Jason Friedberg

speaker

803 appearances 8 recordings 2 series first heard Jun 2024 last heard 8 Jun

Jason Friedberg’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Nov 2025 with 3.

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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 · 21 Jan 2026 podcast

Is that automation of those jobs?

Is it you were a little bit overstaffed?

And I would assume the velocity because you don't have four people communicating and that throughput of ideas, it's just one person and vibe coding.

Exactly.

I assume this is the most challenging moment of your career because...

Microsoft was so dominant, duopoly in some spaces, but you really weren't up against the competition level you're up against now.

I was talking to Elon, and he was sort of saying, well, building cars was pretty easy because I was up against the legacy car makers, and now I'm up against, just look at the set you're up against.

You have done some amazing acquisitions and you're quite a dealmaker on top of being a technologist.

It's probably the least reported aspect of your spectacular tenure and the massive growth you've had.

But you did a deal with OpenAI and probably one of the most savvy slash controversial dealmakers of all time, Sam Altman.

That deal was looked at as

You're set up to get a windfall in cash, which you don't need as Microsoft.

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

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

And how do you think about that?

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

an XAI, a Claude, that is your own?

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

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?

or that it could ever be open source.

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