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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There will definitely be an open source alternative.

And the open source alternative will actually make sure the closed source winner-take-all is mitigated.

So that's kind of at least my feeling on the model side.

And by the way, let's not discount if this thing is really as powerful as people make it out to be.

The state is not going to sit around and wait for private companies to go around and all over the world.

So it's sort of I don't see it as a winner take all.

Then about that.

I think it's going to be the same old stuff, which is in consumer, in some categories, there may be some winner-take-all network effect, right?

After all, ChatGPT is a great example.

Like, I mean, it's kind of like it's an at-scale consumer property that has already got real escape velocity, right?

I go to the app store and I see, you know, it's always like there in the top five.

And I say, wow, like that's pretty unbelievable.

So they were able to use that early advantage and parlay that.

into an app advantage.

And so in consumer, that could happen.

In the enterprise, again, I think there will be, by category, different winners.

So that's sort of at least how I analyze it.

At scale, nothing is commodity, right?

So to your point about cloud, I mean, everybody would say, oh, cloud's a commodity, except, you know, when you scale.

That's why the know-how of running a hyperscaler, right?

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