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Satya Nadella

CEO · Microsoft

Claims
47
Episodes
3
Shows
2
Named items
1

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Deep Research

“I think when I use something like Deep Research, even, the minimum assurance I think we want is before we especially have physical embodiment of anything, that I think is kind of one of those thresholds, when you cross.”

Dwarkesh Podcast · 19 Feb 2025

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What Satya said.

13 transcript-backed records

01 / evaluation

Now what I think we underestimated perhaps is the real-world complexity of deploying these so that they actually deliver the value in the real world, right?

“Now what I think we underestimated perhaps is the real-world complexity of deploying these so that they actually deliver the value in the real world, right?”
Speaker
Satya Nadella
Publisher
Latent Space

02 / evaluation

But we’re not doing typing, we’re doing knowledge work. So that, to me, I think is it, right, which is whether it’s Microsoft or whether it’s any organization, is to give ourselves permission to do new types of metacognition, meta work, using these new tools to change the outputs that matter, uh, and then really make the impossible possible.

“But we’re not doing typing, we’re doing knowledge work. So that, to me, I think is it, right, which is whether it’s Microsoft or whether it’s any organization, is to give ourselves permission to do new types of metacognition, meta work, using these new tools to change the outputs that matter, uh, and then really make the impossible possible.”
Speaker
Satya Nadella
Publisher
Latent Space

03 / evaluation

Starting with pre-training, uh, with very good data quality, uh, doing all the ablations, making sure because in, in some sense it’s becoming even harder to build a clean lineage model just because there’s so much stuff out there, uh, that you truly need to ablate out to be able to have a fantastic [00:03:00] pre-trained model.

“Starting with pre-training, uh, with very good data quality, uh, doing all the ablations, making sure because in, in some sense it’s becoming even harder to build a clean lineage model just because there’s so much stuff out there, uh, that you truly need to ablate out to be able to have a fantastic [00:03:00] pre-trained model.”
Speaker
Satya Nadella
Publisher
Latent Space

04 / evaluation

In a fully agentic world. But that said, one of the things that we are starting to see, we started seeing with co-work, but even some of the work we, we showed with auto com- uh, um, autopilot Right on what you see with claws is a good one because if you sort of think about a lot of human capital is doing the glue work, right?

“In a fully agentic world. But that said, one of the things that we are starting to see, we started seeing with co-work, but even some of the work we, we showed with auto com- uh, um, autopilot Right on what you see with claws is a good one because if you sort of think about a lot of human capital is doing the glue work, right?”
Speaker
Satya Nadella
Publisher
Latent Space

07 / evaluation

Uh, and then you’re feeding it with very rich context because that’s sort of the other hard lesson we have learned in the last two years is, oh my God, the amount of work you need to do to prep the context layer, uh, such that your plan can execute in the most efficient way is where the magic is.

“Uh, and then you’re feeding it with very rich context because that’s sort of the other hard lesson we have learned in the last two years is, oh my God, the amount of work you need to do to prep the context layer, uh, such that your plan can execute in the most efficient way is where the magic is.”
Speaker
Satya Nadella
Publisher
Latent Space

08 / evaluation

During the transition from server to cloud, one of the questions we used to ask ourselves is, “Oh my God, if all we did was just basically move the same users who were using our Office licenses and our Office servers at the time to the cloud, and we had COGS, this is going to not only shrink our margins but we’ll be fundamentally a less profitable company.

“During the transition from server to cloud, one of the questions we used to ask ourselves is, “Oh my God, if all we did was just basically move the same users who were using our Office licenses and our Office servers at the time to the cloud, and we had COGS, this is going to not only shrink our margins but we’ll be fundamentally a less profitable company.”
Speaker
Satya Nadella
Publisher
Dwarkesh Podcast

09 / evaluation

That's one of the reasons why even the disclosure on the inference revenue... It's interesting that not many people are talking about their real revenue, but to me, that is important as a governor for how you think about it.

“That's one of the reasons why even the disclosure on the inference revenue... It's interesting that not many people are talking about their real revenue, but to me, that is important as a governor for how you think about it.”
Speaker
Satya Nadella
Publisher
Dwarkesh Podcast

10 / evaluation

Except, of course, we missed what turned out to be the biggest business model on the web, because we all assumed the web is all about being distributed, who would have thought that search would be the biggest winner in organizing the web?

“Except, of course, we missed what turned out to be the biggest business model on the web, because we all assumed the web is all about being distributed, who would have thought that search would be the biggest winner in organizing the web?”
Speaker
Satya Nadella
Publisher
Dwarkesh Podcast

12 / evaluation

Is there a business even in hyperscale?” And it turns out there is a real business, just because of the know-how of running, in the case of Azure, the world's computing of 60-plus regions with all the compute.

“Is there a business even in hyperscale?” And it turns out there is a real business, just because of the know-how of running, in the case of Azure, the world's computing of 60-plus regions with all the compute.”
Speaker
Satya Nadella
Publisher
Dwarkesh Podcast

13 / evaluation

Except once we started putting servers in the cloud, suddenly people started consuming more because they could buy it cheaper, and it was elastic, and they could buy it as a meter versus a license, and it completely expanded.

“Except once we started putting servers in the cloud, suddenly people started consuming more because they could buy it cheaper, and it was elastic, and they could buy it as a meter versus a license, and it completely expanded.”
Speaker
Satya Nadella
Publisher
Dwarkesh Podcast
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