Users should adopt Microsoft's GitHub AI security features, increasing subscription revenue; speaker notes potential bias from ownership.
Bullish
“The $320 Million Dollar Liquid Bitcoin Hack | Explained.”
Meet KevinPublished Sep 7 · 1 passage
Jump to any passage
1 passage
the way I look at this is you know Microsoft's GitHub you know through acquisition and the AI security features over there people should be turning those on and paying Microsoft some more subscription dollars although I own some Microsoft stock so maybe that is biased
What this channel has said about $MSFT
Meet Kevin has 3 calls on this stock; only the adjacent ones are shown.
2026-09-12Bullish
I put this interview up against Satya Nadella. So, I also have exposure to Microsoft, but Satya has been the kind of guy that's like, "Look, if our investments to Open AI go to zero, it's fine. We we'll be okay." Which to me suggests he's also wanting to be a little conservative when it comes to artificial intelligence.
Quote at 16:55 ›2026-09-07BullishThis one
the way I look at this is you know Microsoft's GitHub you know through acquisition and the AI security features over there people should be turning those on and paying Microsoft some more subscription dollars although I own some Microsoft stock so maybe that is biased
2026-09-01Bullish
we generally see Amazon Web Services, Microsoft Azure and Google Cloud controlling a similar mix of AI lab compute spend in the next 2 years before this shift to backs stopped infrastructure kicks in.
Quote at 1:34:46 ›