Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI

He's generated $250,000,000,000 with a b in market value for Microsoft. Dottie Nadella, chairman and CEO of Microsoft. Since you've been the CEO three and a half years, the stock is up about I guess it's about a 120%. I'm good for my 80,000,000,000. I'm going to spend $80,000,000,000 building out Azure. Maybe after the industrial revolution, this is the biggest thing. That's our goal with our frontier model. Our model should be the best model that they can use as a base. We create technology so that others can create more technology. That's who we are. We're a toolmaker. Please welcome Satya Nadella. Alright. My guy, good to see you. Good morning, guys. How are you? Thanks for joining us. Crazy weekend, but here we are. Do we need to pace the frontier? So let's start with the common sense part first, which is we should do what it takes to build stuff that serves humanity first, and is in human control. You know, it's kinda crazy that we have to start with that level of common sense, but I think it's a good place. Then when I think about pacing whatever, the first thing that at least I believe is the broad diffusion of this technology is the most critical thing. Because the benefits of this tech showing up everywhere is really what it's all about. Right? So at the end of the day, if you sort of say serving humanity, let it actually reach humanity Right. In ways that it serves humanity. And that means you've got to have choice, you have to have competition, you have to have all kinds of business models, whether they're open weights, close weights, what have you. Then the other aspect I think that is not talked about when we talk about control is actually the control that, for example, customers have, enterprises or businesses have around this technology. Because sometimes this is so opaque. Right? I want my privacy. I wanna be able to embed my knowledge in a set of weights I control. I want to see all of the COT, that's being generated. I wanna use it to do fine tuning of my own models. My IP shouldn't leak. So there's an entire body of things that nobody's talking about as much, which is, my I really wanna make sure that this tech is in my control. Then we get to what is I think a real issue of safety, and we should take it seriously. Which is we should take all the time we want to test things. In fact, I love this idea of having third party testers. Oh wow, I grew up in a company that's always done testing. So it's novel that we should say, wow. They're having embedded third party testers. Right. Why not? It's a great idea. In fact, the only thing I would say is we should avoid like these, you know, cozy arrangements of who's testing what, who has access …