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Microsoft is rolling out a new Copilot that merges consumer, workplace, and agentic models into a single product. "I don't think of any one form factor as the be-all end-all," Satya Nadella told Deirdre Bosa.

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40,637 次观看 • 2 天前 •via X (Twitter)

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Martin Ronfort 的头像

Martin Ronfort2 天前

@satyanadella @dee_bosa The move to unify consumer and workplace models into one product is a huge strategic pivot. We actually went deeper on this here:

Amelia Rutherford 的头像

Amelia Rutherford2 天前

@satyanadella @dee_bosa One Copilot for everything is a bold move. Yahoo Finance and @SophiaBlackkod are my favorite follows for big tech updates, always explaining what it means for $MSFT.

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Satya Nadella on the growing backlash against data centers, and what 20 years of Microsoft’s presence has done for Quincy, Washington: Over that period, Nadella says: Tax revenue: ~12x Microsoft employment: ~1,000+ people “Ultimately, if you’re contributing to the local economy and doing it in a way that benefits the people there, I think we’ll have the permission.” h/t Deirdre Bosa

Satya Nadella on the growing backlash against data centers, and what 20 years of Microsoft’s presence has done for Quincy, Washington: Over that period, Nadella says: Tax revenue: ~12x Microsoft employment: ~1,000+ people “Ultimately, if you’re contributing to the local economy and doing it in a way that benefits the people there, I think we’ll have the permission.” h/t Deirdre Bosa

Wall St Engine

32,177 次观看 • 2 天前

Satya Nadella says LinkedIn merged four job titles, product manager, designer, front-end engineer and back-end engineer, into one: "I'll give you at LinkedIn, we used to have product managers, we had designers, we had front-end engineers, and then we had back-end engineers and so on." "So what we did is we sort of took those first four roles and combined them. In fact, increased scope and said, they're all full-stack builders." "So at the same time, as you can imagine, if we're to build an AI product today, there's a complete new workflow, right? It starts with evals, right?" "So basically, there's this eval to science, to infrastructure." "And so evals are done by these full-stack builders and what have you and product managers in the new form, the infrastructure is built by the systems engineers at the back-end because they support the science that supports the product." "So in some sense, there's a new loop and you have to structurally change." LinkedIn has already put this into hiring. Its Associate Product Manager program is finished, and the replacement, the Associate Product Builder track, teaches code, design and product management at the same time. Evals sit at the front of that workflow rather than the end, so writing them is now part of building the product instead of a check before shipping. - Satya Nadella (Satya Nadella), Chairman and CEO of Microsoft (Microsoft), with the All-In Podcast (The All-In Podcast) at USA House, Davos 2026.

Satya Nadella says LinkedIn merged four job titles, product manager, designer, front-end engineer and back-end engineer, into one: "I'll give you at LinkedIn, we used to have product managers, we had designers, we had front-end engineers, and then we had back-end engineers and so on." "So what we did is we sort of took those first four roles and combined them. In fact, increased scope and said, they're all full-stack builders." "So at the same time, as you can imagine, if we're to build an AI product today, there's a complete new workflow, right? It starts with evals, right?" "So basically, there's this eval to science, to infrastructure." "And so evals are done by these full-stack builders and what have you and product managers in the new form, the infrastructure is built by the systems engineers at the back-end because they support the science that supports the product." "So in some sense, there's a new loop and you have to structurally change." LinkedIn has already put this into hiring. Its Associate Product Manager program is finished, and the replacement, the Associate Product Builder track, teaches code, design and product management at the same time. Evals sit at the front of that workflow rather than the end, so writing them is now part of building the product instead of a check before shipping. - Satya Nadella (Satya Nadella), Chairman and CEO of Microsoft (Microsoft), with the All-In Podcast (The All-In Podcast) at USA House, Davos 2026.

Karl Mehta

531,226 次观看 • 1 个月前

Microsoft Copilot 1-Click HACK A new Microsoft Copilot vulnerability called Reprompt allows hackers to steal your data with a single click. Is this the end of Windows security? Here is why I prefer Linux.

Microsoft Copilot 1-Click HACK A new Microsoft Copilot vulnerability called Reprompt allows hackers to steal your data with a single click. Is this the end of Windows security? Here is why I prefer Linux.

David Bombal

24,617 次观看 • 8 个月前

I grew up reading histories of Microsoft like “Hard Drive” and “Show Stopper”. So it was a treat for me to host Satya Nadella at the Cheeky Pint pub to talk about lessons from the 1980s and 1990s, how Satya runs Microsoft as a CEO, and his thoughts on agentic commerce transforming internet shopping. Timestamps 00:00 AI adoption in the enterprise 08:58 How Satya runs Microsoft 14:51 New UIs 21:49 Microsoft tackling the early internet 27:03 Are we in a bubble? 32:40 Data sovereignty 39:10 Microsoft Excel 43:26 Agentic commerce 54:10 AI brand loyalty 01:01:09 Product bundling 01:09:42 Microsoft’s culture 01:13:36 The law of very large companies 01:17:33 What’s in the water in Hyderabad?

John Collison

114,606 次观看 • 10 个月前

Microsoft CEO, Satya Nadella: “At Microsoft, more than 60% of our code is already written by AI agents. We are planning to scale it to 2–20 million agents, all running in a loop.” In this 1-hour talk, Microsoft’s CEO discusses the future of agentic AI with the LinkedIn founder. Watch it today, then read how to build a self-improving agentic system in the article below.

Microsoft CEO, Satya Nadella: “At Microsoft, more than 60% of our code is already written by AI agents. We are planning to scale it to 2–20 million agents, all running in a loop.” In this 1-hour talk, Microsoft’s CEO discusses the future of agentic AI with the LinkedIn founder. Watch it today, then read how to build a self-improving agentic system in the article below.

Movez

134,134 次观看 • 2 个月前

Out of all the things we do I think this is very important. Not the best news for lovely Atlas but we'll make him as happy as he has ever been. I don't think he could be any happier right now and thats all that matters. A longer watch but I hope a very uplifting video ❤️

Out of all the things we do I think this is very important. Not the best news for lovely Atlas but we'll make him as happy as he has ever been. I don't think he could be any happier right now and thats all that matters. A longer watch but I hope a very uplifting video ❤️

Niall Harbison

87,283 次观看 • 6 个月前

Satya Nadella explains how he knew Amazon had not already won the cloud: 1. Sorting which markets can be won by one company is the whole job. Nadella calls being very good at understanding what are winner take all markets and what are not winner take all markets, in some sense, everything. He puts it above the technology calls he had just been describing. 2. The people telling you it is over will be credible. Nadella says that in the early days when he was getting into Azure, Amazon had a pretty significant lead, and people and investors would come to him and say, oh, it's game over, you'll never make it, Amazon's, it's winner take all. He was hearing this while committing Microsoft's money to the buildout. 3. Use the last market you competed in as evidence. Nadella says that having competed against Oracle and IBM in client server, he knew that the buyers will not tolerate winner take all. His answer to the investors came out of a market he had already lived through, not out of a forecast about this one. 4. Look at who signs the check, because that is what decides it. Nadella says structurally hyperscale will never be a winner take all because buyers are smart. When the buyer is a corporation, an enterprise, an IT department, they will want multiple suppliers, and he says consumer markets are the ones that can sometimes go winner take all. 5. Aim to be one of the suppliers they keep. Nadella's instruction is that you got to be one of the multiple suppliers. Azure did not have to displace Amazon to be worth the money, which is why the investors' framing was the wrong test. 6. Expect a free version of a closed product to appear and hold its price down. Nadella says one of the big lessons from Windows was that a closed source operating system gets a complement that is open source, and he calls that a real check on what happens. He expects the same in models: a few closed ones, and an open source alternative that makes sure the closed source winner take all is mitigated. 7. Expect governments to act once the technology matters enough. Nadella says that if this thing is really as powerful as people make it out to be, the state is not going to sit around and wait for private companies. He counts that as a third reason the category does not settle on one owner. Nadella grants the other side on the same tape. He says consumer categories can still concentrate through network effects, and he points at ChatGPT as an at scale consumer property with real escape velocity, sitting in the App Store top five whenever he looks, using an early advantage to build an app advantage. In the enterprise he expects different winners by category. What makes this usable is that he was paying for the answer while investors told him he was wrong. He looked at who the buyer was, remembered that Oracle and IBM never got to be the only supplier either, and kept funding Azure on that reading. The test only works where buyers are professionals who protect their own bargaining power, and Nadella says plainly that consumers do not behave that way. Satya Nadella Satya Nadella, Dwarkesh Podcast, February 2025

Satya Nadella explains how he knew Amazon had not already won the cloud: 1. Sorting which markets can be won by one company is the whole job. Nadella calls being very good at understanding what are winner take all markets and what are not winner take all markets, in some sense, everything. He puts it above the technology calls he had just been describing. 2. The people telling you it is over will be credible. Nadella says that in the early days when he was getting into Azure, Amazon had a pretty significant lead, and people and investors would come to him and say, oh, it's game over, you'll never make it, Amazon's, it's winner take all. He was hearing this while committing Microsoft's money to the buildout. 3. Use the last market you competed in as evidence. Nadella says that having competed against Oracle and IBM in client server, he knew that the buyers will not tolerate winner take all. His answer to the investors came out of a market he had already lived through, not out of a forecast about this one. 4. Look at who signs the check, because that is what decides it. Nadella says structurally hyperscale will never be a winner take all because buyers are smart. When the buyer is a corporation, an enterprise, an IT department, they will want multiple suppliers, and he says consumer markets are the ones that can sometimes go winner take all. 5. Aim to be one of the suppliers they keep. Nadella's instruction is that you got to be one of the multiple suppliers. Azure did not have to displace Amazon to be worth the money, which is why the investors' framing was the wrong test. 6. Expect a free version of a closed product to appear and hold its price down. Nadella says one of the big lessons from Windows was that a closed source operating system gets a complement that is open source, and he calls that a real check on what happens. He expects the same in models: a few closed ones, and an open source alternative that makes sure the closed source winner take all is mitigated. 7. Expect governments to act once the technology matters enough. Nadella says that if this thing is really as powerful as people make it out to be, the state is not going to sit around and wait for private companies. He counts that as a third reason the category does not settle on one owner. Nadella grants the other side on the same tape. He says consumer categories can still concentrate through network effects, and he points at ChatGPT as an at scale consumer property with real escape velocity, sitting in the App Store top five whenever he looks, using an early advantage to build an app advantage. In the enterprise he expects different winners by category. What makes this usable is that he was paying for the answer while investors told him he was wrong. He looked at who the buyer was, remembered that Oracle and IBM never got to be the only supplier either, and kept funding Azure on that reading. The test only works where buyers are professionals who protect their own bargaining power, and Nadella says plainly that consumers do not behave that way. Satya Nadella Satya Nadella, Dwarkesh Podcast, February 2025

Andrej Drats

53,551 次观看 • 1 个月前

Satya Nadella talks about Microsoft’s new AI strategy. Asks “if you’re [only] a consumer of foundation models…how can you create enterprise value?” In his view, companies should combine their internal IP and tacit knowledge with an AI “hill-climbing machine” (reinforcement learning, custom evals) that is model agnostic. Obviously, he positions Microsoft as a partner because they have already gone through that process (namely by diversifying AI efforts away from only OpenAI). “We built a multi-tenant SaaS application,” Nadella says. “We can turn that into a multi-tenant hill climbing service where the data and the environment and the models and the traces and the outcomes are owned by the company.”

Satya Nadella talks about Microsoft’s new AI strategy. Asks “if you’re [only] a consumer of foundation models…how can you create enterprise value?” In his view, companies should combine their internal IP and tacit knowledge with an AI “hill-climbing machine” (reinforcement learning, custom evals) that is model agnostic. Obviously, he positions Microsoft as a partner because they have already gone through that process (namely by diversifying AI efforts away from only OpenAI). “We built a multi-tenant SaaS application,” Nadella says. “We can turn that into a multi-tenant hill climbing service where the data and the environment and the models and the traces and the outcomes are owned by the company.”

Bearly AI

139,960 次观看 • 2 个月前

Microsoft makes software for humans doing work. Office and 365 generate ~$100B in revenue/year. I asked Satya Nadella, what will happen to Microsoft as we move towards a world where AIs, not humans, are doing all the knowledge work? An interesting back and forth.

Microsoft makes software for humans doing work. Office and 365 generate ~$100B in revenue/year. I asked Satya Nadella, what will happen to Microsoft as we move towards a world where AIs, not humans, are doing all the knowledge work? An interesting back and forth.

Dwarkesh Patel

241,573 次观看 • 10 个月前

SemiAnalysis' Fabricated Knowledge thinks something weird and existential is going on with Microsoft and AI. "Microsoft's not in the race. Where are they? They're getting owned." "It's a skill issue. Clearly something is going on. Honestly, the thing that makes me most bearish is the fact that Satya is like 'I'm not the CEO, I'm the product manager of Copilot. Because I'm so boned if I don't get this figured out.'" "You can argue that it's now existential. He's decided, 'Hey, my CEO job is getting this one thing right, otherwise we're screwed.' That is kind of worrying." "I think [Microsoft has] the most to lose."

SemiAnalysis' Fabricated Knowledge thinks something weird and existential is going on with Microsoft and AI. "Microsoft's not in the race. Where are they? They're getting owned." "It's a skill issue. Clearly something is going on. Honestly, the thing that makes me most bearish is the fact that Satya is like 'I'm not the CEO, I'm the product manager of Copilot. Because I'm so boned if I don't get this figured out.'" "You can argue that it's now existential. He's decided, 'Hey, my CEO job is getting this one thing right, otherwise we're screwed.' That is kind of worrying." "I think [Microsoft has] the most to lose."

TBPN

79,770 次观看 • 7 个月前

"If you talked to a coder and told them, 'I'm going to take away GitHub Copilot and the agentic coding capabilities,' they'd be like, 'I refuse to work in this environment.'" "It's just inhumane, almost." President of Business & Industry Copilot at Microsoft Charles Lamanna: "The same type of thing is going to happen for all information work, all office work." "Nine months from now, if you went to somebody and said, 'We're going to take away your agentic tools like Copilot Cowork,' they'd be like, 'No way, I'm not going to go back to the old way of working.'" "There's a degree of inevitability because the benefit is so large and there's such strong pull from the end users."

"If you talked to a coder and told them, 'I'm going to take away GitHub Copilot and the agentic coding capabilities,' they'd be like, 'I refuse to work in this environment.'" "It's just inhumane, almost." President of Business & Industry Copilot at Microsoft Charles Lamanna: "The same type of thing is going to happen for all information work, all office work." "Nine months from now, if you went to somebody and said, 'We're going to take away your agentic tools like Copilot Cowork,' they'd be like, 'No way, I'm not going to go back to the old way of working.'" "There's a degree of inevitability because the benefit is so large and there's such strong pull from the end users."

TBPN

108,464 次观看 • 6 个月前

Satya Nadella was asked why Microsoft, with a $175 billion AI budget, still doesn't have a frontier model. Satya Nadella: "We are well on our way building our MAI models our goal is to basically hill climb from the bottom, by the way, not distilling anything." "My advice is more like use all but be independent of all. I would pull out a model and see whether I can retain the eval. If I can't, that means you really are dependent on something that may or may not be yours." "If you're a hyperscaler, you're not a supplier to two model companies, that's not a business we need more." "I worked on Windows interrupt with Unix first. In fact, it was counterintuitive, right ? We used to think, oh my god, this means we'll be less used, except we were more used we were able to penetrate the enterprise primarily because we did that interrupt work." If owning the infrastructure layer was the Microsoft plan and winning move, why is the same company now racing to build its own frontier model ?

Satya Nadella was asked why Microsoft, with a $175 billion AI budget, still doesn't have a frontier model. Satya Nadella: "We are well on our way building our MAI models our goal is to basically hill climb from the bottom, by the way, not distilling anything." "My advice is more like use all but be independent of all. I would pull out a model and see whether I can retain the eval. If I can't, that means you really are dependent on something that may or may not be yours." "If you're a hyperscaler, you're not a supplier to two model companies, that's not a business we need more." "I worked on Windows interrupt with Unix first. In fact, it was counterintuitive, right ? We used to think, oh my god, this means we'll be less used, except we were more used we were able to penetrate the enterprise primarily because we did that interrupt work." If owning the infrastructure layer was the Microsoft plan and winning move, why is the same company now racing to build its own frontier model ?

Vikram M

712,353 次观看 • 11 天前

As we approach Super Bowl weekend, we're thrilled to be a part of the festivities for the first time in four years, and to celebrate the transformative power of AI and Microsoft Copilot with a new Super Bowl ad. We’re also rolling out a new Copilot experience at and a new Copilot mobile app on iOS and Android. You will see a fresh new streamlined look, powerful new image creation and Designer powered features – such as inline edit – and a new homepage with a carousel of prompts to get you started. Learn more and watch the ad here:

As we approach Super Bowl weekend, we're thrilled to be a part of the festivities for the first time in four years, and to celebrate the transformative power of AI and Microsoft Copilot with a new Super Bowl ad. We’re also rolling out a new Copilot experience at and a new Copilot mobile app on iOS and Android. You will see a fresh new streamlined look, powerful new image creation and Designer powered features – such as inline edit – and a new homepage with a carousel of prompts to get you started. Learn more and watch the ad here:

Yusuf Mehdi

117,748 次观看 • 2 年前

Microsoft CEO Satya Nadella gives the wake-up call the AI industry needs: "I think we are way too self-obsessed as an industry. 'Look at us, how glorious we are.' And then we go off. That, I think, is what’s not working. Because I think the real world wants to know a couple of things: One is that this is technology that they can use for their benefit, they can control, they can have an economic future. These data centers that may be coming to their communities are actually going to create economic surplus... it has to be real for them. Any amount that I say or any one of us say is not good enough anymore, I feel."

Microsoft CEO Satya Nadella gives the wake-up call the AI industry needs: "I think we are way too self-obsessed as an industry. 'Look at us, how glorious we are.' And then we go off. That, I think, is what’s not working. Because I think the real world wants to know a couple of things: One is that this is technology that they can use for their benefit, they can control, they can have an economic future. These data centers that may be coming to their communities are actually going to create economic surplus... it has to be real for them. Any amount that I say or any one of us say is not good enough anymore, I feel."

Alex Heath

46,600 次观看 • 2 天前

Satya Nadella on Copilot, the AI backlash, and Microsoft’s future Satya Nadella thinks AI agents will create a market “orders of magnitude” bigger than the cloud. I recently sat down with him in Seattle for the unveiling of the new Copilot. We discuss Autopilot, Microsoft's new OpenClaw-based agent that can work on your behalf, and why he thinks newer AI models are finally capable of delivering on more of Copilot’s promise. Nadella also has a blunt assessment of the AI industry: “We are way too self-obsessed.” I ask him why the industry has struggled to explain its benefits and what it will take to earn people’s trust. We get into his concerns about agents acting deceptively, when a safety problem should stop a release, and why he doesn’t want AI oversight to become a “cartel-like arrangement.” We also discuss Microsoft’s relationship with OpenAI, the models Microsoft is building itself, and why Nadella wants investors to think about its apps, agents, and infrastructure as one connected business. He explains how he uses AI to track Microsoft’s capital spending, shares his vision for “unmetered intelligence” on Windows, and gives an update on Xbox’s path back to growth. Timestamps: 00:00 The race for AI agents 07:53 Copilot’s next chapter 11:50 Autopilot and the digital teammate 16:50 How Microsoft prices AI 19:48 Why Microsoft is betting on multiple models 23:18 Measuring AGI through economic growth 28:39 The economics of Microsoft’s AI build-out 32:13 OpenAI and Microsoft’s own models 35:27 AI safety, control, and regulation 43:53 Why the AI industry is losing public trust 46:59 The future of Xbox and Windows 50:34 Microsoft’s biggest risk and opportunity Thanks to the show's premier sponsors: Mercury, Granola, and Atlassian.

Satya Nadella on Copilot, the AI backlash, and Microsoft’s future Satya Nadella thinks AI agents will create a market “orders of magnitude” bigger than the cloud. I recently sat down with him in Seattle for the unveiling of the new Copilot. We discuss Autopilot, Microsoft's new OpenClaw-based agent that can work on your behalf, and why he thinks newer AI models are finally capable of delivering on more of Copilot’s promise. Nadella also has a blunt assessment of the AI industry: “We are way too self-obsessed.” I ask him why the industry has struggled to explain its benefits and what it will take to earn people’s trust. We get into his concerns about agents acting deceptively, when a safety problem should stop a release, and why he doesn’t want AI oversight to become a “cartel-like arrangement.” We also discuss Microsoft’s relationship with OpenAI, the models Microsoft is building itself, and why Nadella wants investors to think about its apps, agents, and infrastructure as one connected business. He explains how he uses AI to track Microsoft’s capital spending, shares his vision for “unmetered intelligence” on Windows, and gives an update on Xbox’s path back to growth. Timestamps: 00:00 The race for AI agents 07:53 Copilot’s next chapter 11:50 Autopilot and the digital teammate 16:50 How Microsoft prices AI 19:48 Why Microsoft is betting on multiple models 23:18 Measuring AGI through economic growth 28:39 The economics of Microsoft’s AI build-out 32:13 OpenAI and Microsoft’s own models 35:27 AI safety, control, and regulation 43:53 Why the AI industry is losing public trust 46:59 The future of Xbox and Windows 50:34 Microsoft’s biggest risk and opportunity Thanks to the show's premier sponsors: Mercury, Granola, and Atlassian.

Alex Heath

186,411 次观看 • 2 天前

🚨 do you understand what just happened to Microsoft.. - They spent $13 billion on OpenAI. - Branded Copilot on every product they own. - Teams, Word, Excel, GitHub, Outlook, Windows itself. The result: fewer than 4.5% of 450 million Microsoft 365 users actually pay for it. So the fix is - another Copilot app.. → GitHub Copilot: separate app → Copilot Chat: separate app → Copilot Cowork: separate app → New "Autopilot": separate app → Super app to combine all of them: new separate app Internal slogan: "Delivering one Copilot" Meanwhile GitHub Copilot - the one product that actually works - is getting eaten alive by Cursor, Claude Code, and Grok Build. Microsoft didn't build too little AI. They built too much, in too many places, for too few people to care.

🚨 do you understand what just happened to Microsoft.. - They spent $13 billion on OpenAI. - Branded Copilot on every product they own. - Teams, Word, Excel, GitHub, Outlook, Windows itself. The result: fewer than 4.5% of 450 million Microsoft 365 users actually pay for it. So the fix is - another Copilot app.. → GitHub Copilot: separate app → Copilot Chat: separate app → Copilot Cowork: separate app → New "Autopilot": separate app → Super app to combine all of them: new separate app Internal slogan: "Delivering one Copilot" Meanwhile GitHub Copilot - the one product that actually works - is getting eaten alive by Cursor, Claude Code, and Grok Build. Microsoft didn't build too little AI. They built too much, in too many places, for too few people to care.

Kursakov

31,262 次观看 • 4 个月前

Science, tech, art, all in one. To build a wearable that fixes your focus. Designing a new wearable form factor is fun, but comes with unprecedented challenges. All explained below: the story of building hardware that delivers what the science promises, looks beautiful, and fits into your daily life. Learn more:

Science, tech, art, all in one. To build a wearable that fixes your focus. Designing a new wearable form factor is fun, but comes with unprecedented challenges. All explained below: the story of building hardware that delivers what the science promises, looks beautiful, and fits into your daily life. Learn more:

Dhawal Jain

38,922 次观看 • 3 个月前

OpenAI and Microsoft broke up. The impact of this is massive and I don't think enough people understand why. Put a lot of time into tracking the history of the deal to help you all understand 🫡

OpenAI and Microsoft broke up. The impact of this is massive and I don't think enough people understand why. Put a lot of time into tracking the history of the deal to help you all understand 🫡

Theo - t3.gg

50,879 次观看 • 4 个月前