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

Like, you could say, oh, what the heck?

I mean, I can just rack and stack servers, right?

In fact, like in the early days of hyperscale, most people thought like, God, you know, there are all these hosters.

So, and those are not great businesses.

Will there be anything like, is there a business even in hyperscale?

And it turns out there is a real business.

Yeah.

just because the know-how of running, you know, whatever, in the case of Azure, the world's computing of 60 plus regions and with all the compute, it's just, it's a tough thing to duplicate.

So the thing that I was more making the point was, is it one winner?

Right.

Or is it a winner take all or not?

Like, because that you got to get right.

Because categories, you want, I like to enter categories, which are big TAMs,

where you don't have to even have the risk of it all being winner take all.

The best news to be is in a big market that can accommodate a couple of winners and you're one of them.

That's what I meant by the hyperscale.

Got it.

In the model layer, one is models need ultimately to run on some hyperscale compute.

So that's sort of that nexus I feel is sort of going to be there forever, right?

Because again, it's just not the model, but the model needs state.

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