Carol Massar
speaker
1,353 appearances
37 recordings
3 series
first heard Dec 2024
last heard 12 Sep
Carol Massar’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 33 in all, peaking in Jul 2026 with 13.
Appearances
Is that what they're talking about here?
Is the thirty million paid seats
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A big deal for three sixty five Copilot for Microsoft.
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Well, let's do a little bit with meta platforms and then we'll get back to some of these other names.
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Shares a meta, shares a meta uh down about six point three percent.
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Let's go ahead and say six percent.
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Uh some numbers here.
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Third quarter revenue sixty-one to sixty-four billion.
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The estimate was for sixty-three point one seven billion.
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Second quarter revenue came in above estimates, second quarter EPS came in.
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Uh, ever so shy of estimates, what is the thing that is
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Moving the stock with Meta today.
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So revenue should be higher than estimates, right?
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Ed, is that because they're investing so much in talent?
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Is it because the tokens cost so much?
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Like this these companies are spending a ton of money.
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We we looked at last week what out what Alphabet said about going, you know, cash flow negative.
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Meta platforms is feeling it, or meta is feeling it when it comes to its earnings because it's spending more money.
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D I mean, silly question, but does Meta actually have an LLM that can be licensed by some of these enterprises in a way that would be different than an enterprise using a platform from Microsoft or from OpenAI or from Anthropic?
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Well Ed, come on back in here.
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Showing 541–560 of 1,353 · page 28 of 68
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