Technological revolutions are by their nature rare events: the printing press, mobile telephony and the internet. The associated excitement can capture the imagination, spur a raft of associated breakthroughs and encourage investors to dream of extraordinary returns.
Yet their byproduct is often to create excessive short-term exuberance, and expectations that might be correct in time, but invariably expect too much, too soon.
Scott Guthrie understands this space better than most, being a Microsoft lifer who has been at the epicentre of their success in Cloud and now AI, overseeing the development of both the Azure and Copilot products.
He explains why investors & business alike should look beyond the typical 1-2 year timelines used in common AI narratives, and look at the potential 5-10 year outlook for the technology’s application & impact.
He then shares some practical examples of how AI may cut costs & boost productivity for finance firms, why they’ve partnered with LSEG, and their reasons for building over 500 new data centres globally!
In the wide ranging interview, he covers the central questions surrounding AI: Is it really a new game changer? How will it play out? Will regulation stifle or stimulate progress? How does it recalibrate productivity? Do we even have the electricity to support it? And how is AI being integrated into the burgeoning cloud industry?
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