cloud
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 31, 2025 by Satya Nadella · across every show →
Everything said about cloud, oldest first
Oct 31, 2025 neutral
Nadella: AI gives software significantly higher marginal costs, forcing business model adjustments
“Overall, it is going to be true that there is a real marginal cost to software this time around. It was there in the cloud era too. When we were doing, you know, CD-ROMs, there wasn't much of a marginal cost. You know, with the cloud, there was. And this time …”