Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more
As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.
Source: the clause that rescinds Microsoft's access to OpenAI's most powerful tech if OpenAI develops AGI remains part of their new deal, but has been modified
The start-up reached a tentative deal with Microsoft, its biggest investor, and said it would give a $100 billion stake to the nonprofit that manages it.
Sources: Microsoft is in advanced talks to land a deal that could give it ongoing access to critical OpenAI tech even if OpenAI reaches its goal of building AGI
Tell us how AI is shaping your news experience. Share your feedback — Microsoft Corp. is in advanced talks to land a deal …
AIUC, which offers enterprises insurance policies and audits for AI agents, emerges from stealth with a $15M seed led by Nat Friedman at NFDG
Insurance Unlocks Secure AI Progress We're navigating a tightrope as Superintelligence nears. Sourcery with Molly O'Shea on YouTube : Nat Friedman Leads $15M in Superintelligence Insurance Company | A...
Sources on the key Microsoft-OpenAI clause: OpenAI decides when it hits AGI and “sufficient AGI”, able to make $100B+ in profit, and Microsoft can't build AGI
A key clause in Microsoft and OpenAI's deal embodies the raging divide between AGI true believers and those who think it's still a long ways off.
Sources: Microsoft is pushing to remove the AGI clause from its OpenAI contract, which lets OpenAI limit Microsoft's access to its IP once its systems reach AGI
Silicon Valley is at odds over whether AI can reach and exceed humanlike intelligence, a milestone with major implications …
A look at the tech industry's lack of consensus on what AGI or ASI is, whether LLMs are the best path, and what the tech might look like if or when it arrives
It has been tipped as the next big breakthrough out of Silicon Valley, but is it a scientific goal — or a marketing buzzword? Bluesky: @jjaron . X: @starcourse Bluesky: Jacob Aron / @jjaron : Brillian...
Q&A with Satya Nadella on Microsoft's AGI plan, the quantum breakthrough with Majorana 1, how Muse will change gaming, AI's legal barriers, AI safety, and more
Also that's not what “quantum” means. Ed Zitron / @edzitron.com : So this is a really weird interview on many different levels. — But one thing I'd really start worrying about is that the CEO of Mic...
The OpenAI-led Stargate announcement only mentioned Microsoft as a tech partner, but Microsoft is poised to benefit from the JV by offloading AI computing costs
Despite OpenAI Backing Ryan Browne / CNBC : From Musk to Nadella: Trump's $500 billion AI project stirs drama among the biggest names in tech Eleanor Pringle / Fortune : Satya Nadella says he's ‘good ...
A look at The Stargate Project: unanswered questions, PR wins, SoftBank only has ~$30B cash, many projects are old news, and Elon Musk trolled the announcement
$500B in CapEx for AI in the US feels like a good thing for US security and for AI's continued progress in capabilities. Google's entire capex in 2024 was $50B. This is a hard amount of money to actua...