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Speaker 2: What do you think of chat GBT four four point
Speaker 2: zero demonstration and that was released last week? And how
Speaker 2: innovative of an update is it for the company? And
Speaker 2: let's play a video? Actually, I think we have a video,
Speaker 2: so let's let's do us run.
Speaker 3: We asked the live audience on x to submit FUE
Speaker 3: requests for what they would like us to try out here,
Speaker 3: so I will take a couple of prompts. Okay, both
Speaker 3: GASCAR wants to know if JBT four oh is capable
Speaker 3: of real time translation. Mirk, you want to try this one?
Speaker 4: Sure, Yeah, let's do it, right.
Speaker 3: I speak Italian, so we can.
Speaker 5: English Italian English Italian.
Speaker 4: Sure, let's do it.
Speaker 5: Hey, chatchivt how are you?
Speaker 4: I'm doing fantastic, Thanks for asking. How about you? How's
Speaker 4: your day going? Doing great?
Speaker 5: So I would like you to function as a translator.
Speaker 5: I have a friend here who only speaks Italian and
Speaker 5: I only speak English. And every time you hear English,
Speaker 5: I want you to translate it to Italian. And if
Speaker 5: you hear Italian, I want you to translated back to English.
Speaker 4: Is that good? That's fit Mike, Mike. She wonders if
Speaker 4: Wales could talk, what would they tell us? They might ask,
Speaker 4: how do we solve any equations?
Speaker 6: Limari, let's see certainly, Yes, great, it looks like it works.
Speaker 7: I'm gonna be very honest.
Speaker 8: When I saw it, I said, thank god Apple was
Speaker 8: partnering with them to help improve Siri, because if not,
Speaker 8: Siri would have been dead. Most product demos kind of
Speaker 8: overhype what they're going to deliver. As soon as you
Speaker 8: send me the video and tested it right away, it's
Speaker 8: almost better than what they talked about on the demo.
Speaker 7: I think this is definitely Product of the year, hands down.
Speaker 7: Duo lingo. As soon as that translation came out the
Speaker 7: stock drop. If I was a CEO, I would be
Speaker 7: in shambles.
Speaker 8: I think this is the best product I've seen in
Speaker 8: maybe five or six years.
Speaker 7: They keep finding ways to be better, Apple.
Speaker 8: I know you did the partnership, but you need to
Speaker 8: find a way because once they integrate into that series
Speaker 8: platform make sery better, people are going to say, let
Speaker 8: me just use GPT and study.
Speaker 4: I think, serious, Dad, it's over with. Yeah.
Speaker 9: When I said, I mean I saw the clip first,
Speaker 9: and then I watched the twenty seven minute actual piece
Speaker 9: of the demonstration, I was blown away, and so I
Speaker 9: just had to say I was trying to send it
Speaker 9: to everybody I could, because once I saw the general
Speaker 9: AI assistant, I'm like, oh, it's here.
Speaker 4: It's already here.
Speaker 9: And so when you're talking about having it take meetings
Speaker 9: and it being aware of what's being said in the
Speaker 9: meetings and taking notes about the meetings, but then on
Speaker 9: togital awareness on top of it, it actually gave input, right,
Speaker 9: So it's actually listening to the voices that are in
Speaker 9: the meeting, translating it, dissecting it, but actually taking the
Speaker 9: cognitive awareness to actually have input inside of the meeting.
Speaker 9: So this isn't just like what was that otter where
Speaker 9: it just records. This is actually giving me feedback which
Speaker 9: I had never seen before. The language translation thing, I think,
Speaker 9: I mean, especially people who travel a lot phenomenal to
Speaker 9: be able to adapt language in real time at the
Speaker 9: speed that it was doing in the demonstration, I think
Speaker 9: is absolutely insane.
Speaker 4: It's a game changer.
Speaker 9: I don't app. I mean we heard last week we
Speaker 9: talked about the partnership with Apple. I think it was perfect.
Speaker 9: So they knew this was coming.
Speaker 7: Yeah, absolutely, they had to get in front of it.
Speaker 7: They knew what was coming.
Speaker 4: But it also spoke and we spoke about this last week,
Speaker 4: but it was.
Speaker 9: That that partnership, like, hey, they have a product that
Speaker 9: we need, we can't be without.
Speaker 4: I know Microsoft is invested in Heavy.
Speaker 9: Yeah, we need to work together because even if they
Speaker 9: put out a product, is it going to be as advanced?
Speaker 9: Is it going to be as ready to be used
Speaker 9: right now? I mean, it's incredible, absolutely out Apple Apple.
Speaker 8: Yeah, as one of the best product demos I've seen
Speaker 8: probably since the first iPhone and right after Google announced, right,
Speaker 8: and so you can see like when we're talking about
Speaker 8: AI wars.
Speaker 9: It's interesting, like we have these conversations and we feel
Speaker 9: like people are cognizant of what AI is, and then
Speaker 9: you walk into rooms and people have no idea and
Speaker 9: they're like, well, what's what does the next five years
Speaker 9: look like? I'm like, look, we need to really be
Speaker 9: studying this technology because if we get left behind, I
Speaker 9: don't know how we catch up. So to see they
Speaker 9: called it was it for they're just calling CHATGBT fouro
Speaker 9: And to see what Google's announcing the day after the
Speaker 9: wars here the wars here, the technology is here, It's
Speaker 9: gonna I mean you can implement it right away. It's
Speaker 9: bigger than just hey asking a question, right, And I
Speaker 9: know Google was and that was one of the things Shotty.
Speaker 9: I know you use this all the time, like you
Speaker 9: use it as a search engine, right, and so like
Speaker 9: if we're talking about Google, right, they are known for
Speaker 9: a search engine. But now if I have all these
Speaker 9: things in one place, am I less likely now to
Speaker 9: go to Google Search? I know they have the partnership
Speaker 9: with Apple too, so it'll be interesting to see how
Speaker 9: that plays out.
Speaker 8: Think about if you were a startup and you had
Speaker 8: the backen of Apple Landmark. We have a better product
Speaker 8: than both of those empires. They're going to take pole position.
Speaker 8: Give them like five or six years. If they sell
Speaker 8: this run, it's going to be really tough. I think
Speaker 8: we can say like that fag Era is done. We
Speaker 8: need to have some serious conversations about and if they
Speaker 8: find a way to spin off and become.
Speaker 7: Publicly traded, different story. It's game set matter.
Speaker 2: So let's talk about Microsoft then, because Microsoft obviously, you know,
Speaker 2: owns half of opening a smart move. Their stock hovering
Speaker 2: around like four twenty, which is a few dollars short
Speaker 2: of their fifty two weeks high.
Speaker 7: So what's the forecast for Microsoft stock?
Speaker 2: How high can can we see Microsoft stock potentially getting
Speaker 2: over the next couple of years.
Speaker 8: I can see it going maybe the five sixty five
Speaker 8: seventy five easily, because they're the benefitter of the open
Speaker 8: Aur partnership, and on top of that, they're doing incredibly
Speaker 8: well in the B to B services area. One thing
Speaker 8: that I love about this CEO, you don't see him
Speaker 8: in any scandals. You don't hear them talking unless it's
Speaker 8: outside of the business. And they have found their footing
Speaker 8: after they had the lost decade one of my favorite
Speaker 8: stocks of all time. And that's why I keep saying
Speaker 8: the companies with the most money, if they cannot beat
Speaker 8: an up and coming startup, they're going to find a
Speaker 8: way's partner and it will buy.
Speaker 7: It out right.
Speaker 9: That's why when we talk about the operating cash flow
Speaker 9: when they have the I think they were I mean
Speaker 9: we did this on the call.
Speaker 4: It was all over over one hundred billion easily.
Speaker 7: I mean, when you're.
Speaker 4: Talking about that, they're going to figure out a way
Speaker 4: to implement it.
Speaker 9: Like you said, if we can't create the technology, we're
Speaker 9: going to partner with technology, or we're going to buy
Speaker 9: a company out right and implement it. We're already at
Speaker 9: three trillion in the next five years. Are we talking
Speaker 9: four trillion dollars company already a number one market?
Speaker 5: Yeah?
Speaker 7: Yeah, yeah, I believe.
Speaker 8: And if you think about it from an analyst standpoint,
Speaker 8: you don't hear one analyst saying I have him going
Speaker 8: down in the next three or four years. It's rare
Speaker 8: to get all the analysts at scale to say no,
Speaker 8: I only see upside potential. Now, if they do a
Speaker 8: stock split, that would be even better. I don't know
Speaker 8: if they'll do that. But they are a media darling,
Speaker 8: a hedge fund darling, and they're innovating. I would argue
Speaker 8: much better than Apple, even as it's time so continue
Speaker 8: to hold Microsoft for a long period of time. I
Speaker 8: think their CEO is doing a better job than Tim
Speaker 8: Cook is. Tim Cook, I love you and everyone over
Speaker 8: at HQ. But I think they definitely will remain the
Speaker 8: number one company in the world.
Speaker 9: So, I mean, when you think about the next three
Speaker 9: to five, I think the two companies that lead and
Speaker 9: Video Microsoft. At some point, will Microsoft decide we're going
Speaker 9: to create our own be smart right if this is
Speaker 9: this is just going to be a direct competitor, and
Speaker 9: we've seen Mega caps work together, we know the path
Speaker 9: for the video we can we can see the trajectory.
Speaker 4: Everybody upgrades every quarter.
Speaker 9: It feels like in this Wednesday, we'll see I think
Speaker 9: they're going to have another blowout quarter. At some point,
Speaker 9: does Microsoft say, Okay, we've been lying on your semis
Speaker 9: we are now we're going to have enough capital to
Speaker 9: get a company that we can partner with or build
Speaker 9: our own.
Speaker 8: I think because they're more collaborative, we can always talk
Speaker 8: about collaboration of a competition. I think it would be
Speaker 8: smart to pay in Vidia to help make their own division,
Speaker 8: give them a royalty maybe before five or ten year
Speaker 8: period so they don't have to put all those resources
Speaker 8: and trying to build their own when they're not an
Speaker 8: expert that Like we saw Apple missed up with the
Speaker 8: crypto market. They missed up with the ev car to
Speaker 8: shut it down, and that kills time outside of the capitol.
Speaker 8: Like there's other projects Apple could have put money into
Speaker 8: and they didn't. So I think it would be smart
Speaker 8: for Microsoft de partner with in Video or ASML, say hey,
Speaker 8: make our own division. We'll give your royalty for a
Speaker 8: certain period of time, and after that we owned that.
Speaker 4: We got some ASML news a little bit later. You're
Speaker 4: going to get into that a little bit.
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