
Nadella lays out a concrete thesis on why intelligence pricing keeps falling and why AI won't be winner-take-all, plus early signals on gaming world models (Muse) — useful framing for anyone deciding how to build on top of frontier providers.
“Us self-claiming some AGI milestone, that's just nonsensical benchmark hacking to me. The real benchmark is: the world growing at 10%.”
Satya Nadella
“Having competed against Oracle and IBM in client-server, I knew that the buyers will not tolerate winner-take-all.”
Satya Nadella
“The only thing that's going to happen with all the compute builds is the prices are going to come down.”
Satya Nadella
“I think about gaming data as perhaps, you know, what YouTube is perhaps to Google, gaming data is to Microsoft.”
Satya Nadella
“No society is going to allow for some human to say, "AI did that."”
Satya Nadella
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