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cover of episode Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs

Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs

2025/6/25
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Y Combinator Startup Podcast
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Satya Nadella
在任近十年，通过创新和合作，成功转型并推动公司价值大幅增长。
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我认为微软是一家平台公司、产品公司和合作伙伴公司。我经历了客户端-服务器、Web互联网、移动云，现在是第四次平台转变。AI的快速普及是因为它建立在之前的平台之上，例如，没有云，我们就无法构建AI超级计算机。之前的平台是构建下一个平台的基础，抓住这一点非常重要。每次平台转变都会带来新的工作负载，平台本身也会因此被重新评估和改变。现在是系统软件的黄金时代。构建基础设施层、模型以及产品的公司都面临着巨大的机遇。AI的最终目标是推动经济增长和GDP增长，我的基准是AI是否在世界范围内创造了盈余。 我认为模型很重要，模型脚手架和工具调用也很重要，需要一个真正的应用服务器来构建复杂的应用。产品中的反馈循环和数据路径，用于进行后训练和正确的工具选择，这才是产品创造发生的地方。计算或智能是计算量的对数。计算消耗大量能源，我们需要获得使用能源的社会许可，这意味着AI的产出必须对社会有用。如果我们不能创造社会盈余和经济盈余，我们就不能消耗能源。未来五年真正的挑战是，我们需要生产出足够多的产品，在医疗、教育和生产力等领域创造巨大的价值。我们需要明确证明我们所创造的东西正在真实的统计数据中显示出来，而不仅仅是AGI或AI的基准。

Deep Dive

Chapters
This chapter explores the role of AI as a tool to empower individuals and drive economic growth. Nadella emphasizes the importance of AI's social utility and its ability to create surplus value across various sectors.
  • AI as a tool, not an anthropomorphic entity
  • Focus on creating economic surplus
  • AI's rapid diffusion due to compounding effects of platforms
  • Benchmark for AI: creating surplus value

Shownotes Transcript

A fireside with Satya Nadella on June 17, 2025 at AI Startup School in San Francisco.Satya Nadella started at Microsoft in 1992 as an engineer. Three decades later, he’s now Chairman & CEO, navigating the company through one of the most profound technological shifts yet: the rise of AI.In this conversation, he shares how Microsoft is thinking about this moment— from the infrastructure needed to train frontier models, to the social permission required to use that compute. He draws parallels to the early PC and internet eras, breaks down what makes a great team, and reflects on what he’d build if he were starting his career today.