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Back to 20VC: Satya Nadella on Open vs Closed Models: Who Wins | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation: From Chips to Models and More, with Satya Nadella.

What Is Satya Nadella Most Excited About?

Satya Nadella is most excited about a general purpose technology spreading and diffusing throughout the world faster than anything else, and throughout all sectors of the economy. He hopes the spread brings a real shift in the frontier of global growth, where everyone gets lifted rather than a count of winners and losers.

He has been looking forward to a technology even at that level of power. People say the technology is not just another general purpose technology. His hope is that it still diffuses unlike anything else. The hope has been his dream. His father was a development economist, and the work was always about convergence growth: when the global south gets something that suddenly boosts growth. He hopes the technology is the boost.

Grokipedia·Satya Nadella

Transcript

20VC: Satya Nadella on Open vs Closed Models: Who Wins | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation: From Chips to Models and More ·

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

More from this episode

  1. What Is Microsoft's Trust System for AI Agents?Satya Nadella says Microsoft Agent 365, with perception, is the trust system Microsoft built for AI agents.
  2. Who Wins Between Open and Closed AI Models?Satya Nadella says most AI token use becomes a commodity that may be open weights or cheap closed models, while a market for frontier models remains.
  3. Why Should a Company Own Its Own Intelligence?Satya Nadella says a company should own its own intelligence so the knowledge it builds with AI stays at the firm instead of leaking to the model company.
  4. Will One Company Own the Full AI Stack?Satya Nadella says one company owning the model, the app tier, and the silicon is unlikely.

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