Evidence receipt / prediction
Published · transcript-backedSatya Nadella: prediction
19 Feb 2025 Dwarkesh Podcast Satya Nadella — Microsoft’s AGI plan & quantum breakthrough
“One is the hyperscalers that do well, because the fundamental thing is if you sort of go back to even how Sam and others describe it, if intelligence is log of compute, whoever can do lots of compute is a big winner.”
Source trail
Everything needed to verify it.
- Speaker
- Satya Nadella
- Attribution
- Verified speaker
- Claim type
- prediction
- Recorded
- 19 Feb 2025
- Publisher
- Dwarkesh Podcast
Transcript context
…Where is the value going to be created in AI? That's a great one. So I think there are two places where I can say with some confidence. One is the hyperscalers that do well, because the fundamental thing is if you sort of go back to even how Sam and others describe it, if intelligence is log of compute, whoever can do lots of compute is a big winner. The other interesting thing is, if you look at underneath even any AI workload, like take ChatGPT, it's not like everybody's excited about what's happening on the GPU side, it's great. In fact, I think of my fleet even as a ratio of the AI accelerator to storage, to compute. And at scale, you've got to grow it. Yeah.…
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