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16 results for “competitive dynamics”
...these competitive dynamics that you saw in China. A lot of it is pretty cutthroat competition. Can you offer some, thoughts from your days at Microsoft about what sort of competition that you saw? Well, I think that the the thing that jumps to mind,
21:45 / 22:46
from transcript21:45 – 22:46
So your thought on the kumbaya theory, exposed by Freebird. Yeah. Exactly. I I'll partially agree in the sense that I don't think the AI race is a finite game. It's an infinite game. I agree that there's no finish line, but that doesn't mean there's
46:27 / 47:38
from transcript46:27 – 47:38
...some of these competitive dynamics that you saw in China. A lot of it is pretty cutthroat competition. Can you offer some, thoughts from your days at Microsoft about what sort of competition that you saw? Well, I think that the the thing that jumps t
22:24 / 23:33
from transcript22:24 – 23:33
The US and China are the two leading countries in the world economically, militarily, technologically. They both care about their survival. The best way to ensure your survival in a self help world is by being the most powerful. And so these are grea
47:12 / 48:16
from transcript47:12 – 48:16
...competitive in a market where they are already facing subsidized competitors. I think that's a challenge. We can think through some of the strategies I offer in the book around this, like, we've seen this push towards companies acting patriotic Yeah.
8:12 / 9:15
from transcript8:12 – 9:15
you know, American dynamism does need to kind of extend out beyond America to our allies because, you know, if they are providing their own defense, and they are allied with us, then they need these same kinds of, technologies and, and products. And
48:44 / 49:47
from transcript48:44 – 49:47
We saw that with DeepSeek. We saw that even this week with a sort of, I think, misconstrued remark out of Microsoft and one of the analysts someone in the analyst community about Microsoft data center leasing activity. So the market's twitchy. It the
31:30 / 32:41
from transcript31:30 – 32:41
there's an interesting dilemma here, which is that this is happening at a in a time of extreme economic softness, slowdown, and missed uncertainty, trade wars, a lack of confidence, slowdown in private investment and consumption, a withdrawal of fore
1:13:30 / 1:14:34
from transcript1:13:30 – 1:14:34
...superpower, economically in China, who has a I I I would just say a very different idea about the way the world should work and the way their society should work than than we do. And so now we're in a position where allies matter a lot. And not only
48:00 / 49:31
from transcript48:00 – 49:31
...We are in a ultra competitive environment. We're competing with big tech. We're competing with startups. We're competing with, I can build this myself. We're competing with, I'm too scared to put AI in front of my customers, so there's lots of compet
55:26 / 56:39
from transcript55:26 – 56:39
You're just constantly, it feels like, on the back foot. And specifically, if we're talking about things like manufacturing or or where you choose to invest those businesses, it just seems like it's difficult to stay agile. One of the big advantages
7:29 / 8:31
from transcript7:29 – 8:31
And, particularly those that are publicly traded, Salesforce, their stock from a year ago today is down more than 20%, and I think it's reflective of, concern and fear around the rise of agentic AI. And so companies like Salesforce just simply can't
31:14 / 32:36
from transcript31:14 – 32:36
...was pretty competitive already, going to the schools and studying for the exams. It is a different level today. Competition is not necessarily in the culture, I'd say. It's driven really by the changing economic and social circumstances of the day. T
12:44 / 13:52
from transcript12:44 – 13:52
What what product capabilities we need, it forces us to find ways to fix things overnight if we need to, because it's it's life and death. Like, if we can make a difference in the next twenty four hours, we're going to do that. And so I think the num
12:43 / 13:46
from transcript12:43 – 13:46
...like the Shiite Sunni dynamic and and, you know, some of the tribal issues, in and between some of those nations. So The Middle East is going to continue to be an area, with with that that is important to to participate in heavily, to look out for, a
30:46 / 31:46
from transcript30:46 – 31:46
This is the issue of our lifetime. And there's a lot of hard questions and a lot of hard debate. Maybe you could just speak to this administration's ability to bring in a lot of disparate opinions, and work together across the aisle and with all memb
7:36 / 8:36
from transcript7:36 – 8:36
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