Nadella: AI makes tacit knowledge the asset firms must not leak
Microsoft CEO Satya Nadella, speaking with Reid Hoffman, argues that AI reshapes the firm, pitting its need for frontier capability against the risk of ceding knowledge and sovereignty.
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Nadella: alignment didn't emerge from scaling, so build zero-trust containment
Microsoft CEO Satya Nadella says alignment has not emerged from scaling, forcing a choice between trusting models and containing them, and reshaping who captures the value intelligence creates.
Nadella bets agents will dwarf cloud, if trust is earned
Microsoft's Satya Nadella argues long-running agents will expand the market far beyond cloud, but it demands new infrastructure, governance, model neutrality, and public trust.