Microsoft’s $357B Crash & The AI "Infrastructure Wall

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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