Satya Nadella

Their best minutes

• 6:18

  BG2

  Compute demand depends on price, and a glut will come

  Satya Nadella & Sam Altman

  15:12of 1:14:21 · Oct 31
• 3:43

  BG2

  Why Microsoft built a fungible fleet and said no to OpenAI

  Satya Nadella & Sam Altman

  42:32of 1:14:21 · Oct 31
• 3:18

  BG2

  SaaS will survive AI if it is low ARPU and high usage

  Satya Nadella & Sam Altman

  53:32of 1:14:21 · Oct 31