Satya Nadella: commitment

Transcript context

…Let's dig into the other big breakthrough you've just made. It's amazing that you have both of them coming out the same day, in your gaming world models. I'd love if you can tell me a little bit about that. We're going to call it Muse. It's going to be the model of this world action, or human action model. This is very cool. One of the things is that obviously, Dall-E and Sora have been unbelievable in what they've been able to do in terms of generative models. One thing that we wanted to go after was using gameplay data. Can you actually generate games that are both consistent and then have the ability to generate the diversity of what that game represents, and then are persistent to user mods? That's what this is. They were able to work with one of our game studios, and this is the other publication in Nature. The cool thing is what I'm excited about is bringing--we're going to have a catalog of games soon that we will start using these models, or we're going to train these models to generate, and then start playing them. In fact, when Phil Spencer first showed it to me, he had an Xbox controller and this model basically took the input and generated the output based on the input. And it was consistent with the game. That to me is a massive moment of “wow”. It's kind of like the first time we saw ChatGPT complete sentences, or Dall-E draw, or Sora. This is one such moment. I got a chance to see some of the videos in the real-time demo this morning with your lead researcher Katja on this. Only once I talked to her did it really hit me how incredible this is, in the sense that we've used AI in the past to model agents, and just using that same technique to model the world around the agent gives consistent real-time – we'll superimpose videos of what this looks like atop this podcast so people can get a chance to see it for themselves. I guess it'll be out by then, so they can also watch it there. This in itself is incredible. You, through your span as CEO, have invested tens of hundreds of billions of dollars in building up Microsoft Gaming and acquiring IP. In retrospect, if you can just merge all of this data into one big model that can give you this experience of visiting and going through multiple worlds at the same time, and if this is the direction gaming is headed, it seems like a pretty good investment to have made. Did you have any premonition about this?…

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