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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All In Podcast Episode 271 Recap and Notes May 1 2026

May 1 2026 Fun with names OpenAI revenue and growth issues Apparently missed user target, revenue targets (internal) Reported issues between Altman and Friar - prompted joint statement maybe They are almost trading at the price equal to their spending commitments On the other hand, GPT-5.5 is doing very well and it seems their compute commitments may be saving the day for the coding use case in Enterprise The key chokepoint is power - they don’t have enough to get tokens out Too much red tape 40% of data center jobs have been canceled recently - why won’t that negative trend continue? This will benefit the Hyperscalers - Oracle, Microsoft, Meta, Google, Amazon This could help Elon with xAI/SpaceX/Cursor 4 : 2 : 1 typical market share of a mature market Cool MIT paper shows we could reduce inference cost by 10x with no loss of accuracy This could increase usage Maybe Google has cut into OpenAI’s consumer market share Clearly these compan...

What's your favourite Iron Maiden song?

Part of the NWOBHM ( ignoramuses can go ahead and google that :P ), Iron Maiden have rocked for a long time, with many brilliant compositions (yes compositions, as intricately crafted as any symphony you philistines - the cadence of mcbrain's drums, the richness of dickinson's voice, steve harris's incomparable lyrics and I will stop before waxing lyrical about the guitars of Dave Murray, Adrian Smith and Janick Gers....man!). So what is your favourite Iron Maiden song? I ask because frankly I don't think I have one, and I doubt if its possible for me to single any one out. (get it -- "single"? I use it while referring to songs? mmmpff :D, k, never mind) (wrt the inaugural blog post which was in keeping with the spirit of this webpage, I thought I might as well clear the air regarding the only thing meaningful in the whole piece - the title )

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