Wall Street Breakfast

AI boosting CEO productivity now

5 snips
Dec 22, 2025
Microsoft's Satya Nadella is getting hands-on with AI as competition ramps up, attending meetings to steer engineers' efforts. Meanwhile, Larry Ellison has backed Paramount's bold bid for Warner with a massive investment. In global news, Cuba faces dire economic challenges tied to its reliance on Venezuelan oil. Lastly, a lighthearted look at 2026 predictions reveals some humorous and surprising forecasts about the future of technology and finance.
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INSIGHT

CEO Intensity Drives Product Momentum

  • Satya Nadella is deeply hands-on with Microsoft's AI teams, pushing for faster, higher-quality product work.
  • Analysts like Dan Ives expect this focus to drive underestimated Azure and enterprise AI growth into 2026.
ANECDOTE

Nadella Calls Out Copilot Shortfalls

  • Nadella emailed engineering leaders criticizing Copilot's Gmail and Outlook connections after comparing to Google's Gemini.
  • He also runs weekly hour-long meetings grilling engineers and issuing directives on post-training consolidation.
INSIGHT

Ellison's Personal Guarantee Shakes Up Bid

  • Larry Ellison personally guaranteed $40.4 billion for Paramount Skydance's Warner bid to reassure financing concerns.
  • This high-profile backing underscores how founder capital can alter merger negotiations quickly.
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