# Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26

Page: https://stenobird.com/podcast/the-exchange-431205/dotcom-do-over-nadella-takes-the-stand-and-the-sleeper-in-semis-5-11-26
Text version: https://stenobird.com/podcast/the-exchange-431205/dotcom-do-over-nadella-takes-the-stand-and-the-sleeper-in-semis-5-11-26.md
Podcast: [The Exchange](https://stenobird.com/podcast/the-exchange-431205)
Published: 2026-05-11T18:26:06+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/a6616708-ee96-4eea-b31e-20e49dd3182f/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=a6616708-ee96-4eea-b31e-20e49dd3182f&feed=tc4zxWgX
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-exchange-431205/episodes/dotcom-do-over-nadella-takes-the-stand-and-the-sleeper-in-semis-5-11-26
Duration seconds: 2660

## Resource

The run-up in tech has Dan Niles remembering like it’s 1999, but he says the rally “has at least one more great year.” Microsoft’s Satya Nadella takes the stand in the Musk vs. Altman trial. Plus, the under-the-radar chip company UBS says is “the fastest grower” in the space.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-exchange-431205/episodes/dotcom-do-over-nadella-takes-the-stand-and-the-sleeper-in-semis-5-11-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-exchange-431205/dotcom-do-over-nadella-takes-the-stand-and-the-sleeper-in-semis-5-11-26.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.