BG2Pod with Brad Gerstner and Bill Gurley All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
2294 snips
Oct 31, 2025 
In this enlightening conversation, Satya Nadella, CEO of Microsoft, and Sam Altman, CEO of OpenAI, dive into the transformative $3 trillion AI boom. They discuss their strategic partnership, the explosive growth of Microsoft's Azure, and the ethical implications of AI in health and security. Altman shares insights on fairness in AI development, while Nadella explores how innovation can reshape productivity and job markets. Together, they envision a future where low-power devices run advanced models, paving the way for a reindustrialized America.
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Partnership Enabled The AI Leap
- The Microsoft–OpenAI partnership was decisive in enabling rapid AI progress and scale.
- Sam and Satya call it one of the great tech partnerships that unlocked capabilities neither could have done alone.
Dual Structure To Balance Mission And Capital
- OpenAI structured a nonprofit over a PBC to let the nonprofit accumulate value while the PBC raises capital.
- Sam says that structure lets the nonprofit fund public-good areas while enabling commercial scaling.
Prioritize Health And Resilience Funding
- Fund areas where market forces alone won't serve the public interest, like health and AI resilience.
- Direct initial philanthropic AI funds to health and safety to help society navigate the transition smoothly.