Navigate Select ESC Close

Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?

2026-01-21 Entertainment
82.5k
1.7k
135
All-In Podcast
All-In Podcast
1.1m subscribers

Unlock all features

FREE: Get instant access to 10 AI summaries, chats, or transcripts per day.

Description

(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic (12:39) Views on diffusion, how the US tech stack can win globally (19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model? (26:08) What enterprise software adoption looks like in the age of AI Follow Satya: https://x.com/satyanadella Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Top Comments (10)

@SleepWise_Official 2026-01-21

Crazy what a year can do….

103 1 replies
@Luke-mb4rw 2026-01-22

The man who has done more for Linux than anyone else ever in history.

67 1 replies
@RangorkRobocop 2026-01-22

Great to see this interview Only wish David Friedberg was there to ask more thought provoking questions ;)

46 2 replies
@kiwoongpk91 2026-01-21

Took me like 4 prompts to hit “can’t help you with that request” on co-pilot Can’t ever see myself using co-pilot without some serious edge over all the other LLMs.

39 1 replies
@williamrobinsonb 2026-01-21

Put windows Legacy API over the Linux kernel you might have something.

29
@konberner170 2026-01-22

My prediction: in a fractured world, the notion of a "trusted platform" from the US or any other country cannot exist. Therefore either the entire notion of international platforms must go, or there needs to be some way to do business such that real data security across borders is possible.

6
@RightSideNews 2026-01-23

He’s done such an amazing job saving Microsoft from the depths of Balmer’s death spiral.

5
@phidroid 2026-01-22

“If you can’t explain it simply, you don’t understand it well enough” 😅

4
@abhijitharakali 2026-01-22

I pressed the "Ask" button, and asked it to give me the time stamp when Jason mentioned "Gemini". It gave me the answer which was spot on. This stuff is amazing!

3
@cyberpaw 2026-02-10

Seems like a very humble dude.. i like what he said just push 20% more for 30 years and you will get there

1

Unlock the Data Inside
Turn Videos into Knowledge

  • Get FREE 10/day: transcripts, summaries, chats
  • Chat with videos, export text & PDF
  • $1 free API credit for RAG, chatbots & research

Free forever plan • All features unlocked

App screenshot