unconfirmed)
From SI conversation take 2 (part 2 of Oct 26 show), Oct 26, 2026 · Episode page

In context
0:29:47 Wolf @WOLF_Crypto_X (speaker unconfirmed): Yeah. I think... Because Microsoft is just printing cash. Like, you know, like, the soft... Like, Windows Windows is their cash cow still till this day. Like, they make so much money Windows and and and and and their suite that it it... It's it's crazy because people just default. Like, companies default to Microsoft without even looking anywhere else. Right? So it's... They have such a huge moat that when you look…
0:31:21 NatNat @Natnatx007 (speaker unconfirmed): Fair point. Fair point. I do think that if OpenAI does IPO and they get into trouble, I think it's going to hinder Microsoft a little bit. But you're right. At some point, they'll be able to absorb it and continue their growth plan even if they, you know, if they hurt in the interim or for a little while. I'm not saying this is gonna happen. Right? This is all, speculation, but it's always good to look at both…
0:33:10 Wolf @WOLF_Crypto_X (speaker unconfirmed): Yeah. Great space. I just wish that I could have been more But, yeah, it's really good stuff, and I I think it's really interesting. And what's gonna go forward, I think it's really cool. And earlier when you're talking about robotics, I just wanna throw this one out there. There's a company or, like, a a fun robo strategy. Wolf team actually works with them. But even before that, I was looking into them, and I was…
Show discussion only, not financial advice. Transcripts are auto-generated.
