(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella

(1:31) Future of AI copilots and agents, impact on white collar work

(8:01) How Microsoft has scaled revenue and profits with flat headcount

(10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic

(12:39) Views on diffusion, how the US tech stack can win globally

(19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model?

(26:08) What SaaS adoption looks like in the age of AI

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