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

So us self-claiming some AGI milestone, that's just nonsensical benchmark hacking to me.

The real benchmark is, is the world growing at 10%.

I mean, that is correct.

And so therefore, but by the way, the balance is like, I think a little bit of it is right now is like, hey, let me, like the classic supply side is, oh, let me build it and they'll come, right?

I mean, that's an argument.

And, you know, after all we've done that, we've taken enough risk to go do it.

But at some point,

the supply and demand have to map.

That's why I'm tracking both sides of it.

That's why I think you can go off rails completely when you're all hyping yourself with all the supply side versus really understanding how to translate that into real value to customers.

That's why I look at my inference revenue.

That's one of the reasons why even the disclosure on the inference revenue, it's interesting that not many people are talking about their real revenue.

But to me, that I think is important as a governor for how you think about it, right?

And you're not going to say, oh, they have to symmetrically meet at any given point in time.

But you need to have existence proof that you are able to parlay yesterday's, let's call it, capital into today's demand so that then you can again invest, maybe exponentially even, knowing that you're not going to be completely rate mismatched.

It makes sense, right?

I mean, the thing is, here's the interesting thing, right?

The real question, quite frankly, to answer is,

Is this just about, like, that's why even that balanced approach to the fleet at least is very important to me, right?

Which is, it's not about building compute.

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