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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Dwarkesh Podcast · Satya Nadella — Microsoft’s AGI plan & quantum breakthrough · 19 Feb 2025 podcast

Except, of course, we missed...

what turned out to be the biggest business model on the web, because we all assumed the web is all about being going to be distributed.

Who would have thought that search would be the biggest winner in organizing the web?

And so that's where we obviously didn't see it, and Google saw it and executed super well.

So that's kind of one lesson learned for me is like, hey, you got to really not only get the tech trend right, you also have to get where is the value going to be created with that trend.

And these business model shifts are probably tougher than even the tech trend changes.

Where is the value going to be created in AI?

That's a great one.

So I think the

the, at least in my current thing is, there are two places where I can say with some confidence.

One is the hyperscalers do well, right?

Because the fundamental thing is, if you sort of go back to even how Sam and others describe it, I mean, like if, you know, intelligence is log of compute,

whoever can do lots of compute is a big winner.

And the other interesting thing is if you look at underneath even any AI workload, like take ChatGPT, it's not like everybody's excited about what's happening on the GPU side.

It's great, but it's like the ratio, like in fact, I think of my fleet even as a ratio of the AI accelerator storage to compute.

And at scale, you've got to grow it.

And so that infrastructure need for the world is just going to be

exponentially growing, right?

So in fact, it's mana from heaven to have these AI workloads because guess what?

They're more hungry for more compute, right?

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