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RT @modestproposal1: This might be the best interview of Nadella. Very tough and direct questions but totally fair and warranted. Nadella's…

RT @modestproposal1: This might be the best interview of Nadella. Very tough and direct questions but totally fair and warranted. Nadella's…

Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un

Wed Nov 12 20:37:36

"I can make the argument that if you're a model company, you may have a winner's curse.

You may have done all the hard work, done unbelievable innovation, except it's one copy away from that being commoditized."

@satyanadella

"I can make the argument that if you're a model company, you may have a winner's curse. You may have done all the hard work, done unbelievable innovation, except it's one copy away from that being commoditized." @satyanadella

Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un

Wed Nov 12 20:35:39

"I can make the argument that if you're a model company, you may have a winner's curse.

You may have done all the hard work, done unbelievable innovation, except it's one copy away from that being commoditized."

@satyanadella

"I can make the argument that if you're a model company, you may have a winner's curse. You may have done all the hard work, done unbelievable innovation, except it's one copy away from that being commoditized." @satyanadella

Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un

Wed Nov 12 20:35:39

Dylan may or may not have been secretly leaving little SemiAnalysis stickers throughout the datacenter.

Dylan may or may not have been secretly leaving little SemiAnalysis stickers throughout the datacenter.

Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un

Wed Nov 12 19:35:12

.@satyanadella gave me and @dylan522p an exclusive tour of Fairwater 2, the most powerful AI datacenter in the world.

We then chatted through Satya's vision for Microsoft in a world with AGI.

0:00:00 - Fairwater 2
0:04:15 - Business models for AGI
0:13:42 - Copilot
0:20:56 - Whose margins will expand most?
0:37:12 - MAI
0:48:42 - The hyperscale business
1:03:39 - In-house chip & OpenAI partnership
1:10:30 - The CAPEX explosion
1:16:01 - Will the world trust US companies to lead AI?

Look up Dwarkesh Podcast on Youtube, Apple Podcasts or Spotify to tune in.

.@satyanadella gave me and @dylan522p an exclusive tour of Fairwater 2, the most powerful AI datacenter in the world. We then chatted through Satya's vision for Microsoft in a world with AGI. 0:00:00 - Fairwater 2 0:04:15 - Business models for AGI 0:13:42 - Copilot 0:20:56 - Whose margins will expand most? 0:37:12 - MAI 0:48:42 - The hyperscale business 1:03:39 - In-house chip & OpenAI partnership 1:10:30 - The CAPEX explosion 1:16:01 - Will the world trust US companies to lead AI? Look up Dwarkesh Podcast on Youtube, Apple Podcasts or Spotify to tune in.

Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un

Wed Nov 12 17:12:46

.@satyanadella gave me and @dylan522p an exclusive tour of Fairwater 2, the most powerful AI datacenter in the world.

We then chatted through Satya's vision for Microsoft in a world with AGI.

0:00:00 - Fairwater 2
0:04:15 - Business models for AGI
0:13:42 - Copilot
0:20:56 - Whose margins will expand most?
0:37:12 - MAI
0:48:42 - The hyperscale business
1:03:39 - In-house chip & OpenAI partnership
1:10:30 - The CAPEX explosion
1:16:01 - Will the world trust US companies to lead AI?

Look up Dwarkesh Podcast on Youtube, Apple Podcasts or Spotify to tune in.

.@satyanadella gave me and @dylan522p an exclusive tour of Fairwater 2, the most powerful AI datacenter in the world. We then chatted through Satya's vision for Microsoft in a world with AGI. 0:00:00 - Fairwater 2 0:04:15 - Business models for AGI 0:13:42 - Copilot 0:20:56 - Whose margins will expand most? 0:37:12 - MAI 0:48:42 - The hyperscale business 1:03:39 - In-house chip & OpenAI partnership 1:10:30 - The CAPEX explosion 1:16:01 - Will the world trust US companies to lead AI? Look up Dwarkesh Podcast on Youtube, Apple Podcasts or Spotify to tune in.

Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un

Wed Nov 12 17:12:46

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