Satya Nadella
speaker
366 appearances
1 recordings
1 series
first heard Jun 2026
last heard 3 Jun
Satya Nadella’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
And all of these business models have a particular time and a place versus one to rule them all.
And if anything, if you're a SaaS vendor or you're a platform vendor, having that flexibility.
And quite frankly, we face this with GitHub.
We just recently announced upper user pricing on GitHub.
Because little GitHub Copilot was constructed at a per user level before we understood even the intensity of usage of agents, right?
It was an interactive way for a developer to use code complete maybe tasks.
It was not like, oh, I launched 10,000 agents that are going on all day.
So that is what the adjustment is about.
So now that we really want, there will always be a per user, but there will have to be a consumption meter.
I think we have to go through one full budget cycle on this to really see the emergence of the equilibrium.
Because at the end of the day, there's marginal cost to even generating the app.
In fact, there can be even a simple way to say you should always acquire something.
if the marginal cost of building and maintaining something on your own is higher right that should be like it's a quantifiable quantifiable thing and the maintenance part is important right even like you got to remember hey all the security stuff that now ai will find you better fix them too fast of course there's a coding agent to help you with but then that burns tokens right so whose responsibility is it it's like a cycle that you've got to think through
And I think we have gone through the excitement that I can generate a lot of software.
I think the next thing would be what software do I really want to generate?
What software do I want to use from others?
How do I compose these two into some agentic workflow that I have agency over?
Because I think there'll be very little tolerance for anybody who's inflexible at the vendor level.
But at the same time, I think that anyone who has got that flexibility, shows up, delivers the value, will be back again.
We're selling software with just different business models, in fact.
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