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WSJ Tech News Briefing

TNB Tech Minute: Microsoft Plans to Develop AI Self-Sufficiency From OpenAI

WSJ Tech News Briefing

The Wall Street Journal

Tech News, News

4.31.7K Ratings

🗓️ 6 November 2025

⏱️ 2 minutes

🧾️ Download transcript

Summary

Plus: CoreWeave CEO Michael Intrator rejects Wall Street’s concerns of an AI bubble. And all eyes are on Tesla as investors wait to see if Elon Musk’s pay package will be approved. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Here's your morning TNB Tech Minute for Thursday, November 6.

0:05.0

I'm Zoe Colkin for the Wall Street Journal.

0:08.0

Microsoft's top AI executive has laid out a new vision for its ambitions,

0:12.0

reorganizing company employees and focusing on building models with superintelligence

0:17.0

or capabilities that exceed human performance.

0:20.0

AI chief, Mustafa Silliman, said in a blog post and interview that Microsoft plans to develop

0:25.6

AI self-sufficiency from Open AI, which is already integrated into many of its products.

0:30.6

Meta Platforms, Open AI, and others have already created superintelligence teams.

0:35.6

Corweave CEO, Michael Intraderer rejected Wall Street's mounting concerns about a possible AI

0:42.3

infrastructure bubble, saying trillions of dollars in investment are sustainable if it results

0:46.8

in faster economic growth.

0:48.8

Saying at the Wall Street Journal's Tech Live conference, quote, if the economy doubles in size,

0:53.7

it's not a lot of money. The comment comes

0:55.9

after stocks fell earlier this week on fears that the biggest tech companies might be spending

1:00.2

more on AI than they'll be able to recoup in monetizations or productivity gains. In Trader

1:05.9

pointed to new contracts the company has signed with meta, OpenAI, and others as evidence that companies are

1:11.7

seeing a return on investment from their AI spending. And Tesla will be a big stock to watch

1:17.6

today as the electric vehicle maker will reveal if CEO Elon Musk's vast pay package won the

1:23.6

approval of Tesla shareholders. WSJ reporter Becky Peterson, who covers Tesla,

1:29.0

had this to say on our What's News podcast earlier this morning.

1:32.5

Tesla's board has framed this pay package as existential for the company.

1:37.3

Musk has said that if he doesn't get it, he would leave.

...

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