Full Episode: https://youtu.be/pE3KKUKXcTM Transcript: https://www.dwarkeshpatel.com/p/dylan-jon Apple Podcasts: https://podcasts.apple.com/us/podcast/dylan-patel-jon-asianometry-how-the-semiconductor/id1516093381?i=1000671564456 Spotify: https://open.spotify.com/episode/6q1XODE2L5bqqBwe7434S7?si=seXQ6K_LQZeAV6776H6MhQ Me on Twitter: https://twitter.com/dwarkesh_sp
Full Episode: https://youtu.be/pE3KKUKXcTM Transcript: https://www.dwarkeshpatel.com/p/dylan-jon Apple Podcasts: https://podcasts.apple.com/us/podcast/dylan-patel-jon-asianometry-how-the-semiconductor/id1516093381?i=1000671564456 Spotify: https://open.spotify.com/episode/6q1XODE2L5bqqBwe7434S7?si=seXQ6K_LQZeAV6776H6MhQ Me on Twitter: https://twitter.com/dwarkesh_sp
#ai #futureofwork #futureofai #microsoft
“Don’t wait for your next job to do your best work. Think about every job you get as the most important job.” —Satya Nadella, CEO of Microsoft In 2014, Satya Nadella was appointed CEO of Microsoft, making him only the third leader in the software company's 40-year history, following Bill Gates and Steve Ballmer. Since taking over, Microsoft’s share price has tripled. Nadella spoke to students about cultivating a sense of culture and purpose, and how through relationships with others, work becomes more than transactional. Nadella was interviewed by Tara Hill, MBA ‘20, as part of View From The Top, the dean’s premier speaker series.
As part of this interview, Satya Nadella gave me and Dylan Patel (founder of SemiAnalysis) an exclusive first-look at their brand-new Fairwater 2 datacenter. Microsoft is building multiple Fairwaters, each of which has hundreds of thousands of GB200s & GB300s. Between all these interconnected buildings, they’ll have over 2 GW of total capacity. Just to give a frame of reference, even a single one of these Fairwater buildings is more powerful than any other AI datacenter that currently exists. Satya then answered a bunch of questions about how Microsoft is preparing for AGI across all layers of the stack. 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 * Transcript: https://www.dwarkesh.com/p/satya-nadella-2 * Apple Podcasts: https://podcasts.apple.com/us/podcast/satya-nadella-how-microsoft-is-preparing-for-agi/id1516093381?i=1000736461892 * Spotify: https://open.spotify.com/episode/290a568fldDQBrPhYOCZFK?si=71a120f868384ffd 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 * Labelbox produces high-quality data at massive scale, powering any capability you want your model to have. Whether you’re building a voice agent, a coding assistant, or a robotics model, Labelbox gets you the exact data you need, fast. Reach out at https://labelbox.com/dwarkesh * CodeRabbit automatically reviews and summarizes PRs so you can understand changes and catch bugs in half the time. This is helpful whether you’re coding solo, collaborating with agents, or leading a full team. To learn how CodeRabbit integrates directly into your workflow, go to https://coderabbit.ai/dwarkesh To sponsor a future episode, visit https://dwarkesh.com/advertise. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 00:00:00 - Fairwater 2 00:04:15 - Business models for AGI 00:13:42 - Copilot 00:20:56 - Whose margins will expand most? 00:37:12 - MAI 00:48:42 - The hyperscale business 01:03:39 - In-house chip & OpenAI partnership 01:10:30 - The CAPEX explosion 01:16:01 - Will the world trust US companies to lead AI?
Satya Nadella on: * Why he doesn’t believe in AGI but does believe in 10% economic growth, * Microsoft’s new topological qubit breakthrough and gaming world models, * Whether Office commoditizes LLMs or the other way around, 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 * Transcript: https://www.dwarkesh.com/p/satya-nadella * Apple Podcasts: https://podcasts.apple.com/us/podcast/satya-nadella-microsofts-agi-plan-quantum-breakthrough/id1516093381?i=1000694050135 * Spotify: https://open.spotify.com/episode/2Ru9vFJOuYKSHnxABBgAm3?si=iUhseh2VQoKU7-sThdm0Eg 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 * Scale partners with major AI labs like Meta, Google Deepmind, and OpenAI. Through Scale’s Data Foundry, labs get access to high-quality data to fuel post-training, including advanced reasoning capabilities. If you’re an AI researcher or engineer, learn about how Scale’s Data Foundry and research lab, SEAL, can help you go beyond the current frontier at https://scale.com/dwarkesh * Linear's project management tools have become the default choice for product teams at companies like Ramp, CashApp, OpenAI, and Scale. These teams use Linear so they can stay close to their products and move fast. If you’re curious why so many companies are making the switch, visit https://linear.app/dwarkesh To sponsor a future episode, visit https://www.dwarkesh.com/p/advertise 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 00:00:00 - Intro 00:05:48 - AI won't be winner-take-all 00:16:02 - World economy growing by 10% 00:22:23 - Decreasing price of intelligence 00:31:03 - Microsoft's Quantum breakthrough 00:43:35 - Microsoft's gaming world model 00:50:35 - Legal barriers to AI 00:56:30 - Getting AGI safety right 01:05:43 - 34 years at Microsoft 01:11:31 - Does Satya Nadella believe in AGI?
Satya Nadella on: * Why he doesn’t believe in AGI but does believe in 10% economic growth, * Microsoft’s new topological qubit breakthrough and gaming world models, * Whether Office commoditizes LLMs or the other way around, 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 * Transcript: https://www.dwarkesh.com/p/satya-nadella * Apple Podcasts: https://podcasts.apple.com/us/podcast/satya-nadella-microsofts-agi-plan-quantum-breakthrough/id1516093381?i=1000694050135 * Spotify: https://open.spotify.com/episode/2Ru9vFJOuYKSHnxABBgAm3?si=iUhseh2VQoKU7-sThdm0Eg 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 * Scale partners with major AI labs like Meta, Google Deepmind, and OpenAI. Through Scale’s Data Foundry, labs get access to high-quality data to fuel post-training, including advanced reasoning capabilities. If you’re an AI researcher or engineer, learn about how Scale’s Data Foundry and research lab, SEAL, can help you go beyond the current frontier at https://scale.com/dwarkesh * Linear's project management tools have become the default choice for product teams at companies like Ramp, CashApp, OpenAI, and Scale. These teams use Linear so they can stay close to their products and move fast. If you’re curious why so many companies are making the switch, visit https://linear.app/dwarkesh To sponsor a future episode, visit https://www.dwarkesh.com/p/advertise 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 00:00:00 - Intro 00:05:48 - AI won't be winner-take-all 00:16:02 - World economy growing by 10% 00:22:23 - Decreasing price of intelligence 00:31:03 - Microsoft's Quantum breakthrough 00:43:35 - Microsoft's gaming world model 00:50:35 - Legal barriers to AI 00:56:30 - Getting AGI safety right 01:05:43 - 34 years at Microsoft 01:11:31 - Does Satya Nadella believe in AGI?
A fireside with Satya Nadella on June 17, 2025 at AI Startup School in San Francisco. Satya Nadella started at Microsoft in 1992 as an engineer. Three decades later, he’s now Chairman & CEO, navigating the company through one of the most profound technological shifts yet: the rise of AI. In this conversation, he shares how Microsoft is thinking about this moment— from the infrastructure needed to train frontier models, to the social permission required to use that compute. He draws parallels to the early PC and internet eras, breaks down what makes a great team, and reflects on what he’d build if he were starting his career today. Apply to Y Combinator: https://ycombinator.com/apply Work at a startup: https://workatastartup.com Chapters: 01:06 - AI's Role in Microsoft's Strategy 02:07 - Platform Shifts and Economic Growth 03:56 - Building the Next Generation of Apps 07:25 - Energy Consumption and Social Responsibility 10:46 - Transforming Knowledge Work with AI 15:38 - The Future of AI and Algorithmic Breakthroughs 17:47 - AI as a Tool, Not a Replacement 21:10 - The Role of Design and Software Engineering 30:45 - Leadership and Teamwork at Microsoft 36:16 - Quantum Computing and AI 38:31 - Advice for the Next Generation
Full Episode: https://youtu.be/4GLSzuYXh6w Read the transcript: https://www.dwarkeshpatel.com/p/satya-nadella Apple Podcasts: https://podcasts.apple.com/us/podcast/satya-nadella-microsofts-agi-plan-quantum-breakthrough/id1516093381?i=1000694050135 Spotify: https://open.spotify.com/episode/2Ru9vFJOuYKSHnxABBgAm3?si=iUhseh2VQoKU7-sThdm0Eg To sponsor a future episode, visit https://dwarkeshpatel.com/p/advertise
Full Episode: https://youtu.be/4GLSzuYXh6w Read the transcript: https://www.dwarkeshpatel.com/p/satya-nadella Apple Podcasts: https://podcasts.apple.com/us/podcast/satya-nadella-microsofts-agi-plan-quantum-breakthrough/id1516093381?i=1000694050135 Spotify: https://open.spotify.com/episode/2Ru9vFJOuYKSHnxABBgAm3?si=iUhseh2VQoKU7-sThdm0Eg To sponsor a future episode, visit https://dwarkeshpatel.com/p/advertise
Full Episode: https://youtu.be/4GLSzuYXh6w Read the transcript: https://www.dwarkeshpatel.com/p/satya-nadella Apple Podcasts: https://podcasts.apple.com/us/podcast/satya-nadella-microsofts-agi-plan-quantum-breakthrough/id1516093381?i=1000694050135 Spotify: https://open.spotify.com/episode/2Ru9vFJOuYKSHnxABBgAm3?si=iUhseh2VQoKU7-sThdm0Eg To sponsor a future episode, visit https://dwarkeshpatel.com/p/advertise
Full Episode: https://youtu.be/4GLSzuYXh6w Read the transcript: https://www.dwarkeshpatel.com/p/satya-nadella Apple Podcasts: https://podcasts.apple.com/us/podcast/satya-nadella-microsofts-agi-plan-quantum-breakthrough/id1516093381?i=1000694050135 Spotify: https://open.spotify.com/episode/2Ru9vFJOuYKSHnxABBgAm3?si=iUhseh2VQoKU7-sThdm0Eg To sponsor a future episode, visit https://dwarkeshpatel.com/p/advertise
From my conversation with Nat Friedman, former CEO of GitHub. Watch the full video here: https://www.youtube.com/watch?v=qcvMjoJdck4 Or read the transcript here: https://www.dwarkeshpatel.com/p/nat-friedman Twitter: https://twitter.com/dwarkesh_sp Apple Podcasts: https://apple.co/3oBack9 Spotify: https://spoti.fi/3S5g2YK
From my conversation with Nat Friedman, former CEO of GitHub. Watch the full video here: https://www.youtube.com/watch?v=qcvMjoJdck4 Or read the transcript here: https://www.dwarkeshpatel.com/p/nat-friedman Twitter: https://twitter.com/dwarkesh_sp Apple Podcasts: https://apple.co/3oBack9 Spotify: https://spoti.fi/3S5g2YK