Satya Nadella
Chairman and chief executive officer of Microsoft, which he has led since 2014.
Satya Nadella did not write this page.
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Their wordsBut that has been the case with many technologies in the past. only humans did a lot of things and then we add tools that did them.
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 1st of 22 in this recording
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Their wordseven if the tech is diffusing fast uh this time around for true economic growth to appear it has to sort of diffuse to a point where the work the work artifact and the workflow has to change and so that's kind of one place where I think uh the change management required for a corporation to truly change I think is something we shouldn't discount
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 2nd of 22 in this recording
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Our reading
What the industrial revolution took 70 to 150 years to deliver, AI may deliver in 20 to 25.
Their wordswhatever what took 70 years maybe 150 years for the industrial revolution may happen in 20 years 25 years
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 3rd of 22 in this recording
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Their wordsSo this AI thing will be that right. So if you take coding um what we built with GitHub and VS code in over whatever decades uh suddenly the coding assistant is that big in one year and so that I think is what's going to happen as well which is the market expands massively.
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 4th of 22 in this recording
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Their wordsthis fundamentally this category of coding and AI is probably going to be one of the biggest categories right it is a software factory category in fact it may be bigger than knowledge work
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 5th of 22 in this recording
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Their wordsthere's no birthright here that we should have any confidence other than to say hey we should go innovate and knowing the the lucky break we have in some sense is that uh this category is going to be a lot bigger than anything we had high share in
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 6th of 22 in this recording
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Their wordsstructurally I think there will always be an open- source model uh that will be fairly capable in the world that you could then use as long as you have something that you can use that uh with which is data uh and a scaffolding
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 7th of 22 in this recording
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Their wordsso I can make the argument that oh my god uh if you're a model company you may be you may have a winner's curse you may have done all the hard work done unbelievable innovation except it's kind of like one copy uh away from that being commoditized
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 8th of 22 in this recording
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Our reading
Applications will not be wrappers around a model; the model gets wrapped into the application.
Their wordswe will build our own applications scaffolding which will be model forward right it won't be a wrapper on a model but the model will be wrapped into uh the application
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 9th of 22 in this recording
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Their wordsSo this AI tool that comes in also has not just a raw computer uh because it's going to be more token efficient to use tools to get stuff done.
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 10th of 22 in this recording
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Their wordsIn fact, I kind of look at it and say our business which today is an enduser tools business will become essentially an infrastructure business in support of agents doing work.
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 11th of 22 in this recording
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Their wordswhich I think is going to just keep growing because guess what it's going to grow faster than the number of users. So in fact that's kind of one of the other questions people ask me is hey what happens to the per user business at least the early signs may be the way to think about the per user business is not just per user it's per agent
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 12th of 22 in this recording
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Their wordsit's kind of like databases right it's always the thing it's like hey can one database be the one that just is used everywhere except it's not uh there are multiple types of databases that are getting deployed uh for different use cases.
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 13th of 22 in this recording
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Their wordsYou can't build an infrastructure that's optimized for one model. If you do that what if you go fall behind? In fact, all the infrastructure you built will be a waste, right?
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 14th of 22 in this recording
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Their wordswe didn't want to just be a host for one company uh and have just a massive book of business with one customer that that's not a business right
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 15th of 22 in this recording
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Their wordsOh by the way the other thing is I didn't want to get stuck with massive scale of one generation.
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 16th of 22 in this recording
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Their wordsthe thing that you have to think through is not what you do in the next 5 years but what do you do for the next 50
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 17th of 22 in this recording
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Their wordsthe thing that is the biggest competitor for any new accelerator is kind of even the previous generation of Nvidia right I mean in a fleet what I'm going to look at is the overall TCO
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 18th of 22 in this recording
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Their wordsthe improvement software improvements of really throughput in terms of tokens per dollar per watt that we're able to get uh you know quarter over quarter year over year is massive uh right so it's 5x 10x maybe 40x in some of these cases
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 19th of 22 in this recording
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Their wordsthat 50% happens because quite frankly the trust the world has in the United States whether it's its capital markets or whether it's its technology and and its stewardship of what matters at any given time in terms of leading uh sector. So if that is broken uh then that's not a good day for the United States.
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 20th of 22 in this recording
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Their wordsultimately I think what matters is the use of AI in their economy to create economic value right I mean that's the uh the diffusion theory which is ultimately it's not the leading sector but it's the ability to use the leading technology to create your own comparative advantage right so that I think will fundamentally be the core driver
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 21st of 22 in this recording
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Our reading
Trust in American technology, not model capability, may be the thing that wins the world.
Their wordsyou just made the point of why I think trust in American tech is probably the most important feature. It's not even the model capability. Maybe it is like can I trust you the company? Can I trust you? Your country and its institutions to be a long-term supplier may be the thing that wins the world.
↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 22nd of 22 in this recording