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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Dwarkesh Podcast · Satya Nadella — Microsoft’s AGI plan & quantum breakthrough · 19 Feb 2025
podcast
It's ready.
In fact, if this RL thing, the thing that might happen is you build one large model, and then after that, there's tons of this RL going on and test.
To me, it's kind of like, again, more training flops, because you want to create these highly specialized distilled models for different tasks.
So you want that fleet.
And then the serving needs, right?
At the end of the day, speed of light is speed of light.
So you can't sort of have one data center in Texas and say, I'm going to serve the world from there.
You got to serve the world based on having an inference fleet everywhere in the world.
Right.
So that's kind of how I think of our build out a true hyperscale fleet.
Oh, and by the way, I want my storage and compute also close to all of these things because it's not just
AI accelerators that are stateless because I need to be able to have not just my training data itself needs storage.
And then I want to be able to multiplex multiple training jobs.
I want to be able to then have memory.
I want to be able to have these environments in which these agents can go execute programs.
And so that's kind of how I think about it.
Yeah, I see the way I come at it, Dworkish, it's a great question because at some level, if you're going to have this sort of explosion, abundance, whatever commodity of intelligence available, you know, the first thing we have to observe
is GDP growth, right?
Before I get to what Microsoft's sort of revenue will look like.
I mean, there's only one governor in all of this, right?
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