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Satya Nadella pitching Microsoft’s new AI strategy with same energy as his OG job in 1993 as a Microsoft Technical Marketing Manager showing how Excel works.

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Trung Phan

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109,435 görüntüleme • 2 ay önce •via X (Twitter)

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In 1993, he was a middle manager at Microsoft giving Excel demos. 22 years later, he became the CEO. Satya Nadella on the view from the top:
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In 1993, he was a middle manager at Microsoft giving Excel demos. 22 years later, he became the CEO. Satya Nadella on the view from the top:

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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?
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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?

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Agentic AI starts with the CPU. As Satya Nadella highlighted when Microsoft announced Azure Cobalt 200 VMs in preview at #MSBuild, CPUs are foundational to this new era of AI. Built on Arm architecture, Cobalt 200 is another example of how Arm-based compute is powering what’s next for AI. Full keynote:
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Agentic AI starts with the CPU. As Satya Nadella highlighted when Microsoft announced Azure Cobalt 200 VMs in preview at #MSBuild, CPUs are foundational to this new era of AI. Built on Arm architecture, Cobalt 200 is another example of how Arm-based compute is powering what’s next for AI. Full keynote:

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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.
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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.”
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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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