Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

(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 SaaS adoption looks like in the age of AI

Follow Satya:

https://x.com/satyanadella

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

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