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Open original source ↗It was absolutely amazing and surreal to get to grill Satya on his AI strategy.
He has some really good responses, but also some areas where we disagree.
See the interview below and the report we wrote up and posted today!
https://t.co/Ah1SOWVsE2
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These are the quoted author’s words.
.@satyanadella gave me and @dylan522p an exclusive tour of Fairwater 2, the most powerful AI datacenter in the world. We then chatted through Satya's vision for Microsoft in a world with AGI. 0:00:00 - Fairwater 2 0:04:15 - Business models for AGI 0:13:42 - Copilot 0:20:56 - Whose margins will expand most? 0:37:12 - MAI 0:48:42 - The hyperscale business 1:03:39 - In-house chip & OpenAI partnership 1:10:30 - The CAPEX explosion 1:16:01 - Will the world trust US companies to lead AI? Look up Dwarkesh Podcast on Youtube, Apple Podcasts or Spotify to tune in.
dwarkesh_sp ↗