Josh Brown

speaker

8,054 appearances 21 recordings 2 series first heard Feb 2026 last heard 7 Aug

Josh Brown’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 6.

newest first · ▶ plays the moment

How impaired are some of the frontier models?

Like, where does that all go?

One area that is clearly a winner is the cloud.

So Microsoft just reported.

Yes.

And Daniel, third chart, four up.

So Azure's growth is accelerating.

And if you compare, so it was a 43% year over year, which is the highest growth rate since 2022.

And there was a lull because Google was eating their lunch and that number, the revenue growth dipped into the mid twenties.

And so you're seeing an acceleration

at $30 billion in quarterly revenue.

Back then, it was like $10 billion worth of revenue.

So the fact that it's accelerating at a base that is three times the size is insane.

What did you think of the quarter?

What are we measuring?

It just started.

And they had one with Disney.

You get Arnold Schwarzenegger.

What is Hugging Face?

All right.

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