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 [...]

Microsoft CEO Satya Nadella says AI models "are getting commoditized"

As language models mature, Microsoft CEO Satya Nadella sees them becoming commodities. The shift marks a shift in how companies approach AI development, with systems integration and product developmen [...]

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 [...]

Microsoft CEO Satya Nadella admits he's a token-maxer, too: "It's addictive"

Microsoft CEO Satya Nadella is warning against "token-maxing," throwing the most powerful AI models at every problem. Frontier models shouldn't be wasted on everyday tasks, he says. The [...]

Microsoft CEO Satya Nadella warns rivals about chasing low-margin AI compute

Microsoft CEO Satya Nadella is drawing a clear line between his company’s approach to AI and cloud and that of competitors like Oracle.<br /> The article Microsoft CEO Satya Nadella warns riva [...]

Microsoft CEO Satya Nadella promises a completely new Microsoft

Microsoft CEO Satya Nadella has declared that Microsoft will become a completely new company, effective immediately.<br /> The article Microsoft CEO Satya Nadella promises a completely new Micro [...]

Microsoft CEO Satya Nadella warns of "a small number of AI systems capturing all the economic returns"

Microsoft CEO Satya Nadella wants companies to build "token capital" alongside human capital, meaning their own AI capabilities built on internal data and proprietary learning loops. Without [...]

Microsoft CEO Satya Nadella says AI success is "more about getting intense users and intense usage" than seat counts

Microsoft is posting record profits and strong cloud growth, but just like Google, the company is saying little about how its generative AI business is actually performing.<br /> The article Mic [...]