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

It's about building compute that can actually help me not only train the next big model, but also serve the next big model.

And you understand until you do those two things, you're not going to be able to really be in a position to take advantage of even your investment, right?

So that's kind of where it's not a race to just building a model.

It's a race to creating a commodity that is getting used in the world to drive.

So you have to have a complete thought.

Not just one thing that you're thinking about.

And so that's at least in my view of saying, and by the way, one of the things is that it will be overbuilt.

To your point about you sort of said what happened in the dot-com era.

And I look at it and say, now the memo has gone out that, hey, you need more energy and you need more compute.

Thank God for it.

And so everybody's going to race.

In fact, I look at the number of, it's not just companies deploying, countries are going to deploy capital.

Yeah.

And they will be clearly.

I'm so excited to be a leaser because, by the way, I build a lot.

I lease a lot.

I am thrilled that I'm going to be leasing a lot of capacity in 27, 28 because I look at the bills and I'm saying, this is fantastic.

The only thing that's going to happen with all the compute bills is the prices are going to come down.

I mean, I think the real thing is the utility of the tokens, right?

So which is in some sense, both need to happen.

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