Y Combinator Startup Podcast Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs
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Jun 25, 2025 
Satya Nadella, Chairman and CEO of Microsoft, shares his insights on navigating the rise of AI. He discusses how AI is reshaping technology and the economy, emphasizing its transformative potential in fields like app development and software engineering. Nadella explores the interplay between quantum computing and AI, focusing on advancements that could revolutionize various industries. He reflects on the importance of ambition and collaboration within teams, encouraging future leaders to innovate boldly, drawing inspiration from his own career at Microsoft.
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AI Platform Compounding Effect
- AI platforms compound on previous generations like the cloud, enabling faster diffusion and innovation.
- Each platform shift introduces new workloads and demands a rethinking of system software and infrastructure.
Models as Foundational Layer
- Models are like SQL, serving as a foundational layer for building products.
- The integration of models with tooling enables creation of sophisticated applications.
Product Feedback Loop is Key
- The real product innovation occurs in the product’s feedback loop and data path.
- Data from user interaction post-trains models and refines tool selection dynamically.