All-In with Chamath, Jason, Sacks & Friedberg · 2026-09-15 · 37 min · 6,587 words

Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI

Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio

He has generated $250 billion with a B in market value from Microsoft. Dati Nadella, chairman and CEO of Microsoft. Since you've been the CEO three and a half years, the stock is up about uh, I guess it's about 120%. I'm good for my $80 billion. I'm going to spend $80 billion building out Azure.

Maybe after the Industrial Revolution, this is the biggest thing. That's our goal with our frontier model. Our model should be the best model that they can use as a base. We create technology. technology so that others can create more technology.

That's who we are. We're the toolmaker. Please welcome Satya Nadella. Right. Hi guy, good to see you.

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