innovation 4
- What the industrial revolution took 70 to 150 years to deliver, AI may deliver in 20 to 25.
- Economic growth from AI waits on change management, not on model capability: the work artifact and the workflow have to change first.
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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What Satya Nadella says most about
LLMs 4
- Most of the gain in tokens per dollar per watt comes from software, not from new hardware — 5x, 10x, sometimes 40x on one model family.
- Applications will not be wrappers around a model; the model gets wrapped into the application.
infrastructure 3
- The question to answer about AI infrastructure is not what you do in the next five years but what you do for the next fifty.
- Infrastructure optimised for a single model is one architectural breakthrough away from being worthless.
AI agents 2
- The per-user software business becomes a per-agent business, and it grows faster than the number of users.
- An agent will reach for purpose-built tools rather than a raw computer, because tools are more token-efficient.
AI and jobs 2
- AI is a tool and not something mystical: plenty of past technologies also took over things only humans had done.
- Coding is a software-factory category that may end up bigger than knowledge work itself.
America 2
- America holds half the world's market capitalisation because the world trusts it, and losing that trust would be a bad day for the United States.
- Trust in American technology, not model capability, may be the thing that wins the world.
empathy 2
- For a leader creating anything new, the skill needed more than any other is a deep sense of empathy.
- Empathy is not just for personal life: it is core to product development and to creating any value.
energy 2
- Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts.
- Most of the gain in tokens per dollar per watt comes from software, not from new hardware — 5x, 10x, sometimes 40x on one model family.
Microsoft 2
- Microsoft has no birthright in AI; its luck is only that the new category is far bigger than the ones it used to dominate.
- Microsoft's end-user tools business will become an infrastructure business in support of agents doing the work.
semiconductors 2
- Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts.
- The biggest competitor to any new AI accelerator is the previous generation of Nvidia.