And they are all friends. It’s so cool to see how comfortable the guests are talking to them unlike an interview where they seem more defensive and rigid.
Interesting take. I think I agree...But what about Sundar Pichai? Or Eric Schmidt who scaled Google to infinity from basically a college dorm room startup.
Satya is so incredibly sharp. Not as public as a lot of other CEOs but incredibly refreshing to hear him talk more informally about the way he thinks the future will unfold. Excellent interview.
Sathya comes off as a deeply thoughtful and analytical CEO. He’s not flamboyant like many of his peers but then his public persona is not dull, like a Pitchai. He’s exactly what every board out there is looking for, for a CEO candidate, who could reinvent and reinvigorate a legacy company - I’m thinking about the likes of Intel and perhaps even IBM. Oracle has Larry, but he’s pushing 80 years!
Love it how at 47:00 there is an editing cut just as Satya was about to reply to what he feels about Benioff badmouthing Microsoft. 😂. The response was so strong that Microsoft PR had to ask for a cut 😅
I start to like this one more because its information i can use on the Market and Investment, I kinda prefer this than including politics to the mix (all in)
I recall in 2014 telling my work colleagues in Eden Prairie,Minnesota that Satya graduated from the same college in Engineering(i.e MIT Manipal) as me ... i just wish i had bought MSFT stock at that time...i guess $10k invested in $MSFT at that point would be $100k today as of Dec 2024
Bg2 is my fav pod, but.... I think the reason why most people are turned off by these sorts of podcasts is because of the way tech bros in general talk. It seems like every other phrase is "you know" within a sentence. I'm not saying any of these guys are annoying on purpose, but if you were to ctrl+f you know, I bet it shows up at least 100 times in the transcript of this episode.
Better than Jensen Huang’s “does that make sense?”. And paradoxically, people who say that line only do it right after someone affirms their understanding. Person 2: “Ohhh right, I see!”, Person 1: “Does that make sense?”
MSFT is cooked - 1) OpenAi is going to get disrupted by XAI and other model players, 2) PLTR will be the operating layer for production grade AI / agents - making MSFT suite irrelevant, 3) They will be late to adopt BTC showing that lack vision and can't see the obvious paradigm shift. What is really going to hold up the company is Azure - however they will need to scale GPUs which Elon is the only one who currently do this.
Satya Nadella discusses Microsoft's AI strategy, investments in OpenAI, the future of enterprise and consumer AI, model scaling, and the balance between open and closed AI development. He reflects on his tenure as CEO and Microsoft's position in the AI era.
Yeah I agree. Sam has really pissed off Elon and he’s obviously not a very trustworthy person. He’s gonna reap the whirlwind not just because Elon has a personal bone to pick but because he really regards a truth seeking AI to be the best chance for humanity and that only matters if that truth seeking AI is the most powerful in the world. OpenAI is building almost the opposite of that under the leadership of a dishonest, opportunistic narcissist in Altman, this is not going to end well for them.
Every time I've seen satya talk it's been predictable CEO speak. Of course he needs to maintain this guise understandably, but this was certainly a welcome "peak behind the curtains" on an big tech CEO
This chat is an example of the amazing value being added to anyone with a viewing device. This access we gain to the people leading many industries is incredible. And the ideas we receive on our own investment journey. We get to learn what's driving these companies. Watching these is due diligence to any serious investor in these companies. Over the air BnB haha. Thanks guys!!!
He’s objectively one of the best CEO’s of all time but Microsoft is such a hard company for me to be exited about when it comes to the product side. I like being all-in on Tesla myself because I’m so exited about the product roadmap and I just can’t get there with Microsoft
Beautiful conversation. Disappointed he didn’t mention xAI Grok, now available to all users is certainly pushing 5 million DAU if not today then very soon. And Claude AI which is 60 million monthly visitors.
I'm half way through the interview, is Satya acknowledging they are losing the battle of AI to OpenAI ? The same way as Google using search to earn more money in Windows than Microsoft. Once commercial moves from search to Chat, it's game over. It seems the only thing Microsoft did right was to invest in OpenAI.
Hard to believe how many commenters are pandering to this person. Nadella has been the worst CEO for Microsoft as far as the user is concerned which, for me at least, is their customer. He's only made changes based on what others are doing and his share holders. Wow... so predictable, unoriginal and uninspired. They've turned their user base in to free testers and removed choice from their OS while adding Advertisting and more clicks to do everything. This follows the trends of other non-user-centric software companies so by that metric he's doing great. Copying others and not striking out on his own coarse and setting an example of excellence for others to follow. He's just a "number go up" type of person. Great for shareholders, bad for consumers.
These guys seem to be missing that Tesla will have have a chat gpt moment in terms of stock appreciation due to an AI lead in full self driving and optimous, vastly more profitable than current AI companies.
Satya is of course quite impressive, but does anyone else notice that he has the tendency to interrupt hisself? He often starts down one path but circuitously mentions another story or two and derails his own point. Makes for a somewhat tedious listen.
This guy does not care if teams or outlook works for you. He cares more about the bottom line on the project. Microsoft products are suffering because they focus on b2b instead of the user.
"I don't think I care about people who i I ahh, umm, care about the people who use my products. I uhh umm more care ahh more about uhh businesses that ahh buy my product uhh yes.
This pod is huge, first Nvidia CEO, now Microsoft CEO! Yall outdoing it and I’m here for it
And they are all friends. It’s so cool to see how comfortable the guests are talking to them unlike an interview where they seem more defensive and rigid.
42k subscribers, not exactly huge.
The guests that casually show up on this show are mind-blowing, thanks to Bill and Brad's network.
Thanks for sharing!
Bill “ I was just having lunch last week with…”
The best non-founding CEO in tech history. No one else comes close.
Interesting take. I think I agree...But what about Sundar Pichai? Or Eric Schmidt who scaled Google to infinity from basically a college dorm room startup.
Satya is so incredibly sharp. Not as public as a lot of other CEOs but incredibly refreshing to hear him talk more informally about the way he thinks the future will unfold.
Excellent interview.
Sathya comes off as a deeply thoughtful and analytical CEO. He’s not flamboyant like many of his peers but then his public persona is not dull, like a Pitchai. He’s exactly what every board out there is looking for, for a CEO candidate, who could reinvent and reinvigorate a legacy company - I’m thinking about the likes of Intel and perhaps even IBM. Oracle has Larry, but he’s pushing 80 years!
This may become the NBA on TNT of business podcasts in five years.
Fun analogy
Fun analogy
The answer to the first question alone is incredible. Has to be one of Satya's best interviews
This pod is so much better than all in ....way good
Why compare the two?
These Pods are incredible. Bravo guys, thank you from us all.
Great job getting Satya on the pod!
Love it how at 47:00 there is an editing cut just as Satya was about to reply to what he feels about Benioff badmouthing Microsoft. 😂. The response was so strong that Microsoft PR had to ask for a cut 😅
Neat observation
I look forward to this podcast . Beacon in the ocean of tech investing . Thank you B 2
Legendary guest!
Satya is incredibly sharp, thanks for the interview
Awesome interview!!!! Satya is very articulate and has a deep understanding…Engineer CEO. Brad and Bill
Did a great job !!!
Top 3 CEO right there!
Epic guys, well done! 🎉
Great conversation, and very adeptly handled.
Such a high quality conversation...3 amazing minds.
Better than All-in
I start to like this one more because its information i can use on the Market and Investment, I kinda prefer this than including politics to the mix (all in)
Why compare them?
All in is too political. Too srlf important
Yep. Switching over! This is how Allin was.
Not even close to the same thing
Wow great episode!!
What a treat! Thank you…
Incredible episode. This pod is my fav along w All In
Great One!!
Huge! Love this
I ❤ satya Nadella
Incredible CeO shows what a true leader can do.
This is great! Suggest Google CEO next to hear their vision on AI, GCP etc. Or even Amazon/AWS
This is so good its worth saving.
Outstanding
Amazing pod
“Best CEO hire ever” - BG
Fantastic interview! Who’s next? Elon?
What kind of camera setup does Satya have? I mean it’s like a studio
I recall in 2014 telling my work colleagues in Eden Prairie,Minnesota that Satya graduated from the same college in Engineering(i.e MIT Manipal) as me ... i just wish i had bought MSFT stock at that time...i guess $10k invested in $MSFT at that point would be $100k today as of Dec 2024
Understandable. Great personal detail
this is a fantastic conversation, full of insightful nuggets of info
Skipped right over Tiger project to the Internet, but what a great journey.
Satya makes it all look easy
Bg2 is my fav pod, but....
I think the reason why most people are turned off by these sorts of podcasts is because of the way tech bros in general talk.
It seems like every other phrase is "you know" within a sentence. I'm not saying any of these guys are annoying on purpose, but if you were to ctrl+f you know, I bet it shows up at least 100 times in the transcript of this episode.
That's Brad. He's not good at extemporizing.
Ctrl+F for Satya's "and what have you" next 😂
Better than Jensen Huang’s “does that make sense?”. And paradoxically, people who say that line only do it right after someone affirms their understanding. Person 2: “Ohhh right, I see!”, Person 1: “Does that make sense?”
His vision for the company is crystal clear, makes me want to buy some more MS stock.
take a shot every time he says "to your fundamental point"
Or “what have you”
Interesting guest.
MSFT is cooked - 1) OpenAi is going to get disrupted by XAI and other model players, 2) PLTR will be the operating layer for production grade AI / agents - making MSFT suite irrelevant, 3) They will be late to adopt BTC showing that lack vision and can't see the obvious paradigm shift. What is really going to hold up the company is Azure - however they will need to scale GPUs which Elon is the only one who currently do this.
Crisp take
Bill Gurley is like the wise grandpa I wish I had.
TSLA
How does this pod only have 40k subscribers
❤ this
love the openness of this conversation by Satya
Satya Nadella discusses Microsoft's AI strategy, investments in OpenAI, the future of enterprise and consumer AI, model scaling, and the balance between open and closed AI development. He reflects on his tenure as CEO and Microsoft's position in the AI era.
Don't be a know it all, be a learn it all. Wow. Profound. I usually don't like pithy sayings. But that's a good one
45:08 You forgot about Claude... its only slightly better than ChatGPT 😁 and it doesn't require Nvidia GPU.
It dropped (yay 🎉🤭
I think xai is going to reach parity and ecllipse openai soon enough. They have the compute, data and distribution
Yeah I agree. Sam has really pissed off Elon and he’s obviously not a very trustworthy person. He’s gonna reap the whirlwind not just because Elon has a personal bone to pick but because he really regards a truth seeking AI to be the best chance for humanity and that only matters if that truth seeking AI is the most powerful in the world. OpenAI is building almost the opposite of that under the leadership of a dishonest, opportunistic narcissist in Altman, this is not going to end well for them.
i love how they took, foundry from $PLTR
Does he talk about bitcoin or no?
I love Microsoft ❤😂
If Christopher Walken was born and raised in Hyderabad, India he’d sound like this
Every time I've seen satya talk it's been predictable CEO speak. Of course he needs to maintain this guise understandably, but this was certainly a welcome "peak behind the curtains" on an big tech CEO
This chat is an example of the amazing value being added to anyone with a viewing device. This access we gain to the people leading many industries is incredible. And the ideas we receive on our own investment journey. We get to learn what's driving these companies. Watching these is due diligence to any serious investor in these companies.
Over the air BnB haha. Thanks guys!!!
He’s objectively one of the best CEO’s of all time but Microsoft is such a hard company for me to be exited about when it comes to the product side. I like being all-in on Tesla myself because I’m so exited about the product roadmap and I just can’t get there with Microsoft
Mag 8 should include Databricks!
Why is he talking about Anthropic computer use? Wheres the openai / MS version?
Beautiful conversation. Disappointed he didn’t mention xAI Grok, now available to all users is certainly pushing 5 million DAU if not today then very soon. And Claude AI which is 60 million monthly visitors.
Fair
27;50 He resists saying Grok has a shot even though X-AI is slated to be ahead within 6 months
3rd time's the charm
I'm half way through the interview, is Satya acknowledging they are losing the battle of AI to OpenAI ? The same way as Google using search to earn more money in Windows than Microsoft. Once commercial moves from search to Chat, it's game over. It seems the only thing Microsoft did right was to invest in OpenAI.
Squirming 45:58 -46:45
Why does he have Bill Gates type mannerisms?
Hard to believe how many commenters are pandering to this person. Nadella has been the worst CEO for Microsoft as far as the user is concerned which, for me at least, is their customer. He's only made changes based on what others are doing and his share holders. Wow... so predictable, unoriginal and uninspired. They've turned their user base in to free testers and removed choice from their OS while adding Advertisting and more clicks to do everything. This follows the trends of other non-user-centric software companies so by that metric he's doing great. Copying others and not striking out on his own coarse and setting an example of excellence for others to follow. He's just a "number go up" type of person. Great for shareholders, bad for consumers.
These guys seem to be missing that Tesla will have have a chat gpt moment in terms of stock appreciation due to an AI lead in full self driving and optimous, vastly more profitable than current AI companies.
Drive actual usability instead of profits. Profits will come with better ui
Who’s next Elon
Satya is of course quite impressive, but does anyone else notice that he has the tendency to interrupt hisself? He often starts down one path but circuitously mentions another story or two and derails his own point. Makes for a somewhat tedious listen.
Found this bc a guest referenced it in All In🔥
Please get Marc Benoif (Salesforce) on your podcast !!!! AgentForce is awesome but we need a deep dive on it
This is the best podcast, unlike the All-in.
This guy does not care if teams or outlook works for you. He cares more about the bottom line on the project. Microsoft products are suffering because they focus on b2b instead of the user.
"I don't think I care about people who i I ahh, umm, care about the people who use my products. I uhh umm more care ahh more about uhh businesses that ahh buy my product uhh yes.
All-in could never
42k subscribers vs nearly a million
Great episode but Jensen is 100x more interesting than him. Same for the company IMO
All in messed up .. when they got in politics... Its like watching cnn.. fox all over again
42k subscribers vs nearly a million
THese guys dont really F with Elon I am gathering ....
...SIR please take some... my one is there... he is made for that....❤❤🕊🕊👏👏🪻🌐🌐🪱🪱🕊🕊...