Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
Satya Nadella, CEO of Microsoft, sits down with John to discuss the diffusion of AI inside the enterprise. He explains why “all your data at your fingertips” is the evergreen pitch, why this AI CapEx cycle is different from the .com bubble, and his vision for "agentic commerce". They also cover Microsoft's product bundling strategy and how he "wanders the virtual corridors" of Teams to run the company.
Links
[Read] Softwar: An Intimate Portrait of Larry Ellison and Oracle, Matthew Symonds
[Try] Superwhisper
[Read] The Internet Tidal Wave, Bill Gates
Timestamps
(00:00) AI adoption in the…
The skinny
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