Nadella won’t call it a bubble. He’ll only say how it ends badly.
Fareed Zakaria opened with the question everyone is circling. Are we in an AI bubble, and has it begun to deflate? OpenAI has promised to spend hundreds of billions while making a fraction of that, he noted. The maths does not add up. Nadella did not push back. He reframed the question as a test […]<br /> This story continues at The Next Web [...]
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Satya Nadella warns that AI could hollow out entire industries, echoing the damage done by globalization
Microsoft CEO Satya Nadella published a sweeping essay on Sunday laying out what he describes as the defining economic challenge of the AI era: the risk that a handful of frontier models will absorb t [...]
What enterprises can take away from Microsoft CEO Satya Nadella's shareholder letter
One of the leading architects of the current generative AI boom — Microsoft CEO Satya Nadella, famed for having the software giant take an early investment in OpenAI (and later saying he was "g [...]
Stop calling it 'The AI bubble': It's actually multiple bubbles, each with a different expiration date
It’s the question on everyone’s minds and lips: Are we in an AI bubble?It's the wrong question. The real question is: Which AI bubble are we in, and when will each one burst?The debate over w [...]
Microsoft launches new in-house AI models it says cut costs up to 89% versus OpenAI
Microsoft AI released two new in-house models into public preview on Wednesday — MAI-Image-2.5-Pro, its highest-fidelity image generator to date, and MAI-Voice-2-Flash, a speech model built for high [...]
The limits of bubble thinking: How AI breaks every historical analogy
It’s always the same story: A new technology appears and everyone starts talking about how it’ll change everything. Then capital rushes in, companies form overnight, and valuations climb faster th [...]
Nadella quietly dismantled Microsoft’s leadership structure. The SLT that ran the company for decades is gone.
Satya Nadella has dismantled the senior leadership structure that ran Microsoft for decades. The company “quietly retired what’s known as the SLT,” a person close to the CEO told Business Inside [...]
Satya Nadella publicly torches a VP's plan to make Microsoft's AI agent deliberately addictive
Microsoft CEO Satya Nadella has sharply criticized an internal memo proposing to make users "addicted" to the company's new AI agent Scout. "Not sure who is writing and leaking thi [...]