Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom

Satya Nadella, CEO of Microsoft, sits down with John to discuss the diffusion of AI inside the enterprise. He explains why “all your data at your fingertips” is the evergreen pitch, why this AI CapEx cycle is different from the .com bubble, and his vision for "agentic commerce". They also cover Microsoft's product bundling strategy and how he "wanders the virtual corridors" of Teams to run the company. Show notes • [Read] Softwar: An Intimate Portrait of Larry Ellison and Oracle, Matthew Symonds | https://www.amazon.com/Softwar-Intima... • [Try] Superwhisper | https://superwhisper.com/ • [Read] The Internet Tidal Wave, Bill Gates | http://news.bbc.co.uk/1/shared/bsp/hi... Full transcript on Substack: https://cheekypint.substack.com/p/sat... Subscribe to Cheeky Pint Spotify: https://open.spotify.com/show/2IHbGJJ... Apple Podcasts: https://podcasts.apple.com/us/podcast... Substack: https://cheekypint.substack.com/ Key moments 00:00 AI adoption in the enterprise 08:58 How Satya runs Microsoft 14:51 New UIs 21:49 Microsoft tackling the early internet 27:03 Are we in a bubble? 32:40 Data sovereignty 39:10 Excel 43:26 Agentic commerce 54:10 AI brand loyalty 01:01:09 Product bundling 01:09:42 Microsoft’s culture 01:13:36 The law of very large companies 01:17:33 What’s in the water in Hyderabad?