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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jan 2026 with 7.
Appearances
And so who knows what the next big AI app will be and what will happen.
But I sort of go in with the attitude that there will be tech companies, maybe even top five tech companies that could emerge everywhere with even the American tech stack.
Yeah, I think that's right.
So when people say, where's your foundation model?
I mean, at the end of the day, we do have the IP.
But that said, I think you bring up a couple of different things, right?
One is...
To ask the most important thing, when I look at what is Microsoft's strategy today, one is we want to build token factories.
So our biggest business today is Azure business, and the Azure business, the TAM, given what's going to happen, is so huge that we now need to be fantastic at building these token factories.
And that means a heterogeneous fleet of infrastructure
And that every hyperscaler is always done, which is use software to make maximum use of it and for TCO and utilization.
So that's one side of it.
Then there's the app server business, right?
Which is everybody, you talked about like if everyone's going to be building agents, have infinite minds, have these RL gyms, have evals, what have you, there's an entire, just like every platform has had an app server, this one has an app server.
That's what we're doing with Foundry and what have you, right?
So there's an app server business.
In that app server, one of the things that structurally now is pretty clear is anyone building any application or any company is going to use not one model, but all the models.
Why would I not?
Which is, in fact, I will orchestrate for any given task even multiple models.
There's this one nice thing that we came out in our healthcare practice called the decision orchestrator.
Showing 481–500 of 1,525 · page 25 of 77
← Previous
Next →