Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

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_sp's profile picture

Dwarkesh Patel

237,489 subscribers

241,573 Aufrufe • vor 10 Monaten •via X (Twitter)

Nachrichten & PolitikBildungWissenschaft & Technologie
LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

Satya Nadella says the future of work is macro delegation and micro steering Instead of doing the work, humans will assign tasks to agents and manage the exceptions through a "new inbox" built for AI coordination, not email "human agency is going to be very much part of it"
1:28

Satya Nadella says the future of work is macro delegation and micro steering Instead of doing the work, humans will assign tasks to agents and manage the exceptions through a "new inbox" built for AI coordination, not email "human agency is going to be very much part of it"

Haider.

128,078 Aufrufe • vor 10 Monaten

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
1:54

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 Aufrufe • vor 3 Tagen

Balaji Srinivasan on taking the L to set up for the W: "Before Satya Nadella took over Microsoft, it was losing on mobile to iOS and Android." "He took the L... and he said, 'You know what? Linux is there. Linux is not going to go away.'" "We're going to run Linux on Microsoft hardware." "Mobile is not going away and nobody's installing the Microsoft mobile OS." "So we're going to allow Word and PowerPoint and Excel to run on iOS and Android devices." "And... the browser isn't going away. So we're going to make Office 365 work in the cloud." "Because he took the L, Satya set Microsoft up for the W." Balaji with Peter McCormack 🏴‍☠️🇬🇧🇮🇪
1:10

Balaji Srinivasan on taking the L to set up for the W: "Before Satya Nadella took over Microsoft, it was losing on mobile to iOS and Android." "He took the L... and he said, 'You know what? Linux is there. Linux is not going to go away.'" "We're going to run Linux on Microsoft hardware." "Mobile is not going away and nobody's installing the Microsoft mobile OS." "So we're going to allow Word and PowerPoint and Excel to run on iOS and Android devices." "And... the browser isn't going away. So we're going to make Office 365 work in the cloud." "Because he took the L, Satya set Microsoft up for the W." Balaji with Peter McCormack 🏴‍☠️🇬🇧🇮🇪

a16z

152,169 Aufrufe • vor 6 Monaten

LIVE from Davos: Satya Nadella joins the Besties! 🚨 Satya Nadella sits down with @jason and David Sacks from the main stage at USA House! -- Future of AI copilots and agents: how white collar work will change -- Scaling revenue and profits with flat headcount -- Views on diffusion and having the US AI stack win globally -- Foundation model concerns?: OpenAI's IP, will open-source win? -- SaaS adoption in the age of AI (0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic (12:39) Views on diffusion, how the US tech stack can win globally (19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model? (26:08) What enterprise software adoption looks like in the age of AI
31:59

LIVE from Davos: Satya Nadella joins the Besties! 🚨 Satya Nadella sits down with @jason and David Sacks from the main stage at USA House! -- Future of AI copilots and agents: how white collar work will change -- Scaling revenue and profits with flat headcount -- Views on diffusion and having the US AI stack win globally -- Foundation model concerns?: OpenAI's IP, will open-source win? -- SaaS adoption in the age of AI (0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic (12:39) Views on diffusion, how the US tech stack can win globally (19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model? (26:08) What enterprise software adoption looks like in the age of AI

The All-In Podcast

860,370 Aufrufe • vor 8 Monaten

Generative AI has the potential to revolutionize everything companies do. Together with Microsoft we are launching the Siemens Industrial Copilot, an AI powered assistant to supercharge collaboration between humans and machines. Across industries these will boost innovation, speed up code development and tackle the shortage of skilled labor. Already our customer Schaeffler is using our innovation to write software for industrial automation systems like robots. In this video, Satya and I talk about the partnership that created the copilots and discuss technology’s potential to revolutionize the way companies design, develop, manufacture, and operate – starting today! #AI #ArtificialIntelligence #GenerativeAI #Digitalization Satya Nadella Scott Guthrie Cedrik Neike Microsoft Cloud Siemens Schaeffler Group
8:47

Generative AI has the potential to revolutionize everything companies do. Together with Microsoft we are launching the Siemens Industrial Copilot, an AI powered assistant to supercharge collaboration between humans and machines. Across industries these will boost innovation, speed up code development and tackle the shortage of skilled labor. Already our customer Schaeffler is using our innovation to write software for industrial automation systems like robots. In this video, Satya and I talk about the partnership that created the copilots and discuss technology’s potential to revolutionize the way companies design, develop, manufacture, and operate – starting today! #AI #ArtificialIntelligence #GenerativeAI #Digitalization Satya Nadella Scott Guthrie Cedrik Neike Microsoft Cloud Siemens Schaeffler Group

Roland Busch

25,322 Aufrufe • vor 2 Jahren

We cancelled our entire SaaS stack and started running our business with AI agents. Now, we’re building Toyo to help other founders do the same. We're pleased to announce $4.3M in funding from Frontline Ventures, Inovia Capital, Philipp Moehring - tiny.vc, and angels from Amazon, Microsoft, and Cloudflare. For decades software was built for humans to operate. That world is over. We're building for one where agents do the work, while humans direct.
0:33

We cancelled our entire SaaS stack and started running our business with AI agents. Now, we’re building Toyo to help other founders do the same. We're pleased to announce $4.3M in funding from Frontline Ventures, Inovia Capital, Philipp Moehring - tiny.vc, and angels from Amazon, Microsoft, and Cloudflare. For decades software was built for humans to operate. That world is over. We're building for one where agents do the work, while humans direct.

Damien C. Tanner

426,323 Aufrufe • vor 7 Monaten

Microsoft invented the knowledge worker to sell more office software. That's not a conspiracy theory. That's what happened. Bill Gates vision was simple: put a PC on every desk. Not to make computing beautiful (that was Steve Jobs). Just to sell more software. Word. Excel. Email. People went to tutorials to learn these tools. Then companies made them the price of admission for employment. The entire concept of an office career was a sales strategy. Now AI is replacing the very work Microsoft created. And maybe that's not a bad thing. Because sitting in a cubicle using Excel was never how humans were supposed to find purpose. The most curious people have the most fulfilling lives. Not the richest. Not the smartest. The whole knowledge economy was built to sell software. What happens when the software sells itself?
2:19

Microsoft invented the knowledge worker to sell more office software. That's not a conspiracy theory. That's what happened. Bill Gates vision was simple: put a PC on every desk. Not to make computing beautiful (that was Steve Jobs). Just to sell more software. Word. Excel. Email. People went to tutorials to learn these tools. Then companies made them the price of admission for employment. The entire concept of an office career was a sales strategy. Now AI is replacing the very work Microsoft created. And maybe that's not a bad thing. Because sitting in a cubicle using Excel was never how humans were supposed to find purpose. The most curious people have the most fulfilling lives. Not the richest. Not the smartest. The whole knowledge economy was built to sell software. What happens when the software sells itself?

Shruti

12,976 Aufrufe • vor 2 Monaten

Satya Nadella says that when Microsoft put a billion dollars into OpenAI in 2019, everybody thought the money was being burned: "Who would have thought in 2019 that there is a smart idea to go put a billion dollars?" "Everybody thought we were just burning a billion dollars." "It turns out some of these things when they work, they are celebrated and when they don't work, nobody knows about it." "The thing that we were obsessed about and Bill, in particular, was obsessed about was natural language." "When the OpenAI team started pivoting from what, at that time, they were doing a lot more RL and what have you, interestingly enough, they switched to natural language and scaling laws. And that's when we sort of picked it up." What triggered the billion dollars was a research team changing what it worked on. Microsoft had been asking whether AI could break through on natural language since the early days of Microsoft Research, so when OpenAI moved off reinforcement learning onto language and scaling laws, the company already knew what it was looking at. - Satya Nadella (Satya Nadella), Chairman and CEO of Microsoft (Microsoft), on the OMR Podcast in March 2026.
0:49

Satya Nadella says that when Microsoft put a billion dollars into OpenAI in 2019, everybody thought the money was being burned: "Who would have thought in 2019 that there is a smart idea to go put a billion dollars?" "Everybody thought we were just burning a billion dollars." "It turns out some of these things when they work, they are celebrated and when they don't work, nobody knows about it." "The thing that we were obsessed about and Bill, in particular, was obsessed about was natural language." "When the OpenAI team started pivoting from what, at that time, they were doing a lot more RL and what have you, interestingly enough, they switched to natural language and scaling laws. And that's when we sort of picked it up." What triggered the billion dollars was a research team changing what it worked on. Microsoft had been asking whether AI could break through on natural language since the early days of Microsoft Research, so when OpenAI moved off reinforcement learning onto language and scaling laws, the company already knew what it was looking at. - Satya Nadella (Satya Nadella), Chairman and CEO of Microsoft (Microsoft), on the OMR Podcast in March 2026.

Karl Mehta

26,966 Aufrufe • vor 1 Monat

I challenged the MSFT Excel World Champion to a battle. AI beat humans at Chess, then Go. But those are games We built an agent to surpass humans on the most important app in the history of work Meet Shortcut: The Excel AI Agent Comment SATYA and I'll send you free credits
3:22

I challenged the MSFT Excel World Champion to a battle. AI beat humans at Chess, then Go. But those are games We built an agent to surpass humans on the most important app in the history of work Meet Shortcut: The Excel AI Agent Comment SATYA and I'll send you free credits

nico

194,175 Aufrufe • vor 2 Monaten

We heard you wanted a collaborator, not just a starting point. Microsoft 365 Copilot in Word can now work alongside you to rewrite and restructure right in the doc.
0:48

We heard you wanted a collaborator, not just a starting point. Microsoft 365 Copilot in Word can now work alongside you to rewrite and restructure right in the doc.

Microsoft 365

16,921 Aufrufe • vor 5 Monaten

This is not what humans look like. Humans don't sound like this. Humans are not supposed to wish the death of others as an ideology. This is what a sick religion looks like. And this is it as we see a danger for all of humanity, not just for Israel. ~ 🇮🇱 daniel @daniel02667
0:26

This is not what humans look like. Humans don't sound like this. Humans are not supposed to wish the death of others as an ideology. This is what a sick religion looks like. And this is it as we see a danger for all of humanity, not just for Israel. ~ 🇮🇱 daniel @daniel02667

Imtiaz Mahmood

461,248 Aufrufe • vor 2 Jahren

“A telltale sign of if it’s a bubble would be if all we are talking about are the tech firms." Microsoft CEO Satya Nadella hasn’t often spoken about fears of an AI bubble, but at the World Economic Forum in Davos, he offered a fix to the productivity dilemma.
1:42

“A telltale sign of if it’s a bubble would be if all we are talking about are the tech firms." Microsoft CEO Satya Nadella hasn’t often spoken about fears of an AI bubble, but at the World Economic Forum in Davos, he offered a fix to the productivity dilemma.

FORTUNE

16,307 Aufrufe • vor 8 Monaten

I miss Charlie Kirk. One of the most amazing things I had the privilege of doing was this… he was changing the world for the betterment of us all. What has happened is such a shame and just says so much about where we are. I hope we can start to do better as humans. 🥲❤️
1:24

Sensitive content

I miss Charlie Kirk. One of the most amazing things I had the privilege of doing was this… he was changing the world for the betterment of us all. What has happened is such a shame and just says so much about where we are. I hope we can start to do better as humans. 🥲❤️

Buck Angel® Transsexual

38,062 Aufrufe • vor 1 Jahr

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 ?
3:41

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 Aufrufe • vor 11 Tagen

Elon Musk: “AI and robots will replace all jobs.” Mustafa Suleyman, Microsoft: Most white-collar work “will be fully automated" in 12-18 months. Dario Amodei, Anthropic: AI is a “general labor substitute for humans.” Congress must act NOW to protect American workers.
1:54

Elon Musk: “AI and robots will replace all jobs.” Mustafa Suleyman, Microsoft: Most white-collar work “will be fully automated" in 12-18 months. Dario Amodei, Anthropic: AI is a “general labor substitute for humans.” Congress must act NOW to protect American workers.

Bernie Sanders

716,364 Aufrufe • vor 4 Monaten