All-In with Chamath, Jason, Sacks & Friedberg Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos
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Jan 21, 2026 
Satya Nadella, CEO of Microsoft and a key player in the tech industry's AI transformation, shares insights from Davos. He explores the evolution of AI copilots and autonomous agents, emphasizing their potential to reshape white-collar work. Nadella discusses the fierce competition in the AI landscape, reflecting on Microsoft's strategic partnership with OpenAI and the importance of local models. He also predicts a rich ecosystem of AI solutions, with both top-down and bottom-up adoption driving enterprise change.
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Green Card Tradeoff To Reunite With Spouse
- Satya Nadella described giving up his green card to get an H1 so his wife could join him in the U.S.
- He framed it as a workaround through the complex U.S. immigration system in the 1990s.
Multiple AI Form Factors Will Coexist
- Nadella mapped coding's evolution from next-edit suggestions to chat, actions, and autonomous agents as a microcosm for knowledge work.
- He argued knowledge workers will mix multiple AI form factors rather than adopt a single one.
Compose Copilots Into Existing Workflows
- Integrate copilots with broader workflows by connecting repos, specs, meetings, and co-pilots for consistency.
- Use skills or servers to call into a worker's co-pilot so agents compose across tasks.