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Dec 2024
1h 24m

Satya Nadella | BG2 w/ Bill Gurley & Bra...

BG2Pod
About this episode

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft’s CEO, Advice for CEO’s, Microsoft’s Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise AI, The Future of AI Agents, Infinite Memory, CoPilot, Microsoft’s Capital Expenditure, Open AI’s future, AI safety & more. Enjoy another episode of BG2.


Timestamps:

(00:00) Intro

(01:31) Becoming Microsoft CEO

(06:42) Satya’s Memo to CEO Committee

(10:42) Satya’s Advantage as a CEO

(11:34) Advice for CEOs

(15:01) Microsoft’s Investment in OpenAI

(19:42) AI Arms Race

(23:55) Legacy Search and Consumer AI

(28:07) The Future of AI Agents

(38:32) Near-Infinite Memory

(39:47) Copilot Approach to AI Adoption

(50:26) Leveraging AI within Microsoft

(56:03) CapX

(01:00:20) The Cost of Model Scaling and Inference

(01:15:15) Open AI Conversion to Profit

(01:18:05) Next Steps for OpenAI

(01:19:43) Open vs. Closed and Safe AI


Produced by Benny Beausoleil

Music by Yung Spielberg


Available on Apple, Spotify, www.bg2pod.com


Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod


#BillGurley #BradGerstner #Bg2Pod

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