Episode

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

Podcast: The Silicon Insider
Published: Jan 31, 2026
Duration seconds: 1877
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Canonical source: https://podcasters.spotify.com/pod/show/silicon-insider/episodes/Microsofts-357B-Crash--The-AI-Infrastructure-Wall-e3ee57s
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Summary

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.