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

Page: https://stenobird.com/podcast/the-silicon-insider-1276858/microsoft-s-357b-crash-the-ai-infrastructure-wall
Text version: https://stenobird.com/podcast/the-silicon-insider-1276858/microsoft-s-357b-crash-the-ai-infrastructure-wall.md
Podcast: [The Silicon Insider](https://stenobird.com/podcast/the-silicon-insider-1276858)
Published: 2026-01-31T00:36:42+00:00
Episode link: https://podcasters.spotify.com/pod/show/silicon-insider/episodes/Microsofts-357B-Crash--The-AI-Infrastructure-Wall-e3ee57s
Audio file: https://anchor.fm/s/2db6ad8c/podcast/play/114807484/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-31%2F417173780-44100-2-4c1fdc1ca793d.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-silicon-insider-1276858/episodes/microsoft-s-357b-crash-the-ai-infrastructure-wall
Duration seconds: 1877

## Resource

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.

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## Transcript

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