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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...

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139,960 görüntüleme • 3 ay önce •via X (Twitter)

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Microsoft CEO Satya Nadella's new interivew: Explains how the next AI moat will not be the model you use, but the learning loop only your company can run. He is really asking what happens to the firm when intelligence becomes something you can rent. For a century, companies protected value through people, processes, data, routines, customer memory, and the tacit knowledge buried in daily operations. Foundation models threaten to flatten that advantage because the same general intelligence can be used by everyone. Nadella’s answer is that firms need their own “hill climbing machine,” a private loop where models learn from company-specific tasks, traces, evaluations, and outcomes. That means the real asset is not just the model. The asset is the environment that keeps improving the model in ways competitors cannot copy. Private evals become strategic memory. Workflow traces become training signal. Human judgment becomes a way to steer compounding, not just correct mistakes. This also reframes AI adoption: a company that only consumes a foundation model may gain productivity, but it may leak the deeper value of its operating knowledge. A company that builds a disciplined learning loop can turn everyday work into accumulating IP. The future firm may therefore be measured by how well it converts its unique activity into durable model improvement. The frontier will not belong only to whoever owns the largest model. It will belong to whoever owns the best loop. ---- From "Stanford Online" YouTube channel, (link in comment)
1:30

Microsoft CEO Satya Nadella's new interivew: Explains how the next AI moat will not be the model you use, but the learning loop only your company can run. He is really asking what happens to the firm when intelligence becomes something you can rent. For a century, companies protected value through people, processes, data, routines, customer memory, and the tacit knowledge buried in daily operations. Foundation models threaten to flatten that advantage because the same general intelligence can be used by everyone. Nadella’s answer is that firms need their own “hill climbing machine,” a private loop where models learn from company-specific tasks, traces, evaluations, and outcomes. That means the real asset is not just the model. The asset is the environment that keeps improving the model in ways competitors cannot copy. Private evals become strategic memory. Workflow traces become training signal. Human judgment becomes a way to steer compounding, not just correct mistakes. This also reframes AI adoption: a company that only consumes a foundation model may gain productivity, but it may leak the deeper value of its operating knowledge. A company that builds a disciplined learning loop can turn everyday work into accumulating IP. The future firm may therefore be measured by how well it converts its unique activity into durable model improvement. The frontier will not belong only to whoever owns the largest model. It will belong to whoever owns the best loop. ---- From "Stanford Online" YouTube channel, (link in comment)

Rohan Paul

93,885 görüntüleme • 20 gün önce

Satya Nadella just clarified the Microsoft open Ai deal and the terms what they signed for Azure. Here is exactly how he breaks down the partnership How it was Essentially think of OpenAI having a PaaS business and a SaaS business. The SaaS business is ChatGPT. Their PaaS business is their API. That API is Azure exclusive. The SaaS business, they can run it anywhere. If they want a partner and that partner wants to use a stateless API, then Azure is the place where they can get the stateless API. for even that they'll have to come to Azure. For any custom agreement like that. There are some few exceptions, the US government and so on, that we made, but other than that, they'd have to come to Azure. Open Ai can host there Chat Gpt consumer app wherever they want there wish but when it comes to developers or enterprise want to build on top of Open Ai models Microsoft owned the pipeline.
3:11

Satya Nadella just clarified the Microsoft open Ai deal and the terms what they signed for Azure. Here is exactly how he breaks down the partnership How it was Essentially think of OpenAI having a PaaS business and a SaaS business. The SaaS business is ChatGPT. Their PaaS business is their API. That API is Azure exclusive. The SaaS business, they can run it anywhere. If they want a partner and that partner wants to use a stateless API, then Azure is the place where they can get the stateless API. for even that they'll have to come to Azure. For any custom agreement like that. There are some few exceptions, the US government and so on, that we made, but other than that, they'd have to come to Azure. Open Ai can host there Chat Gpt consumer app wherever they want there wish but when it comes to developers or enterprise want to build on top of Open Ai models Microsoft owned the pipeline.

Vikram M

102,664 görüntüleme • 2 ay önce

Microsoft CEO Satya Nadella on why winning against ChatGPT, Gemini, and Claude was never the goal: The Hard Fork hosts ask him directly how Microsoft plans to overtake the competition in the AI model race. His answer reframes the entire question. "Our real goal is to get everyone across the ecosystem to the frontier." Satya explains the problem with how frontier models are currently built. You hill climb, you do reinforcement learning, and then you need data. But at this point, the world has essentially saturated publicly available data. So the only way to keep scaling is to pull data from everywhere. He asks: "What if you turn that around and said no, there's a base model that has reasoning, that has the agent loop, but you can bring it into your RL. Every company." This is where his thinking gets interesting. Satya Nadella argues that the future of the firm runs on human capital and token capital together: "If the future of the firm is human capital and token capital, I want every balance sheet, every income statement in every company to have both." AI becomes a financial asset sitting on a company's books the same way its people do. And Microsoft's role in this? To provide the best possible base model. One that companies build on top of with their own data, their own context, their own weights. One they can even replace. That last part is the striking bit. Satya is explicitly building a platform where customers are free to walk away. He frames it not as a risk, but as the whole point: "I always ask the question — why does Microsoft, or why does the world need Microsoft? And if we are successful, can the world around us be successful? This, I believe, is a more sustainable way to go at it."
1:21

Microsoft CEO Satya Nadella on why winning against ChatGPT, Gemini, and Claude was never the goal: The Hard Fork hosts ask him directly how Microsoft plans to overtake the competition in the AI model race. His answer reframes the entire question. "Our real goal is to get everyone across the ecosystem to the frontier." Satya explains the problem with how frontier models are currently built. You hill climb, you do reinforcement learning, and then you need data. But at this point, the world has essentially saturated publicly available data. So the only way to keep scaling is to pull data from everywhere. He asks: "What if you turn that around and said no, there's a base model that has reasoning, that has the agent loop, but you can bring it into your RL. Every company." This is where his thinking gets interesting. Satya Nadella argues that the future of the firm runs on human capital and token capital together: "If the future of the firm is human capital and token capital, I want every balance sheet, every income statement in every company to have both." AI becomes a financial asset sitting on a company's books the same way its people do. And Microsoft's role in this? To provide the best possible base model. One that companies build on top of with their own data, their own context, their own weights. One they can even replace. That last part is the striking bit. Satya is explicitly building a platform where customers are free to walk away. He frames it not as a risk, but as the whole point: "I always ask the question — why does Microsoft, or why does the world need Microsoft? And if we are successful, can the world around us be successful? This, I believe, is a more sustainable way to go at it."

Big Brain AI

11,770 görüntüleme • 3 ay önce

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.
53:09

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

192,639 görüntüleme • 7 gün önce

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 görüntüleme • 8 ay önce

Satya Nadella reveals why every company may need its own AI model: the model becomes the new company database. "To me, a model is like the database market." "A firm should be able to take the tacit knowledge it has and embed it inside weights in a model that they control." "When somebody asks me how many models should there be, I'll say as many models as firms in the world." The contrarian part: the value may not sit in one universal frontier model. It sits in each company turning its private operating knowledge into a controlled model.
1:44

Satya Nadella reveals why every company may need its own AI model: the model becomes the new company database. "To me, a model is like the database market." "A firm should be able to take the tacit knowledge it has and embed it inside weights in a model that they control." "When somebody asks me how many models should there be, I'll say as many models as firms in the world." The contrarian part: the value may not sit in one universal frontier model. It sits in each company turning its private operating knowledge into a controlled model.

Karl Mehta

468,672 görüntüleme • 3 ay önce

The new Copilot is Microsoft’s bet that the AI race is moving from models to products. It doesn’t need to own the best model if Copilot can choose among them and keep the customer inside Microsoft. The potential secret weapon is Autopilot (what I’ve been calling Muse for Business). It knows your workflows, sits across the apps and data you already use, and keeps working even when you step away. It’s a preview of the battle to come in enterprise AI. OpenAI and Anthropic are racing from models into products. Can they build their own version of this? And can they match Microsoft on the boring-but-critical stuff: permissions, identity, auditability and control, as agents become more autonomous? My full conversation with Satya Nadella. We also talk open vs. closed models, US-China Summit, regulation and the infrastructure buildout. 00:00 Microsoft’s new Copilot 02:02 Why not just give us Autopilot? 05:18 Who pays for always-on AI? 08:06 Copilot picks the model 10:27 Chinese models and OpenAI’s lead 12:04 Competing with OpenAI and Anthropic 13:17 US–China AI talks 16:11 Does AI need new rules? 18:05 The data center backlash 20:40 Is AI being overbuilt? 23:44 Keeping humans in control
25:47

The new Copilot is Microsoft’s bet that the AI race is moving from models to products. It doesn’t need to own the best model if Copilot can choose among them and keep the customer inside Microsoft. The potential secret weapon is Autopilot (what I’ve been calling Muse for Business). It knows your workflows, sits across the apps and data you already use, and keeps working even when you step away. It’s a preview of the battle to come in enterprise AI. OpenAI and Anthropic are racing from models into products. Can they build their own version of this? And can they match Microsoft on the boring-but-critical stuff: permissions, identity, auditability and control, as agents become more autonomous? My full conversation with Satya Nadella. We also talk open vs. closed models, US-China Summit, regulation and the infrastructure buildout. 00:00 Microsoft’s new Copilot 02:02 Why not just give us Autopilot? 05:18 Who pays for always-on AI? 08:06 Copilot picks the model 10:27 Chinese models and OpenAI’s lead 12:04 Competing with OpenAI and Anthropic 13:17 US–China AI talks 16:11 Does AI need new rules? 18:05 The data center backlash 20:40 Is AI being overbuilt? 23:44 Keeping humans in control

Deirdre Bosa

341,206 görüntüleme • 7 gün önce

JD Vance just admitted the White House could take ownership of every major AI company in the US. Why? Because even governments are starting to realize the same thing: AI will create trillions in value, and at this rate, only a few Big Tech companies will benefit. Right now, billions of people are training AI every day through their data, actions, and online behavior. Yet almost all of the value flows back to a few billionaires and shareholders. That doesn't seem fair. At Action Model, we're building a different future. A people-owned AI model where those helping train it can share in the value they help create. If AI is built by the people, it should benefit the people too. Sign up to the Action Model movement and join the 500k+ users already contributing to a community-owned AI.
1:16

JD Vance just admitted the White House could take ownership of every major AI company in the US. Why? Because even governments are starting to realize the same thing: AI will create trillions in value, and at this rate, only a few Big Tech companies will benefit. Right now, billions of people are training AI every day through their data, actions, and online behavior. Yet almost all of the value flows back to a few billionaires and shareholders. That doesn't seem fair. At Action Model, we're building a different future. A people-owned AI model where those helping train it can share in the value they help create. If AI is built by the people, it should benefit the people too. Sign up to the Action Model movement and join the 500k+ users already contributing to a community-owned AI.

Action Model

20,039 görüntüleme • 3 ay önce

Your data is your edge, but only if your AI is built on it. Rent a generic model and so can your competitor. The companies with an edge are deploying custom models that they own and improve over time. Our co-founder Rhythm Garg recently stopped by to share how companies are owning their intelligence with Applied Compute.
0:24

Your data is your edge, but only if your AI is built on it. Rent a generic model and so can your competitor. The companies with an edge are deploying custom models that they own and improve over time. Our co-founder Rhythm Garg recently stopped by to share how companies are owning their intelligence with Applied Compute.

Applied Compute

119,306 görüntüleme • 4 ay önce

Jensen Huang on "distillation" On his new interview with axios, he was asked this question "Should open source model companies be allowed to distill closed models" "Distillation—learning from AI, learning from other people, and learning from other sources of knowledge, is fundamental to intelligence. We are constantly learning from other people. I am learning from you through the questions you are asking, and you are learning from me. All day long, we are learning from one another. AI also has to learn from something. The original AI models, whether they were open or closed, were trained on previously created knowledge from the internet. Now, AI is generating more content than humans. In a few more years, the internet could be 99% AI-generated content, and that content will have been created by some form of AI. As a result, AI systems will constantly be distilling knowledge and intelligence from other AI systems. The fact that AI can learn is a good thing. We want AI systems to be intelligent because a smarter AI can also be a safer AI." ---- From "Axios" YouTube channel, (full video link in comment)
1:07

Jensen Huang on "distillation" On his new interview with axios, he was asked this question "Should open source model companies be allowed to distill closed models" "Distillation—learning from AI, learning from other people, and learning from other sources of knowledge, is fundamental to intelligence. We are constantly learning from other people. I am learning from you through the questions you are asking, and you are learning from me. All day long, we are learning from one another. AI also has to learn from something. The original AI models, whether they were open or closed, were trained on previously created knowledge from the internet. Now, AI is generating more content than humans. In a few more years, the internet could be 99% AI-generated content, and that content will have been created by some form of AI. As a result, AI systems will constantly be distilling knowledge and intelligence from other AI systems. The fact that AI can learn is a good thing. We want AI systems to be intelligent because a smarter AI can also be a safer AI." ---- From "Axios" YouTube channel, (full video link in comment)

Rohan Paul

443,986 görüntüleme • 2 ay önce

An OpenAI insider just revealed why the AI race is moving so fast. Daniel Kokotajlo, a former OpenAI researcher, says the race isn't just about building better AI. It's about economic power. Whoever builds the leading AI systems could shape the next global economy. He also believes AI has the potential to dramatically improve humanity. But if that power ends up concentrated in the hands of just a few companies, the consequences could be enormous. That's why we built Action Model. A community-owned AI model where the people helping train, grow, and build the ecosystem can earn a fractional stake in the value they help create. AI is inevitable. An AI future owned by only a handful of companies isn't.
0:59

An OpenAI insider just revealed why the AI race is moving so fast. Daniel Kokotajlo, a former OpenAI researcher, says the race isn't just about building better AI. It's about economic power. Whoever builds the leading AI systems could shape the next global economy. He also believes AI has the potential to dramatically improve humanity. But if that power ends up concentrated in the hands of just a few companies, the consequences could be enormous. That's why we built Action Model. A community-owned AI model where the people helping train, grow, and build the ecosystem can earn a fractional stake in the value they help create. AI is inevitable. An AI future owned by only a handful of companies isn't.

Action Model

19,761 görüntüleme • 2 ay önce

AI artist Refik Anadol shows how images are curated, converted into data points, and then plotted into a multi-dimensional space he navigates through with a gaming controller. “This is AI dreaming this world,” he says, adding that the creation is only “in the mind of a machine.”
2:01

AI artist Refik Anadol shows how images are curated, converted into data points, and then plotted into a multi-dimensional space he navigates through with a gaming controller. “This is AI dreaming this world,” he says, adding that the creation is only “in the mind of a machine.”

60 Minutes

38,645 görüntüleme • 7 ay önce

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 görüntüleme • 1 ay önce

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

721,878 görüntüleme • 15 gün önce

Satya Nadella says the AI industry has talked so much doom that people have stopped wanting it to succeed: "All economic opportunity will go away for knowledge workers." "White-collar jobs are gone. And then you're saying, I'm excited about building that technology." "Why would anyone want you to be successful? I mean, I don't want you to be successful. I mean, this just makes no social sense." "When you have someone in a college commencement be booed because they're saying AI, it means we have now crossed over to people who don't believe us, and rightfully so." "If you're building a data center, let's make sure that that community believes that this data center is great for them. It's for their tax base, for their community efforts, their real estate value, their schools, their water use, their electricity prices." "We can't abstractly even say... there's going to be new jobs. What are the new jobs? What are the wages of the new jobs that I can now go apply for, train myself for?" Notice who is saying this. Nadella runs one of the largest AI buildouts in the world, and he is saying in public that people have stopped believing the industry, and that they are right. And his fix is specific. Name the new jobs and the wages someone can actually train for. Make the data center pencil out for the town that hosts it, in taxes, schools, water use and electricity prices residents can check for themselves. Every one of those claims can be verified or shown false. Almost nobody building AI talks this way today. - Satya Nadella (Satya Nadella), Chairman and CEO of Microsoft, on Possible with Reid Hoffman (Reid Hoffman).
1:38

Satya Nadella says the AI industry has talked so much doom that people have stopped wanting it to succeed: "All economic opportunity will go away for knowledge workers." "White-collar jobs are gone. And then you're saying, I'm excited about building that technology." "Why would anyone want you to be successful? I mean, I don't want you to be successful. I mean, this just makes no social sense." "When you have someone in a college commencement be booed because they're saying AI, it means we have now crossed over to people who don't believe us, and rightfully so." "If you're building a data center, let's make sure that that community believes that this data center is great for them. It's for their tax base, for their community efforts, their real estate value, their schools, their water use, their electricity prices." "We can't abstractly even say... there's going to be new jobs. What are the new jobs? What are the wages of the new jobs that I can now go apply for, train myself for?" Notice who is saying this. Nadella runs one of the largest AI buildouts in the world, and he is saying in public that people have stopped believing the industry, and that they are right. And his fix is specific. Name the new jobs and the wages someone can actually train for. Make the data center pencil out for the town that hosts it, in taxes, schools, water use and electricity prices residents can check for themselves. Every one of those claims can be verified or shown false. Almost nobody building AI talks this way today. - Satya Nadella (Satya Nadella), Chairman and CEO of Microsoft, on Possible with Reid Hoffman (Reid Hoffman).

Karl Mehta

40,305 görüntüleme • 2 ay önce

The biggest driver of AI compute now is real-world deployment. At NVIDIA GTC, IREN's Kent Draper, alongside Lenovo's Vlad Rozanovich, shared what they’re actually seeing on the ground from AI infrastructure demand, and the signal is coming from enterprise use. He pointed to agents, internal enterprise models, and real-world deployments as the workloads now driving demand, and explained that the challenge isn't finding customers, it’s how quickly they can build capacity to keep up. Their strategy? A vertically integrated model focused entirely on power-dense computing, which allows them to scale faster, control the environment, and deliver infrastructure purpose-built for AI rather than multi-tenant data centers trying to support dozens of different workloads.
1:06

The biggest driver of AI compute now is real-world deployment. At NVIDIA GTC, IREN's Kent Draper, alongside Lenovo's Vlad Rozanovich, shared what they’re actually seeing on the ground from AI infrastructure demand, and the signal is coming from enterprise use. He pointed to agents, internal enterprise models, and real-world deployments as the workloads now driving demand, and explained that the challenge isn't finding customers, it’s how quickly they can build capacity to keep up. Their strategy? A vertically integrated model focused entirely on power-dense computing, which allows them to scale faster, control the environment, and deliver infrastructure purpose-built for AI rather than multi-tenant data centers trying to support dozens of different workloads.

Six Five Media

7,422,478 görüntüleme • 6 ay önce

Sequoia’s Julien Bek says many of their founders are now wondering if they’re “just an iteration away” from AI labs destroying their business. He says the most defensible companies - and potentially the next trillion-dollar company - will be “a software business that masquerades as a services firm.” “If you sell tools today, you’re really in the line of sight for the models and you’re effectively competing with the next generation that they’re going to launch.” “Whereas if you sell the work, you’re actually benefiting from what the models are doing and all the billions of dollars that are going towards AI.”
1:25

Sequoia’s Julien Bek says many of their founders are now wondering if they’re “just an iteration away” from AI labs destroying their business. He says the most defensible companies - and potentially the next trillion-dollar company - will be “a software business that masquerades as a services firm.” “If you sell tools today, you’re really in the line of sight for the models and you’re effectively competing with the next generation that they’re going to launch.” “Whereas if you sell the work, you’re actually benefiting from what the models are doing and all the billions of dollars that are going towards AI.”

TBPN

684,521 görüntüleme • 6 ay önce

Satya Nadella, CEO of Microsoft, says every company now runs on two kinds of capital, and leaking one of them is a one-way door: "This economy is going to be shaped going forward by both human capital and, let's call it, this token capital. That is true for Microsoft, that is true for a new startup, that's going to be true for any bank that's been in existence for 100 years." "The interplay between human capital and token capital, and compounding the returns of it, is what you need to do." "What is the tacit knowledge of an enterprise or a firm? It's the unique ways that you're able to operate, pass judgment, have taste." "The model, in some sense, is able to extract that tacit knowledge through human trajectories, and then code it in a set of weights in a model." "Every enterprise now needs to be more mindful about that interplay of humans and their digital estate working together, those trajectories training the models that they keep as IP versus leak it." "Because if you leak it, it's a one-way door. You're done in some sense." The moat was never the data sitting in your warehouse. It was the judgment your people apply to it, and AI now turns that judgment into weights you either own or hand away. Treat your tacit knowledge like a patent, not a prompt. The firms that pipe a hundred years of taste into someone else's frontier model are trading a permanent edge for a quarter of convenience.
1:34

Satya Nadella, CEO of Microsoft, says every company now runs on two kinds of capital, and leaking one of them is a one-way door: "This economy is going to be shaped going forward by both human capital and, let's call it, this token capital. That is true for Microsoft, that is true for a new startup, that's going to be true for any bank that's been in existence for 100 years." "The interplay between human capital and token capital, and compounding the returns of it, is what you need to do." "What is the tacit knowledge of an enterprise or a firm? It's the unique ways that you're able to operate, pass judgment, have taste." "The model, in some sense, is able to extract that tacit knowledge through human trajectories, and then code it in a set of weights in a model." "Every enterprise now needs to be more mindful about that interplay of humans and their digital estate working together, those trajectories training the models that they keep as IP versus leak it." "Because if you leak it, it's a one-way door. You're done in some sense." The moat was never the data sitting in your warehouse. It was the judgment your people apply to it, and AI now turns that judgment into weights you either own or hand away. Treat your tacit knowledge like a patent, not a prompt. The firms that pipe a hundred years of taste into someone else's frontier model are trading a permanent edge for a quarter of convenience.

Karl Mehta

34,573 görüntüleme • 2 ay önce

Around 400 AI workers and students just protested outside OpenAI, Anthropic, and Google. Not because they hate AI. Because they're worried about jobs, power, and who will benefit from the trillions of dollars AI is expected to create. Here's the reality. You can't stop the AI race. But you can change who benefits from it. That's why we're building Action Model. A community-owned AI model where the people helping train AI can earn a fractional share in the value they help create. We'd rather see that value distributed across millions of ordinary people than concentrated in the hands of a few Big Tech companies and billionaires.
0:25

Around 400 AI workers and students just protested outside OpenAI, Anthropic, and Google. Not because they hate AI. Because they're worried about jobs, power, and who will benefit from the trillions of dollars AI is expected to create. Here's the reality. You can't stop the AI race. But you can change who benefits from it. That's why we're building Action Model. A community-owned AI model where the people helping train AI can earn a fractional share in the value they help create. We'd rather see that value distributed across millions of ordinary people than concentrated in the hands of a few Big Tech companies and billionaires.

Action Model

19,938 görüntüleme • 2 ay önce

Microsoft's Chief of AI just announced that AI will replace almost all white-collar jobs within 18 months. Big Tech used our data to train their AI. Now that same AI is coming for our jobs. And we get nothing in return? If AI replaces us…we should own it. That’s why we built Action Model Not another chatbot. A community-owned AI model that acts. An AI trained by the people. Owned by the people. No billionaires controlling it. No extracting value from users. No “you are the product” model. Over 150,000+ people are already earning ownership in the AI future with Action Model. You should be too.
1:46

Microsoft's Chief of AI just announced that AI will replace almost all white-collar jobs within 18 months. Big Tech used our data to train their AI. Now that same AI is coming for our jobs. And we get nothing in return? If AI replaces us…we should own it. That’s why we built Action Model Not another chatbot. A community-owned AI model that acts. An AI trained by the people. Owned by the people. No billionaires controlling it. No extracting value from users. No “you are the product” model. Over 150,000+ people are already earning ownership in the AI future with Action Model. You should be too.

Georgia | Action Model

13,266 görüntüleme • 7 ay önce