MD MEETS Microsoft CEO Satya Nadella: AI Boom, Energy Battle & His Complicated Alliance with Sam Altman
11 snips
Nov 29, 2025 
Satya Nadella, CEO of Microsoft, is a trailblazer in AI and cloud computing, reshaping tech landscapes. He discusses the explosive growth of AI and the urgent energy challenges of data centers. Nadella shares insights on the intrinsic nature of LLMs and the need for sustainable innovation. He emphasizes the importance of leadership skills in the AI era, and what sets successful companies apart. The conversation also touches on Microsoft's partnership with OpenAI, the future of energy in tech, and the competitive landscape in Europe.
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Scaling Laws Fueled The LLM Breakthrough
- Scaling laws applied to large language models produced breakthroughs like GitHub Copilot and ChatGPT that felt like completing thoughts at speed.
- Nadella argues compute (or log of compute) correlates with intelligence but needs more efficient cognitive-core breakthroughs.
Copilot Was The First 'Wow' Moment
- GitHub Copilot demonstrated code-completion that felt like completing a developer's thoughts and was a pivotal 'wow' moment.
- Nadella recalls that Copilot arrived before ChatGPT and convinced him of AI's practical power.
The Missing Cognitive Core
- Current models mix pattern recognition with stored knowledge but lack a separable cognitive core like human learning.
- Separating knowledge from a learned algorithmic core could make AI far more efficient and brain-like.
