We hear about the subject of the moment from Microsoft’s Asia head of business development, Zia Zaman. We begin with the question if the world has been transformed in a comparable manner in the past year and a half as the smartphone and Appstore revolution achieved during 2007/08. Zia argues the transformation has been similar in influencing corporate strategy and productivity enhancement potential. We discuss the unparalleled cost and investment associated with operationalising and commercialising Large Language Models. Zia walks us through multiple stages of tech introduction, adoption, and value creation, with most still in the pipeline for GenAI. We talk about the compute needs and carbon footprint of running GenAI models, and the role of regulation in balancing business and public interests. Finally, Zia talks about the depth and breadth of the relationship between OpenAI and Microsoft. Fascinating insights.

Kopi Time E172: ICRIER head Shekhar Aiyar on key aspects of India’s outlook
51:26

Kopi Time E171 - IIF's Tim Adams on the Fed, US Fiscal, & Financial Stability
50:02

Kopi Time E170: Bernard Haykel on foreign policy in the Americas and the Middle-East
57:06