Podcast appearances and mentions of Satya Nadella

Announcing the CTP for SpaceX. MahJong Craze gone wild. Goodbye to Alan Greenspan – The Maestro. Have you seen RAM prices? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Announcing the CTP for SpaceX - MahJong Craze - Goodbye to Alan Greenspan - The Maestro - Have you seen RAM prices? Markets - Economic Collapse Imminent? - Breathe is narrowing again - chips chips chips are the only play - Spacex coming back down to earth? What is that sucking sound? -- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF - Just announced - Alphabet (Google) will replace Verizon in DJIA DEDICATION: Alan Greenspan - Died Monday at age 100 Google Enters DJIA - High priced shares - Moves tech to 22% of DJIA from 17% or so - very meaningful move - Every $1 move for Google = $7 move on DJIA - Tech:  S&P 500 (~30%+), Nasdaq (~50%+) Computer Pricing - What as $2,000 a year ago for a nice desktop is not like $4,000 - Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order - Will IPOs put more money in the pocket of tech companies to buy gear at any price? Endless - SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor. - AI Compute Deal with Reflection AI - - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029. - - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX's Colossus 2 data center in Memphis, Tennessee. More SpaceX - SpaceX shares were as high as $220 post IPO. - Sharea ahve been down over the past 3 days. - Most that got in POST IPO probably bought in at about $162-$165 - Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-grade bonds for the first time. - The stock fell 16% Monday to close at $154.60, the lowest level since the company's first day of trading, pushing its three-day loss to 23% and erasing over $600 billion in value over that period. - SpaceX is seeking to raise at least $20 billion from the first bond offering to fund its artificial-intelligence ambitions. Missed Opportunity - Short the Mattress companies he said...... ----- Got squeezed out....Never to return Swing and a Miss Maybe Because this can happen... - Shares of Getty Images Holdings Inc. soared as much as 145% on Monday after it announced a licensing deal with OpenAI. - Getty said that images from its library will appear in the search and discovery features of ChatGPT, marking a key reversal for the firm. - The partnership with OpenAI could improve “licensing optics” and shift the narrative on the stock, according to analyst Mark Zgutowicz. - Getty shares were up 118% to $1.32 as of 12:44 p.m. in New York, putting them on track for the best session since July 2022. The stock had fallen about 55% this year to close at 61 cents on Thursday before the Juneteenth holiday weekend began. KOREA - SK Hynix - New #1 in South Korea: SK Hynix surpassed Samsung Electronics on Monday to become the country's most valuable listed company. - Remarkable turnaround: A striking reversal for a chipmaker that nearly collapsed under heavy debt roughly two decades ago. (CYCLES) - AI memory leader: Now the dominant supplier of high-bandwidth memory (HBM) chips powering AI systems. - Marquee customers: Key buyers include Nvidia (NVDA) and Alphabet's Google (GOOGL). - Massive 2026 rally: Shares are up more than 340% year-to-date, fueled by the global AI boom. - Market cap milestone: Valuation now exceeds both Samsung and Micron (MU). Markets Get Chopped - Questions being asked about if AI spend boom producing fast enough return - Back to earth on valuation scare - (all of a sudden?) - KOSPI down 11% - Chips getting hit - 12% for Memory ETF - MU down 9%, Intel 4%, ASML 7% RAM Prices... - Looking at some additional RAM today for some office computers .... --- ARE THEY KIDDING? RAM Prices Imminent Collapse???? - President Donald Trump said the prospect of global economic collapse was a big reason he signed an interim peace deal with Iran. - According to sources, the deal reopened the Strait of Hormuz and set in motion waivers for sanctions on Iran's oil sales to the international market, with the effect being an immediate drop in oil prices and a rise in US stocks. - The agreement has been seen as skewed in Iran's favor, giving the country broad gains before the next round of talks, and has prompted pushback and anger from Republican lawmakers. - MOU signed lat Wednesday - also now more waivers of sanctions on sale of Iranian oil - 60 day reprieve. China - Weak economic conditions - H Shares about to enter bear market - Hong Kong - Close to a technical bear market, dragged down by weak domestic consumption, a struggling property sector, and an exodus of funds fleeing "old tech" for AI plays elsewhere in Asia. - A-shares are listed in mainland China (Shanghai/Shenzhen) and primarily target domestic investors. H-shares are listed in Hong Kong and are freely available to international investors More China - Retail sales declined for the first time since December 2022, dropping 0.6% from a year earlier. - China's urban fixed-asset investment contracted 4.1% as of end-May, dragged by real estate and manufacturing. - Manufacturing fixed-asset investment contracted for the first time since December 2020. - Industrial output was the lone bright spot, rebounding from April's near three-year low. - The national unemployment rate fell to 5.1% in May, compared with 5.2% in April. Marrrr Jonggg - Mahjong can be highly addictive due to its rewarding blend of strategy, luck, and social interaction. The rapid tile-drawing, need for pattern recognition, and "just one more round" mentality trigger dopamine releases. If compulsive play disrupts your finances or daily life, it can become a behavioral addiction requiring intervention. - Tactile and Auditory Appeal: Many users on community forums like Reddit agree that the physical weight, texture, and distinct clinking sound of shuffling tiles provide soothing, sensory satisfaction. - There has been a 70% surge in mahjong content on TikTok in the past year - Yelp recently named the Chinese tile game a top trend of 2026, noting that searches for mahjong clubs surged 4,467% year over year for the period from September 2024 to August 2025 and that searches for mahjong lessons rose 819%. Alphabet - WHAT>????*&*^ - Alphabet shares slid 7%, on track for the search giant's worst day in a year. - Alphabet's Google has seen consecutive high-profile researchers leave in the last several days. - The company also has exposure to the market's concerns around commoditized AI and ballooning capital expenditures. - The share slide also came on the heels of a Sunday Wall Street Journal interview with Microsoft CEO Satya Nadella, who called for less dependence on “AI Giants” and said the AI market was commoditized. Back to Oracle - Oracle reduced workforce by 21,000 employees over past twelve months. - Cuts broader than previously disclosed, driven by artificial intelligence adoption. - Global headcount fell from 162,000 to 141,000 full-time employees year-over-year. - Workforce reductions generated $1.8 billion in restructuring costs, company reported. - Company warned AI deployment may continue resulting in workforce reductions. NVDA - Underperforming - Nvidia shares slipping recently despite remaining up about 12% in 2026. - Stock down roughly 3% past month, underperforming semiconductor peers. - SMH ETF surged 84% year-to-date, gaining 15% last month. - Traders predict Nvidia chip pricing power is beginning to decline. - Wall Street focus shifting toward memory and infrastructure AI buildout. - Micron and Sandisk shares jumped nearly 60% over past month. Gloom and Doom - JCD sent interesting take from Chris Bloomstran - Traditionally asset light companies with all sorts of revenue, high margins now.... ---- Converting into asset heavy with no real understanding of what the profitability or even revue will be in the future ----- Here are the highlights of his commentary we can explre: ------------AI buildout shifting markets from asset-light toward capital-intensive infrastructure cycle - Hyperscaler capex surge reflects move into heavy, long-duration asset base - Massive capital requirements challenge economics versus prior asset-light models - Depreciation burden rising sharply as infrastructure scales across AI ecosystem - Returns depend on utilization of expensive, long-lived physical compute assets - Asset-heavy cycles historically lead to overbuild, weak returns, eventual consolidation - Infrastructure spending absorbing nearly all operating cash flow for hyperscalers - Off-balance-sheet financing masking true scale of capital intensity shift - AI economics hinge more on physical capacity than software-driven scalability - Echoes of past asset-heavy booms with eventual oversupply and value destruction Amazon Day - Today - June 26th - US consumers will spend $26.3 billion online at Amazon and other retailers during the four-day sale, up 9% from last year's event in July, according to Adobe Inc. - About 201 million Amazon shoppers in the US were Prime subscribers as of March, up about 3% from a year earlier - Amazon will capture about 60% of all US online spending during Prime Day, its highest market share since 2019, according to estimates from EMarketer Inc. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. FedEx Earnings - FedEx posted strong fiscal fourth-quarter earnings on Tuesday in the company's last quarter that included the freight business before its spin off. - FedEx Freight spun off into a separate publicly traded company on June 1. - The company said it saw a 3% year-over-year increase in domestic volume. - Stock down 6% A/H   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); ANNOUNCING the THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

In this episode of Tank Talks, recorded live at the Global Startups Conference, Matt Cohen and John Ruffolo take the stage for a wide-ranging conversation on the future of Canada's innovation economy, the AI infrastructure race, and why this moment feels different, even if John still refuses to fully believe “this time is different.” The conversation opens with SpaceX's historic IPO, massive valuation hype, and the question of whether public market demand can support a new wave of AI and frontier tech giants like OpenAI and Anthropic.Matt and John then dig into one of the biggest strategic questions facing founders today: should startups build on top of frontier AI models, or will those platforms eventually come for their margins? John draws a sharp comparison to Hootsuite's dependence on social media APIs, warning founders not to build businesses where a monopolistic platform can eventually “come calling.” From LLM unit economics and inference costs to local models, edge compute, AI sovereignty, and Canada's weak position in the full AI stack, this episode breaks down why real moats may come from deep tech, defense, energy, chips, space infrastructure, and hard-to-build businesses.The discussion also tackles Canada's AI strategy, the tension between innovation and regulation, the rise of dual-use defense startups, the shortage of domestic growth capital, and whether Canada is becoming a farm team for U.S. acquirers. John and Matt close with a candid look at family offices, immigrant founders, Canadian ambition, and what actually separates fundable founders from the noise: purpose, focus, and the ability to build something hard when everyone else is chasing the latest shiny object.SpaceX's IPO and the return of the hype machine (02:48)Matt and John open with the massive SpaceX IPO, its soaring valuation, and whether the market is being driven by fundamentals or pure scarcity-fueled hype. John argues that discounted cash flows still matter, even when investors are caught up in the next great frontier tech story.Satya Nadella's warning to AI founders (05:56)Matt brings up Satya Nadella's warning about relying too heavily on frontier models. The discussion explores why businesses built on top of OpenAI, Anthropic, or other LLM platforms may eventually face direct competition from the very infrastructure they depend on.Canada's AI strategy: long overdue, but too unfocused? (16:14)Matt and John assess the government's AI strategy and the promise that Canadian AI adoption could add massive GDP growth. John says the strategy contains useful objectives, but risks becoming a laundry list without a clear answer to the question: which pedal are we actually pressing?Building trust in AI without creating regulatory capture (21:46)The audience asks how Canada can build trust in AI adoption. John argues for clear guardrails, but warns that large AI players may eventually welcome heavy regulation because it protects incumbents and locks out smaller competitors.Defense tech is hot again, but not every startup is real (25:19)Matt and John discuss the surge of interest in dual-use defense technology. John warns that when government money appears, everyone suddenly claims to be a defense company, making it harder to separate serious builders from PowerPoint tourists.Is building in Canada patriotic or financially irrational? (33:19)Matt asks the blunt question: in 2026, is staying in Canada a patriotic endeavor or a financial mistake? John argues Canada has the talent, ecosystem, and raw materials, but lacks confidence and ambition at the capital layer.Why Canada needs real growth capital, not just early-stage funding (37:34)John explains why he created Mavericks to address the gap in Canadian growth equity. The issue is not founder ambition, but the lack of domestic capital willing to write meaningful checks once companies need to scale past the early stage.Family offices, education gaps, and Canada's missing innovation capital (43:56)Matt explains why many Canadian family offices are still learning how venture and startup investing work. Unlike real estate or private equity, venture requires patience, a tolerance for the J curve, and a different understanding of risk and return.Canada's AI edge may be hiding in resources, minerals, and chip substrates (49:43)The episode closes with a discussion of Canada's possible edge in AI infrastructure through natural gas, rare earth materials, zinc byproducts, indium phosphide, and semiconductor supply chains. Matt and John argue that Canada's issue is not a lack of resources, but a lack of permission, capital, and long-term conviction to build around them.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Anthropic's most powerful models are still offline, and the U.S. government now wants a guarantee no lab can give. Paul Roetzer and Mike Kaput unpack the ongoing export-control standoff, the Lutnick letter, and what it means for the models expected this week, then turn to Satya Nadella's "future of the firm" essay, the unsolved mess of AI pricing and usage limits, a wave of lab talent shakeups including Noam Shazeer's move to OpenAI, the G7 AI summit, Midjourney's leap into medical scanning, and research showing AI can out-persuade expert humans. Show Notes: Access the show notes and show links here AI-Pulse Survey: Fill out this week's AI-Pulse Survey here. Timestamps: 00:00:00 — Intro 00:04:44 — Anthropic vs. the White House 00:22:37 — Microsoft CEO on the Future of the Firm 00:34:37 — AI Pricing and Usage Strategy 00:56:04 — Noam Shazeer Joins OpenAI (and Other Major AI Hiring Updates) 01:04:57 — Trump's G7 AI Push 01:09:33 — Midjourney Launches a Medical Division 01:12:59 — AI Can Now Out-Persuade Expert Humans 01:17:00 — AI Use Case Spotlight 01:22:12 — AI Product and Funding Updates This week's episode is brought to you by SiteImprove. AI search is changing what it means to be discoverable. Siteimprove is the Agentic Content Intelligence Platform marketing teams use to track, optimize, and prove performance across both traditional and AI-driven search. From AEO visibility to content quality, Siteimprove helps you stay ahead of the shift.  Start with a free AEO check at siteimprove.com/aipod. Visit our website Receive our weekly newsletter Join our community: Slack Community LinkedIn Twitter Instagram Facebook YouTube Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy 

The west's big security agencies issue a sincere warning on AI risk acceleration, plus Microsoft's Satya Nadella wants to change the tone on AI.Starring Tom Merritt and Robb Dunewood.Show notes can be found here. Hosted on Acast. See acast.com/privacy for more information.

Carl Quintanilla, David Faber and Sara Eisen led off the show with market reaction to positive comments by Vice President Vance about the U.S.-Iran negotiations. AI in the spotlight: Chevron announced it signed a 20-year agreement with Microsoft to provide power for the tech giant's massive West Texas data center project. The anchors remembered the influential former Fed chairman Alan Greenspan, who died Monday at the age of 100. Also in focus: President Trump's comments on Anthropic and national security, Microsoft CEO Satya Nadella's message for companies leading the AI boom, SpaceX shares on track for a three-day losing streak, AbbVie agrees to buy immunology drugmaker Apogee Therapeutics for $10.9 billion in cash. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The 7 Principles of Successful Partnering in the Age of AI Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/Check Out UPX:https://theultimatepartner.com/experience/ In this engaging session, Vince Menzione reflects on his extensive career transitioning from direct enterprise sales to building massive channel ecosystems, while unveiling the seven core operating principles essential for modern partnering. Highlighting tectonic industry shifts—from the PC and Cloud eras to the current AI revolution—Vince explains how traditional playbooks are becoming obsolete and why adopting a growth mindset, modeled by leaders like Satya Nadella, is critical for survival. He delves into the rising importance of hyperscaler marketplaces and co-selling, urging leaders to cultivate adaptability (AQ), emotional intelligence (EQ), and mutual trust to thrive in this rapidly changing tech landscape. https://youtu.be/5n8dqiamnmE Key Takeaways Traditional industry playbooks are outdated almost immediately due to the rapid acceleration of AI and market changes. Implementing a “growth mindset” is a foundational operating principle that can transform corporate culture and drive massive valuation increases. Executive commitment and clarity of vision are mandatory for aligning an entire organization around successful partnering. Building a strong brand story and maintaining a maniacal focus on OKRs turns strategic vision into executed results. The technology landscape has experienced massive tectonic shifts from the PC era to the Cloud, Mobile, and now AI, requiring high adaptability (AQ). Mutual trust remains the non-negotiable foundation for any successful professional relationship or partnership. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Vince Menzione, growth mindset, Satya Nadella, channel building, tech ecosystem, tectonic shifts, AI revolution, co-selling strategies, hyperscaler marketplaces, organizational alignment, executive commitment, OKRs execution, AQ strategy, mutual trust, B2B technology Transcript [00:00:00] Vince Menzione: Because I think we’re all paralyzed by AI and all the changes that are going on in our world, and playbooks are no longer good because they’re outdated the week after they come out. [00:00:12] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. What a list. Oh my gosh. I gotta tell you, I was just going back this morning and, and looking to see first of all the number, the sheer number is incredible. [00:00:36] Vince Menzione: But look at, look at all these top executives. These are, these are like market movers. The game changers. These are people that are doing more in our world, in our ecosystem than most others. And we are very fortunate to have the representation from these organizations. From these leaders in the room, and we try to curate an event that is more than a, a sales pitch. [00:01:00] Vince Menzione: We’re, in fact, we, we’re not a sales pitch. We’re all about, you know, helping you achieve more. And we try to frame that around operating principles. So, uh, a little bit of a roadmap lately. I mean, this started out like how did we get here in like, maybe five spots along the way. But, uh, for those of you who don’t know me and my background, and I’ve had an incredible career, I’ve been very blessed. [00:01:20] Vince Menzione: I did a startup that we grew from 6 million to 125 million. Went public on the Toronto Exchange. I’m still friends with the CEO, by the way. Helped, helped him grow and exit that company. Uh, I then followed one of the leaders there to go do a turnaround with Golden Gate Capital, and we took that and that’s where I built my first channel. [00:01:37] Vince Menzione: I went from doing enterprise sales as a direct seller, direct sales leader, VP to then going to building a channel. During nine 11, uh, this company was selling rugged notebook computers. Our biggest competitor was not a US company, and I spent a lot of time on Capitol Hill. I met with several congressmen and senators at a time when people did that, and they talked to each other. [00:01:58] Vince Menzione: And, uh, I built a channel. I got its a GSA schedule, and I understood. So I understood intuitively, even from that point in my career, how to move, how to shift from direct selling to building a channel, building a business around that. We became the growth engine of the company. One of my partners was one of the largest defense contractors, general Dynamics. [00:02:19] Vince Menzione: They had the big contract if you were selling to the US Army. And I knocked down the door basically and said, you got a partner with us. And that’s how we got the relationship established. And they wound up buying us for like 10 x what Golden Gate Capital had had spun us out for. And then Microsoft recruited me. [00:02:36] Vince Menzione: And for almost 10 years I was the GM of public sector partner strategy. And so I was, I was there and we’ll talk about Satya and other things, but I was there when we started the cloud. I was there when we pivoted the business from the old model and working with OEMs and trying to, to do things a different way to the cloud and co-selling and things like that. [00:02:56] Vince Menzione: And, uh, had a great experience. And then when I left I was like, oh, I’m just gonna go work for another big tech company. I started a podcast. I had a friend who said, you should do a podcast on partnering. You know a lot about this more than you probably think you do. And almost 10 years ago, I started a podcast in a spare bedroom. [00:03:13] Vince Menzione: And you know, it, it was, it built a following and there’s a lot of work, by the way, people, a lot of people do podcasts today. It was a lot of work for those of you. I congratulate anybody doing that. Uh, I went back inside for two years because I felt like I needed to go back into a big corporate environment. [00:03:29] Vince Menzione: And then I left during COVID and I learned a lot being at a big corporation about how hard it was to partner. Like it’s still hard. I don’t know how many people in the room feel this way. I know, I know the numbers are much better and Jay will talk through the numbers, but it’s not easy and a lot of organizations don’t understand it. [00:03:47] Vince Menzione: And that’s what we talk about here and we try to help people to achieve more and how to, how to get that mindset in the right place. But anyway, so. We started, we started doing the podcast after COVID, it took off. We did an event. Uh, there’s actually four of the five people that did partner. We called it Partner Mastermind. [00:04:06] Vince Menzione: We did an event about four years ago, uh, separately. And that led to Ultimate Partner. And it’s a long, the long history in the last four years of 10 events, like it’s been an incredible blast. And I want to thank each of you for being along this, this incredible ride with us as we continue to grow and expand. [00:04:24] Vince Menzione: We’ve been doubling every year for the last four years and um, I feel very blessed to be part of this. So I did wanna spend a minute with you on this. I don’t like the drain this slide, but I do wanna identify what I believe are seven operating principles of what makes successful partnering. And you know, you might say there’s eight, you might say there are other things I think about principles as opposed to tactics. [00:04:50] Vince Menzione: Tactics are transactional. They’re temporary and a point in time, and it’s how you respond and react to a situation. Principles are things you take with you, and that’s what we hope to do at Ultimate Partner. Take those things with you and then, then apply some of the things to the tactics that we need to have. [00:05:06] Vince Menzione: And so we talk about growth mindset. Uh, you know, depending on where you stand about Microsoft, these days, when this guy came in, stock was $36 a share. Okay. It’s in the four hundreds now. It was up to over 500 not long ago. He applied a different mindset. The first three things he did, Le got a copy of Carol Dweck’s book about mindset. [00:05:28] Vince Menzione: Growth mindset versus fixed mindset. Uh, he brought in Dr. Michael Vet, who’s a leading sports psychologist, like in, in the industry, who was the Seattle Seahawks sports psychologist. Mike’s been a podcast guest of mine. I’ve been to his studio. Um, and then he, we, he, he changed, he, he brought down, he took down the walls of the way Microsoft operated because leaders fought with each other. [00:05:51] Vince Menzione: They competed with each other for resources, for monetization, for everything. And he changed the mindset. Nobody’s a perfect CEO, but if I was to say to you who I think the best CEO of the last 10 years were, I’d give it to Saja Nadella, but it’s about mindset. It’s about changing or having the right mindset and applying that growth mindset to a successful partner. [00:06:12] Vince Menzione: Executive commitment, I talked about that. Other organizational will go nameless, but if you don’t, you can have the CEO down to the selling floor. Everyone needs to speak partnering, like in order to get it right in an organization. The whole company, the resources, the investments, the alignment, all has to align around partnering. [00:06:32] Vince Menzione: Executive commitment is incredible. Tony Saan took a small MSP to a half a billion dollar exit, took them to go, uh, Google Partner of the Year, seven straight years in a row. I think they’re eight this year. Uh, but Tony’s a good friend of mine. He is also been a guest on the podcast and, uh, somebody I’ve admired and worked with. [00:06:50] Vince Menzione: This is Dr. Michael Dravet. We talk about clarity, like once you get your mindset, once you get executive commitment, you then need to determine like how, what’s the vision? How do we drive success together? You need to turn, you need to know internally how to go do that. Then you lock arms with another organization and then you apply it to that partnership. [00:07:10] Vince Menzione: So that’s incredibly critical. Then, then you gotta do everything right? Like I always kid around about my days at Microsoft, we’d have these incredible meetings with leaders. They’d come meet with us at partner conference. I would literally go back to back for several days in the room. Slide deck after slide deck. [00:07:27] Vince Menzione: We’re high fiving at the end. [00:07:29] Vince Menzione: We’re gonna go do it [00:07:31] Vince Menzione: six months later. Crickets. Nothing happens, right? This happens a lot in partnering. Unfortunately, like we, we set up the right situation. We line everybody. We’re gonna go execute, we’re gonna drive results. You have to apply maniacal, focus, OKRs, everything to everything you do. [00:07:48] Vince Menzione: You need to apply. And by the way, you’re gonna hear from a lot of leaders here that do this type of work. So this is incredibly, uh, critical to success, brand and story. Like I wanna work with Microsoft. There’s gonna be probably 40 plus Microsoft leaders in the room, some of ’em sitting here and around the room. [00:08:06] Vince Menzione: How do you do that? Right? This is Ducks Raymond S. Good friend of mine at Point. I knew at point when they were just starting out. Scott Sackett is here. He’ll be up on stage. Uh, this man was expert on brand and story. Learn from people that are successful, how to be successful yourself, if you wanna be a top partner, if you wanna grow your business, whether you’re working with Microsoft, Google, Amazon, or any of the other partners in this room. [00:08:30] Vince Menzione: You need to be very clear about your brand, articulate it well, and drive a story against that. And that’s really super critical for success. And then once we do all those things, we start driving a flywheel of success. Aaron Feiger and some of the other people in the room, Reese Barry, are gonna be talking about how they do that. [00:08:47] Vince Menzione: They will help these organizations be successful. Pick putting that stake in the ground and driving it. And then what happens is after you drive this incredible success, what does my partner do? My tech giant, the company I’ve been working with, they go change everything. The market changes, the dynamics change. [00:09:05] Vince Menzione: This thing in November of 2022 called AI Happens, Chad, GBT hits the market. How do I respond and react to that? I need to be adaptable. I need to drive an AQ strategy on top of my EQ and iq, and we’ll talk more about that. So these are the operating principles, and we lay it out as a, as a diagram. And by the way, you see mutual trust. [00:09:26] Vince Menzione: Trust has to be in every room without trust, you have no partnerships, without trust, you have no business success. Like you can get buy in business, you can get buy in life, but trust is foundational. And I was very blessed to have that like grain ingrained in me as a young boy. Uh, so that’s our, that’s our operating principles. [00:09:48] Vince Menzione: Um, I’m working on a book right now. It’s almost done though. We’re, we’re talk, we’ll talk about that more, but that’s, that’ll be in the book. Um, and then we’ve been talking about tectonic shifts and I don’t know who said it first, Jay or, or me, but I know who you said it in the studio several years ago. [00:10:04] Vince Menzione: Jay’s been in our, our Boca studio many, many times. But we’ve been talking about tectonic shifts and Oh my gosh, right? So think about, I want everybody to think about this for a second. If you’ve been around tech for a while. We’ve gone through several, like these 10 year phases, the PC era, the cloud era, the well, the cloud. [00:10:23] Vince Menzione: We had client server, pc, client server, we had cloud, we had mobile, and now we hit ai. Those eras all took a period of time, right? They didn’t happen overnight. Like there was a trend like five, six years, seven years, maybe eight years, and then COVID happened, and I believe that COVID was the acceleration point because. [00:10:44] Vince Menzione: We were all forced to do things we didn’t do before. People went out and bought PCs that didn’t have them. Kids had to learn from home. Healthcare was administered tele telehealth, we didn’t do telehealth before. We had like 5% of the population to telehealth before that, uh, our work environment changed, right? [00:11:02] Vince Menzione: We were doing Zoom calls or teams calls back when I was at Microsoft Days, but the world started doing it. Our life started to change. That’s why being in the room places like this is so important. And so that really has accelerated everything. And this, you know, all these things have been accelerating over time and these are significant shifts. [00:11:22] Vince Menzione: We have the three leaders of the three marketplace organizations coming on stage here. Uh, the three hyperscalers, because marketplace went from, we were talking about it like, this is really cool. You need to go do it. A few years ago. So Microsoft lowering the rates on it, and then everything changed and then everybody started accelerating and it became the fungible token. [00:11:43] Vince Menzione: ’cause we used to, we used to partner, we used to take spreadsheets and put ’em up against each other and try to figure out deals and fax copies of deals that came in and say, we want credit for this one. And then Marketplace became a way to create a fun non fungible token. And really drive your success. [00:11:59] Vince Menzione: And so we have all the leaders that are running marketplaces in this room, by the way. So this is gonna be like the most incredible rich conversation. Co-selling. Co-selling is a, you know, a non-starter day. You have to co-sell it. People, we used to do vendor channel, which means I had somebody selling my stuff that’s not happening anymore. [00:12:19] Vince Menzione: And Jay, we’ll talk about the seven seats at the table. But this is all, these are all the things that have been changing. And of course, ai. I think that we are sitting here and I, I, I’ll share, and I’m stressing this, like this is, you need to be in this room because you’re gonna hear from leaders about what the next steps are. [00:12:35] Vince Menzione: ’cause I think we’re all paralyzed by AI and all the changes that are going on in our world and playbooks are no longer good because they’re outdated the week after they come out. So I need to, I need to follow this in real time. I think this is super important that you do, and it’s why we exist and it’s why this time is like no other. [00:12:53] Vince Menzione: I think, you know, we said maybe a generation, maybe it’s a lifetime in terms of the shifts that we’re seeing. So I, I kind of started here and I wanted to end here, uh, just because the light doesn’t go out. That’s what it’s all about. And this is it. This is it for me, right? This is my, my last run. I’m not gonna go work for a company after this. [00:13:16] Vince Menzione: I’m not gonna go into become a consultant. And I want this truly to be like special. And I want you to all feel like you’re part, you are part of it, and however much you wanna lean in and be part of it in the future, we want to grow this in the right way. I, I feel that we have an a unique opportunity. [00:13:34] Vince Menzione: Because we’re not a vendor, we’re not selling anything. I feel like we’re a platform. We’re that we’re that lighthouse and others can come in that are experts and I feel like more and more of ’em are showing up. And you know, the PDG guys did a great job today and others in the room and people that have been friends and supporting us for for years as on that sponsor slide. [00:13:56] Vince Menzione: And so we just want to continued this journey with each of you. Um, and so I want your feedback on what we’re doing. I want, I love your support. I love your passion. I love the fact that you’re still here in the room talking with, with or being here, listening to me today. Um, this is, that lighthouse is, you can see these pictures. [00:14:15] Vince Menzione: These are all family photos. Um, we go to that lighthouse, not because it’s a lighthouse, but uh, it happens to be like a landmark in our town. And, uh, it’s kind of cool. And actually the re Joe Namath has owns the restaurant across from the lighthouse, so we, we’ve got to see him a couple of times, which is kind of cool. [00:14:34] Vince Menzione: But I, I, I, I was posting this lighthouse when I started the podcast. And I was, yeah. ’cause that’s where I live and it’s my hometown. And I think about Dakota Rings and I think about other things. But, um, this is what matters. This is what matters is helping others. And we all are gonna need each other in this world because AI is gonna change our lives. [00:15:00] Vince Menzione: And dramatically it’s, I I think this is a once in a lifetime thing. But I think having people that you trust and being in the room with others where you can learn and grow and adapt, adaptability is so important. So, um, analog is the new digital as my, my good friend Gary V now says. And I think there’s this huge opportunity around what we do as ultimate partner to help everybody reach their pinnacle to everybody. [00:15:26] Vince Menzione: Be the ultimate partner. And I want to thank you for coming. I want your, thank you for your support, friendship, love. And, uh, you’re just an incredible group. Thank you. [00:15:41] Vince Menzione: Until next time, we’ll see you in person. Hopefully at our next event.

Oil prices are falling as the U.S. and Iran continue talks, but the Strait of Hormuz remains the key pressure point for energy markets, gas prices, and the broader economy.Mike Armstrong and Paul Lane break down the latest signs of tanker traffic returning through the Strait of Hormuz, why Iran has a strong economic incentive to keep oil moving, and why energy markets remain difficult to predict even as crude prices fall. They also discuss the legacy of former Fed Chair Alan Greenspan, the risks facing a highly concentrated stock market, why the AI spending boom could become a warning sign for investors, Satya Nadella's comments about AI giants, and how rising memory chip costs are starting to push up prices for consumer technology.

This week, John, Niki, and Lotus go very long on this week's seismic Xbox news, including the numerous studio closures on the table, key departures, and Microsoft CEO's Satya Nadella's curious take on why their gaming arm is struggling.00:00:00 Intro & Lotus' Big Saturday00:11:10 South of Midnight developer Compulsion Games is the unsurprising yet disappointing first studio to confirm possible closure or spinoff00:17:00 A long, great conversation about the games media's role in reporting on these layoffs and closures00:28:00 How Xbox got here (mostly)00:48:52 Satya Nadella seems to be confused about how Xbox got into this jam00:54:00 That Senua sequel was only announced to help fuel a possible sale of Ninja Theory01:02:14 The weight of working in corporate-owned game development right now01:06:34 Key personnel leaving Xbox01:07:56 What's the plan moving forward for Xbox?01:16:10 EA introducing new in-game advertising platform01:25:57 UK government is banning teens from social media; plan will not work01:33:10 Fuck's Quest 2 lacks consistent humor and mechanical clarity01:37:07 Niki played the first two Sonic games on Genesis (skip this part, Sonic fans!!!)01:45:10 John decided to give Ocarina of Time another try01:49:10 Our latest (possibly final) thoughts on 007 First Light02:02:47 Hive Questions02:18:12 OutroThanks for listening!Please leave us a review! We'll read it on the show and it helps us out a lot.VGBees is ad-free, AI-free, and completely supported by you! https://vgbees.com/joinVGBees is a weekly games media podcast hosted by Niki, John, and Lotus.

Xbox is going broke. Microsoft CEO Satya Nadella complains that Xbox is basically subsidized by the rest of Microsoft, and that this will be ending. This includes reports of more studio closures and layoffs. What he didn't say was what the END of Xbox actually looks like. Watch the podcast episodes on YouTube and all major podcast hosts including Spotify. CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles. Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/ On YouTube - https://www.youtube.com/c/ClownfishTV On Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvg On Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629 MORE CLOWNFISH TV - Official Merch Store: http://ClownfishMinus.com Facebook - https://facebook.com/ClownfishTV X - https://x.com/ClownfishTVcom Clownfish TV subreddit: https://www.reddit.com/r/ClownfishTVOfficial/ Disclaimer: This series is produced by Clownfish Studios and WebReef Media, and is part of ClownfishTV.com. Opinions expressed by our contributors do not necessarily reflect the views of our guests, affiliates, sponsors, or advertisers. ClownfishTV.com is an unofficial news source and has no connection to any company that we may cover. This channel and website and the content made available through this site are for educational, entertainment and informational purposes only. These so-called “fair uses” are permitted even if the use of the work would otherwise be infringing. #Xbox #VideoGames #Gaming #Microsoft #Podcast #Commentary #News #Reaction #Gaming #Comedy #Entertainment #Hollywood #PopCulture #Tech #Anime #FYP Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

# TEMA EL LOOP COGNITIVO DE SATYA NADELLA CEO DE MICROSOFT¿Por qué el capital humano se vuelve más valioso en la era de la inteligencia artificial?# PRESENTA Y DIRIGE 

David Abiker reçoit Michèle Benbunan, directrice général du pôle presse d'LVMH, et Maurice Lévy, président d'honneur de Publicis, pour discuter des temps forts de la prochaine édition de VivaTech, le plus grand rendez-vous européen dédié à l'innovation et aux startups.Les deux invités commencent par confirmer la présence surprise de Jeff Bezos, le fondateur d'Amazon et propriétaire du Washington Post, qui viendra s'exprimer sur scène aux côtés du PDG de Blue Origin et d'un astronaute. Cette participation de la part de l'un des hommes les plus influents de la tech mondiale est un véritable coup de maître pour les organisateurs de VivaTech, qui peuvent déjà se targuer d'avoir accueilli des pointures comme Mark Zuckerberg, Satya Nadella ou encore Elon Musk par le passé.Michèle Benbunan explique ensuite en quoi la couverture médiatique de l'événement par son groupe de presse, qui rassemble Les Échos, Le Parisien et Radio Classique, est essentielle. Selon elle, la presse est désormais intimement liée à la technologie, travaillant avec des plateformes et de l'intelligence artificielle. Couvrir VivaTech permet donc à son groupe de rester à la pointe de l'innovation et de rendre compte de l'évolution de l'économie et du monde des affaires de demain.Maurice Lévy, quant à lui, se montre résolument optimiste concernant les perspectives offertes par l'intelligence artificielle, malgré les craintes exprimées sur les destructions d'emplois qu'elle pourrait engendrer. Il estime que les progrès de l'IA se feront de manière progressive, nécessitant une véritable transformation en profondeur des entreprises pour en tirer le meilleur parti. Il promet d'ailleurs que VivaTech sera l'occasion de découvrir de nombreuses démonstrations et innovations dans ce domaine.Les deux invités abordent également la question de la taxation des géants du numérique, les GAFA, un sujet qui fait régulièrement débat. Michèle Benbunan souligne que la presse subit de plein fouet les conséquences de l'hégémonie de ces plateformes, qui absorbent les contenus sans pour autant rémunérer correctement les médias. Elle estime donc que cette taxation est nécessaire pour défendre un secteur fondamental pour la démocratie.Enfin, Maurice Lévy dresse un aperçu alléchant de ce qui attend les visiteurs de cette édition anniversaire de VivaTech, avec notamment la présence du Premier ministre indien Narendra Modi, qui viendra présenter les avancées de son pays dans le domaine de l'intelligence artificielle. Une édition qui s'annonce donc riche en innovations et en personnalités de premier plan.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

The Group Chat crew breaks down the biggest SpaceX IPO on Wall Street, the AI shutdown scare gripping the tech world, and the World Cup mania taking over America. Business news, markets, and culture from one of the longest-running business podcasts. This week on Group Chat News: SpaceX goes public at a $2.1 trillion valuation: We break down the IPO frenzy, the OG Starbase investors, and Elon's path to $1 trillion by 2030 The El Segundo wealth boom: how space money is about to reshape the South Bay World Cup mania hits America, Team USA run, and the electric atmosphere in LA A Middle East peace deal looks imminent: what it means for summer gas prices and inflation The Stanford walkout: graduates, free speech, and real-world consequences in tech and finance The Knicks' historic win, Wembanyama, and how you're supposed to carry a loss The Fable 5 AI shutdown scare, government involvement, and Satya Nadella's warning to the industry Should the US government invest in AI companies? The guys debate the trillion dollar question Group Chat News covers business, markets, tech, sports, and culture every week. If you like All-In, My First Million, and business news that actually keeps up with the week, follow and subscribe.   ⭐ Enjoying the show? Leave us a rating, it helps more than you'd think. Hosted by Dee Murthy, Anand Murthy, and Chris "Drama" Pfaff 

This week and next, we're bringing you recordings from our second-ever live taping in San Francisco. First, we sit down with Microsoft's chief executive, Satya Nadella, to hear what he's maxing out his A.I. tokens on, why he's skeptical that software developers will ever be fully replaced, and how he's hoping to create a new business model for Xbox. Then, Phil Mohun tells us what it has been like to watch people in the Bay Area interact with two robot dogs that wear the faces of Elon Musk and Mark Zuckerberg. And finally, we talk with the longtime privacy defender Cindy Cohn about where things stand in the fight to protect internet users from digital surveillance by Big Tech and the government. Guests: Satya Nadella, chairman and chief executive of Microsoft. Phil Mohun, executive director of Node. Cindy Cohn, former executive director of the Electronic Frontier Foundation and author of “Privacy's Defender: My Thirty-Year Fight Against Digital Surveillance.” Additional Reading: Microsoft C.E.O. Satya Nadella Says, ‘Everyone Is a Stakeholder' in A.I. Node presents “Beeple: /Infinite_Loop” We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When you don't know the answer to a problem at work, what is your immediate reflex? Do you search for a quick answer from an AI chatbot, or do you pick up the phone to ask a colleague? In this episode of Truth, Lies & Work, we dive deep into the hidden cultural cost of digital convenience. While artificial intelligence is incredible for cutting through administrative noise and streamlining corporate tasks, it is quietly automating away the most critical asset your business has: human connection. Our guest today is Sean O'Shea, the brilliant mind behind Craft Your Culture and Locon. Sean spent a fascinating decade working at Microsoft, sandwiched perfectly between the leadership of Steve Ballmer and Satya Nadella. He witnessed firsthand how a radical shift in corporate mindset and the intentional removal of rigid, performance-stifling systems could skyrocket a company's share price from $30 to over $540. Now, through his data-driven work at Locon, Sean is on a mission to measure the "relationship gap" between team members. He breaks down the phenomenon of "messy moments"—those vulnerable, slightly awkward, but entirely essential human interactions that act as the true engine for workplace psychological safety, team learning, and high performance. If you are a business leader, founder, or manager trying to navigate remote-first challenges, return-to-office mandates, or AI integration, this conversation will completely change how you design your team interactions tomorrow morning. Key Takeaways From the Episode The Trap of the Frictionless Workplace: AI onboarding bots and agents are fast, non-judgmental, and always available. However, by relying on them exclusively, employees bypass the vulnerable moments of asking a peer for help—the exact moments where corporate trust is built. The High Cost of the "Relationship Gap": High performance isn't just an aggregate of individual talent. It is directly limited by how well your people actually know each other. Loneliness and disconnection don't just hurt morale; they actively cost businesses billable hours. The 3 Pillars of Accelerated Trust: How do you build genuine, bulletproof workplace relationships when everyone is short on time? Sean reveals the three non-negotiable ingredients: vulnerability, shared emotionally significant experiences, and active, empathetic listening. Overcoming the "Eye of Sauron" Management Style: Reflecting on his time under Steve Ballmer's mid-year review process, Sean highlights how defensive corporate cultures destroy innovation. True leadership requires getting your ego out of the way and letting your team collaborate without you always being in the loop. The 6 Pillars of Team Effectiveness: Sean breaks down the core framework measured by Locon: psychological safety, accountability, connection, learning, clarity, and adaptability. Episode Timestamps 00:00 – Cold Open: Are chatbots silently killing your team's natural human connection? 01:15 – Meet Sean O'Shea: The mission to turn people potential into business performance. 04:20 – What is a "messy moment" and why are modern teams hiding from healthy conflict? 07:30 – The 3 critical elements needed to fast-track real human relationships at work. 10:45 – The AI paradox: Why a small business champion is incredibly worried about the rise of perfect tech. 15:10 – Designing connection: How leaders can architect micro-moments of collaboration instead of boring, packed agendas. 23:15 – The Train Experiment: The fascinating behavioral science proving we are terrible at predicting social interactions. 30:30 – Lessons from Microsoft: The real story behind Satya Nadella's growth mindset revolution. 39:45 – Quantifying wasted time: The data showing how many hours your team loses each month by not collaborating. 45:10 – The story of Locon: Using six-week experimental sprints to give teams true agency over their culture. Connect with Our Guest To learn more about Sean's work, access his data diagnostics, or follow his daily insights on corporate culture, use the links below: Craft Your Culture Website: www.craftyourculture.co.uk Locon Website: www.locon.co.uk Sean O'Shea LinkedIn: https://www.linkedin.com/in/soshea7/ About Truth, Lies & Work Truth, Lies & Work is the award-winning podcast where behavioural science meets workplace culture. Hosted by Al Elliott and Leanne Elliott, a chartered occupational psychologist, we are here to help you simplify the science of work, boost employee engagement, and build high-performing teams. Truth, Lies & Work is a proud part of the HubSpot Podcast Network, the ultimate audio destination for business professionals.

Satya Nadella walked into Microsoft in 2014 when the company was a slow-moving dinosaur. He stopped reacting and started acting. Cloud-first, AI before anyone cared, open source. Microsoft's stock climbed over 1,000%. In this episode of DarrenDaily On-Demand, Darren Hardy uses that turnaround to make a harder point: most leaders are stuck managing the present while someone else is creating tomorrow's advantage. Darren introduces the pace setter framework and the three rules top performers follow to protect time for what actually moves the needle. Get more personal mentoring from Darren each day. Go to DarrenDaily at http://darrendaily.com/join to learn more.

Reid sits down with Microsoft CEO Satya Nadella fresh off Microsoft Build 2026. The conversation goes wide: how AI is reshaping work, business, and society—and why the transformation sweeping through software development today is only a preview of what's coming for all knowledge work. Satya makes the case that human capital and "token capital" are now deeply intertwined, that companies—not just countries—must build their own AI capabilities, and that the organizations best positioned to thrive are those that can leverage their unique expertise inside intelligent systems. Reid and Satya also explore Microsoft's enterprise AI vision, Reid's work with Manas on AI-powered scientific discovery, lessons from past technological revolutions, and why demonstrating real, tangible benefits may be the most important thing the industry can do to earn—and keep—the public's trust. For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcasts/satya/

Did you miss everything Microsoft announced at its Build conference?

What does it mean for a business to truly operate at the AI frontier? In a special crossover episode at Microsoft Build, Sarah Guo and Elad Gil team up with Latent Space host “swyx” to talk with Microsoft Chairman and CEO Satya Nadella about the future of AI platforms, software development, and the tech ecosystem. Satya reflects on the latest breakthroughs from Microsoft Build, the strategic shift toward multi-model harnesses, and why private evaluations (evals) are now a company's most important intellectual property. They also discuss how autonomous AI agents are reshaping the role of software engineers, the durability of SaaS business models, and why showing communities the ROI on data centers is so critical. Plus, Satya shares his thoughts on the economic and societal impacts of the token economy, as well as the future of AI-driven education startups. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @satyanadella | @Microsoft | @latentspacepod | @swyx Chapters: 00:00 – Satya Nadella Introduction 01:48 – Reflections from Microsoft Build 03:12 – Microsoft's AI Training Strategy 05:48 – Complexity of Real-World Deployment of AI 07:33 – Augmenting Human Capital 09:37 – Harnesses for Enterprise 11:49 – Developer Value 15:09 – Can Everybody Operate at the Frontier with Their Frontier Intelligence? 15:51 – Modern Definition of IP 17:38 – Future of Vendor vs. Enterprise Agents 21:48 – Near-Term Predictions on Model Pricing 24:02 – Durability of SaaS 25:58 – What Satya's Building 28:18 – Future of Engineering Roles 30:54 – How Microsoft Can Be More Ambitious 34:36 – Data Centers and Community Impact 38:01 – AI's Impact on Society 39:52 - AI and Education 42:28 – Conclusion

We've informally heard that Satya is a listener to LS for a couple years now, but it was still absolutely surreal to meet him and do a live pod at Build, together with our friends at No Priors, the leading VC AI Podcast that we also greatly admire!We covered the MAI model technical takeaways on yesterday's AINews, so I will focus our recap of Satya's main messages around three elements:* Satya's adaptation of the Bill Gates Line for positioning Microsoft as the Frontier Intelligence Platform — customers must gain much more value from the Microsoft ecosystem than Microsoft itself, by building on multi-model harnesses like OpenClaw and Scout, drawing on the full enterprise context exposed by context layers like Work IQ (heavily dogfooded by his C-suite), and building up private evals and traces as a new form of Token IP* AI ROI: On one hand, enterprises are having difficult conversations around Tokenmaxxing and Layoffs, and on the other hand, there are serious re-evaluations of the End of SaaS since the Build vs Buy equation has changed so much. Our previous SemiAnalysis guest had… interesting comments on Microsoft's position on this as the ur-SaaS titan, and Satya had great answers* Making the Impossible Possible: Kevin Scott's inspiring framing around what the most ambitious version of applying AI and technology at large to business and social problems, like education and social impact.Enjoy!Full VideoTranscriptVoiceover: Welcome swyx, Sarah Guo, Elad Gil,, and Chairman and Chief Executive Officer of Microsoft, Satya NadellaSarah Guo: Welcome to a crossover episode of No Priors and Lane Space with Satya Nadella. Um, congratulations on an amazing build. No, thank you so much, and it's great to be with both of you. I listen to both of you or b- both the podcasts all the time. It's great to be on it.Thank you so much. [00:01:00] So you're just talking about, um, these amazing, uh, announcements from across the Microsoft estate all morning for, I think, three hours. What is the, uh, what's the most important reflection or takeaway you have?AI as an Ecosystem PlatformSarah Guo: I, I'd say there are, uh, perhaps the, the biggest one for me is let's sort of conceptualize this more as an ecosystem play as opposed to a single model or even a single platform, right?Satya Nadella: I mean, you know, whatever I... At least for me, having grown up at Microsoft, having seen, whatever, four major platform shifts, uh, I sort of fall into that, um, uh, camp where a platform is defined by fundamentally its ability to create more value about the platform versus what's captured in the platform. And so if you, you view what's happening right now, I think this morning's keynote was how can any company, whether it's an AI native company or a traditional enterprise company, participate as a first-class participant where they can point to AI they created, [00:02:00] right?It's not that they don't use other people's AI. Of course they will. But to me, what's the path? What's the recipe? How do I do it? What does a stack look like? What does the tooling look like? What is valuable? How do you do that? That's it. That's sort of our job to do. Yeah. Ecosystem strategy is, uh, very complicated, right?Sarah Guo: Because you end up building certain components, partnering for certain components, supporting them. You just announced this big suite of models. Like, tell us a little bit about the, uh, training strategy for Microsoft now. Yeah.MAI Models & Training StrategySarah Guo: So, so the thing that we wanted to do with the MAI models was to build, and as Mustafa talked about, first of all, a great lineage, right?Satya Nadella: Starting with pre-training, uh, with very good data quality, uh, doing all the ablations, making sure because in, in some sense it's becoming even harder to build a clean lineage model just because there's so much stuff out there, uh, that you truly need to ablate out to be able to have a fantastic [00:03:00] pre-trained model.In fact, that's one of the challenges of a lot of the open weight models is they look great on one benchmark or two, but they're not great on practice. So that's why, in fact, even in the RFDEs are, they, they are pretty gone really excited about these MAI models because how the heck can a small five B model hill climb?Uh, and it goes back a little bit to what I think is ultimately the key thing to do, which is try to pursue finding that cognitive core. Uh, so to me, starting with a clean lineage- Then creating that ability for companies to be able to use this, right? Not just as a generalist, but to create their own specialist by building this hill climbing scaffold around it, right?So it's not just the model, but you have a hill climb scaffold around it, then you will start building your RLE. You will start collecting the traces. Most importantly, you'll have private evals because we know all the evals out there are good, interesting, [00:04:00] but they're not really that critical- They're work, yeahSwyx: at this point because they all can be maxed. And so the point is each company will have its own private eval. And so that end-to-end platform story around our models is sort of, uh, what I think is interesting. And then the one other thing, Sarah, since you brought that up, is I do feel there's a new frontier.Satya Nadella: Like people talk about the frontier and are you operating at the frontier. Um, interestingly enough, if you add a little temporality to it, you can use, let's say, in, in, in fact, the, the Lando Lakes demo we showed was pretty cool. We used, whatever, GPT-55, right? Then you collected a bunch of traces, and then you took a 5B reasoning model and achieved higher.Sarah Guo: Uh, so that is another aspect of what it means to appear... uh, you know, operate at the frontier Yeah. I, I think, uh, I first of all have to congratulate you on basically building a frontier neo lab inside of Microsoft in two years. Um, I'm wondering, you know, you have all this AI strategy that you're rolling out.Lessons from Two Years of AI DevelopmentSwyx: I'm wondering, what do you know now that you wish you would tell yourself two years ago where- or two or [00:05:00] three years ago? Three years for the Jensen partnership, two years for, uh, MEI. Yeah, I mean, I think the, the thing when, that I reflect quite a bit, right, which is sort of obviously I got into all this when I got excited by the, the scaling laws paper and, you know, when, you know, even the OpenAI partnership came about when those folks said, “Hey, we're gonna really throw a lot of computer transformers.”Satya Nadella: Uh, and they've helped. I- the thing that I always look back and say, “Wow, these things, uh, do have capability that they're climbing up.” W- I mean, this, you know, this crude way of saying it is intelligence is log of compute kind of works. Now what I think we underestimated perhaps is the real-world complexity of deploying these so that they actually deliver the value in the real world, right?So the outcomes as measured by any benchmark is interestingly important, but the true eval is when people out there are able to do unique things that they only can value, and it's very [00:06:00] measurable, right? That I wish we had sort of even, like, had more in our consciousness, right? Which is as an industry.Sarah Guo: Because right now I think when people say, “Wow, I don't want a token max,” it's an artifact of us not having thought ourselves as an industry that we are using tokens to create value every step of the way. So I think that's kind of what I wish we had gotten there, but I'm glad we are here.Real-World Value & Use CasesSarah Guo: What are some of the use cases that you've seen that have created the most value for your customers?Because I know that people talk a lot about code, and I think it's pretty clear that that's something that's having very large scale impact. Are there other areas that you find in common that your customers are really benefiting from? Yeah. I think, yeah, to your point, obviously coding is now got... But it's interesting, by the way, Elijah, to even talk about the coding, right?Satya Nadella: Which is coding has worked so well that we now have to rebuild the IDE, right? I mean, it's kind of nuts to see what we sh- launched is like, oh my God, I have these hundred agent sessions. I... The cognitive load it transfers back to me as a human is so [00:07:00] excessive that now I need a new UI. Uh, oh, by the way, I, like the, the chat as the only artifact was also impossible, so that's why we need a canvas.So it's kind of interesting for all the things about where is software needed or where is UI needed, uh, you kind of need that even for code, right? In a fully agentic world. But that said, one of the things that we are starting to see, we started seeing with co-work, but even some of the work we, we showed with auto com- uh, um, autopilot Right on what you see with claws is a good one because if you sort of think about a lot of human capital is doing the glue work, right?If you now can augment that with tokens/agents that are long-running, durable, right, then your ability to scale even what is still judgment and glue work gets amplified like coding does. Uh, so you can... Like, I'm positive that six months from now we'll all be saying, “Oh, wow,” like, all through ni- the night there was a bunch of stuff that [00:08:00] all these autopilots that I have working on my behalf with my delegated authority, so to speak, right?I can... Sort of given even my identity, did a bunch of work, then of course I'll need my new ADE to say, “Well, what did you do?” Like, I might... “Did I do this work?” And so on. So I think that that's where compressing of workflows, uh, completing of tasks, uh, that's where I think a lot of the value gets created. I think you raised a really interesting point, which is there's the actual agent that's doing the code, and then there's a harness around it, and that's the environment, that's the context, that's everything you're setting up as a developer around actually a coding agent.The Harness Concept for Enterprise AISarah Guo: What is the harness for the enterprise? Is there an equivalent concept for broader productivity work, or how do you think about that concept sort of generalized? That's right. So, so in some sense you kind of want the harness to define the models, the, the data, uh, and the tools, and so that you have a loop across those three.Satya Nadella: And so what we are trying to, first of all, make sure is each of our products that we build, right, whether it's GitHub Copilot or the security copi- the, the [00:09:00] stuff we showed with MDASH or even the discovery for science, it doesn't matter, all of them are multi-model harnesses, um, with tools access so that you can do this progressive, uh, disclosure of tools even so that they're token efficient.Uh, and then you're feeding it with very rich context because that's sort of the other hard lesson we have learned in the last two years is, oh my God, the amount of work you need to do to prep the context layer, uh, such that your plan can execute in the most efficient way is where the magic is. So we have, in our case, we have the GitHub harness, which essentially we're using across all our products.It's available in Foundry, and we are open, like you can use your Llama harness, whatever. Or you can use the, um, uh, you know, any open harness or any harness of yours and train with your tools and multiple models and your context. And so that's the pitch. Because right now a lot of dialogue is, um, “Hey, if I train the harness plus tools and the model together, you get [00:10:00] evals.”Elad Gil: And what we are proving out is... And the best example of that is what we did with MDASH, right? Because when it launched, uh, it found bugs or vulnerabilities that were not found by Mythos Uh, and so there is existence proof, I would claim, that you can have a multimodal harness, uh, that can in fact be more, uh, performant in the real world So a premise behind the, uh, training at the independent frontier labs is really, you know, we're gonna have these models, and we'll have an API business, and we'll support enterprises and startups.Sarah Guo: ButPlatform Strategy & Developer EcosystemSarah Guo: a first-party product, be it productivity or code or search, drives the majority of revenue. That's a different value equation than you're describing, I think, with the Microsoft ecosystem. Uh, if, if that's the case, tell me if it's the case, uh, ‘cause obviously you have first-party products and you have enablement products.Satya Nadella: Um, what is the role of the develop- Like what is gonna be hard and the set of skills and the value capture the developer has in that world? Yeah. So I think that there's always [00:11:00] gonna be the case that someone who is super successful in- as a platform builder can also have first-party products. It was true with Windows.It is true, uh, with, uh, the, the SaaS side and the cloud side as well with us and others and so on. But the thing that is, is it should not be a limiter to other people achieving that same success, right? That I think is the core difference, which is the, the network effects this time around, around intelligence are such because they learn from data, and not really lots of data.It's just a few samples that you have to see to understand what's novel about something. So that's why the game becomes how to protect. So that's why I would say every company, having private evals may be the biggest IP, right? Think about it, like what's that private eval that you can then use even a frontier model to hill climb on and not leak the traces may be one of the biggest [00:12:00] drivers, uh, of IP.Like, so in other words, another te- acid test is you have an eval that's private. You're using, uh, a g- a Model A. Can you switch it to Model B and e- you know, climb up? If you can, then you're in control. If you can't, you're not in control, and that's where even the harness decision becomes super important, right?swyx So therefore, having an open harness, letting all models come in, having your evals, your context, your tools help you hill climb, I think is the skills that an AI native startup needs, a SaaS company needs, or every enterprise needs. Yeah, I think in, in a very real way you are ... Microsoft historically is an operating systems company and th- then become a cloud company.Maybe like the third act is that you're a harness or evals company. Whatever w- ... whatever the, the sort of conglomerate of concepts that you wanna put together. Um, and, and I think like enabling every company to have like frontier intelligence or what- what- Yeah ... I forget the, the [00:13:00] exact term that you used, um, is the, is the mission, right?Satya Nadella: That's it. Like that is, that is the platform promise, that you build with us, you will get your intelligence, uh, for your data. That's it. That ... To, to me, that is the ... Like if there was one tagline, uh, for this entire developer conference is- Can everybody operate at the frontier with their frontier intelligence, right?To me, that is so important because otherwise it, I, I don't know how you achieve stable equilibrium, right? Which is how do I then go and say, “Well, my company is gonna have a terminal value because I now know how to continuously compound-” Yeah ... on top of what's a platform that gets better,” right? So when, like Windows obviously came out, Adobe built, Autodesk built, uh, or even like take what Jensen said.We built DX and he built, you know, CUDA on top of it. Um, right? I mean, I always say to Jensen, “God, I got the short end of that,” right? “I wish, uh, we had recognized it.” But nevertheless, but that, that idea that you can build a platform layer [00:14:00] that someone else can then extend out, um, and build their own intelligence layer in this case, I think is everything, right?Without it, why have a developer conference? I can just come and have you all sort of just worship at the altar of one model. Yeah. But that's not a developer conference. Uh,IP, Evals & Company Valueswyx: backstage we, we had a discussion about what is IP or what is the, the value in a company. It used to be the length of, uh, human experience at a company, and now it's this other thing which is the evals, the, uh, experience in sort of applying agents to the company. Can you... I just want you to like flesh that out a bit more ‘cause- Yeah ... it was very insightful.Satya Nadella: It's a great way to frame it, right? Because yeah, at the end of the day, every company is gonna have both the human capital that is still gonna be super valuable, uh, because humans, uh, and their ability to find the gaps that exist at all times is going to be the way we all will create value, right?I mean, so I'm definitely in the camp that this is going to be about expressing new forms of human agency and ambition even as token capital goes up, right? So let's say a cor- any corporation [00:15:00] has lots of tokens and lot of human capital. The question is how do you compound the two? So if you have a... Like if you take in Teams I have a bunch of agents doing work and a bunch of humans doing work, and the traces between those, that is really important context of how that enterprise is creating value.Then that goes back to train not a generalist model, but to train the company veteran agent, uh, right? That is super valuable again, right? Which is when a company goes says, “It should in fact go onto the balance sheet,” is how I think about it, right? That's so... In fact, there may be... Like human capital was never possible to go put on a balance sheet, uh, because you didn't know how to capture the tacit knowledge.swyx: Whereas now I think you can with the agents that have learned through the h- through, through time, through all the traces. Uh, so that's what at least we think will happen. I, I think the SEC is gonna have to have accounting standards- ... for token, uh, expertise Uh, y- y- you're talking about the equilibrium [00:16:00] state, um, and a stable equilibrium where companies have this compounding value and can see terminal value for themselves.Future of SaaS & Business ModelsSarah Guo: Another challenge to, you know, the considered equilibrium of, okay, there are applications and workflows that are sort of common to a vertical or a horizontal. Um, and this was, like, the generation of SaaS companies and, you know, Microsoft has lots of SaaS properties as well. And then there are things that are very specific to every enterprise that they're differentiated against.Elad Gil: Um, I'm sure you have heard much and participate in much of the debate about the end of software because all these workflows are, are cheap to generate now. Um, do you think the equilibrium looks different between what agents get built- Yeah ... in enterprises versus in their vendors in the future? Yeah. So I think what's happening there is, see, we, we had a particular way we captured, um, I would say workflow in apps, right?Satya Nadella: Because we built a, a data model, right? We schematized some part of some business process. Mm-hmm. We then built a bunch of business logic. Yep. And then we put a bunch of UI [00:17:00] on top of it, right? So that's kind of what every SaaS company- And a little configuration. For, like, 20, 20 years that was the plan.Right, that- Yeah ... and that was it. So interestingly enough, now you kind of get to re-litigate that vertical stacking, right? So I still think, for example, that data model that you built underneath every SaaS application is super good, right? Like, why reinvent it? Like, I, I, my general ledger better be a general ledger.I don't need new schema creation. No. Uh, in fact, that entity relationship, uh, is actually pretty good, robust thing that I want to feed. And you want it to be stable. That's right. Yeah. Then same thing with business logic, right? If, if you look at, uh... We have this product called Power BI, right? It is like dashboards galore people created.The beauty underneath that dashboard is a very rich semantic model, right? Someone took the pain to create a dashboard and do all the measures, and you want that. That's business logic, right? I want that to be available to me. So I think the [00:18:00] challenge of the SaaS business model is we packaged one way. We now have to learn how to unbundle these things and rebundle in new ways and discover new business models, right?I mean, if you look at it, d- what's happening today with Microsoft 365 is a great example, right? We have this thing called Work IQ. In fact, like, what we are realizing is, oh my God, like, you know, if you look at... In fact, there's a pa- historical parallel too, right? We sold first Exchange and SharePoint and, uh, you know, before Teams, we had a thing called Lync Server and what have you, and we thought, “Oh, that's all gonna move to the cloud.”But little did we realize that, um, the number of people who will use servers in the cloud is 10X, 100X, right? Because people were not buying servers, they were just buying a subscription. Mm-hmm. The same thing is now happening with M365 because with Work IQ, we have exposed what is perhaps the most important database in a company that never got used as a database because it was only captive to our apps.Mm-hmm. Right? It, it was all email operated on it, Teams operated [00:19:00] on it, Word, Excel, PowerPoint, SharePoint. But now, like this is one of the coo- coolest things I get to do with Work IQ. I go to a GitHub repo and I say, “Hey, I attended a bunch of design meetings last week related to this repo. Can you capture all that and tell me what changes I should make?”I mean, think about that, right? It literally can go look at all those transcripts, come back with a plan to change a code base, right? Previously, you could never have thought of using M365 for something like that. So the value creation opportunity now in the agent world is in fact 10X more, but it does require us to have...Sarah Guo: For example, there's going to be usage around M365, right? Which is going to be perhaps more than even the e- end users and we have to even re-architect. Like, in fact, like what I use to serve an inbox or a mailbox cannot be used to serve an agent. Uh, and so that's sort of what we are doing.Pricing Models: Per-User, Consumption & OutcomesSarah Guo: I don't believe in, like, permanent business models for any of these domains, but in the [00:20:00] near term, do you have a prediction between, uh, you know, outcomes-based pricing, token-based pricing?Elad Gil: Enterprise bundles Yeah. The way I- I think about this is always we've had... Like, let's even take the per-user pricing. Mm-hmm. The per-user pricing is really an artifact of someone creating a budget needing certainty, right? Because it's the most important thing. Like, somebody wants a budget- Mm-hmm ... they need a per user.Satya Nadella: And, and per user is just a set of entitlements to usage, right? That's kind of what it is. And so the way is, if the first bundling will be take some usage, bundle it into per user stacks and, you know, then sell subscriptions. So subscriptions I think are gonna be there, per user is gonna be there. Then the next big thing will be consumption.So people will say, “I want consumption.” And it's also possible that people will say, “I don't even want to pay for any of the subscriptions or the consumption's outcome.” Mm. But remember, most people love outcomes until they have an outcome, because once you have an outcome, it's like giving away royalty, [00:21:00] right?Mm. I mean, like I, I've talked to customers who love, you know, outcome-based pricing, and I say, “I'm all in,” until they, “Oh my God,” like, “what are you talking about? You're sharing in my outcome? No, no, no. I want you to go back to per-user pricing, and I want you to consumption price,” right? So I think that debate will go on.Uh, but and all, all, all of these business models have a particular time and a place versus one to rule them all. And if anything, if you're a SaaS vendor or you're a platform vendor, having that flexibility... And quite frankly, we face this with GitHub, right? We just recently announced a per-user pricing on GitHub because little, you know, we- GitHub Copilot was constructed at a per-user level before we understood even, uh, the intensity of usage of agents, right?It was an interactive way for a developer to use code complete, maybe tasks. It was not like, oh, I launched 10,000, you know, agents that are going on all day, right? So that is what the adjustment is about. So now that we really want, there will [00:22:00] always be a per user, but there will have to be a consumption meter.Durability of SaaS & Build vs BuySarah Guo: How do you think about the durability of SaaS more generally? One thing I've observed is in a lot of enterprises internally, there will be teams that almost have agent euphoria. They're so excited about the explosion of things they can build that they're trying to rebuild a lot of applications or going to their SaaS vendors and saying, “We're not gonna work with you anymore,” or, “We're considering an internal project.”And it seems like in six to nine months, maybe some of those people will come back and say, “Actually, we, we can't rebuild everything.” How do you think about what's durable in this world and what isn't? Yeah, it's a... It... I think we have to go through one full budget cycle on this to really see the, um- Uh, the sort of the emergence of the equilibrium, because at the end of the day, there's marginal cost to even generating the app, right?Elad Gil: In, in fact, there can be even a, a simple way to say it, like if you should always acquire something if the marginal cost of building and maintaining, uh, something on your own is higher. Uh, right? That should be like it's a quantifiable- Yeah. Right? A quantifiable thing. And [00:23:00] the maintenance part is important, right?Even, like you got to remember like, hey, you know, all the security stuff that now AI will find, you better fix them too fast. Uh, of course, there's a coding agent to help you with, but then that burns tokens, right? So whose responsibility is it? It's kind of like a, a cycle that you've got to think through.And I think we have gone through the excitement that I can generate a lot of software. I think the next thing would be what software do I really want to generate? Mm-hmm. What software do I want to use from others? How do I compose these two into some agentic workflow that I have agency over, right?Sarah Guo: Because I think there'll be very little tolerance for anybody who's inflexible, uh, at the vendor level. Uh, but at the same time, I think that anyone who has got that flexibility shows up, delivers the value, will be back at again, right? We're selling software, uh, but with just different business models, in fact Uh, speaking about building software, um, one of my favorite moments from, I think, a previous build maybe one or two years ago was they had a b- they, they...Swyx: There was a section of you building your [00:24:00] own software. I'm curious if you're building anything now. Yeah. So I, I think the... You know, first of all, let's face it, right? Building software has made it possible for even the incompetence of a CEO of a company- ... like ours, uh, you can build, so thank God. But that said, I, I, I, I do feel that, you know, something like, um, GitHub Copilot to me, and especially the new Sessions app or the new app, has just made it so much more possible for you to have agency over artifacts that you felt you couldn't touch before, right?Satya Nadella: So to, for me as a CEO, even to go to a code base, uh, to be able to learn about it, like I remember joining Microsoft long back, you know, first and then you say, man, everybody had to go in and look at, you know, whatever, Cutler's, Malik, or what have you to learn how to do good C, uh, C++ code. Um, so now that ability to be more full stack up and down is so good, but that doesn't mean every one of us should be doing the same thing.The question is: [00:25:00] how do you then have the ability to inspect things, learn things, see things, um, I think is just so much more. And so to me, what I'm building a lot of is these long-running Foundry agents. Uh, right? So there's autopilots. So the easiest thing is, to me, I think I just built one, uh, even last week, where the idea was, hey, can I have an agent that is continuously monitoring essentially my own chief of staff autopilot, right?We're gonna have that obviously in, uh, Scout. That's what, uh, uh, we showed. But it is so easy and trivial to build. I took Work IQ. I said, “Take Work IQ, go, uh, and build a Foundry long-running agent.” Uh, store all the memory in, um, uh, using Ray Fin, right? Basically at my backend as a service. And lo and behold, it built it, and not only built it, I could say publish to Teams, and it published the damn thing to Teams.Sarah Guo: So the ability, uh, to have a, you know, some end-to-end project like this complete is just pretty [00:26:00] miraculous. How do you think, uh,Future Engineering RolesSarah Guo: that impacts the different types of engineering roles that exist in the future? Because right now I think there's, you know, a dozen different types of engineers that you can be, from QA, front end, et cetera.You know, there's a big swath. I've heard some people argue that in four or five years we'll basically end up with four engineering roles. It'll be people who are managing agents, it'll be four deployed engineers or FDEs, it'll be security engineers, and then people working on large scale infrastructure for a small number of services, and then everything else just collapses into the agentic world.Satya Nadella: Yeah, I- Do you think that's a correct view of the world? Yeah, I mean, I think, I think we'll have to experiment our way through it. But what you said is what... There are some very at scale things. At LinkedIn, they did structurally change- Mm-hmm ... uh, and it, you know, basically built up a new discipline called full stack builder, right?So they went and said, “Hey, let's bring, uh, people from design and product management, front end engineering, all put them together.” Uh, but also have an edge, right? It's not like the design person still doesn't have the design edge, or the front end [00:27:00] person doesn't have the front end edge, but you can give yourself bigger scope in roles so that you're not confined to one role.Um, and then r- equally, infrastructure has become very critical, right? So in other words, like, I mean, RLEs, I mean, one thing we've realized is even for the Excel team, for example. Mm-hmm. Building the RLE in which a reward can be learned is actually one of the hardest sort of infrastructure problems.Mm-hmm. Uh, and so you kind of need even new talent, right? Distributed systems people even in what was considered an end user app team, uh, because it's a different skill set. So yes, infrastructure, science is the other one, obviously. Um, so I think we'll see how these evolve, right? Where's the s- real... I mean, always the world will have a bunch of specialists.Okay. Um, you know, I think the generalist role is going to be the most exciting, right? Because the leverage of a generalist- Mm-hmm ... um, is where we are going to see the maximum returns, right? When, when you said, “Hey, are you coding?” I'm now a gen- Like, what... I've basically translated [00:28:00] knowledge work Right?Which I did, where I created a Word document or a spreadsheet, or even, uh... And now I can build an app, right? It's in the same sentence. Uh, right? That idea that, “Oh, wow, my generalist skills have gotten higher leverage,” I think is what we're gonna see across the board. Music to the ears of CEOs and VCs that are, like, a little dangerous and a lot of- Golden age for idea peopleSarah Guo: idea people. Yeah. Uh- With a lot of agency. I- if you take that idea of personal agency and you just zoom it out to the organizational context, um, uh, my partner Mike Renall, who, uh, actually started his career at Microsoft, just wrote an essay where one of the big takeaways is i- it's an age where you can be much more ambitious, and you need to be, given the pace of the environment and how quickly, actually, users and companies are open to adopting new technologies.Satya Nadella: Um, how do you think about... I, I feel silly asking this of somebody running a, you know, trillion-dollar-plus company already, butAmbition & Making the Impossible PossibleSatya Nadella: how do you think about how Microsoft can be more ambitious now? It's a great question. Um, I [00:29:00] think, um- I think the, the thing in these type of transitions is to have a conceptual model of how work can change to go after outcomes that you could hardly imagine previously, right?In fact, Kevin Scott has this nice line, right, which is, um, when you can make the impossible... Like, when you're making hard things easier, that's sort of one point of leverage. But true ambition is about making the impossible possible. So now the thing that is missing a little bit in all of our organizations is what is that new conceptual model of what can we build?What was impossible and what can we build? And I'll give you one example of this, right, which is I take great inspiration from sort of the people who were managing the Azure net- network. And they came to the... This was from even last year. You know, we were scaling. You saw that I, I [00:30:00] talked about sort of how we built in the last 15 months more Azure capacity than we built in the first 15 years.I mean, it's crazy. Wild. Yeah. Right? It's pretty wild. And it's the same team. So they saw that and they said, “Bob, this just ain't gonna work if we don't reconceptualize our work.” So they built... Essentially they said, “Our job is not to do Azure networking. Our job is to build the agentic system does, that, that does Azure networking,” right?These are the folks managing the 500-plus fiber operators managing the VAN, right, all over. And fiber operations ultimately is a physical operation. Things get cut, things get, uh, you know, have to be repaired. You know, we have fancy words called DevOps and so on. Basically, emails are coming in and you gotta go respond to them, take care of it.So they built this agentic system. They even have a character for it. It's called Miles, and it sort of does all this stuff, right? They started sort of screaming for more tokens and so on. And so they were saying, “Look, uh, we don't need a headcount. We need tokens in order to be able to [00:31:00] manage, uh, our operation.”That reconceptualization- Mm-hmm ... of what their work is, right? They, they basically took their work and made it meta, right? That meta work is now their new work. Mm-hmm. Right? In the ‘80s, if somebody had come to us and said, “4 billion people are gonna get up in the morning and start typing,” my model would've been, we need 4 billion typists?But we're not doing typing, we're doing knowledge work. So that, to me, I think is it, right, which is whether it's Microsoft or whether it's any organization, is to give ourselves permission to do new types of metacognition, meta work, using these new tools to change the outputs that matter, uh, and then really make the impossible possible.Sarah Guo: So completing that dot or the, the connective tissue across those, I think, is where a lot of the enterprise value will get created.Data Center Build-Out & Community ImpactSarah Guo: Should we talk about data centers? Yeah, please ask. Oh, okay. Well, uh, uh, w- we-- this leads nicely into the data center build-up. I always think, I- I just-- I'm just impressed at the sheer scale of the [00:32:00] build-out from Microsoft, but also everyone else, that this is redefining what it means to be a hyperscaler.And I just feel like that, that, that is at unprecedented scale on finances, uh, on the way you run the company, but also the communities that are, that are impacted. Um, yeah, just talk a bit more about what you're seeing on the ground, like when you visit your- Yeah, I think there are two aspects of it.Satya Nadella: Obviously, the, the build-out is, uh, extraordinary. Um, you know, nothing like this has happened, and it's great to be, uh, one of the participants in it. Uh, but you brought up the other part, right? I think at this point it's clear that unless we as an industry, uh, are very principled about ensuring that the benefits of all the stuff we're talking about are felt in real ways, uh, at the community level, right?Because this is not just a, a campaign, um, right? It has to be real, where people are saying, “Look, this is not ch- changing the prices on energy for me.” In fact, if anything, it's bringing down prices because long term there's going to be a better [00:33:00] grid, there is going to be more energy. Water consumption is, in fact, not sort of, uh...In fact, water is being replenished, right? You gotta really, you know, educate folks on truly what's happening, the cl- uh, the closed loop systems we are building. We have to invest in the training, the jobs, the tax base. In fact, the least talked about stuff is the amount of jobs that get created during construction, after construction.What's the tax base that's there in the community? And, and all this has to be real. Um, and, and if that is the case, then we will have permission. If it is not, we won't have permission. It's as simple as that, right? Which is, uh, we, we... I think we have to take it as an industry pretty seriously. Uh, I think it's good for communities to be skeptical, ask the hard questions, for us to do the hard work, earn that.Um, but at the end of the day, if there's-- if we can really be the produ-- Wait. I've always felt like in human history, if you use a lot of energy but also create a lot of value for society- The story has been fantastic. If you don't [00:34:00] do that, it's not been that great. And this time around, I'm a firm believer that ultimately if you do have a token economy that drives productivity, that drives economic growth, that drives broad spread, um, you know, participation, better health outcomes, um, then I think we'll be in a great place.Sarah Guo: Uh, and that's at least what we all have to be focused on. Yeah. It, it makes me think actually that with all these initiatives that you're doing, might be e- easier to see ROI in the communities first before in enterprise. Yeah. I, I mean, I think both sides. Yeah. In fact, it comes back together. It has to be the people in the communities are going to be employed, are going to be participants, uh, in the real economy, right?Satya Nadella: That's I think the question is. Like, if we- if the broad economy is doing well and the communities are doing well, the dots get connected. It's sort of the market forces are such that we will connect the dots. And that I think is it. Like, you ought to be able to see the evidence. You can't be about o- any one company, uh, but it has to be broad economic growth and broad [00:35:00] ec- you know, community permission.Elad Gil: Yeah. I guess I wanna talk aboutSocietal Impact & Optimism About AIElad Gil: what you're most optimistic about currently or what have you most updated your personal models on regarding societal impact of AI? So you're saying what's the, the, the- What have you updated most on in terms of societal impact of AI? Yeah. I think the, um, the p- the most, um- Critical thing is the first question we even started with, which is we need to tell the story and make it real that everybody has a real shot to participate as a first-class participant in this new economy.Satya Nadella: Right? That's kind of, I think we- in the next 12 months, 18 months, we need a way for people to say, “Oh, wow, I get it.” Right? There's going to be tremendous capability, tremendous amount of infrastructure, but I can see what is going to happen, whether it's the benefits like health outcomes or my ability to create a startup or my ability to run my [00:36:00] local sort of, uh, store more efficiently.It's just happening, and I see that, uh, benefit myself, right? That to me, you know, earning that permission in a path-dependent way, we can't wait. See, the one thing, Eli, that I've now learned is I think the world is gonna be very skeptical of tech and tech companies that say, “Trust us, we've got it. The g- future is gonna be glorious.”Sarah Guo: Uh, you kind of have to deliver tangible benefits. Um, and quite frankly, politicians winning elections, uh, because they have advocated for that. That will be at least my adjustment because without it, um, thinking that somehow... Because it's too important this time around. It's too much of the economy for it not to be the case So one very simple framework I have for, you know, what are, what is gonna be the broad benefit of AI, um, beyond the communities just working in technology, are, are sort of wealth creation- Yepit's [00:37:00] gonna happen in a ton of different companies, startups and large companies. Then you have healthcare. Uh, you, you had amazing demos today. There are companies like Open Evidence. I think that is happening. Um,Education & Future of LearningSarah Guo: education seems like another one that's an- Yep ... obvious good where we haven't seen as much impact as I'd expect.Swyx: Do you have a hypothesis on why that might be, or if it'll come? Yeah, I mean, I think this is where, again, how we think about education, how... You know, recently I met with, uh, the founders of Alpha School and learnt a lot about what they were going and going about, and it's fascinating to listen, uh, to how to even rethink- MmSatya Nadella: uh, what does education really look like. Because I think it's actually very important. Mm. Uh, and I'm not saying anything traditionally being done is less important, right? I was even looking at the, uh... It's fascinating to see. I, I, I forget the which Stanford class it was, uh, the, the Asian guidelines for CS something.Mm. Uh, because you still need people to learn. Uh, like it was an interesting AI class that they were making sure people were learning how to apply softmax appropriately versus saying, “Hey, fix my training run.” Mm-hmm. Uh, so I think learning concepts is important. It's going to [00:38:00] be, uh, critical. But the way we create the incentives, what are the credentials, how we value those credentials, what is the employment opportunity for those credentials?So I think that there's a complete change that has to happen, uh, given the way to get to information, way to educate yourself, way to continuously keep yourself updated has changed so much. So I think interestingly enough, maybe the next big startup and success story could be someone who builds a new university, um, or a new, um, pedagogy even of how to get someone to go through a curriculum and find economic opportunity, uh, that's highly valuable.Well, that has felt, uh, perhaps impossible for a long time, but it's a great note to end on and something that might be possible. It's still possible. Yeah. Thank you, Satya. Thank you so much. Thank you. Yeah. I appreciate it. Thank you all. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.latent.space/subscribe

In this episode, Scott Becker discusses Microsoft's recent rebound, highlighting its recovery from a steep decline, strong AI and Azure performance, and the continued leadership of CEO Satya Nadella.

I'm excited to work with Microsoft once again as the presenting sponsors of the AI Engineer World's Fair! We'll streaming live from MS Build today for a special crossover pod with our friends at No Priors and the one and only Satya Nadella. However we did not hold back with this interview - we asked all the burning questions about uptime and Copilot that we know you have in your minds. Lets go!For almost two decades, GitHub has been the home of software, where both open source and closed flow, through commits, pull requests, reviews, actions, etc.This ecosystem flourished as open-source maintainers and contributors would continue shipping code for the benefit of the community. However as coding agents began to ship mass quantities of code - growing 1400% in 2026, it marked a new era that was both extremely exciting and challenging for GitHub.While these agents help more people ship more projects, they also significantly increase the floor of how much code is shipped, how often it is shipped, how many people commit code, and basically orders of magnitude multiples in every dimension of GitHub infrastructure:Now GitHub inevitably experiences more pressure on their infrastructure which was originally designed around human developers moving at human speed. This has resulted in a very publicly notable uptime story:So it begs the question of whether current systems around code can absorb what AI produces. Can CI/CD keep up when every idea becomes a build? Can open source maintainers survive floods of AI-generated slop contributions? Can GitHub preserve the human social contract of software while becoming the operating layer for agents?Which brings us to the perfect person to answer these questions: GitHub COO Kyle Daigle. In this episode, he joins swyx to unpack what happens when AI doesn't just autocomplete code, but starts changing how companies operate, how open source works, how pull requests get reviewed, and how GitHub itself has to scale. We go deep on GitHub's internal AI workflows: micro-skills, WorkIQ, MCP, Slack, Teams, email, Copilot workflows, the new Copilot desktop app, CLI, cloud agents, and how Kyle uses agents to look backwards across company context before deciding what to do next. Kyle also reflects on GitHub's history building webhooks, APIs, Actions, npm, Dependabot, and Semmle, why the AI era is breaking GitHub in new ways, how Actions became a general-purpose compute layer, and what Copilot becomes after code completion.Full Video PodWe discuss:* Kyle's expanded role across GitHub* How AI got Kyle coding again after years in leadership* Why GitHub rolls out AI through existing workflows instead of forcing new tools* WorkIQ, MCP, Slack, Teams, email, and GitHub as company context* Why massive “mega-skills” are giving way to small, atomic micro-skills* How AI changes summarization, communications, marketing, and analyst work* Why former developers in leadership may have a unique advantage in the AI era* Kyle's “15 agents on Saturday” workflow* How Kyle built an AI-generated executive presentation for CRO/CFO teams* Why AI changes the chief of staff role without removing the human work* GitHub Actions, webhooks, arbitrary code execution, and secure agent compute* The npm acquisition, supply-chain security, 2FA, and token invalidation* Slop forks, vendoring, and whether AI agents change dependency management* What pull requests become when most PRs come from agents* Prompt requests, vouching, AI review, and trust in open source* What counts as a “developer” when AI lowers the barrier to building* GitHub Spark, low-code, and why GitHub refuses to hide the code* 14x commit growth, Actions load, databases, monorepos, and availability* Copilot's evolution from completion to CLI, desktop app, cloud agents, and SDK* Context, memory, rules, and making GitHub “act like Kyle wants it to act”* Ambient AI, OpenClaw, enterprise security, and the new operating system for agents* What swyx should ask Satya Nadella about Microsoft's AI futureKyle Daigle* LinkedIn: https://www.linkedin.com/in/kyledaigle* X: https://x.com/kdaigleTimestamps00:00:00 Introduction00:03:36 Why AI Got Kyle Coding Again00:07:04 Running GitHub with AI: WorkIQ, MCP, Slack, Teams, and Skills00:15:39 The Golden Age for Former Developers in Leadership00:17:31 15 Agents on Saturday and AI-Generated Executive Work00:20:20 How AI Changes the Chief of Staff Role00:21:45 GitHub's History: Actions, npm, Webhooks, and Open Source00:28:45 Slop Forks, Vendoring, and AI Dependency Management00:33:57 Pull Requests, Prompt Requests, and Trust in Agent-Generated Code00:41:21 GitHub Stars, 200M+ Developers, and the New AI Builder Wave00:45:15 GitHub Spark, Low-Code, and Why GitHub Still Shows the Code00:47:38 GitHub's Hardest Era: 14x Growth, Reliability, and Scale00:59:21 Actions as the Compute Layer for CI/CD and Automation01:02:04 The State and Future of GitHub Copilot01:08:24 Ambient AI, Background Agents, and the Future of the SDLC01:13:09 OpenClaw, Enterprise Security, and the New OS for Agents01:18:03 Build Announcements, WorkIQ, FoundryIQ, and Microsoft Context01:21:41 What Should swyx Ask Satya?TranscriptIntroduction: Kyle Daigle's Expanded Role at GitHub and MicrosoftSwyx [00:00:00]: We're here with Kyle Daigle, COO of GitHub. Welcome.Kyle [00:00:07]: Hey, thanks for having me.Swyx [00:00:08]: You're not just CEO of GitHub. People know you as that. You have a new role.Kyle [00:00:11]: So I have an expanded role now. I've been working at GitHub for thirteen years and doing all things developer. Joined as a developer myself. And now, I'm also responsible as the CMO of Developer for Microsoft. And so all the kind of learnings and passion for developers and how we work with them and how we communicate and how we bring our products to market, we're also bringing that expertise to the broader Microsoft ecosystem and helping every developer that uses a Microsoft product or would like to have a sort of similar experience that they've had with GitHub over the years. So it's a different role in some ways, but it's also just building on the experience that I've had at GitHub of just sort of tell the truth, be authentic, show people how to use it and then let the products speak for themselves. Now just doing that with, all of Microsoft.Swyx [00:01:09]: We'll be releasing this in conjunction with Build. You got lots of stuff planned, and we can sort of touch on that whenever it's appropriate. I think one of the interesting things is I rarely meet a COO who's also a CMO. I think you're a very outward facing and you're very confident publicly. That's rare. Do you actually view yourself as COO? What's What is your thing?From GitHub Developer to COO/CMO: Building the Platform and Operating GitHubKyle [00:01:33]: I think for me, it's been funny. The titles have always been, a— have always felt a little strange to me. I joined GitHub as a developer? I wrote so much of theSwyx [00:01:46]: Let's bring that up. You wrote the back ends?Kyle [00:01:48]: I was going through, I was going through, some old photos, when folks were talking about how things were being built or how there was a build GitHub. I built, webhooks and worked with teams building the API, built the platform layer. Anything that integrated with GitHub, up until really twenty eighteen, I built or ran the engineering teams. And that's kind of where my the beginning of my passion always was helping people build things, deliver them to, their customers. And so being a developer, building for developers was always super unique. In a— I think as my role expanded, it became my ability to talk to not just developers, but also enterprise customers or business leaders and have this translation layer. And then through all those years, GitHub has always operated pretty uniquely. Post-pandemic, working remotely was not as novel as it was when GitHub started in two thousand and eight. But all that expertise of running remote teams, doing it well, became this sort of bigger role, ultimately turning into the COO role of how do we operate GitHub in the way that GitHub's always operated after the Microsoft acquisition. And kind of so on from there. So like for me, I think the— I've, I still code. I love coding but the problem has always been, people. It's a much harder problem to both support our own employees, a harder problem to communicate to developers and enterprise buyers what we're building why it matters, ‘cause those are two very different messages. And so getting to work in the mix of COO, CMO, also just being a dev, I think is what's kept me at GitHub for so long.AI Workflows for Leadership: Commits, Retrospectives, and ContextSwyx [00:03:40]: Apparently, you have— your commits have gone up. What's this? What's going on?Kyle [00:03:45]: Rui's called me out pretty aggressively. So I think— as you can imagine, right, you can see my normal era of being a dev In the twenty thirteen, twenty fourteen era, and then moving into management, and then ultimately the COO role. I think what you see there is me, really getting back to coding thanks to AI. I— similar to, attaching problems between how to market and how to operate a business and how to code, I find, building agents and workflows that are connecting very disparate problems to be what's driving this. So that's, some of it's writing software. A lot of it is, connecting a ton of a different data sources to, help me out. But that is completely me really diving in on the AI side in trying out our tools, trying out everyone's tools, But building for me, building for the non-technical leader, though I'm technical and how we're, able to use these tools more than just the simple, call and response that I think a lot of the non-technical, your employers, you have to get— you have to use AI, and so everyone uses, ChatGPT or Copilot or Claude or whatever. To really get into, how is this going to help me out, it— I find that it's not the I need to write a blog post, I need to those simple examples. Helping people find the workflows of, “Okay, I need you to go through all the PRs today. I need you to go through everything that we've posted online. I need you to go through what we did the last three months. Go through all of my Obsidian notes for any mentions of this then go through my transcripts at work.” We use, Teams, so, using WorkIQ, go call that MCP server, grab all the transcripts, go through all the Slack, and then build me out the plan of, what this week's messaging actually was. That's something that was, impossible because for me, I find AI in a what most of this launch here is actually, less building forward. It's actually, a recursive loop backwards. I'm always looking at what had happened first. Go back through the week and tell me what we did, what worked, what didn't work? And then tell me in the next three or four days-What would you tweak based on this sort of like looking backwards and then looking ahead a little bit? I find that to be so much more valuable, especially for like non-technical, because that retrospection is actually LLMs are very good at that. Like finding all the patterns, pulling them out, and then applying that retrospection to just a couple of days or just like a short period of time. Is all a bunch of apps that I've built and launched a bunch of, internal tools. I use the new, GitHub Copilot app, the desktop app with workflows. Every time I crack open my laptop, it's running workflows for me. It's just a ton of different stuff and of course, it all ends up on, it all ends up on GitHub.Swyx [00:06:47]: Of course. That's where, that's where, stuff is hosted. Man, there's so much to ask you. I was going to leave the how do you run a company with AI thing at the end. I have to ask one— double click one thing. You said, you are looking back at the week. You're, you're understanding what happens. When you say we That's three thousand people. How?Rolling Out AI Internally: Skills, CLIs, and Company ContextKyle [00:07:09]: I think when we started rolling out AI internally beyond engineering, right? One of the things that I was really, passionate about is like we have to do this in a way where no one has to change how they work. I don't want to have to teach you a tool. I don't want to have to teach you something new. And so for us, we tried out a few tools. Most of them don't work because I got to get you on board? I got to teach you how to use it. What we've actually ended up doing is we've built like a set of skills internally. We have we each have our set of skills, and we've just been distributing even to the non-technical folks, the CLI. And then effectively, we're just giving it access to like read about everything that we're writing. So that's for us, that's usually GitHub, Teams, Email, and Slack. So Teams for, video chat, generally speaking.Swyx [00:08:03]: Teams and Slack?Kyle [00:08:04]: so we use Teams for video communication, but we don't use it for chat. W-we— GitHub for a long history, right? We're alwaysSwyx [00:08:13]: Also SlackKyle [00:08:14]: Talking about ChatOps and like everything is built into Slack. Like every command, every flow.Swyx [00:08:18]: So even though you have been acquired for I don't know, eight years nowKyle [00:08:22]: we stillSwyx [00:08:23]: You still use Slack?Kyle [00:08:23]: it's a purpose-built tool for us, and I think the reality is that moving off of it would be so bluntly expensive? Simply because all the tooling is, baked in with that paradigm. And they both have their pros and cons but they don't work the same way at all. We still use a bunch of different tools Because it's the purpose-built tools that We need. And thenSwyx [00:08:47]: Well, the same doesn't go for the rest of Microsoft, presumably.Kyle [00:08:50]: like the like various teams like operateSwyx [00:08:53]: They make their own decisionsKyle [00:08:54]: Various ways. I think it just matters what you're trying to what you're trying to do. But we do we do work across kind of every tool that we use, and then by giving everyone access to all of that context and the new WorkIQ MCP server, which is quite cool if you do live in the M365 like world. I can ask it all these backwards-facing questions, and it's incredibly important for our teams that are working remotely. There's a lot of stuff you miss when you're not in an office, and we are spread out all over the world. So most of that is looking back. And then we post, we post either auto-automatically into GitHub issues or discussions, these sorts of like findings or like our industry reports. Like what's happening this morning, today, yesterday. A little automation gets run. We'll use the app. We might use GitHub Actions like with, our agentic workflows just to go do that run, and then we push it into GitHub, and w-we keep having a conversation. So usually for us, it's about that sort of like looking back, looking forward on the non-technical side. And then of course for a lot of those folks, it's also building an app, pushing it to GitHub pages or pushing it somewhere to host it et cetera. But it's just like enabling everyone with that power of it's going to take me a week to figure this out. Instead, we're going “Okay I built a skill. Let's put it into a repo. We'll all share that skill together, and then we'll use the CLI or now the app-” “just to run it.”Micro Skills vs. Mega Skills: How GitHub Uses AI at WorkSwyx [00:10:26]: All right. I think, I think we're going straight into like the team management and productivity thing. I think a lot of people are getting various levels of LLM psychosis. How do you manage the bloat of skills? Like everyone Has their thing, and they're Like trying to promote it to the rest of their peers in their org, right? And obviously, whoever becomes a skill influencer internally becomes like an AI leader, right? Of sorts. I assume you have those.Kyle [00:10:50]: like I think we haveSwyx [00:10:52]: And I assume it's a mess a Yeah.Kyle [00:10:54]: there's like I— like I think the reality is there's two pieces. Like first is I think that we're ending the era of these like massive, beautiful, perfect skills that are just like not any of those things. ‘cause for a while, right every tweet every day is like go download the skills, the perfectly managed thing to do this entire workflow. And I think that like what we've found and what— I was just with my team, this week, and we were talking about the skill side, and we're really talking about these like incredibly micro skills that are just doing one thing for us very well Versus a skill that's going to do I said, that full report. That doesn't really exist on our side anymore. It's usually how do— like a single skill that's going to identify the most important marketing information given any MCP server. Like this is the most important thing. Less about stitch a bunch of tools together and have it produce this mega output because then weeks go by, months go by, things change, and you want to tweakSwyx [00:11:58]: It's brittleKyle [00:11:58]: Your mega skill and you're screwed? You can't do that. And so now we're really just talking about the Legos we're using and just letting the instruction book be something we're all putting together. Whereas I think a lot of AI skills for a while have been that mega instruction book style.Swyx [00:12:15]: I've, thought a lot about Postel's law. I don't know if that's a term that is, means things to folks. It's the idea that you should be liberal in what you accept and strict in what you output, right? And I think that's like a good framing principle for skills. This is my skills, obviously on GitHub. I feel like everyone should have like how like some repos In GitHub are special repos? I feel like we should sort of reify the slash skills and everyone like give it some kind of special presentation. Anyway, so, yeah, this is one of those like download Download anything, transcribe anything, and then you can string together the atomic skills that do one thing well Into like some kind of orchestration skill that calls other skills. I assume, does that match?Kyle [00:12:56]: I like I think so. I think that theSwyx [00:13:00]: Summarize anything.Kyle [00:13:01]: Like I think the- For me, summarizing something for I do communications and PR and analyst relations and marketing and customer activities, and so my summarize everything is very different for each one of those like Contexts. What ‘Cause if I'm summarizing something for an analyst, that's a very different thing than, probably how I'm going to summarize something for like a customer meeting or an engagement. So that's I think like the difference when we're talking about the like the tools I might use on Saturday or the skills I might use on a Saturday when it's just for Kyle. Yeah, those are kind of like they have an atomic actual tool underneath or maybe skill, and then Kyle cares about X. But I think when we're talking about work and enabling the the marketers, communicators there, it's the atomic, this is what good summarization is, and then this is what I care about as for marketing for communications For whatever. And that I think is like the interesting matrix problem when we go from like a developer set of concerns to all kinds of different professions, is that what that word means to me is different than it means to you is different than it means to the analyst or the salesperson, and that's where I think the matrix mess is that we're starting to like still starting to find. It's about these mega skills but they're all just slight permutations, but those permutations are really important. It's the difference between someone reading this and going “Did AI make this?” what Or “This makes total sense, and I would expect this when I'm giving a briefing to Gartner,” or like whatever else.Swyx [00:14:37]: I think the beauty of it maybe is that you don't have to be that careful about what goes in there. It doesn't have to exactly fit as long as it like roughly is contained in there. I used to complain about plugin hell, basically. Like when you have a framework and then you have a hundred things that you need to integrate, everyone does like the GitHub used to be bloated full of these things. And now we don't need them anymore ‘cause now you just use skills.Former Developers in Leadership: AI as a Creation MultiplierKyle [00:15:00]: And like I think the most magical thing is the just that like I can just also crack it open. Like Like yes, I could go like change the how the plugin is coded, or like I could go do that now with AI, but I think there's just something more magical about getting a response back and being “That's not right,” and then you just crack the skill open, you just type English words and it's different. That building block is just, I think very unique. Once I get everyone to kind of understand how to best how to best make those changes to get the most power out of them.Swyx [00:15:36]: Is there a— you have a your peer group that Of people like you. Is there a common framing for Something I'm feeling is, which is true, is that is this a golden age for former developers who are now in leadership? Because you can wield the tools, you would know the right words, you're maybe not too close to the details. Doesn't matter. But like you're more effective than someone who doesn't come from that background.Kyle [00:15:59]: I think that like the secret has always been your ability to identify patterns and solve problems, and I think that for folks that like myself that don't code day to day anymore, that has made me successful as a developer, made me successful as a COO and now CMO. And so now that I have access to get and write code, I'm now applying that sort of like pattern finding and problem solving, and I know enough still about how to then go and say, “Oh, I want to make an app, but I don't want to break into jail or create something that's not going to be able to work or to be deployed scale or whatever.” that ability to apply all that additional business knowledge and still code I think is what makes that so interesting to me. Slightly different than I think some of the other like technical leaders that became business leaders and now are going back to their apps and updating them. Good for them? But I think the more, much more interesting thing is, well, now I have this whole new set of expertise over ten plus years. Why not take that and use that as a developer with these AI tools? So I definitely think that makes me more powerful, but I think that's true for like every dev as well. Most of the dev friends I still have also have some other underlying skill and passion. There's really talented, very kind of linear computer science software devs, absolutely. I just find that the folks that came from a different career, went to school for something else, went off and did this random thing, and then became a software dev, or were a dev, did a random thing, came back. Learning that extra set of information, learning those extra skills, and now having the power of an AI where I can crank up fifteen agents on Saturday while my kids are doing lacrosse, That's like really powerful. And I think it gets me back to that feeling of like creation, and it's very hard to replicate that in most other senses? That first time you build an app and you click it and you show someone that's magical. And so being able to do that not just in code, but across all kinds of different assets that's, that's huge. We were doing we're doing our every year we do our revenue planning. We talk about okay, what is it going to look like for next year? And of course as you imagine, there's, slideshows everywhere talking about what are we going to talk about, what's the narrative, et cetera. And so as you said I'm “Okay, well, I could probably just like build something to build this and then that way I don't have to go build the whole spreadsheet or I have to pass it to my team.” So we went through this process, and I got all the information and used the skills I mentioned. I built like a little app just to make it so I could look at some of the information in a SQLite database, more easily. And I ultimately built this entire presentation without touching any of it and I was “Okay, I'm just going to present this to our CRO, the CFO, their teams,” without mentioning I'd built it with AI. I like built a skill to make it look very much not AI driven. Just not pretty.AI-Generated Presentations, Human Taste, and the Changing Chief of Staff RoleSwyx [00:19:03]: Like a design. Yeah.Kyle [00:19:03]: Not pretty. But just like very clearly not AI. Kind of like don't do anything interesting.Swyx [00:19:08]: That's, yeah, that is valuable.Kyle [00:19:08]: Just go Exactly. We did the whole thing through. It used my notes from Obsidian, it used all the context I mentioned before, the plans, and Never came up once that it was AI generated.Swyx [00:19:20]: It didn't matter.Kyle [00:19:20]: Never once. D It didn't matter. And so now I takeSwyx [00:19:23]: This is a toolKyle [00:19:23]: I can take that tool and go, “Look, I don't want you to go build slideshows.” They're just helping us share information with each other. If this thing can do it With a little bit of crafting from you and then we can look at it together, awesome. There's no value in all that extra work. I think that the ability to, make it look humanly bad and and build a little app to, manipulate the data I think is part of, that upside for devs that are now in leadership roles. Because, the thing that I feel like I said before, this that's all a people, that's all a people problem. I know if you've used a coworker or not to build a slide deck, unless you spent a bunch of time to not do it.Swyx [00:20:07]: I know, but like it was so, I think there's a certain charm to just being blatantly AI. ‘Cause I think that you're well, you're just honest about There may be mistakes here that I cannot vouch for. So how much value is there? But anyway I think, actually the real question I want to ask is, there's a— You were a chief of staff To Thomas. And in the pre-AI world, the that job would've been a chief of staff job of like Can you prep me these slides and all that? And now you do it yourself.Kyle [00:20:35]: I still, I still have a chief of staff. Because, the difference is it's sort of the discussion every time we have some sort of technology evolution is it's not that the jobs the roles don't all go away, they just change? And so yeah, I don't have someone spending all their time building out slides for me and presentations ‘cause I don't need that anymore. But now I need that person that is able to go and find all the different connections between humans in those discussions to help me find out, okay, I should be meeting with this group and this team, and they have an opportunity, and I'm going to be in San Francisco today, I'm going to be in Seattle tomorrow. Those sorts of human connection aspects are still incredibly valuable and has always been a big part of that chief of staff role. But now just like chiefs of staff are not opening up, letters to process, they're doing emails. What It's the same thing. And now they're, they're not building out as many of these presentations because they have the the ability to have a AI take it on for, and share that with me and great. Let's keep moving ‘cause it's allowing us to go faster and make better decisions more quickly.Swyx [00:21:45]: Awesome. Well, so we can dive into more sort of, Productivity insights as you go. I did want to do a little bit of a brief history of colleague and hub. Because, we started here. And then you also involved the NPM acquisition. I did, I do want to touch upon that. And then more recently, I just want to bring up to present day where we're having uptime issues Which transparently we've already Addressed publicly, but we'll, we'll discuss in the pod. Did I miss anything? Like what, any other major highlights? Obviously, it's, it's a lot of years to cover.A Brief History of GitHub: Webhooks, Actions, Acquisitions, and Platform EvolutionKyle [00:22:15]: No the I think one of one highlight was right before the acquisition closed in twenty eighteen, I got to launch the first version of ActionsSwyx [00:22:27]: OhKyle [00:22:27]: At GitHub Universe. So it was OSwyx [00:22:29]: They're that young?Kyle [00:22:30]: It was October of twenty eighteen, I think. Yeah. Yeah.Swyx [00:22:33]: Gee, Jesus.Kyle [00:22:34]: I got to I was the engineering leader on that project and got to launch that. And then, yeah, we did acquisitions of NPM you said, Semmle, Dependabot Pul Panda a whole bunch of things. That was a bigSwyx [00:22:47]: Pul Panda.Kyle [00:22:48]: Abi is doing well.Swyx [00:22:51]: DX. Holy crap.Kyle [00:22:52]: Did well on DX. I and like that was a that was the big shift, after the acquisition. I had to join the sort of business side.Swyx [00:23:00]: So I need to hit you on some of these things ‘cause you were there. Right? And how often do I get to talk to someone who was there? But yeah, Actions. Is that the number one source of security issues on GitHub?Kyle [00:23:11]: Oh, sh I think that the number one source of, security issues is probably like all, the literal code in everyone's like underlying repositories. I would say back further than that is, if you remember I had to show in this graph was this is, I'm, didn't say this before, this is ultimately webhooks.Swyx [00:23:30]: You yeah.Kyle [00:23:31]: Like circa whatever it was.Swyx [00:23:32]: It says Hookshot in there.Kyle [00:23:32]: I forget. Yeah. Yeah, Hookshot's in there. And so like back then, it says GitHub Services. Do you see, it says Hookshot FE for front end, and then it says GitHub Services. GitHub Services back in the old days, right? You we had a repository that was Ruby code, and you could write any Ruby code in there, and then we would execute that On your behalf As a service, and then that way if an if you were trying to integrate with something, it didn't we would run it for you.Swyx [00:23:57]: And of course no containers ‘causeKyle [00:23:58]: No, ‘cause it wasSwyx [00:23:59]: Well, no containersKyle [00:24:00]: Twenty fourteen. And so there was some isolation obviously, but it was mostly the separations on the server level. That's like an example as long as the very old version of Pages, which ran on its own containerization infrastructure, not on Actions.Swyx [00:24:15]: Which like all-time great product.Kyle [00:24:16]: Pages powers the internet at this point to some degree. Those were places where like clearly there were no like issues like to my knowledge. But it was those things where I'm looking at and going “Okay, well we can't be running arbitrary Ruby code,” like on everyone's behalf. Then containerizing all of that up intoUh into actions now where yeah the containerization, is r-really good. The pinning most folks aren't pinning it the like to a particularSwyx [00:24:48]: ImagesKyle [00:24:48]: Sha, et cetera like their workflows, and so that's a big that's a big place Of pain for folks if they're just doing similar to any dependency management, just V1 or newest or latest, I think. But, that journey from that day to “Okay, we're just going to run all this arbitrary code, and, it'll basically be okay,” to now, no, we have, really good containerization. We have a new, underlying, ag-agent, containerization, service. It's like we're using it under the hood. It's through Azure. They recently announced it. The Azure, Dev Compute, but it's, very fast, very fast compute to be able to, spin up your own cloud agents, or whatnot. We're using it under the hood for some parts of the new,Swyx [00:25:36]: Microsoft Dev Box?Kyle [00:25:37]: No. Dev Compute, yeah.Swyx [00:25:41]: Hmm. Not finding it just yet.Kyle [00:25:44]: Oh, it's, it's in there somewhere.Swyx [00:25:46]: All right. Well, we'll cut that out.Kyle [00:25:47]: Sorry. But with, Dev Compute, you can, run, really fast, spin up really, small VMs really quickly, so you're doing a tool callSwyx [00:25:58]: Same conceptKyle [00:25:58]: Just do it containerize exact-exactly. So we're using that so definitely moving that direction to protect us from every every piece of code that we're ultimately running.Swyx [00:26:07]: look, that grows into the full SDLC? Code hosting was just the start and and then it's grown beyond that. Let's talk about NPM may-maybe ‘cause I think that's also, a very major point in the industry. I do think, it was looking for a home. It was, kind of struggling as a business, right? I don't know, I don't know how you would characterize that whole acquisition and how itNPM, Package Security, and Keeping the Internet RunningKyle [00:26:33]: like when we were talking to the team, I think the big thing for the both of us was to find a way to keep NPM, which was basically powering the internet then and way more so now to some degree running. Keep it going keep continuing to scale. It was having scaling problems, if I recall, back at that time. They were doing some rewrites. ItSwyx [00:27:00]: that's cute compared to now.Kyle [00:27:01]: Well, that's the thing is like when I'm talking to folks now, there's there's so many more underlying uses of NPM than there were back when we had them join in with GitHub. But that was ultimately the goal. It was really okay, we used to have pages. We have, the world's code. Let's make sure that we can keep NPM running well for the world. And we put a bunch of time and investment into fixing some of the underlying backend, changes, some of which we talked about some of the manifest work, et cetera. And then now, really trying to bring the the security posture of NPM up to speed. But, it is a unique challenge in that every move that we make to make it more secure will break a lot of people. And security is paramount. And also, we take it very seriously. We're, the any time that we have a problem with GitHub or we make a change that makes us more secure but hurts, there's, a snow day for developers or a really bad fire that they have to go put out. And so we've, have changed the 2FA policies. We've changed the way the tokens work. When we find tokens that have been exposed or potentially, exposed, we invalidate them, andSwyx [00:28:22]: I love that feature in GitHub. Yeah, it's greatKyle [00:28:23]: That creates issues, but, the but that's the thing is we're trying to push the community, forward without necessarily, doing something that is going to break the contract that's been for 15 years or close to it or some amount of years on NPM.Slop Forks, Vendoring, and the Future of Open Source Supply ChainsSwyx [00:28:43]: I think the— So now we're talking about, open source and publishing. And I think there's something here with what people are calling slop forks, which, I think Malta from Vercel is doing. And, part of me thinks, well, the way to get past any vulnerabilities, we just, let's just get rid of the concept of NPM. And we only publish source code. And anytime you want to import it you have your coding agent look at it and then adapt whatever subset you're going to use into your vendor it. But, the AI vendor it. Is that realistic? I don't know. Is it— Will that solve all our security issues? I don't know.Kyle [00:29:24]: I don't think it'll solve I so Mitchell was just talking Mitchell Hashimoto Was just talking about this today, and I think that I-in some ways, it's all all things, old or new again? Yeah, absolutely vendoring everything. Like I do I do remember twenty thirteen, twenty fourteen.Swyx [00:29:42]: This is Yeah. Let's, we must return toKyle [00:29:43]: That's what is We were vendoring everything. We were having actual discussions around, or at least I remember we were “Should we take this full thing?” “Why is this so big? We only need this one file.” And so I do think there's something true there where having either taking only what you need or the dependencies just getting incredibly small over time, I think will help to some degree, but it's not going to solve the fundamental problem, I don't think, because the vulnerabilities in an agent looking at them, there's time and time again, there's a million different ways in which we can convince an agent that this thing is, secure or not and pull it in. Or we can do static code analysis or runtime testing to say whether the code works or not. That is, I think, the step that needs to continue to be, invested in. The question is just on, how much scope. Should it be this enormous project that I'm pulling down, or should it be this piece? Either most companies are running some amount of security checking on the on the packages that they're bringing in or vendoring. That I think won't change. That's like what advanced security does to some degree, Socket does some degree. Like everyone is doing a piece of that. How we each do that like especially when we're talking to enterprise customers, is just like very different. No there's no one wants one single way to do it. And I think that's always been GitHub's, unique position in the world. I talk a lot to maintainers, I talk a lot to folks about this. It's we're— we rarely start like a process and a practice and like push it onto the community. We usually wait for the sort of like RFC process socially or literally, everyone agreeing, and then we'll cement something in. Because otherwise we'reMaintainers, RFCs, Vouching, and the Social Layer of TrustSwyx [00:31:35]: That fits your role in the ecosystem, yeahKyle [00:31:36]: We're GitHub. Yeah, we don't want to shape the whole thing. We want it to be figured out. But like how do you balance that like sort of Role in the industry to keep everything as secure as is possible and make sure that you're you're not going to be compromised as a human, ‘cause that's usually how it all happens. And Not not create a process or lock us into a flow that you're not going to or like Mitchell's not going to or other open source projects aren't going to like. That's always been a tricky balance for us, and I think that's something that we haven't talked about enough is we're not going to be able to fix everything for everyone in a way that everyone is going to like. So tell, help us, tell us what is working. When Mitchell was talking about, the Upvote, the upSwyx [00:32:22]: I was going to bring up his thing. Yeah.Kyle [00:32:23]: I forget what it Yeah. When he's talking to us, I was chatting with him and talking to him about this and I put it on Twitter and we talked to, also over DM, was “We're going to keep working.” but I think the important thing is I do actually want to hear what isn't working for you. And as, be as specific and clear for your project as is possible. And to every piece of credit over the many years that we've known each other through the industry, he's always done that and I appreciate that ‘cause there are places that we need to fix up, and we hear from him, and we'll fix up just like we do all other kinds of maintainers. But that that process between making those types of improvements and being more secure and like creating, I forget what he calls it's not the proof process, not the claims process. Do what I'm talking about? He has that he his projects have a way for you to kind of like,Swyx [00:33:13]: VouchKyle [00:33:13]: Vouch. Thank you. Yeah. He has like the vouch system for saying, “Hey, you should accept my PRs.” That's beenSwyx [00:33:20]: I just built this into GitHub. I don't know.Kyle [00:33:22]: Well, see, but that's the thing is that you say that and like he and his community really likes this and then I'll go talk to other maintainers and other maintainers, globally, and they're “No, this doesn't work for me.” And that is the tension, but also the kind of beauty of GitHub, depending on which way you look at it is we want to help maintainers, so we create all these tools to let you have more control over how much you take in from AI and PRs. But you can also use this. What You can go use this project, and if it takes off and becomes the kind of mostly standard, then yeah, we probably wouldn't enforce it but we would add it in because that's the flow that we tend to do?Swyx [00:34:02]: I hear a lot of people don't know the history of the pull request. And like like that's how, that's something that GitHub standardized basically.Kyle [00:34:08]: Yeah. It was a very messy process Like beforehand, and now the we have the benefit of it being the process? And now we have to go and Figure out the next best process or what adaptations change, or what does a pull request look like when eighty percent of your PRs are just coming from your agents and not From other devs?Swyx [00:34:31]: Do you like the prompt request idea from Peter?Kyle [00:34:34]: like I think that for each like each idea I think has its merits. I'm not, I'm not avoiding saying anything good or bad, but I feel like I've seen a version of we have that we have entire Thomas' store. Take all the assets of what you've built and put that in. I think that's got great ideas. There's all these various permutations of the PR flow, but I think the reason why there's not a single answer is ultimately we're trying to codify trust. We're trying to say “Okay, if Sean reviews this I'm going to trust it because you're Sean or you're the senior dev or you're the whatever.” And right now, when we are working in a flow where an agent writes code and another agent reviews code and then Kyle goes and looks at it the trust is kind of diffuse. And most of the tools that we're talking about are talking more about verification flows. We have more assets to look at, so I can probably say whether this is a good PR or not. But that still doesn't solve, I think, the human problem of I'm looking at a PR and I want to know if I can trust it. And we're still, we still tend to use human signals for that? Mitchell approving it or Kyle approving it or whatever. And so I think that's, I think that's why most of these options haven't really solved it is because, it's a social problem ultimately. It's a it's a human problem to review it and agree. Or you fully trust the tool and you're imbuing that tool with full trust Which I think in some cases that absolutely exists.AI-Generated PRs, Trust, and the Waymo AnalogySwyx [00:36:08]: And so like in the same way that there will be a tipping point in society when we don't allow humans to drive anymore Because machines are measurably better than Than humans. I'm looking for that tipping point, right? Like Mythos is ridiculously expensive. Someday we'll have Mythos on a desktop. I don't know. Will, does that change the equation?Kyle [00:36:30]: I think it's more I took a Waymo here, and I was on my phone and not looking around at all. There are other, self-driving, vehicles that I would not trust while, staring at the road. And I think that trust is something that isSwyx [00:36:48]: Is this a Zoox thing? What is itKyle [00:36:50]: I think that is both. I think that is both. LikeSwyx [00:36:53]: There's Zoox in this robo taxi. That's it. It'sKyle [00:36:56]: Well, depending on what level Of self-driving. But, my point is sort of that I think part of that is I strongly believe that's, a mixture of verifiable proof. Like how many accidents, how much data, and so on, and the human aspect of how I feel when I'm in this car, what it tells me, et cetera. And so that's why I think some of the like Some of these some of our AI tools tend to, imbue me with more of that feeling of trust, even if the data says this is 100% accurate. I feel like it takes more time for us to go, “Should I trust this or not?” And that's in the soft sense of, startups with high agency, weekend projects, and open source. And then there's enterprises and regulated industries and everything else, and that is an even harder problem to go solve because even when it is fully verified, not only do you have to have trust from the humans on the team, you probably have to have trust from multinational,Swyx [00:37:55]: Oh my GodKyle [00:37:55]: Multi governments around the world and regulating agencies. And so that's where I feel like until we tip over to your point on the sort of like human EQ side of it. I feel okay this feels okay I've been proven enough. Then the ball will start to roll a lot faster, where we'll end up getting to the “Okay, we can trust this,” and feel good about it in the Most difficult of cases.Reputation, Sponsors, Stars, and Bot Activity on GitHubSwyx [00:38:18]: If human trust is the thing that matters, I feel like GitHub as the developer social network could maybe do more there. Like vouchers are one system But, we have star counts, and then we have Contributor rights, and that's it. And I feel like there should be more in that space. I don't know if there's any other design decisions there.Kyle [00:38:37]: I think that one of the places that we don't really expose right now in this sort of way is, some degree of like hard trust and support, which would like for me is like sponsors is a good example of that.Swyx [00:38:49]: Ah.Kyle [00:38:49]: It like costs you something. To prove that I believe in your project and I trust you To some degree or I want to support you at the very least.Swyx [00:38:56]: Solve payments for open source. Why not?Kyle [00:38:58]: I think that I think that like as we keep moving forward, right, there's more and more projects where I'm, adding more and more dollars into sponsors personally because I want to like support them, but I also like know of I've probably never met them in person, but, I know of enough of their work that I want to support them. I think the thing that I don't love about stars or commit counts or anything else is ultimately, even with all of the various, abuse and de-spamming and deduplication work that we do or anti-abuse work that we do, these are all, not active social signals. They're passive ones that are ultimately gamifiable. And you may trust me, but another open source maintainer may not. And on what heuristic should you be, trusting me? That I think, is kind of where some of our thinking is right now. What signal from me is most important to you? You— If you can define that potentially, honestly in an agentic workflow that's what we see some of these open source projects do, where you have GitHub actions, and then you have like an agentic workflow that's calling AI, and you're setting these rules. Like if Kyle has submitted and gotten accepted PRs across any given project and has a social handle tied to his account in GitHub, and that social account's older than a certain amount. Really complex measures that matter to you ‘cause most open source projects have that heuristic built into their heads, if not written down in the contributing guidelines. You could take that and then go apply that and then just say, “Oh, we're not going to accept this PR.” Building something that is, I think, malleable to everyone's needs, is a little bit better, rather than going “Hmm, this account's too young.” Because what happens? The attackers just go and go and create a multitude of accounts, and they wait Until it ages up. Needs to have a certain amount of stars. That's how star inflation happens. Need to have a certain amount of reposSwyx [00:40:46]: Oh my God. YeahKyle [00:40:47]: With PRs. They all just create repos and submit PRs to each other, and then they come in and do something nefarious. And so, it's hard. It's hard to find the measure. So I think we're, we're looking more at how can we provide you tools so you can kind of choose what's best for you. And of course, we'll give you some standards. But the trust vector, gets down to I don't know, some version of like human digital ID like everyone's been talking about. Like how do I prove that it's meSwyx [00:41:13]: Give me your eyeballsKyle [00:41:14]: On the internet. Give me your eyeballs. Exactly.Swyx [00:41:18]: The I got to keep moving on Topics, but obviously I can go all day on this stuff because, I've been involved in GitHub and open source My entire professional career. Stars. Very superficial. Everyone knows it. But I think time to one hundred thousand stars is the fastest I've ever seen. Like people just reached that in I don't know, months. And then like at the same time I don't trust it right? Like how many of these are real or bot or like whatever. I don't know how to ask this but like what can we do about it? LikeKyle [00:41:49]: JustSwyx [00:41:49]: Is stars broken? Is stars fine?Kyle [00:41:51]: I think that there's kind of two, there's like two pieces. Obviously we're constantly like trying to find ways in which like your users are producing spam, which would, I would include like be like only doing star gamification. When we find them, we pluck ‘em out and we,Swyx [00:42:08]: But it's like a Whac-A-MoleKyle [00:42:10]: It's a hundred percent like a Whac-A-MoleSwyx [00:42:11]: There's no wayKyle [00:42:11]: Now, powered by AI to be helpful. But I think more so what I'm seeing is, a lot of the like fastest time to X tends to be because we're now inviting so many more people into like software development on GitHub That like the zeitgeist is just swarming? And it'sSwyx [00:42:32]: It's not just developers anymoreKyle [00:42:33]: And it's not you and I. Like like however you want to say like what a developer is it's not just folks who have been coding for a very long time. It's folks that have maybe started coding or only joined in since the AI era. And nowSwyx [00:42:44]: what's the latest Octoverse number? I know eighty million was my lastRem- member that a number of developers on GitHubKyle [00:42:50]: Oh, we're over 200 million now.Swyx [00:42:53]: Okay. Well, so you see?Kyle [00:42:55]: Like over 200 million developers now.Swyx [00:42:56]: But it's not developers, right? It's, it's people with a GitHub account.What Counts as a Developer in the AI Era?Kyle [00:43:00]: So, so this is, this is the biggest debate that I would say, everyone loves to have at GitHub at this point. From my perspective, right, I think that there's, there's clearly a difference between, professional enterprise developer and then developers. But I think that I think that the idea that we should be I don't know, splitting hairs or segmenting developers in the early era of software development is, not worth our not worth the time. SoSwyx [00:43:29]: When you get into gatekeepingKyle [00:43:31]: 100%Swyx [00:43:31]: What is a developer?Kyle [00:43:31]: 100%. ‘Cause I wasn't a developer when I started writing code? I was going toSwyx [00:43:36]: Oh, no. I made— I cloned a thing, seven years before I learned to code. And then I and then I wrote about my learning to code journey, and people Just called me a fraud ‘cause I had a GitHub account. And I'm “Well, no, I just use GitHub, but I don't know-” “I didn't know what I was doing.”Kyle [00:43:49]: I I remember that. I remember those sets of posts, and like that's, that's b******t. So I fight very clearly on the line of, if you create code, if you have an idea and you create it into some way of, I'm, I'm going to run it and use the app right now, you may still use AI in that moment, but that's okay. At some point you're going to do the next thing. You're going to create a big— You're going to have to learn about this database. You're going to fix a bug, whatever. We're all on some same journey, and those people are also hearing about the great new agent skill package or a new CLI tool or a new whatever. And those projects are going up because you want to be a part of this moment, just like I wanted to be a part of the Ruby community when Ruby was popping off when I started becoming a developer, and now I can just click the star button. And so I think that yes, there's clearly some amount of like spamming and game gamification that we're working against, but I really think we're just seeing this whole new cohort of folks that are moving from technology to technology because they're not working on a 20-year-old software application. They're working on a side app that they built on the weekend for their friends or for their new idea or whatever. And that's how you see these enormous charts going up and to the right with With stars.Swyx [00:44:59]: I think something that's remarkable is the persistence or, that GitHub extends to those folks. Usually when I see platforms go into a new audience, they usually have to, have like a second platform with a different name that wraps the main platform. But somehow GitHub has been able to sort of persist and extend, and it's friendly and whatever? So it's, it's nice.Spark, Low-Code, and Always Showing the CodeKyle [00:45:19]: I that's partially why I think as we've tried to move into I don't know, more like low-code-y things. We so we started working on Spark as like a way to, build an app and run it. I think that the reality is that we anytime we try to, kind of put even a veneer on top of it without when we put a veneer on top of something, we still always show you the code. That's kind of like a tenant. We're never going to, hide the code from you ever, because whatSwyx [00:45:52]: Why would you?Kyle [00:45:52]: That's, yeah, that's the whole point? However, I think that what we learned with things like Spark is that really the value of Spark for most devs is, easy runtime. And you may have a runtime or a host that you're going to use for that or you just build something and run it but, the package of making that even more simple isn't really needed for folks that are trying to build software and not just trying to build, an app, which is, slightly different, a slightly different goal. So I want to get you in, I want to get you comfortable. I think the best thing for me as, someone that did not traditionally come into software dev way back, I want anyone to be able to breach that chasm and not be in the I don't know, I feel like we're, we're still in an era of, STEM. I've got a 12-year-old and an eight-year-old, and it's “We got to get ‘em into STEM,”? Over and over. And I like I do, I do the things that good parents do. I was “Oh, you want to do coding?” “Yes, I want to do coding.” Do coding classes. But now they're just not afraid of doing software. And that's, I think, the thing that's honestly kept me at GitHub for so long. Anyone should be able to go and build a thing, just like I can go change a light switch in my house. I'm not going to go into the breaker box ‘cause I'll probably kill myself? But, I can go change that light switch. Everyone should be able to go and say, “This fricking app doesn't do what I want. I want it to work like this.” And that I think, is what's kind of kept us all connected with GitHub through the years and some and during the easiest of times or in the hard times because of that opportunity of, we're the home for all developers, and we want everyone to be able to have that feeling that we've had of, had an idea, I created it and holy s**t here it is.Swyx [00:47:37]: Here it is. All right, I'm going to try to do more spicy questions.GitHub's Hardest Scaling Moment: Growth, Agents, and UptimeKyle [00:47:42]: Great.Swyx [00:47:42]: Is it an easy time now or a hard time?Kyle [00:47:45]: Oh at GitHub? It's a hard time. Like, it's a hard time and also, I was just with my team and I said, “This is also, the best and most exciting time that I think I can remember at GitHub.” BecauseSwyx [00:47:57]: Best of times, worst of times. It's never oneKyle [00:47:59]: ‘cause we've we were talking about Octoverse reports and, usually we do an Octoverse report once a year, and we look at the numbers, and we say, “Oh my goodness.” I was at Universe in October saying, “This was the fastest year of growth that we've ever had,” right? And now we're doing more in a month than we did in a year last year.Swyx [00:48:20]: You're talking about PRs.Kyle [00:48:21]: Commits.Swyx [00:48:21]: Commits, yeah.Kyle [00:48:22]: PRs. Kind of like you name it by roughly every measure that we're looking at, there's some amount of sort of growth that is much bigger, and that is breaking our system in new ways, not old ways. Like webhooks were always notoriously, unreliable over the years?Swyx [00:48:38]: Whose fault is that?Kyle [00:48:39]: not anymore mine, but for a period of time, I'm sure you could pull up a tweet that was “It was me. I'm sorry.” but, now, that got rewritten at a scale level that is still working and is not having problems today. Now what we're finding isn't just the isn't the-The simple stuff that folks are on the sometimes on Twitter or on the internet are “Hey, why is this like this?” Sure. There's absolutely silly problems that we shouldn't exist. But now we're talking about, unique, novel permission problems that happen only at a scale across all different objects or whatever, that now we have to go rewrite this underlying system. And so it's, there are problems that yeah, caught us off guard, which I think I said. Like the growth is astronomical, but also we're making such material progress in that I'm excited once we're once we've kind of like reimagined the underlying foundation layer, or pieces of it at least, what's going to be possible when it's not just all of us and all the new people that are being developers and all of their agents and all the tools like working together. Because that'll still happen in that in that GitHub tool, that GitHub community. But it's a it's a hard day anytime we can't give you what you're looking for. We have the same problem internally. We operate through github. Com. Of course, we have backups when things go down and whatnot for our own operations but we feel it too. If it's not working it's not working for us, and that's kind of like the promise of dogfooding for GitHub. It's always been true. We're using the same tool you're using. We're not using a super secret version. We and so we also need it to be great for us for our customers of course for open source. And now an exponential growth of agents, Doing it too.Swyx [00:50:32]: I wanted to load for audio listeners who maybe haven't seen your tweets, whatever. So one billion commits in twenty-five. Now it's two hundred and seventy-five million per week on pace for fourteen billion this year, if growth remains linear. Is that still the pace? I don't know. It's been aKyle [00:50:48]: it's, it's speedingSwyx [00:50:50]: Roughly.Kyle [00:50:50]: It's still speeding up.Swyx [00:50:51]: It's, it's April, so yeah.Kyle [00:50:51]: Exactly. This was in April.Swyx [00:50:53]: All right. So basically you have fourteen x growth, right? Year on year on year. And I think that's a scaling issue. I think, I'm going to like try to really steel man this thing. People have experienced fourteen x growth. They haven't had your downtime. And that's like— C-can we go dig into that? Why? Like what's the— what broke? What are we doing to fix it? Like just anything for the community to reassure them.Why GitHub Reliability Is Breaking in New WaysKyle [00:51:18]: so there's a Like I was saying, there's a couple different places that we've seen the growth issues. Some of the growth issues, which is why we're t— I was talking about pushing hard on more CPUs is in actions in particular. More tools, more agents, more PRs mean more builds, more builds mean more CPUs. And so we are expanding through not just our data center, but obviously we were talking about moving to Azure and moving to, adding an additional cloud compute because we simply need more CPUs. Not as much GPUs. We definitely need GPUs too, but now CPUs are becoming a factor.Swyx [00:51:53]: It's very CPU heavy.Kyle [00:51:54]: Underneath the hood when it comes to some of the underlying services, we've been breaking up over the years our database infrastructure, so that way we have, more cognitive separation between our the various services. The place that we continue to have pain is in, permissioning. And so right now m-many of our permissioning layers sit into a database that we like internally call MySQL One, and old Hubbers will know what I'm talking about. And so we've been pulling things out of MySQL One for many years, because like and we use we use Vitess and we use other technologies to shard and we do it as one bigSwyx [00:52:31]: Famous thing, PlanetScale was born from this andKyle [00:52:32]: A hundred percent. Sam Old Hubber and friend. And so finding these opportunities to like break this out and then do that globally. The other thing that I think is interesting and both a unique opportunity and tricky is we also run everything I just talked about in a black box container with GitHub Enterprise Server for people that work on-prem. So we take everything I just said, and we also do it on-prem, and we also do all of that and we do it in a data residence setup for customers that need to have their data in a single location. Each of these has the unique characteristic around how we're sort of storing that data in MySQL or in a permissioning setup. That's where some of these outages have oc-occurred, where you're seeing it more like across the board rather than just like the one pieceSwyx [00:53:17]: Filling the databaseKyle [00:53:17]: Isn't quite working. Exactly. And so part of it is that. I think there's been some other places where agents are much more or more projects appear to be moving towards monorepo versus we were going the other direction for many years in the industry. Repos were smaller, but there were more of them, and now we're seeing the opposite. Repos are bigger, and there's, not fewer of them per se ‘cause there's new growth, but, we're just seeing many more big repos. Big repos, big monorepos have always had, a unique performance problem. Because each one, is slightly different if, particularly if the underlying blobs are incredibly big Inside the repos. And so we've done a ton of work that you pro— like most people haven't probably experienced, unless you're in this case of the monorepo. But that Git, infrastructure layer improvement does help the overall, system because, many of the improvements that make monorepos work better make all repo infrastructure work better. And so, I could kind of keep going down the line where it's another thing where we're moving out of, We're changing how we do j I'll just say job queuing for lack of a better, explanation changing the underlying technologies there.Swyx [00:54:32]: I spent two years being a job queuing guy, so.Kyle [00:54:34]: And so it's kind of a little bit of a little bit of piece by piece, and it's mostly because as we were— as it was built, we built everything in a way that assumed, I guess in some ways that the size of the pipe of work was going to remain the same. There's just going to be more people coming through each of those pipes. But instead now in places whereA git push was, generally a certain size for example, is now, no longer true.Swyx [00:55:03]: Oh, yeah.Kyle [00:55:03]: OrSwyx [00:55:05]: I push a thousandKyle [00:55:06]: On the average. 100%Swyx [00:55:06]: A thousand line commits like dailyKyle [00:55:07]: Same thing with PRs. Like PRs same thing. And like we've talked about optimizing that and making changes where, and there were technology choices that did not work there? And it got slow, and it didn't It was not fast. It did not do what the users wanted. And so we've been reeling that all out and going “Okay, that's just not right. Let's stop putting good money after bad and do it the do it the right way or the right way now.” So there's It's a it's a lot of things, not quite when I've experienced scale at GitHub historically, it's almost always two options that we've used. We go vertical scaling, particularly with databases, right? And we go horizontal scaling. Oh, we just have more people using this service. Great. We're going to add more servers, and we rack them in our data center, or we use it in a cloud. And now we're sort of in a like diagonal, where like vertical doesn't really work anymore. Horizontal isn't work either because we're all We all have some CPU or GPU constraints in the world now, and now we have to go in and like crack open services that have been running for 10 or 15 years and go, “Okay, the rules of this service have legitimately changed, and now we have to rewrite them.” None of this is an excuse. This is like we're We have to do the work. We have to make it better.Swyx [00:56:22]: actually as an infra guy, I'm “This is like one of the most fascinating scaling challenges I've ever seen.”Kyle [00:56:26]: That's that's, that's the thing that's the thing that it's hard for Like when we weren't talking about it publicly, and I was like I came out, and I was “Hey, I just want to explain what's going on.” Part of it comes from a very old GitHub ethos, which is it's our it's our uptime. It's down. W What I know you're a developer, so you're, you're inclined to want to understand more what's going on. But at the same time us going “Hey, this service didn't, perform the way we expected, and now we have to go change it,” we weren't We're not trying to hide anything from you i

In this episode, Scott Becker discusses Microsoft's recent rebound, highlighting its recovery from a steep decline, strong AI and Azure performance, and the continued leadership of CEO Satya Nadella.

Patrick Moorhead and Daniel Newman cover Daniel's acquisition of Enterprise Technology Research, IBM's historic $15 billion single-day commitment spanning quantum and open-source security, Anthropic's Claude Opus 4.8, and the heaviest single earnings night of the season featuring Dell, Marvell, Salesforce, Synopsys, Snowflake, HP, and Micron crossing $1 trillion in market cap. The handpicked topics for this week are: Anthropic Releases Claude Opus 4.8: Six Weeks After 4.7 Anthropic dropped Opus 4.8 just six weeks after 4.7, claiming it surpasses GPT-5.5 and Gemini 3.1 Pro on agentic coding, knowledge work, and computer use. Benchmark improvements across the board: agentic coding up from 64.3% to 69.2%, knowledge work from 1753 to 1890, agentic computer use from 82.8% to 83.4%. Three new features ship alongside it: Dynamic Workflows for multi-subagent orchestration inside Claude Code, Effort Control for managing token spend, and mid-task system messages via the API. Fast mode is now 2.5x faster and 3x cheaper. Pat's honest take: what it says on paper is good, particularly on tool triggering and citation precision, but he has lost significant trust in the company and is watching closely. (The Decode)   IBM Commits $10 Billion to Quantum: The Largest Single Quantum Bet in History IBM announced a $10 billion commitment over five years targeting a large-scale fault-tolerant quantum computer by 2029, landing the same day as the $5 billion Project Lightwell announcement for a single-day IBM strategic commitment of $15 billion. Pat has been calling 2029 to 2031 as the realistic commercial quantum window and calls this the strongest single corporate financial signal yet that the timeline is real. Daniel's framing: IBM wants to be the NVIDIA of quantum, and with a $10 billion commitment, it's sending a flare to the entire industry that pure-play quantum companies cannot compete at this balance sheet level. (The Decode)   IBM and Red Hat Launch Project Lightwell: $5B to Secure Open-Source Software IBM and Red Hat committed $5 billion and a global force of 20,000 engineers to secure open-source software for enterprises through frontier agentic AI, anchored by 11 of the largest US and Canadian banks including Bank of America, Goldman Sachs, JPMorgan Chase, Mastercard, and Visa. Pat's read: this is the productization answer to Anthropic Mythos. Mythos found the vulnerabilities. Lightwell is the industrial-scale patching and validation layer enterprises can actually buy on a subscription. Daniel adds that IBM is flexing its engineering talent base as a premium strategic asset, a direct counter to the narrative that AI replaces engineers. (The Decode)   Anthropic Project Glasswing: 23,000 Vulnerabilities Found Across 1,000 OSS Projects Anthropic's Claude Mythos scanned more than 1,000 widely deployed open-source projects and surfaced approximately 23,000 candidate vulnerabilities, with 1,094 confirmed as critical severity. The Cyber Verification Program now gates the strongest cyber-capable Claude variant behind vetted defenders only. While the tool creates real value, the surface of attack will likely grow as fast as any tool built to defend it. (The Decode)   Anthropic in Talks to Run Claude on Microsoft Maia 200 CNBC and The Information reported Microsoft is in active negotiations to supply Anthropic with its custom Maia 200 inference chip, which would make Anthropic the only frontier lab simultaneously running production workloads on four distinct silicon stacks: NVIDIA, AWS Trainium, Google TPU, and Microsoft Maia. Pat's context: Maia 200 delivers 30% better tokens per dollar than the latest Azure fleet per Satya Nadella, and this deal would be Maia's first major external deployment. Daniel's read: what can be built will be sold right now, and Anthropic chasing every available compute source is simply the structural reality of growing at 80x when you planned for 10x. (The Decode)   The Flip: Is AI CapEx Too Expensive to Earn Its Return? Pat takes the affirmative. With $725 billion in hyperscaler CapEx tracking for 2026, likely $1 trillion next year, memory has become the choke point making it even more expensive, and open-source models have closed enough of the quality gap for most enterprise tasks that the premium of frontier APIs is increasingly hard to justify. A recent Signal65 white paper shows on-prem payback at 18 months. Daniel's counter: Dell just booked $24 billion in AI orders in a single quarter. Agentforce crossed $1 billion ARR at 169% growth. NVIDIA guided to $91 billion. Only 20% of enterprises are using AI and only 2% of consumers. Both hosts admitted off the flip their notes looked nearly identical. (The Flip)   Micron Crosses $1 Trillion Market Cap Micron became the 12th US company ever to cross $1 trillion in market cap, surging 19% on May 26th as UBS raised its price target to $1,625, implying a $1.8 trillion market cap. Samsung's Q1 memory ASP jumped 146% year over year. DRAM spot prices spiked 55 to 60% quarter over quarter. Daniel has been pounding this call since sub-$100 and calls it a cycle elongated beyond anything seen in the 27 prior memory cycles, driven by HBM capacity reallocation away from consumer DRAM creating structural shortage. (Bulls and Bears)   Dell Technologies Q1 FY27: The Biggest Enterprise AI Infrastructure Print of 2026 Record $43.8 billion revenue, up 88% year over year, crushing the $35.7 billion consensus by $8 billion. AI-optimized servers at $16.1 billion, up 757% year over year. $24.4 billion in AI orders booked in a single quarter. FY27 AI server revenue guide raised from $50 billion to $60 billion. Non-GAAP EPS of $4.86 beat the $2.96 consensus by 64%. Stock up 18% after hours. Pat's framing: Dell was very clear about what they were going to do. Rack engineering, sales, and service. The basics. And they executed the basics at an extraordinary level while building a special relationship with NVIDIA who views Dell as a market maker for both enterprise and NeoCloud. Daniel's add: play nice and win. Michael Dell navigated the political landscape brilliantly and pulled the entire Dell brand along with him. (Bulls and Bears)   Marvell Technology Q1 FY27: Record Revenue, Data Center at 76% of Mix Record $2.418 billion revenue, up 28% year over year. Data center at $1.833 billion, up 27% year over year, now 76% of total revenue. Q2 guide of $2.7 billion at midpoint accelerates growth to 35% year over year. Operating cash flow a record $638.8 million. Daniel went on TV and said it's "written in the stars," arguing the market had misunderstood this one for too long by conflating its custom AI ASIC story with the full breadth of its connectivity and networking portfolio. Pat's closing: the shorts are eating it now and the custom AI ASIC versus merchant GPU debate is finally settling into the right answer, which is both in lockstep. (Bulls and Bears)   Salesforce Q1 FY27: Agentforce Crosses $1 Billion ARR Revenue $11.13 billion, up 13% year over year. Non-GAAP EPS of $3.88 crushed the $3.12 consensus by 24%. Agentforce ARR crossed $1 billion, up 169% year over year, with 28.6 trillion tokens processed, up 152% quarter over quarter. 50% of Agentforce bookings came from existing customers expanding. Daniel flagged the $25 billion accelerated buyback funded by new debt as an interesting signal worth watching. Pat's bottom line: it's not perfect, but certainly no "SaaSpocalypse" in those numbers. (Bulls and Bears)   Synopsys Q2 FY26: First Full Quarter With Ansys Integrated Revenue $2.276 billion, up 42% year over year, beating consensus. Non-GAAP EPS of $3.35 beat $3.15. FY26 guide raised to $9.665 billion midpoint. Daniel's framing: every chip runs through Synopsys tools, and the Ansys addition makes it the full-stack co-design platform Jensen Huang keeps talking about. Synopsys is not just the pick and shovel of current AI silicon. It is the pick and shovel of quantum, robotics, and space as well. (Bulls and Bears)   Snowflake Q1 FY27: Strongest Sequential Dollar Growth in Company History Product revenue $1.33 billion, up 34% year over year, the strongest sequential dollar growth in Snowflake history. Net revenue retention 126%. FY27 product revenue guide raised to $5.84 billion. Natoma acquisition announced for secure agentic enterprise connectivity. New $6 billion multi-year AWS commitment. Daniel's closing: proprietary unique data is the real moat of the agentic era, and that data has to live somewhere. It is going to go to platforms like Snowflake. (Bulls and Bears)   HP Inc. Q2 FY26: Eight Straight Quarters of Growth With AI PCs at 44% of Shipments Revenue $14.4 billion, up 9% year over year, the company marks its eighth consecutive quarter of top-line growth. Non-GAAP EPS of $0.86 beat the prior guide. Personal Systems at $10.2 billion, up 13%, with 30% operating profit growth. AI PCs jumped from 35% to 44% of shipments quarter over quarter, with HP guiding to 60 to 70% next fiscal year. FY26 EPS guide raised. Pat's note: they still need a permanent CEO, which would help investors sleep better at night. Daniel's add: the real explosive moment for device companies comes when AI moves to the edge and enterprises shift from expensive frontier model consumption to on-device inference. (Bulls and Bears)   Everpure Q1 FY27: Record Revenue, Rebrand Complete Record revenue of $1.1 billion, up 35% year over year. Product revenue $577 million, up 55%. Subscription ARR at $2 billion. FY27 guide raised to $4.41 to $4.51 billion. Pure Storage officially completed its rebrand to Everpure. Daniel's emerging thesis: the agentic era has focused enormous attention on memory and compute, but after the inference runs, the data has to sit somewhere. Storage has not seen its full inflection yet and Everpure is well positioned when that wave arrives. (Bulls and Bears)   The Decode Anthropic Releases Claude Opus 4.8 May 28  https://techcrunch.com/2026/05/28/anthropic-releases-opus-4-8-with-new-dynamic-workflow-tool/ IBM Commits $10B Over Five Years to Quantum Computing the Same Day as $5B Project Lightwell, Bringing IBM's One-Day AI https://www.barrons.com/articles/ibm-stock-quantum-computing-aafbb1eb IBM + Red Hat Announce Project Lightwell  https://newsroom.ibm.com/2026-05-28-ibm-and-red-hat-commit-5-billion-to-redefine-the-future-of-open-source-in-the-ai-era Anthropic Project Glasswing / Claude Mythos Finds 23,000 Potential Vulnerabilities Across 1,000+ Open-Source Projects https://www.securityweek.com/anthropic-mythos-detected-23000-potential-vulnerabilities-across-1000-oss-projects/ Anthropic Negotiating to Run Claude on Microsoft's Maia 200 AI Chips  https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html OpenAI + Anthropic Walk Back the AI Jobs Apocalypse Ahead of IPOs https://finance.yahoo.com/sectors/technology/articles/ai-chiefs-walk-back-job-193605798.html https://x.com/RiskCentre/status/2059397756016611668 The Flip Is AI Capex Becoming Too Expensive to Earn Its Return — and Will the Result Be a Forced Shift to Open-Source and Smaller Use-Case-Specific Models, or a Continued $725B+ Hyperscaler Buildout That Vindicates the Capex on Productivity Gains? FOR:  The shift is to open-source + smaller use-case-specific models with better token economics, not away from AI https://x.com/danielnewmanUV/status/2059822712122400975 DeepSeek 75% permanent price cut + Anthropic Claude Code restriction reversal https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026 $190B Microsoft capex + $725B+ aggregate hyperscaler capex with no analog ROI yet  https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026   AGAINST:  Salesforce Agentforce ARR crossed $1B this quarter on 28.6T tokens processed  https://www.stocktitan.net/sec-filings/CRM/8-k-salesforce-inc-reports-material-event-3b8ead2852bb.html Lenovo +105% AI revenue, +84% Q4; Dell $43B AI backlog: the AI infrastructure flywheel is converting capex to revenue today https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results NVIDIA $91B Q2 guide + $1T Blackwell+Vera Rubin CY25-CY27 reaffirmed  https://www.cnbc.com/2026/05/20/were-raising-our-price-target-on-nvidia-after-another-knockout-quarter-and-guide-.html DeepSeek + Chinese price war is a Chinese export-controls story, not a US economic ceiling story https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   Bulls & Bears Micron (NASDAQ: MU) Crosses $1 TRILLION Market Cap for the First Time https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html Dell Technologies Q1 FY27 ACTUALS  https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html Marvell Technology Q1 FY27 ACTUALS https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results Salesforce CRM Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS  https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS https://www.prnewswire.com/news-releases/everpure-announces-first-quarter-fiscal-2027-financial-results-302783502.html

Inside a packed federal courtroom, some of the richest and most powerful figures in artificial intelligence are testifying under oath, and their testimony may be helping and hurting OpenAI at the exact same time. In Round 9 of Musk v. Altman, billionaire witnesses including Ilya Sutskever, Satya Nadella, and Bret Taylor stepped before a federal judge and nine jurors to defend the future of OpenAI, but several of their admissions may have handed Elon Musk critical ammunition. In this episode of The Valley Current®, Jack Russo breaks down the courtroom psychology, billion-dollar financial conflicts, explosive testimony about Sam Altman's leadership, and the growing legal battle over whether OpenAI's nonprofit mission was quietly transformed into one of the most commercially powerful companies on Earth. The stakes are no longer just personal reputations. They may determine the future structure of the AI industry itself. Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️  

Gary Rivlin details the dramatic November 2023 firing of Sam Altman by OpenAI's nonprofit board in AI Valley. The board alleged Altman gave "short shrift" to the company's original trust and safety mission in favor of rapid growth. This decision nearly destroyed the $90 billion startup when 700 employees threatened to resign in protest. Microsoft CEO Satya Nadella intervened, offering to hire the entire team to stabilize the company's future. Within five days, Altman was reinstated as CEO, signaling a definitive shift from OpenAI's idealistic roots to a competitive corporate structure. This melodrama highlights the internal tension between safety-focused researchers and executives pushing for market dominance. (7/8)1906 LA L FIESTA DE LOS ANGELES

Este podcast está patrocinado por Qonto.Si tienes una empresa, sabes que uno de los principales retos es poder mantener el control y ver claras tus finanzas. Pagos por un lado, cobros por otro, facturas en otra plataforma…Con Qonto, centralizas todas las finanzas en un solo lugar: cuenta de empresa remunerada, tarjetas para ti y para tu equipo, gestión de gastos y facturación integradas.Crear tu cuenta, aprobar un gasto, emitir una factura… todo rápido, en una misma solución.Obtén la claridad y el control financiero que necesitas.Abre tu cuenta hoy y empieza gratis.https://qonto.com/esEn esta tertulia volvemos al formato clásico con Jordi para comentar una semana cargada de temas alrededor de la inteligencia artificial, la tecnología y el futuro de las empresas.Hablamos del viaje a Seattle para un evento de Microsoft con Satya Nadella y CEOs de algunas de las compañías más importantes del mundo, de lo que se respira en la élite empresarial global y de cómo están pensando los grandes líderes sobre IA, ciberseguridad, regulación, geopolítica y transición laboral.También entramos a fondo en el miedo creciente alrededor de la ciberseguridad con modelos cada vez más capaces, especialmente a raíz de Mythos, el modelo de Anthropic que no se ha lanzado públicamente por su potencia en este campo. Comentamos por qué Microsoft habría alertado sobre sus capacidades, cómo modelos así podrían encadenar ataques complejos imposibles de ejecutar para un humano medio, y qué implicaciones tiene esto para empresas, GitHub, Cloudflare, supply chain, credenciales y sistemas legacy.Además, debatimos sobre el futuro del trabajo, la regulación de la IA en Europa y Estados Unidos, el crecimiento explosivo de Anthropic, el papel de Dario Amodei, la carrera por los datacenters y cómo la IA puede transformar campos como la biología, la medicina y la investigación contra el cáncer en los próximos años.

Jim Love breaks down the biggest moments from the high-stakes Elon Musk vs OpenAI trial, where the future of one of the world's most important AI companies may be shaped in court. This episode covers Sam Altman's dramatic cross-examination, where Musk lawyer Steven Molo directly challenged Altman's honesty in front of the jury, asking whether he was completely trustworthy and whether he always told the truth. Despite the aggressive attack, many observers described Altman as calm and unshaken. Jim also examines one of the most surprising moments in the trial: testimony from OpenAI co-founder Ilya Sutskever, who said he spent roughly a year compiling detailed notes about concerns over Altman's honesty with the board — only to later publicly regret helping remove him and support Altman's return. With reports placing Sutskever's OpenAI stake at roughly US$7 billion, the testimony raises difficult questions about motive, governance, and the internal power struggle at OpenAI. The episode also revisits Elon Musk's own testimony, the excluded Greg Brockman text message controversy, Microsoft CEO Satya Nadella's role, and what closing arguments could mean for OpenAI, artificial general intelligence (AGI), and the future of AI governance. If you follow OpenAI, Elon Musk, Sam Altman, artificial intelligence, AI lawsuits, or the future of AGI, this is the trial everyone in tech is watching. 00:00 Today's Trial Focus 01:14 Musk Testimony Recap 02:23 The Brockman Text Drama 03:37 Sutskever's Reversal 06:55 Why Altman Matters 08:18 Altman Cross Examination 09:22 Founders Mission And Control 10:36 No Perry Mason Moment 11:11 Closing Arguments And Sign Off

Join us for the Big Technology AI Summit on June, 18, 2026. Get your tickets here: summit.bigtechnology.com.... Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Satya Nadella criticizing his OpenAI partnership 2) Did Microsoft play the OpenAI deal right? 3) AI native vs. bold on debate 4) Which big tech company will rank No. 1 in AI? 5) Bill Ackman buys Microsoft 6) OpenAI and Apple are on the outs 7) Claude for Small Business is here 8) What's coming up at Google IO 9) The Great 'AI Monet' Prank 10) Alright, alright, alright --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jacob Ward joins Mikah Sargent on Tech News Weekly! More insights into the Musk vs. OpenAI trial. Everything unveiled at The Android Show: Google I/O Edition 2026. And the Canvas cyberattack. Jacob has been covering the Musk vs. OpenAI trial since he was last on the show. He talks about the trial and some of the more interesting things that have occurred during the trial. Jason Howell stops by to talk about everything that was unveiled at The Android Show: Google I/O Edition, a lead-up to the big Google I/O event that is taking place on May 19th. And Mikah talks about the Canvas cyberattack that occurred on May 7th and how the company paid the ransom that the attackers were demanding from the organization. Hosts: Mikah Sargent and Jacob Ward Guest: Jason Howell Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT hoxhunt.com/securitynow zscaler.com/security bitwarden.com/twit

Sam Altman took the stand this week to defend himself and his company against a lawsuit by Elon Musk. The three-week long trial has featured some of the biggest names in Silicon Valley, including Microsoft's CEO Satya Nadella and OpenAI cofounder and former chief scientist Ilya Sutskever. As the trial nears its end, Danny Fortson and Katie Prescott talk about why the stakes are so high and debate whether this is a case of sour grapes, or if OpenAI did actually “steal a charity” from Musk. Plus, the founder of Raspberry Pi on the future of AI and how he feels about his microcomputer being used to power AI agents such as OpenClaw.Get in touch: techpod@thetimes.co.ukProducer: Marnie DukeExecutive Producer: Priyanka DeladiaImage: Getty Hosted on Acast. See acast.com/privacy for more information.

Jacob Ward joins Mikah Sargent on Tech News Weekly! More insights into the Musk vs. OpenAI trial. Everything unveiled at The Android Show: Google I/O Edition 2026. And the Canvas cyberattack. Jacob has been covering the Musk vs. OpenAI trial since he was last on the show. He talks about the trial and some of the more interesting things that have occurred during the trial. Jason Howell stops by to talk about everything that was unveiled at The Android Show: Google I/O Edition, a lead-up to the big Google I/O event that is taking place on May 19th. And Mikah talks about the Canvas cyberattack that occurred on May 7th and how the company paid the ransom that the attackers were demanding from the organization. Hosts: Mikah Sargent and Jacob Ward Guest: Jason Howell Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT hoxhunt.com/securitynow zscaler.com/security bitwarden.com/twit

Jacob Ward joins Mikah Sargent on Tech News Weekly! More insights into the Musk vs. OpenAI trial. Everything unveiled at The Android Show: Google I/O Edition 2026. And the Canvas cyberattack. Jacob has been covering the Musk vs. OpenAI trial since he was last on the show. He talks about the trial and some of the more interesting things that have occurred during the trial. Jason Howell stops by to talk about everything that was unveiled at The Android Show: Google I/O Edition, a lead-up to the big Google I/O event that is taking place on May 19th. And Mikah talks about the Canvas cyberattack that occurred on May 7th and how the company paid the ransom that the attackers were demanding from the organization. Hosts: Mikah Sargent and Jacob Ward Guest: Jason Howell Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT hoxhunt.com/securitynow zscaler.com/security bitwarden.com/twit

Jacob Ward joins Mikah Sargent on Tech News Weekly! More insights into the Musk vs. OpenAI trial. Everything unveiled at The Android Show: Google I/O Edition 2026. And the Canvas cyberattack. Jacob has been covering the Musk vs. OpenAI trial since he was last on the show. He talks about the trial and some of the more interesting things that have occurred during the trial. Jason Howell stops by to talk about everything that was unveiled at The Android Show: Google I/O Edition, a lead-up to the big Google I/O event that is taking place on May 19th. And Mikah talks about the Canvas cyberattack that occurred on May 7th and how the company paid the ransom that the attackers were demanding from the organization. Hosts: Mikah Sargent and Jacob Ward Guest: Jason Howell Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT hoxhunt.com/securitynow zscaler.com/security bitwarden.com/twit

Jacob Ward joins Mikah Sargent on Tech News Weekly! More insights into the Musk vs. OpenAI trial. Everything unveiled at The Android Show: Google I/O Edition 2026. And the Canvas cyberattack. Jacob has been covering the Musk vs. OpenAI trial since he was last on the show. He talks about the trial and some of the more interesting things that have occurred during the trial. Jason Howell stops by to talk about everything that was unveiled at The Android Show: Google I/O Edition, a lead-up to the big Google I/O event that is taking place on May 19th. And Mikah talks about the Canvas cyberattack that occurred on May 7th and how the company paid the ransom that the attackers were demanding from the organization. Hosts: Mikah Sargent and Jacob Ward Guest: Jason Howell Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT hoxhunt.com/securitynow zscaler.com/security bitwarden.com/twit

Jacob Ward joins Mikah Sargent on Tech News Weekly! More insights into the Musk vs. OpenAI trial. Everything unveiled at The Android Show: Google I/O Edition 2026. And the Canvas cyberattack. Jacob has been covering the Musk vs. OpenAI trial since he was last on the show. He talks about the trial and some of the more interesting things that have occurred during the trial. Jason Howell stops by to talk about everything that was unveiled at The Android Show: Google I/O Edition, a lead-up to the big Google I/O event that is taking place on May 19th. And Mikah talks about the Canvas cyberattack that occurred on May 7th and how the company paid the ransom that the attackers were demanding from the organization. Hosts: Mikah Sargent and Jacob Ward Guest: Jason Howell Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT hoxhunt.com/securitynow zscaler.com/security bitwarden.com/twit

Jacob Ward joins Mikah Sargent on Tech News Weekly! More insights into the Musk vs. OpenAI trial. Everything unveiled at The Android Show: Google I/O Edition 2026. And the Canvas cyberattack. Jacob has been covering the Musk vs. OpenAI trial since he was last on the show. He talks about the trial and some of the more interesting things that have occurred during the trial. Jason Howell stops by to talk about everything that was unveiled at The Android Show: Google I/O Edition, a lead-up to the big Google I/O event that is taking place on May 19th. And Mikah talks about the Canvas cyberattack that occurred on May 7th and how the company paid the ransom that the attackers were demanding from the organization. Hosts: Mikah Sargent and Jacob Ward Guest: Jason Howell Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT hoxhunt.com/securitynow zscaler.com/security bitwarden.com/twit

Jacob Ward joins Mikah Sargent on Tech News Weekly! More insights into the Musk vs. OpenAI trial. Everything unveiled at The Android Show: Google I/O Edition 2026. And the Canvas cyberattack. Jacob has been covering the Musk vs. OpenAI trial since he was last on the show. He talks about the trial and some of the more interesting things that have occurred during the trial. Jason Howell stops by to talk about everything that was unveiled at The Android Show: Google I/O Edition, a lead-up to the big Google I/O event that is taking place on May 19th. And Mikah talks about the Canvas cyberattack that occurred on May 7th and how the company paid the ransom that the attackers were demanding from the organization. Hosts: Mikah Sargent and Jacob Ward Guest: Jason Howell Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT hoxhunt.com/securitynow zscaler.com/security bitwarden.com/twit

Jacob Ward joins Mikah Sargent on Tech News Weekly! More insights into the Musk vs. OpenAI trial. Everything unveiled at The Android Show: Google I/O Edition 2026. And the Canvas cyberattack. Jacob has been covering the Musk vs. OpenAI trial since he was last on the show. He talks about the trial and some of the more interesting things that have occurred during the trial. Jason Howell stops by to talk about everything that was unveiled at The Android Show: Google I/O Edition, a lead-up to the big Google I/O event that is taking place on May 19th. And Mikah talks about the Canvas cyberattack that occurred on May 7th and how the company paid the ransom that the attackers were demanding from the organization. Hosts: Mikah Sargent and Jacob Ward Guest: Jason Howell Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT hoxhunt.com/securitynow zscaler.com/security bitwarden.com/twit

Jacob Ward joins Mikah Sargent on Tech News Weekly! More insights into the Musk vs. OpenAI trial. Everything unveiled at The Android Show: Google I/O Edition 2026. And the Canvas cyberattack. Jacob has been covering the Musk vs. OpenAI trial since he was last on the show. He talks about the trial and some of the more interesting things that have occurred during the trial. Jason Howell stops by to talk about everything that was unveiled at The Android Show: Google I/O Edition, a lead-up to the big Google I/O event that is taking place on May 19th. And Mikah talks about the Canvas cyberattack that occurred on May 7th and how the company paid the ransom that the attackers were demanding from the organization. Hosts: Mikah Sargent and Jacob Ward Guest: Jason Howell Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT hoxhunt.com/securitynow zscaler.com/security bitwarden.com/twit

Satya Nadella explains why Microsoft feared becoming "the next IBM" in dramatic testimony from the Elon Musk vs OpenAI trial, while Apple warns Canada that proposed surveillance legislation could weaken encryption security for everyone. In this episode of Hashtag Trending, Jim Love covers Amazon Web Services' new cloud desktop service for AI agents — and why vision-based automation may cost far more than expected when compared with direct API access. Apple pushes back against Canada's proposed Bill C-2, warning that mandated lawful-access capabilities could create exploitable security backdoors. The U.S. Federal Communications Commission also reverses course, allowing certain previously approved routers to continue receiving security updates through at least January 1, 2029, avoiding a security headache for millions of users. Then we close with the courtroom battle between Elon Musk and OpenAI, where Microsoft CEO Satya Nadella delivers one of the most revealing moments yet. Chapters 00:00 This is Hashtag Trending – May 13, 2026 00:24 Headlines 00:38 AWS Gives AI Agents Cloud PCs 01:35 Why Vision-Based AI Can Get Expensive 03:02 Apple Warns Canada on Encryption Bill C-2 04:42 FCC Router Security Update Reprieve 05:48 Why You Should Update Your Router Now 06:28 Satya Nadella Testifies in Musk vs OpenAI Trial 08:52 The Hockey Analogy Recap 09:53 Wrap Up #AI #OpenAI #Microsoft #SatyaNadella #ElonMusk #Apple #Encryption #Cybersecurity #AWS #ArtificialIntelligence #Canada #TechNews

Deputy Bureau Chief of Finance Cory Weinberg and Mostly Metrics author CJ Gustafsson join TITV Host Akash Pasricha to break down how OpenAI stands to gain over $5 billion from the upcoming Cerebras IPO through unconventional "penny warrants". We then explore exclusive reporting from Aaron Holmes on Microsoft's renegotiated revenue-sharing deal with OpenAI and how the tech giant has already doubled its $13 billion investment. Next, Rocket Drew provides updates on the Musk-OpenAI trial featuring testimony from Satya Nadella and Ilya Sutskever, followed by Replit's Michele Catasta on the new "VibeBench" for AI coding models. We wrap with Stephanie Palazzolo discussing Thinking Machines' high-profile research preview of real-time interaction models.Articles discussed on this episode: https://www.theinformation.com/articles/openai-making-billions-just-promising-buy-suppliershttps://www.theinformation.com/articles/openai-save-97-billion-2030-latest-microsoft-dealhttps://www.theinformation.com/articles/microsoft-recouped-double-13-billion-openai-investment-revenueSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Cerebras IPO: OpenAI's $5B Potential Windfall14:25 - Exclusive: Microsoft Recoups OpenAI Investment26:11 - Musk vs. OpenAI: Nadella & Sutskever Testify30:20 - Replit President on Benchmarking Coding Models40:21 - Thinking Machines Teases New AI Interaction Model

Microsoft CEO Satya Nadella took the witness stand Monday in the trial about control of the artificial intelligence startup OpenAI.

The run-up in tech has Dan Niles remembering like it's 1999, but he says the rally “has at least one more great year.” Microsoft's Satya Nadella takes the stand in the Musk vs. Altman trial. Plus, the under-the-radar chip company UBS says is “the fastest grower” in the space.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Information's Aaron Holmes breaks down the behind-the-scenes negotiations between Sam Altman and Satya Nadella to avoid a legal war over OpenAI's partnership with AWS. We also talk with Erin Woo about Google's new deal to put AI on classified Pentagon systems and Rocket Drew about the jury selection in the Elon Musk vs. Sam Altman trial. Lastly, we get into the "buoyancy" of AI debt markets with Cory Weinberg and the future of agentic AI hardware with BEP Research's Ben Pouladian.Articles discussed on this episode: https://www.theinformation.com/articles/google-signs-classified-ai-deal-pentagon-amid-employee-oppositionhttps://www.theinformation.com/articles/nadella-altman-averted-legal-war-awshttps://www.theinformation.com/newsletters/the-briefing/microsoft-comes-openai-deal-winner-risks-ai-financinghttps://www.theinformation.com/briefings/musk-altman-brockman-agree-stay-social-media-trialSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Inside the Room.Hayden E. Stafford, President & CRO at Seismic, had a front-row seat to Satya Nadella rebuilding Microsoft from the inside out.The world saw the outcome.Hayden saw the decisions.The ones that got challenged.The ones that got changed.And the ones leaders refused to change.He saw that alignment didn't break all at once.It broke when signals said something isn't working…and nothing changes.That's when teams drift.Priorities split.And small gaps turn into real consequences.You'll discover:- What it was really like in those rooms—and how Satya handled bad decisions.- What Hayden saw that changed how he leads.- What makes asmall misalignment turn into a million-dollar problem.And he's now applying those same lessons across thousands of employees and customers at Seismic.So:When you know something isn't working is your tendency to…Change it—or convince yourself it will?-----Connect with the Host, #1 bestselling author Ben FanningSpeaking and Training inquiresSubscribe to my Youtube channelLinkedInInstagramTwitter

Julia Liuson is leaving Microsoft. Liuson joined Microsoft in 1992, the same year as CEO Satya Nadella (she worked on Access at first). She helped build the first version of Visual Studio and was the first female corporate vice president at Microsoft. Liuson has been president of Microsoft's Developer Division since 2021. Also, curious about life on the other side of the fence? Paul has a tip for finding games that are optimized for Linux. Plus, Chrome joins the 21st century with vertical tabs and a real reading view. Just be sure to install those anti-tracking extensions. Windows Microsoft promises more native apps for Windows 11, but... which apps? New apps? Replacements for existing apps? Thanks for making us revisit the web app vs. native app thing yet again, Microsoft Windows 11 version 25H2 is now being pushed to all compatible PCs Compatibility milestone, not a big deal because 24H2/25H2 features are identical, same underlying codebase - but some will complain that Microsoft is "forcing" 25H2 on them Secure Boot certificate notifications are now available so you can see where your PC is at Another month, another emergency Windows Update patch New Dev/Beta builds add Xbox Mode, new haptic effects, etc., plus a new Canary build with features we've seen before Microsoft is taking the Insider Program on the road Component shortages trigger another Raspberry Pi price hike, but also a promise for the future The AMD Ryzen 9 9950X3D2 Dual Edition processor will be available from leading retailers starting Apr. 22 with a retail price of $899 AI Microsoft's terms of service for Copilot say it's for entertainment purposes only. Yes, really. Microsoft AI releases new foundational models for transcription, voice, and images Word on iPhone gets Copilot co-create capabilities - used to be AI Mode, you need a Microsoft 365 Copilot subscription Anthropic has hired away a key AI executive from Microsoft, and what he has to say about the opportunity is interesting Anthropic brings Computer Use to Windows Google: Seriously, we are not training AI with your Gmail Google AI Pro plans now offer 5 TB of cloud storage, yikes Xbox & gaming Xbox is refreshing the look of achievements on the console Call of Duty: Modern Warfare, more coming to Game Pass this month Was this the best COD ever? In search of greatness Also: Forza Horizon 6 launches May 19 and will be available on Xbox Series X|S, Xbox on PC and Xbox Cloud as an Xbox Play Anywhere title, and playable day one with Xbox Game Pass Xbox will hold FanFest events around the world Tips & picks Tip of the week: So you want to try gaming on Linux App pick of the week: Google Chrome RunAs Radio this week: Securing AI Agents with Niall Merrigan Brown liquor pick of the week: Corowa Peated Single Barrel 521 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security helixsleep.com/windows cachefly.com/twit