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Jason Friedberg

๐Ÿ‘ค Speaker
747 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Always nice, I'm guessing, if they IPO.

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

But did you create potentially, and this was the criticism of it, an ultimate competitor to Microsoft?

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

And how do you think about that?

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

And how can Microsoft, which missed Steve Ballmer's biggest regret, missing the mobile revolution, how can you not have a Gemini?

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

an XAI, a Claude, that is your own?

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Or in your mind, do you have that because you have the source code of OpenAI?

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Am I right to read into that then that you're bullish on the open source models and think large language models will largely be commoditized and that's not where the value will accrue?

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

or that it could ever be open source.

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

That was mind-blowing.

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

secretly, and you can say it here since we're on all in, working on an LLM to exist on the Windows desktop, because that, you are.

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Well, you started at Sun, which was the original $5,000, $10,000 workstation.

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Do you see a time where you'll...

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

meeting with your customers here and advocating a $10,000, $20,000 desktop machine that has an LLM and the hardware chipset?

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

And we're in a very interesting moment.

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Empowering an existing employee with these tools is so much easier than hiring

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

mentoring and bringing up the next generation.

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

So it feels like we're in a little bit of an indigestion moment.

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

At Microsoft, do you think, who's gonna have my job in 30 or 40 years if the company stays the same size?

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Because given your technology first approach, there's really no reason to ever add another Microsoft employee at the pace this is going.

All-In with Chamath, Jason, Sacks & Friedberg
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

And you haven't for four years, so