Listen to this post:
Good morning,
This week’s Stratechery Interview is with Microsoft CEO Satya Nadella. I have previously interviewed Nadella in May 2024, October 2022, April 2020, and May 2019.
As I noted yesterday, I spoke to Nadella shortly after the conclusion of his keynote at Build, Microsoft’s annual developer conference. One notable thing about the keynote was the fact that Nadella was — outside of product demos — the sole presenter; one gets the sense he has shifted into a much more hands-on role at Microsoft over the last year.
The reasons why are clear: my first question to Nadella was if he was happy about where Microsoft was currently positioned as a company. We talk about the reasons for that question, the status of the company’s partnership with OpenAI, and whether Microsoft has invested sufficiently in AI infrastructure. Then we talk about the future of software, Microsoft’s business model in the age of AI, and if they can operate independently from the leading edge models. At the end we talk about Project Solara and whether Microsoft will ever pay residents to build data centers.
