40:30Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs
Satya Nadella describes AI as a tool and a new platform built on cloud infrastructure, with value measured by the economic and social benefits it creates. He argues that useful AI products need more than a model: they need application layers, tools, memory, entitlements, and feedback loops that connect models to real work. He sees organizational change and workflow redesign as major barriers to adoption, while AI could reduce routine work in fields such as healthcare, education, and software engineering. He also discusses Microsoft’s Copilot, the future role of software engineers, and the company’s quantum computing research.
