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

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 [Read] Softwar: An Intimate Portrait of Larry Ellison and Oracle, Matthew Symonds [Try] Superwhisper [Read] The Internet Tidal Wave, Bill Gates 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?