EP. 148 · 07.07.2026 · 1:30:00
PLATFORMS, COMPUTE AND MICROSOFT'S AGI PLAN
with Satya Nadella
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EPISODE BRIEF — EP. 148 · PLATFORMS, COMPUTE AND MICROSOFT'S AGI PLAN Guest: Satya Nadella · Published: 07.07.2026 · Duration: 1:30:00 【OVERVIEW】 Satya Nadella on the economics of intelligence: what an AGI-era platform business looks like, why compute and energy are the binding constraints, how quantum research fits the roadmap, and what enterprises actually adopt versus what they announce. 【KEY TAKEAWAYS】 1. What an AGI-era platform business looks like 2. Compute, energy and the physical constraints 3. Quantum research and the long roadmap 4. Enterprise adoption: signal versus noise 【CHAPTERS】 00:00 — What an AGI-era platform business looks like 22:00 — Compute, energy and the physical constraints 50:00 — Quantum research and the long roadmap 1:12:00 — Enterprise adoption: signal versus noise 【TOPICS】Microsoft · Cloud · Compute · Quantum · Enterprise AI 【WATCH】https://thedaopod.com/episodes/ep-148-satya-nadella-on-the-agi-plan
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THE CONVERSATION
Satya Nadella on the economics of intelligence: what an AGI-era platform business looks like, why compute and energy are the binding constraints, how quantum research fits the roadmap, and what enterprises actually adopt versus what they announce.
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EP. 148 · PLATFORMS, COMPUTE AND MICROSOFT'S AGI PLAN
Satya Nadella on the economics of intelligence: what an AGI-era platform business looks like, why compute and energy are the binding constraints, how quantum research fits the roadmap, and what enterprises actually adopt versus what they announce.
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Chairman & CEO, Microsoft
Chairman and CEO of Microsoft, architect of the company's cloud-first turn and of its partnership with OpenAI. He has positioned Microsoft as one of the largest builders of AI infrastructure in the world.
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0:00 · What an AGI-era platform business looks like
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