
Microsoft’s $357B Crash & The AI "Infrastructure Wall
From The Silicon Insider by Pacific Light Media
January 31, 2026 · 31 min
About this episode
Mike Malone and Scott Budman discuss the implications of Microsoft's stock plunge and the future of AI-powered hardware.
Mike Malone and Scott Budman discuss the massive Microsoft stock plunge, Apple's surprising earnings, and the future of AI-powered hardware designed by Jony Ive. They dive into the $5,000 gold boom, the "unreliable" leadership of Mark Zuckerberg, and why Elon Musk is killing off legendary Tesla models to make room for robots. Plus, an inside look at how autonomous driving is winning over critics despite a growing backlash.
People in this episode
Hosts: Mike Malone, Scott Budman
Topics covered
- Microsoft stock plunge
- AI-powered hardware
- Apple earnings
- autonomous driving
- Elon Musk
- Tesla models
- leadership
Keywords
- Microsoft
- Apple
- AI
- Jony Ive
- Mark Zuckerberg
- Elon Musk
- Tesla
- autonomous driving
- stock plunge
- earnings
Mentioned in this episode
Organizations: Microsoft, Apple, Tesla
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