Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

Contenido proporcionado por BG2Pod. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente BG2Pod o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

26d ago 1:24:41

MP3•Episodio en casa

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft’s CEO, Advice for CEO’s, Microsoft’s Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise AI, The Future of AI Agents, Infinite Memory, CoPilot, Microsoft’s Capital Expenditure, Open AI’s future, AI safety & more. Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(01:31) Becoming Microsoft CEO

(06:42) Satya’s Memo to CEO Committee

(10:42) Satya’s Advantage as a CEO

(11:34) Advice for CEOs

(15:01) Microsoft’s Investment in OpenAI

(19:42) AI Arms Race

(23:55) Legacy Search and Consumer AI

(28:07) The Future of AI Agents

(38:32) Near-Infinite Memory

(39:47) Copilot Approach to AI Adoption

(50:26) Leveraging AI within Microsoft

(56:03) CapX

(01:00:20) The Cost of Model Scaling and Inference

(01:15:15) Open AI Conversion to Profit

(01:18:05) Next Steps for OpenAI

(01:19:43) Open vs. Closed and Safe AI

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

#BillGurley #BradGerstner #Bg2Pod

23 episodios

#Tech #BG2Pod