Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom

Описание: Satya Nadella, CEO of Microsoft, sits down with John to discuss the diffusion of AI inside the enterprise. He explains why “all your data at your fingertips” is the evergreen pitch, why this AI CapEx cycle is different from the .com bubble, and his vision for "agentic commerce". They also cover Microsoft's product bundling strategy and how he "wanders the virtual corridors" of Teams to run the company.

Show notes
• [Read] Softwar: An Intimate Portrait of Larry Ellison and Oracle, Matthew Symonds | https://www.amazon.com/Softwar-Intima...
• [Try] Superwhisper | https://superwhisper.com/
• [Read] The Internet Tidal Wave, Bill Gates | http://news.bbc.co.uk/1/shared/bsp/hi...

Full transcript on Substack: https://cheekypint.substack.com/p/sat...

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Key moments
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 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?