Satya Nadella 1 item
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Long-form 2026-09-16 · 05:15 ET
All-In — Satya: pace with common sense; MSFT builds, leases, rents
Nadella on All-In: broad diffusion over mystical slowdown; ~30m enterprise Copilot users of ~250–300m TAM; kit ~60% of cost; Quincy DC ~400–500 MW. [asr]
asr All-In Podcast · Microsoft · OpenAI · Anthropic
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Satya Nadella

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All-In — Satya: pace with common sense; MSFT builds, leases, rents
Nadella on All-In: broad diffusion over mystical slowdown; ~30m enterprise Copilot users of ~250–300m TAM; kit ~60% of cost; Quincy DC ~400–500 MW. [asr]
Wed, 16 Sept 2026 · 05:15 ET Long-form asr