Satya
3 statements across 3 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Jan 2, 2019 by Benedict Evans · across every show →
Everything said about Satya, oldest first
Jan 2, 2019 negative
Dec 12, 2025 bearish
Evans: OpenAI's huge user base is fragile without network effects
“You've got these eight or nine hundred million weekly active users, but you don't have, but that feels very fragile because all you've really got is the power of the default and the brand. You don't have a network effect. You don't really have feature lock-in.…”
Aug 31, 2026 negative
Microsoft Failed to Build Competitive In-House Frontier AI Models
“They clearly tried to make a frontier model. They failed. You know, Satya said, we're gonna have our own models that are very competitive. Like, I think he said that 18 months ago. They don't have their own models that are competitive.”