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

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Manage episode 520035360 series 3672576
Content provided by Stripe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stripe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

Links

Timestamps

(00:00) AI adoption in the enterprise
(07:47) How Satya runs Microsoft

(13:45) New UIs

(20:44) Microsoft tackling the early internet

(25:58) Are we in a bubble?

(31:35) Data sovereignty

(38:10) Excel

(42:01) Agentic commerce

(52:45) AI brand loyalty

(59:44) Product bundling

(01:08:18) Microsoft’s culture

(01:12:12) The law of very large companies

(01:16:20) What’s in the water in Hyderabad?

  continue reading

21 episodes

Artwork
iconShare
 
Manage episode 520035360 series 3672576
Content provided by Stripe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stripe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

Links

Timestamps

(00:00) AI adoption in the enterprise
(07:47) How Satya runs Microsoft

(13:45) New UIs

(20:44) Microsoft tackling the early internet

(25:58) Are we in a bubble?

(31:35) Data sovereignty

(38:10) Excel

(42:01) Agentic commerce

(52:45) AI brand loyalty

(59:44) Product bundling

(01:08:18) Microsoft’s culture

(01:12:12) The law of very large companies

(01:16:20) What’s in the water in Hyderabad?

  continue reading

21 episodes

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