Jason
๐ค SpeakerAppearances Over Time
Podcast Appearances
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.
That was mind-blowing.
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.
Well, you started at Sun, which was the original $5,000, $10,000 workstation.
Do you see a time where you'll...
meeting with your customers here and advocating a $10,000, $20,000 desktop machine that has an LLM and the hardware chipset?
And we're in a very interesting moment.