DOW STOCK OVER THE PAST MONTH.

>>> MICROSOFT IS REPORTEDLY

PLANNING TO INVEST AN ADDITIONAL

$10 BILLION TO OPEN A.I., THE

START-UP THAT'S TAKEN BRENT THIL

OF JEFFRIES, WELCOME

GREAT TO HAVE YOU WITH US.

IT'S REALLY STRATEGIC LONG TERM.

IF YOU ASKED THE SYSTEM WHO WON

THE WORLD CUP, IT SAYS MY

DATABASE IS LIMITED BACK TO

2021

SO OBVIOUSLY THERE IS INCREDIBLE

AMOUNT OF PROMISE, BUT TODAY, IN

TERMS OF REAL TIME, IT'S NOT

THERE.

WE THINK OVER TIME, WITH THE

HELP OF MICROSOFT AND CHATGBT,

WE THINK IT'S -- IF YOU ENVISION

A WORLD WHERE YOU OPEN UP

POWERPOINT FOR THE "FAST MONEY"

TEAM, WRITE AN UPDATE ON WHAT'S

HAPPENED SO FAR IN 2023, YOU GO

INTO POWERPOINT, PUT A FAMILY IN

THE MOUNTAIN WITH A SKI RESORT

IN THE BACK, YOU CAN HELP THE

SYSTEM SELF-POPULATION

OUTLOOK, RESPOND TO AN EMAIL,

YOU KNOW, WITH THIS SIMP TERM.

IF YOU THINK ABOUT WHAT THEY CAN

DO, THEY CAN FUSE IT WITH THEIR

APPLICATIONS, THEIR A.I.

TECHNOLOGY INSIDE THE APPS, YOU

LOOK AT AZURE, THAT'S A HUGE

OPPORTUNITY AS WELL.

SO MICROSOFT IS NOT ALONE.

ADOBE HAS A PRODUCT CALLED

SENSEI

LONG TERM WE'LL SEE, BUT NOBODY

WILL USE THIS LOOKING FOR A

COFFEE SHOP OR NEAR TERM,

WARRIORS TICKETS OR CONCERT

TICKETS LONG TERM.

AGAIN, SHORT TERM IT'S SUPER

PROMISING.

WE THINK WE HAVE AN EARLY VIEW,

WHERE IT CAN BE VERY IMPACTFUL

ACROSS THE MICROSOFT SUITE

AGAIN, I'M TALKING ABOUTE FROM

THE FINANCIAL ANALYST

PERSPECTIVE.

I HAVE COME UP WITH LIKE 20

DIFFERENT EXAMPLES OF HOW THEY

USE IT

WHETHER THEY PO THE IT INTO

PRACTICE OR NOT, I DON'T KNOW,

BUT I THINK THERE'S A CLEAR ROAD

MAP THAT WE SEE.

>> BRENT, FROM A FINANCIAL

STANDPOINT, CALL IT INTERMEDIATE

TERM, DO YOU THINK THAT

MICROSOFT WOULD HAVE THE BEST

SUCCESS DISRUPTING GOOGLE

SEARCH

OR DO YOU THINK LONG TERM

BECAUSE OF THE LEAD THEFT IN THE

PRODUCTIVITY TOOLS, WILL BE

INTEGRATING THAT WITH OUTLOOK,

365, THAT SORT OF THING.

WHERE WOULD YOU, IF YOU'RE

LOOKING FIVE YEARS OUT, EXPECT

MICROSOFT TO GET THE BIGGEST

FINANCIAL BENEFIT?

>> I THINK IN PRODUCTIVITY AND

A.I.-INFUSED

I WOULDN'T TAKE ON GOOGLE.

I WOULDN'T TRY IT.

MY VIEW WOULD BE STICK WITH WHAT

YOU'RE GOOD AT

MICROSOFT HAS DONE THIS IN THE

PAST

THEY GOT NOKIA, OTHER AREAS THEY

SHOULDN'T HAVE GONE.

STAY TRUE TO WHAT YOU ARE,

ENTERPRISE SOFTWARE AT THE CORE.

YES, IS THERE SOME HELP THIS

COULD HELP WITH BINGE?

IS THERE SOME OTHER CONSUMER

APPS THEY COULD BUILD?

PERHAPS.

I USED TO BE A MICROSOFT

DEVELOPER, AND HAVE COVERED IT

FOR 20 YEARS

EVERY TIME THEY GET OUTSIDE OF

THEIR CORE LANE, THEY SCREW IT

UP

THIS IS HELPING WITH

PRODUCTIVITY

AGAIN, THIS IS A CALL OPTION,

AND I MAY BE TOTALLY WRONG, BUT

THERE'S NO DOUBT A CALL OPTION

TO HELP MAKE SEARCH BETTER

WE USE OUTLOOK AS A FIRM, AND

TRY TO SEARCH AGO E-MAIL

YOU GO TO GPSMAIL, YOUR PERSONAL

CAN THE, YOU CAN FIND THINGS A

LOT FASTER

IT'S BASIC THINGS THEY COULD USE

TO HELP MAKE THESE APPLICATIONS

SMARTER.

>> BRIENT, THANKS.

>> THANK YOU.

>>> BY THE WAY, WE ASKED

CHATGPT, COULD MICROSOFT BEAT

GOOGLE FOR FUN

THIS IS WHAT CHATGPT RESPONDED

WITH -- IT'S POSSIBLE BY

INVESTING IN OPENAI MICROSOFT

COULD POTENTIAL USE IT TO

IMPROVE ITS SEARCH FEATURES.

>> THAT'S EXACTLY WHAT BRENT

JUST SAID.

>> OH, MAN

>> DO YOU REMEMBER WATSON,

THOUGH

THAT WAS GOING TO BE THE A.I.

THING, TRANSFORMATIVE FOR IBM

BEFORE IT WAS.

>> RIGHT.

>> TIMING IS EVERYTHING.

WE'RE TALKING LONG TERM.

HOW ABOUT THE SHORT TERM

WHAT I WANT TO HEAR ABOUT IS

WHERE THERE'S MARKET PRESSURE.

IT'S REALLY BEEN THEIR GOLDEN

GOOSE, CERTAINLY A CASH FOR YOU

THEM RIGHT HERE AND NOW.

I THINK WE MAY START TO HEAR

ABOUT SOME OF THAT.

>> INTERESTING, JIM CRAMER THIS

MORNING ON "SQUAWK ON THE

STREET", WONDERFUL SHOW.

>> FUN PROGRAM.

>> 9:00 TO 10:00.

JIM SAID HE SOLD MICROSOFT IN

HIS CHARITABLE TRUST, BECAUSE

THE INTERVIEW THAT WAS CITED

HE TALKED ABOUT THINGS SOMEWHAT

DRAMATIC FOR THE SHORT-TERM

FORECAST FOR THIS COMPANY.

IT'S A MORE REASONABLE VALUATION

AT 22 TIMES NE