Satya Nadella

a SQL server.

We sold a little, but man, the cloud in India is so much bigger than anything that we were able to do in the server era.

And that, I think, is going to be true.

If you think about if you want to really have in the global south, in a developing country, if you had these tokens that were available for healthcare that were really cheap, that'll be the biggest change ever.

It is going to be a real challenge because the real issue is change management or process change, right?

I mean, this is...

Here's an interesting thing, right?

Which is one of the analogies they use is just imagine how a multinational corporation like us

did forecasts pre-PC and email and spreadsheets, right?

I mean, faxes went around.

Somebody then got those faxes and then did an inter-office memo that then went around and people entered numbers and then ultimately a forecast came maybe just in time for the next quarter.

Then somebody said, hey, I'm just going to take an Excel spreadsheet, put it in email, send it around, people will go edit it and I'll have a forecast.

So the entire forecasting business process changed because the work, the work artifact and the workflow changed.

That is what needs to happen with AI being introduced into knowledge work.

In fact, when we think about even all these agents,

The fundamental thing is there's a new work and workflow.

Like, for example, for me, like, even prepping for our sort of podcast.

You know, I go to my co-pilot and I say, hey, I'm going to talk to Dvarkesh about, you know, our quantum announcement and this new, you know, model that we built for game generation.

And just kind of give me, like, a summary of all the stuff that I should read up before going.

Right.