Q&A with Microsoft CEO Satya Nadella and CTO Kevin Scott on Copilot+ PCs, delivering a consistent experience, OpenAI, integration vs. modularization, and more
This week we have two Stratechery Interviews: the first is with Microsoft CEO Satya Nadella, and the second is with Microsoft CTO Kevin Scott. X: @modestproposal1 , @modestproposal1 , @modestproposal1 , and @modestproposal1 X: @modestproposal1 : Ben Thompson: “how do you feel confident about all the spend?” Kevin Scott: “lol, GPUs go brrr” ok fine “The demand for all of these AI products and services is so high right now that we are just doing crazy things to make sure we've got enough compute to fulfill the demand” [image] @modestproposal1 : Mark Murphy asks: “re: foundation models do you expect we're going to see some convergence in capabilities or do you suspect... we're going to see sustained performance differential” Alysa Taylor, heavily cribbing from AWS: “We don't believe there is one model to rule them all” [image] @modestproposal1 : Asked about vertical integration in AI, Nadella says “I'm more of the believer in the horizontal specialization”. More importantly, he goes on: “So I think any enterprise application, really what they're most excited about is models-as-a-service”. [image] @modestproposal1 : Two very good, deep interviews on how Microsoft is strategically positioning itself. It's great for all of us that they make their senior execs available and that Ben is such a good questioner.