Big Tech Doubles Down on AI, Arm CEO Rene Haas on Chip Sector & Predictions for the Future of Television 02/07/23

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Management, Cnbc, Tech, Faang, Investing, Business, Disruptors, Technology

4.5 • 66 Ratings

🗓️ 7 February 2023

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Our anchors begin today’s show with CNBC’s Kate Rooney and Jennifer Elias covering the uptick in competition over AI chatbots, and Zillow Co-Founder and former CEO Spencer Rascoff discusses venture capital’s push into artificial intelligence. Then, chip designer Arm CEO Rene Haas offers his outlook for the broader semiconductor space, and our Julia Boorstin recaps Pinterest’s latest earnings. Next, CNBC’s Steve Liesman and Annandale Capital Founder and Chairman George Seay discuss the recent tech rally and what to expect from rate hikes in 2023. Later, our Jon Fortt shares highlights from his interviews with Navan CEO Ariel Cohen and Brex Co-CEO Henrique Dubugras on the return of post-pandemic corporate travel, and CNBC’s Alex Sherman shares predictions from several media executives for the future of television.

Transcript

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0:00.0	I'm Carl Quintanilla. You're listening to see NBC's Tech Check. Our show is live weekdays at 11 a.m. Eastern. Listen in.
0:08.8	Good Tuesday morning. Welcome to Tech Check. I'm Carl Quintanier with John Fortin, dear Dibosa.
0:13.3	Today, the AI Arms Race, we're going to tell you what's driving Tech's latest
0:17.9	buzzword obsession.
0:19.5	And then later, this exclusive with the CEO of Arm ahead of that coming IPO plus a read-through on
0:24.8	Soft Bank this week. Later on the future of television the biggest media
0:28.5	insiders in the industry predict the next three years for TV.
0:33.4	But John, you definitely have the lead today.
0:38.0	Yeah, Carl, I'm here live at Microsoft
0:40.8	headquarters in Redmond, Washington.
0:43.0	For what's kind of a last minute press event,
0:45.0	this is about artificial intelligence.
0:47.0	Open AI CEO Sam Altman tweeted a photo of himself
0:51.0	with Microsoft CEO Satya Nadeodala and all the buzz is about
0:55.0	chat gp t. Microsoft's multi-billion dollar investment in that company comes as
1:00.5	they've pushed hard on AI being the next great accelerator for their software business.
1:06.8	I'm going to be speaking to Satya Nadella live on CNBC this afternoon, late morning Pacific. The question now is how much of a first
1:16.1	mover advantage does Microsoft have with this open AI partnership? I've recently
1:21.2	spoken with the CEOs of C3 AI Forethought and others about large
1:25.8	language models and how those are improving their AI offerings. I also spoke with the CEO of
1:31.1	Nivan, formerly Trip Actions.
1:33.6	That's a late stage business travel startup
	...

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