Satya Nadella

This week and next, we’re bringing you recordings from our second-ever live taping in San Francisco. First, we sit down with Microsoft’s chief executive, Satya Nadella, to hear what he’s maxing out his A.I. tokens on, why he’s skeptical that software developers will ever be fully replaced, and how he’s hoping to create a new business model for Xbox. Then, Phil Mohun tells us what it has been like to watch people in the Bay Area interact with two robot dogs that wear the faces of Elon Musk and Mark Zuckerberg. And finally, we talk with the longtime privacy defender Cindy Cohn about where things stand in the fight to protect internet users from digital surveillance by Big Tech and the government. Guests: Satya Nadella , chairman and chief executive of Microsoft. Phil Mohun , executive director of Node. Cindy Cohn , former executive director of the Electronic Frontier Foundation and author of “Privacy’s Defender: My Thirty-Year Fight Against Digital Surveillance.” Additional Reading: Microsoft C.E.O. Satya Nadella Says, ‘Everyone Is a Stakeholder’ in A.I. Node presents “Beeple: /Infinite_Loop” We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok . Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher . For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does it mean for a business to truly operate at the AI frontier? In a special crossover episode at Microsoft Build, Sarah Guo and Elad Gil team up with Latent Space host “swyx” to talk with Microsoft Chairman and CEO Satya Nadella about the future of AI platforms, software development, and the tech ecosystem. Satya reflects on the latest breakthroughs from Microsoft Build, the strategic shift toward multi-model harnesses, and why private evaluations (evals) are now a company’s most important intellectual property. They also discuss how autonomous AI agents are reshaping the role of software engineers, the durability of SaaS business models, and why showing communities the ROI on data centers is so critical. Plus, Satya shares his thoughts on the economic and societal impacts of the token economy, as well as the future of AI-driven education startups. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @satyanadella | @Microsoft | @latentspacepod | @swyx Chapters: 00:00 – Satya Nadella Introduction 01:48 – Reflections from Microsoft Build 03:12 – Microsoft’s AI Training Strategy 05:48 – Complexity of Real-World Deployment of AI 07:33 – Augmenting Human Capital 09:37 – Harnesses for Enterprise 11:49 – Developer Value 15:09 – Can Everybody Operate at the Frontier with Their Frontier Intelligence? 15:51 – Modern Definition of IP 17:38 – Future of Vendor vs. Enterprise Agents 21:48 – Near-Term Predictions on Model Pricing 24:02 – Durability of SaaS 25:58 – What Satya’s Building 28:18 – Future of Engineering Roles 30:54 – How Microsoft Can Be More Ambitious 34:36 – Data Centers and Community Impact 38:01 – AI’s Impact on Society 39:52 - AI and Education 42:28 – Conclusion

We’ve informally heard that Satya is a listener to LS for a couple years now, but it was still absolutely surreal to meet him and do a live pod at Build, together with our friends at No Priors , the leading VC AI Podcast that we also greatly admire! We covered the MAI model technical takeaways on yesterday’s AINews , so I will focus our recap of Satya’s main messages around three elements: * Satya’s adaptation of the Bill Gates Line for positioning Microsoft as the Frontier Intelligence Platform — customers must gain much more value from the Microsoft ecosystem than Microsoft itself, by building on multi-model harnesses like OpenClaw and Scout, drawing on the full enterprise context exposed by context layers like Work IQ (heavily dogfooded by his C-suite ), and building up private evals and traces as a new form of Token IP * AI ROI: On one hand, enterprises are having difficult conversations around Tokenmaxxing and Layoffs, and on the other hand, there are serious re-evaluations of the End of SaaS since the Build vs Buy equation has changed so much. Our previous SemiAnalysis guest had… interesting comments on Microsoft’s position on this as the ur-SaaS titan, and Satya had great answers * Making the Impossible Possible: Kevin Scott’s inspiring framing around what the most ambitious version of applying AI and technology at large to business and social problems, like education and social impact. Enjoy! Full Video Transcript Voiceover: Welcome swyx, Sarah Guo, Elad Gil,, and Chairman and Chief Executive Officer of Microsoft, Satya Nadella Sarah Guo: Welcome to a crossover episode of No Priors and Lane Space with Satya Nadella. Um, congratulations on an amazing build. No, thank you so much, and it’s great to be with both of you. I listen to both of you or b- both the podcasts all the time. It’s great to be on it. Thank you so much. [00:01:00] So you’re just talking about, um, these amazing, uh, announcements from across the Microsoft estate all morning for, I think, three hours. What is the, uh, what’s the most important reflection or takeaway you have? AI as an Ecosystem Platform Sarah Guo: I, I’d say there are, uh, perhaps the, the biggest one for me is let’s sort of conceptualize this more as an ecosystem play as opposed to a single model or even a single platform, right? Satya Nadella: I mean, you know, whatever I... At least for me, having grown up at Microsoft, having seen, whatever, four major platform shifts, uh, I sort of fall into that, um, uh, camp where a platform is defined by fundamentally its ability to create more value about the platform versus what’s captured in the platform. And so if you, you view what’s happening right now, I think this morning’s keynote was how can any company, whether it’s an AI native company or a traditional enterprise company, participate as a first-class participant where they can point to AI they created, [00:02:00] right? It’s not that they don’t use other people’s AI. Of course they will. But to me, what’s the path? What’s the recipe? How do I do it? What does a stack look like? What does the tooling look like? What is valuable? How do you do that? That’s it. That’s sort of our job to do. Yeah. Ecosystem strategy is, uh, very complicated, right? Sarah Guo: Because you end up building certain components, partnering for certain components, supporting them. You just announced this big suite of

In this episode, Lucas and Luna dissect how Satya Nadella transformed Microsoft from a Windows-first dinosaur into a cloud computing powerhouse. They focus on the specific inflection point in 2014 when Nadella became CEO and made Azure the company's center of gravity. Lucas explains the 'mobile-first, cloud-first' strategy that shocked insiders, how Nadella changed the company's internal incentive structure away from Windows licensing, and the surprising role of open-source software in Microsoft's revival. Luna pushes back on whether this was genius or necessity, and they debate if the playbook could work for other legacy tech companies. Specific numbers include Azure's revenue growth from under $1 billion in 2014 to over $60 billion in 2024, and how Microsoft's market cap rose from $300 billion to over $2.5 trillion during Nadella's tenure. A concrete look at one of the great corporate turnarounds. #Nadella #Microsoft #CloudComputing #Azure #CorporateStrategy #CEO #Turnaround #Windows #OpenSource #RevenueGrowth #MarketCap #Business #Tech #FexingoBusiness #BusinessPodcast #Leadership #Innovation #StrategyShift Keep every episode free: buymeacoffee.com/fexingo

微軟「Copilot」付費用戶破2000萬，使用率媲美電子郵件。 微軟執行長 Satya Nadella 在2026年4月29日的季度財報電話會議上宣布，「Microsoft 365 Copilot」付費企業席位已達2000萬，駁斥「無人使用」的刻板印象，使用者參與度持續成長。 用戶規模與成長 Nadella 表示，支付超過5萬席位的企業數量已成長四倍，包括「Bayer」、「Johnson & Johnson」、「Mercedes」和「Roche」等公司，各擁有超過9萬席位。本週宣布的「Accenture」合約更達74萬席位，為「Copilot」史上最大訂單。 使用參與度 每位使用者「Copilot」查詢量季比成長近20%，每週參與度已與「Outlook」電子郵件相當，Nadella 形容這是「每日高強度使用習慣」。摩根士丹利分析師 Keith Weiss 評論稱，此數據「超乎預期且令人印象深刻」。 模型多樣性 「Copilot」不依賴單一模型如 OpenAI，使用者可在聊天介面預設存取多模型，具備智慧自動路由、Agent 批判與建議功能，可同時運用多模型產生最佳回應。例如，「Microsoft 365」已支援「Anthropic」的「Claude」模型。 Agent 模式驅動 上週，「Agent 模式」成為「Copilot」、「Word」、「Excel」和「PowerPoint」的預設體驗，讓「Copilot」具備一般可用（GA）的 Agentic 功能，能直接在文件內執行多步驟動作。Nadella 強調：「這是全新委派與完成工作的方式。」 原文：https://easyvibecoding.app/curated/1046

У цьому епізоді подкасту «Собака на Проді» ми розбираємо найцікавіші анонси та тренди з CES 2026. Також розбираємо нову порцію стратегічного бачення і прогнозів на 2026 рік: що про майбутнє AI говорить Сатья Наделла та автори TechCrunch. 🔺 Дмитро Маслов, Global AI Lead - https://www.linkedin.com/in/maslovdmytro 🔺 Андрій Гордійчук, Senior Engineering Manager / Architect - https://www.linkedin.com/in/andrii-gordiichuk-5185165a 👀 Дивіться усі епізоди подкасту тут: https://youtube.com/playlist?list=PLhOVSegUqLdmQduUQIwY8ltUM66sNrrCM ⭐ Згадки епізоду: CES 2026 https://techcrunch.com/2026/01/09/ces-2026-everything-revealed-from-nvidias-debuts-to-amds-new-chips-to-razers-ai-oddities/ https://techcrunch.com/2026/01/08/the-most-bizarre-tech-announced-at-ces-2026/ https://lifehacker.com/tech/ces-2026-lenovo-new-ai-frame-gaming-monitor https://www.youtube.com/watch?v=o2P8K3xIKZY — Looking Ahead to 2026 by Satya Nadella https://snscratchpad.com/posts/looking-ahead-2026/ https://www.windowscentral.com/microsoft/microsoft-ceo-satya-nadella-really-wants-you-to-stop-calling-ai-slop-in-2026 — TechCrunch article https://techcrunch.com/2026/01/02/in-2026-ai-will-move-from-hype-to-pragmatism/ — AI і мистецтво: як технології допомагають митцям з вадами зору https://hackernoon.com/blind-strokes-and-digital-horizons-how-ai-helps-me-remaster-my-reality 🕒 Таймкоди:00:00 Вступ00:01:15 CES202600:04:37 Ford + Google Cloud = Ford AI Assistant00:05:11 Caterpillar + Nvidia = Cat AI Assistant00:06:12 Clicks Comunicator00:08:19 Razor Project Motoko00:10:35 Razor Project AVA00:16:15 Lego Smart Brics00:20:51 Lenovo AI Frame Gaming Monitor00:24:05 Satya Nadella про майбутнє AI у 202600:27:39 TechCrunch: 2026 - кінець хайпу і початок прагматичного AI00:33:57 Історія про колл-центр AI бота00:36:03 World Models: AI що розуміє світ00:39:36 AI і мистецтво: як технології допомагають митцям з вадами зору 🎧 Слідкуйте за нами: YouTube - https://bit.ly/3YOGRVW Spotify - https://spoti.fi/3Ykqq3A Apple Podcasts - https://apple.co/4da66s1 🎵 Фонова музика:Title: lofi girl / https://freemusicarchive.org/music/snoozy-beats/single/lofi-girl/ Author: snoozy beats / https://freemusicarchive.org/music/snoozy-beats/ Source: Free Music Archive / https://freemusicarchive.org/music/snoozy-beats/single/lofi-girl/ Licence: CC BY 4.0 / https://creativecommons.org/licenses/by/4.0/ <

Microsoft CEO one-shotted by GitHub Copilot https://pivot-to-ai.com/2026/01/21/what-satya-nadella-actually-said-at-davos-about-ai/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy me nice things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: AI boom could falter without wider adoption, Microsoft chief Satya Nadella warns https://www.irishtimes.com/business/2026/01/20/ai-boom-could-falter-without-wider-adoption-microsoft-chief-satya-nadella-warns/ Conversation with Satya Nadella, CEO of Microsoft https://www.youtube.com/watch?v=NLsoEJ7WpZY FasterAndWorse: https://www.youtube.com/@FasterAndWorse Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

In today's Cloud Wars Minute, I examine Satya Nadella’s call to shift AI focus from capabilities to societal contributions. Highlights 00:21 — One of the leading voices in the AI Revolution, Microsoft CEO Satya Nadella , has outlined his vision for AI in a blog post. Nadella states that 2026 will be a pivotal year for AI. He says we are now past the initial discovery phase and entering a phase of widespread diffusion. Now is the time to hone in on real-world impact, to emphasize what needs to be done. 01:10 — Nadella focuses on three areas that require more attention. First, he suggests that we should move beyond the notion of AI slop versus AI sophistication. Instead, we need to view AI capabilities as, and I quote, “scaffolding for human potential,” rather than a substitute. 01:40 — Secondly, Nadella explains that we need to develop more sophisticated engineering that shifts the focus from specific AI models to broader systems. This involves orchestrating multimodal architectures and, crucially, implementing agents. Finally, Nadella emphasizes that for AI to gain social acceptance, these systems must be evaluated based on their real-world impact. 02:10 — This statement is Nadella’s most explicit reference to how Microsoft has positioned itself, particularly through the strong statements made by Microsoft AI CEO, Mustafa Suleyman , regarding the company’s commitment to human-centered AI. It’s very encouraging to see this sentiment reinforced by leadership. Visit Cloud Wars for more.

Welcome to episode 133 of the AI for Career Success podcast from Curt Robbins. This educational content is designed to give working professionals who leverage AI as a tool for efficiency and productivity a competitive edge. In this episode, hosts Daphne and Fred unpack a November 18 interview on the Cheeky Pint podcast with Microsoft CEO Satya Nadella. He discusses AI and how it is being implemented in enterprise organizations. Nadella offers insights into Microsoft's history and its aggressive pivot toward artificial intelligence. He addresses the difficulty of diffusing AI throughout the enterprise, arguing that true "data sovereignty" requires companies to build their own custom foundation models capable of capturing unique corporate knowledge. He draws parallels between the current massive AI infrastructure build-out and past technological shifts, such as the dot-com bubble, but notes the current demand is immediate and unconstrained by dark fiber. Discussing Microsoft’s strategy, he emphasizes maintaining a comprehensive stack, from the foundational "token factory" to the agent-driven application layer, predicting that future workflows will utilize new interfaces like the "mission control" concept for monitoring thousands of automated agents. Additionally, Nadella describes his distinctive management approach, which relies heavily on daily customer calls and "wandering the halls" through Teams chat channels. _________________________________ "It will not be AI that takes away the job of a technical writer, but rather another technical writer with deep AI skills," said Robbins. I am currently taking on new clients. I enjoy helping companies with their documentation and communications strategy and implementation. Contact me to learn about my reasonable rates and fast turnaround. — Curt _________________________________ >> View the original Nadella interview: https://tinyurl.com/2fkk23cw >> Read the Robbins article "Understanding AI Hallucinations in Technical Writing": https://tinyurl.com/bdeyd64t >> Read the Robbins article "Yale Study: Impact of AI on the Job Market": https://tinyurl.com/f3cuvvxn >> Read the Robbins article "Why Large Language Models are Changing the World": https://tinyurl.com/bdfv63ca >> Read the Robbins article "Understanding Anthropic: Rising Star in AI": https://tinyurl.com/46btw22z >> Read the Robbins article "Comparing ChatGPT, Gemini, Copilot, & Grok": https://tinyurl.com/3zwttxhk >> Read the Robbins article "AI Job Replacement Fears Are Good. Here's Why.": https://tinyurl.com/p5t27t7d >> Join the LinkedIn group Technical Writing Success: https://tinyurl.com/mr28u7td >> Subscribe to the Technical Writing Success podcast: https://tinyurl.com/uu9hpyzt

Satya Nadella ist so eine Art Superstar unter den Konzernchefs. Der aus Indien stammende Manager steht nicht nur an der Spitze von Microsoft – er hat selbst maßgeblich dazu beigetragen, dass der Windows-Konzern heute noch in der Top-Liga der weltweit wertvollsten Konzerne mitspielt. Denn als Nadella 2014 seinen Posten antrat, kämpfte Microsoft gegen den Abstieg. Die PC-Verkäufe fielen. Die Smartphone-Revolution hatte der Konzern verpasst. Dann kam Nadella. Er setzte auf Cloud, auf KI, und ganz konkret auf OpenAI. Der Aktienkurs hat sich seitdem verachtzehnfacht. Warum das wichtig ist? Während die Technologie-Riesen weiter Hunderte Milliarden in KI-Infrastruktur investieren, mehren sich die Zweifel an Künstlicher Intelligenz im Allgemeinen und Nadellas Wette im Speziellen. Und an den Börsen macht sich die Nervosität schon bemerkbar. Aus gutem Grund: Sollte der Hype um KI wie eine Blase platzen, würde das Unternehmen auf der ganzen Welt mitreißen. Warum hält Nadella an seinen Investitionen fest, wie blickt er auf die oft noch enttäuschenden Produktivitätseffekte von KI – und wie navigiert er seinen Konzern dabei durch eine Zeit, in der ein US-Präsident Donald Trump für zusätzliche Unsicherheit in der Wirtschaft sorgt? All das konnte Handelsblatt-Korrespondent Felix Holtermann ihn persönlich fragen. Das ganze Gespräch hören Sie in diesem Podcast. Außerdem spricht Handelsblatt-Technologiereporterin Larissa Holzki mit Felix Holtermann darüber, warum er mehr als drei Jahre auf dieses Gespräch warten musste, wie es bei Nadella war – und welches persönliche Schicksal die beiden verbindet. Ein Hinweis für alle, die schon länger mit einem Handelsblatt-Abo liebäugeln: Das gibt es jetzt für 12 Monate mit 50 % Rabatt – gedruckt oder digital. Mit fundierten Recherchen, starken Meinungen und exklusiven Hintergründen behalten Sie den Überblick über die wichtigsten Wirtschaftsthemen. Dieses Aktionsangebot finden Sie nur bis zum 8. Dezember unter handelsblatt.com/podcast50 . Helfen Sie uns, unsere Podcasts weiter zu verbessern. Ihre Meinung ist uns wichtig: www.handelsblatt.com/zufriedenheit Haben Sie Fragen, Kritik oder Anregungen? Dann treten Sie unserer Handelsblatt Disrupt LinkedIn-Gruppe bei und schreiben Sie uns unter: https://www.linkedin.com/groups/8836249/ Sie können Larissa Holzki via LinkedIn ( Larissa Holzki ) oder per Mail disrupt@handelsblatt.com kontaktieren. Weitere Informationen zu Werbeeinblendungen

📝 本期播客简介 本期我们克隆了知名科技商业播客 BG2，由资深主持人Brad深度对话两位科技巨头：OpenAI CEO Sam Altman和微软CEO Satya Nadella。这场对话揭示了微软与OpenAI六年多来非凡合作的幕后故事，从最初的十亿美元投资到如今高达千亿的估值，并深入探讨了这种独特伙伴关系如何推动通用人工智能（AGI）的未来发展。两位领导者坦诚分享了他们对AI算力短缺、万亿美元投入的看法，以及AI对全球经济和就业市场的深远影响。Sam Altman幽默回应了外界对OpenAI财务的质疑，而Satya Nadella则回顾了微软当初投资OpenAI的远见与决策过程，包括比尔·盖茨从怀疑到坚信的转变。他们还就AI监管的碎片化挑战、软件即服务的未来演变，以及AI如何重塑人类工作流程进行了前瞻性讨论。从Sam初为人父的喜悦，到两人对AI颠覆性力量的共同愿景，这场对话充满了真知灼见与人性光辉，为我们理解AI时代的机遇与挑战提供了独特的视角。 翻译克隆自： All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner 👨‍⚕️ 本期嘉宾 Sam Altman，OpenAI 首席执行官。 Satya Nadella，微软 首席执行官。 ⏱️ 时间戳 播客开场与合作总览 00:00 播客简介与嘉宾介绍 01:10 史诗级合作：Sam Altman回顾与微软的非凡旅程 01:29 轻松一刻：Sam初为人父的喜悦与Satya的育儿经 03:39 微软与OpenAI的投资与股权结构解析 05:05 Sam Altman盛赞微软的远见与合作模式 06:21 OpenAI非营利组织的独特架构与使命：健康、安全与韧性 合作细节与AGI定义 08:28 模型分发与Azure独占协议：ChatGPT与GPT-6的未来 09:28 收入分成：OpenAI与微软的财务协议 10:09 AGI验证：提前终止协议的关键触发点与时间线讨论 11:27 Sam Altman：即使拥有超级智能，仍需微软的市场分发能力 算力瓶颈与财务质疑 11:35 OpenAI的万亿算力投入与收入质疑 12:42 Sam Altman回应财务质疑：收入远超预期，对未来充满信心 14:58 算力稀缺性：Sam Altman以能源类比，探讨算力需求与成本关系 16:06 Satya Nadella：效率提升与杰文斯悖论在AI算力中的体现 17:09 算力供应：电力而非芯片成为最大瓶颈 18:14 Sam Altman：算力过剩终将到来，但时机难料 AI监管与未来展望 20:44 OpenAI上市传闻：Sam Altman澄清无具体计划 22:16 碎片化监管的挑战：科罗拉多州AI法案引发的担忧 23:58 Satya Nadella呼吁统一联邦AI监管框架 25:46 AI的未来：Sam Altman展望2026年的科学发现与机器人 26:43 人机交互新范式：Satya Nadella谈“宏观授权，微观引导” 微软的投资决策与战略价值 29:56 微软投资OpenAI的幕后故事：Satya Nadella的远见与比尔·盖茨的转变 32:08 GitHub Copilot与Codex：促成微软加大投资的关键时刻 33:20 战略价值：Azure独占协议与IP授权对微软的深远影响 35:36 财务解读：OpenAI亏损与微软Azure、M365的价值增长 算力建设与市场竞争 37:50 微软的算力策略：平衡内部需求与长期基础设施建设 40:20 Azure增长：在算力受限下的卓越表现 41:17 剩余履约义务：4000亿美元积压订单的信心来源 42:35 竞争与利润：超大规模云服务商的规模效应与成本优势 44:59 AI收入可持续性：澄清“循环收入”质疑与供应商融资 软件变革与AI经济学 47:02 软件即服务（SaaS）的颠覆：代理层取代传统业务逻辑 48:04 Microsoft 365：低ARPU、高使用率如何迎接AI挑战 50:24 价值链重塑：AI工厂与代理工厂的价值分配 53:25 搜索与聊天的经济学：单位成本与变现模式差异 55:25 消费者与企业：AI商业模式在不同领域的差异 AI对生产力与就业的影响 56:23 裁员与生产力：AI如何重塑工作流程与员工价值 59:06 微软员工的AI赋能：以代理自动化运维的真实案例 01:00:41 经济生产力增长：AI驱动的“忘掉再学”过程 美国再工业化与全球领导力 01:02:08 美国再工业化：AI投资推动的巨大工程 01:02:57 Satya Nadella：数据中心建设与全球投资对美国发展的双重意义 01:04:36 总结与展望：华盛顿与硅谷的协调，对未来充满乐观 🌟 精彩内容 💡 微软与OpenAI：六年合作，价值千亿的史诗级伙伴关系 Satya Nadella和Sam Altman回顾了微软对OpenAI的早期投资，如何从最初的十亿美元发展到如今估值千亿的非凡成就。Satya强调了OpenAI独特的非营利组织结构，并透露比尔·盖茨最初对投资持怀疑态度，直到看到GPT-4的演示才彻底转变。 “我们当初投那十亿美元的时候，可没想过这会是一笔能翻一百倍的投资……这真的证明了Sam和他的团队有多厉害。”—— Satya Nadella “如果没有微软，特别是没有Satya早期的那份远见和决心，我们绝对做不成这件事。”—— Sam Altman 🚀 AI算力：万亿美元投入与未来的无限可能 面对外界对OpenAI巨额算力投入与相对“低”收入的质疑，Sam Altman自信回应，并指出公司收入远不止报道数字。他将算力需求比作能源，认为成本下降将催生指数级增长的需求。Satya Nadella则强调，当前最大的瓶颈是电力供应而非芯片本身，以及集群的调度效率。 “那些对我们的算力支出忧心忡忡、大惊小怪的人，其实巴不得能买到OpenAI的股票。”—— Sam Altman “我们现在面临的最大问题不是算力过剩，而是电力，以及能不能在靠近电源的地方快速完成建设。”—— Satya Nadella ⚖️ AI监管：碎片化挑战与统一框架的呼唤 Sam Altman和Satya Nadella都对美国各州各自为政的AI监管法规表示担忧，认为这不仅难以遵守，更会扼杀初创公司的创新活力。他们呼吁联邦层面能出台统一的监管框架，甚至希望能实现欧盟与美国之间的协调。 “我不知道我们该怎么遵守科罗拉多那个法律……我非常担心五十个州各自为政的局面。我觉得这是个大错误。”—— Sam Altman 💡 软件即服务（SaaS）的颠覆与重塑 Satya Nadella重申了他关于SaaS应用架构正在被AI颠覆的观点，认为代理层将取代旧的业务逻辑。他以Microsoft 365为例，阐释了低ARPU、高使用率的产品如何通过AI集成（如Copilot）实现价值倍增，并强调了数据在AI模型“接地气”过程中的关键作用。 “商业应用这个概念，很可能在代理时代会全部瓦解。因为你想想，它们本质上就是带有一堆业务逻辑的CRUD数据库。而这些业务逻辑，全都会转移到代理那里去。”—— Satya Nadella 📈 AI驱动的生产力飞跃与就业未来 两位领导者都坚信AI将极大地提升生产力，改变工作内容和流程。Satya Nadella通过微软内部的案例说明，AI工具能让现有员工撬动更大的价值，解决人力短缺问题。他预测，虽然员工数量可能不会与营收同步线性增长，但每个人能创造的价值将远超AI时代之前。 “我

In today's Cloud Wars Minute, I reflect on Nadella’s legacy and the parallels to other tech icons like Larry Ellison and Bill Gates. Highlights 00:13 — Well, Microsoft seems to be setting out to ensure that it is creating the new rules for its own future. Its CEO, Satya Nadella , has picked a successor, and this is going to allow Nadella to focus the vast majority of his time on product development, product engineering, architecture, advanced technology, and more. So, big changes are coming at Microsoft. 01:23 — Nadella has spent the last 12 years as CEO, during which time Microsoft has achieved just phenomenal results. It now has a market cap approaching $4 trillion, rivaling NVIDIA . Nadella has totally remade the company. It was a bit of a mess when he took over in 2014. Now, one blemish I would say on Nadella's record is the issue of security. 02:35 — Nadella has named Judson Althoff, the head of sales for Microsoft for the last nine years, overseeing customers and partners, as CEO of the commercial business. His new role will involve almost every part of the organization, except product development and engineering. Marketing and operations report to Althoff. Operations report to Althoff. 03:02 — What Nadella wants Althoff to do is use this new role to get all parts of the company working in concert — very smoothly and fluidly. They said Microsoft's customers are moving faster than ever before, and this is going to require Microsoft itself to move faster than it ever has. 03:55 — Very few people could ever understand what it’s like to be in that role at a company of that size and that influence and say “You know, it’s time for a new adventure for me and a new way of operating for the company.” Bill Gates, in 2000, he said, “I just want to be Chairman, and I’ll be Chief Software Architect.” Hats off to Satya Nadella. Visit Cloud Wars for more.