Alex Kantrowitz

speaker

843 appearances 1 recordings 1 series first heard Jul 2026 last heard 31 Jul

Alex Kantrowitz’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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And I'm telling you, I think it's going to happen.

But that's something that might take five, 10 years for people to actually see it through.

that AI agents have a chance to replace many software tools that you use today.

Yes.

So I would say, obviously, good quarter.

But I think a nice quarter doesn't necessarily mean that that is the trajectory forever, which is obvious to anybody listening.

But basically, Microsoft is benefiting a lot from the AI surge right now.

AI typically does not go in a straight line or even an exponential line, right?

There's choppiness.

You go from AI progress, then typically there's an AI winter.

I'm not saying that's going to happen here.

Wait, what do you mean typically?

Like in another dimension?

No.

Okay.

So AI didn't start in 2022.

The AI is something that began in the 60s.

or even earlier, and there were concepts that were proved out.

A lot of funding went into them, and then they achieved some degree of progress, but not enough based off of the funding.

And so the funding dries up, and it goes into what's called AI winter.

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