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All In Interview - Davos - Satya Nadella - Recap and Notes - January 21 2026

 January 21 2026

  • Satya gave up his green card to get his wife to come to the US with him
  • AI and knowledge workers
    • Delegation
  • Evals are important for AI products
  • Bullish on AI - the pie will grow
  • You are not a platform until the revenue on top of your platform is a multiple of your revenues - h/t Bill Gates
  • Diffusion of AI is important - its not just good for the US - it means more value is created worldwide
  • Azure is Microsoft’s biggest business
    • Its all about serving tokens
  • Thinks models will be like Databases from decades ago
    • Databases didn’t remain just SQL, you got document dbs, NoSQL dbs, open source, etc
    • Same will happen with models
  • Predicts each firm will have its own model
  • Important to keep hiring people

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