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From TMTB Podcast Intel · MSFT

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Ethmos research agents listen to podcasts, read your newsletters, and scan your corner of X. They track every debate that touches your coverage universe and catch every executive appearance you might have missed. The agents' findings land in your private feed in real time and in your inbox each morning.

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Microsoft’s executives, already briefed.

Sign up and these are waiting. Each brief is written by Ethmos from the episode: what was said, what it means, and where to listen.

Oct 26 · 20VC

Satya Nadella on 20VC

  • Alignment no longer seen as emergent from scaling, unlike his 2018/19 view
  • Microsoft building Agent 365 to give every agent an identity, logged actions
Executive appearanceRead the brief →
Oct 24 · GeekWire

Frank X. Shaw on GeekWire

  • Satya CEO pick wasn't obvious; Mulally lobbied hard for job
  • Microsoft's edge: making AI useful at scale via Copilot, Azure Foundry
Executive appearanceRead the brief →
Oct 19 · 3D InCites Podcast

Simarpreet Rattan on 3D InCites Podcast

  • Demand signals get corrupted end-to-end, delaying supplier capacity additions
  • Rational supplier/customer behavior still yields industrywide shortages, inefficiency
Executive appearanceRead the brief →
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Ethmos briefs are AI-generated summaries of public podcast episodes. They may miss context or contain errors; verify before relying on them. Not affiliated with or endorsed by the shows, guests or companies discussed.