Satya Nadella

speaker

1,525 appearances 13 recordings 8 series first heard Feb 2025 last heard 1 Jul

Satya Nadella’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 12 in all, peaking in Jan 2026 with 7.

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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

The question is, is it being used in healthcare?

Is it being used in financial services?

Is it being used in every sector of the economy by large businesses, small business, public sector?

So to me, unless and until we see that diffusion and intense use, we're not gonna have the success.

And so that's the phase we're in.

It's diffusing faster.

And so some of the work, policy work you have done, and in general, you know,

The good news here is the technology is there, the rails around cloud and mobile that were laid out make it possible for this thing to spread.

It's not impossible to get the tokens.

The question is what are the use cases and how do you manage the change in all of that?

One of the questions at least in Davos is it's one thing for the West and the developed nations, what about the Global South?

I think Global South has a huge opportunity too.

quite frankly, because to me, let's say 40%, 50% of the GDP of most Global South countries is public sector.

So just imagine this tech making a difference in how the governments really parlay the taxpayer money into services for citizens.

And if there's efficiency gains, that's probably a couple of points of GDP growth right there.

And so I'm very optimistic that there's going to be a poll and that we should, as the United States, given the technology stack we have in Europe, in Asia, in South America, in Africa, and everywhere else, get it to be broadly deployed.

And I would agree with that, but David, since you even worked at Microsoft for a few years, one of the things that I'm very grounded on is always that Bill Gates line of a platform, right?

So one of the things that I always think about is it's market share, but it's also ecosystem effects, right?

See, what the United States always has done

is not just about our market share or even the revenues to US companies.

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