Satya Nadella
26 statements across 6 episodes · 14 bullish · 5 bearish · 4 people on the record · first statement Jun 22, 2024 by Bill Gurley · said 73 times in 19 episodes since 2024 · across every show →
On the record as a speaker too: Satya Nadella's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Brad Gerstner (56), Bill Gurley (9), Jensen Huang (3), Dylan Patel (3), Rene Haas (1), Apoorv Agrawal (1)
tap a year for its mentions
2025 19 mentions in 5 episodes 4 per episode
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
2024 54 mentions in 14 episodes 4 per episode
- Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- 6 more episodes that year, every mention in 2024 →
Everything said about Satya Nadella, oldest first
Jun 22, 2024 neutral
Dec 12, 2024 negative
Dec 12, 2024 bullish
Nadella: OpenAI is this generation's defining company, creating a 'Mag 8'
“If you think about open AI, in some sense, you could say it's mag eight because I think the company of this generation has already been created. Right. Which is open AI in some sense. It's kind of like the Google or the Microsoft or the meta of this era.”
Dec 12, 2024 negative
Microsoft missed early deep learning opportunity with Geoffrey Hinton to Google
“In fact, even Hinton worked, like some of the early work in DNNs happened when he was in residency in MSR and then Google hired him. So we missed, I would say, even in the early 20 tens, some of what could have been doubling down at around the same time that G…”
Dec 12, 2024 bullish
Nadella: Memo by Amodei and Sutskever Convinced Microsoft to Bet on Scaling
“In fact, I think the first memo, weirdly enough, I read, On scaling was written by Dario when he was at OpenAI and Ilya, and that's sort of what, like I said, let's take a bet on this, right? Which is, hey, wow, if this is going to have exponential performance…”
Dec 12, 2024 neutral
Nadella: Microsoft allocates capital to unified cloud infrastructure rather than product silos
“To me, I've never, I don't allocate my capital thinking here is the Azure capital. Here is the M. Three, six, five capital. Here is you know, gaming. I kind of think of, hey, there's a cloud infra. That's the core theory of the firm for me. On top of it, I hav…”
Dec 12, 2024 positive
Nadella: Meta's open-source Llama strategy smartly commoditizes complements
“I think what Meta and Mark are doing is very smart, right? Which is in some sense, he's trying to commoditize even his complement, right? It makes a ton of sense to me. If I were in his shoes, I would do that, right? Which is get the entire world converged. I …”
Dec 12, 2024 bearish
Nadella: Traditional SaaS Apps Will Collapse into AI Agent Logic Tiers
“The SaaS applications, or biz apps, so let me just speak of our own dynamics thing. The approach, at least, we're taking is, I think the notion that business applications exist That's probably where they'll all collapse, right, in the agent era, because if you…”
Dec 12, 2024 positive
Nadella: Microsoft tried for 10 years to secure an Apple search deal
“Like, I've been trying to get an Apple search deal for, like, 10 years. And so, when Tim finally did a deal with Sam, I was, like, the most thrilled person, which is better, it's better to have ChatGPT get that deal than anybody else, because we, you know, we …”
Dec 23, 2024 neutral
Jan 11, 2025 positive
Jan 11, 2025 neutral
Gerstner: Microsoft is on an $80 billion annual CapEx run rate
“In their most recent quarter, they did about twenty billion in capex bill, and you just, you know, he said earlier in the year, which caused, or a couple of days ago, which caused a bit of a kerfuffle that they expected to spend eighty billion in capex this ye…”
Sep 26, 2025 bullish
Gerstner: Massive divergence remains between tech CEOs and Wall Street on AI
“And what it shows me is still, even though we're two and a half years into the age of AI, a massive divergence of belief between what we hear Sam Altman saying, you saying, Sundar saying, Satya saying, and what Wall Street still believes.”
Oct 31, 2025 positive
Oct 31, 2025 positive
Oct 31, 2025 positive
Oct 31, 2025 bearish
Oct 31, 2025 bullish
Nadella: Copilot adoption pace is bigger than any Microsoft product in decades
“In fact, one of the things about Microsoft three six five was what was the next big thing after E five? Guess what? We found it in co-pilot. It's bigger than any suite. Like, you know, we talk about penetration and usage and the pace. It's bigger than anything…”
Oct 31, 2025 neutral
Oct 31, 2025 bullish
Oct 31, 2025 positive
Oct 31, 2025 neutral
Nadella: Microsoft's bottleneck is power and warm shells, not chip supply
“Quite frankly, the biggest issue we are now having is not a compute blood, but it's a power, and it's sort of the ability to get the bills done fast enough close to power. So if you can't do that, you may actually have a bunch of chips sitting in inventory tha…”
Oct 31, 2025 bullish
Oct 31, 2025 positive
Oct 31, 2025 negative
Nadella: State AI Regulatory Patchwork Disproportionately Harms Startups
“I mean, I think the fundamental problem of you know, this patchwork approach is quite frankly, I mean, between OpenAI and Microsoft, we'll figure out a way to navigate this, right? I mean we can figure this out. The problem is anyone starting a startup and try…”
Oct 31, 2025 neutral
Nadella: Microsoft cannot lose more than $13.5B invested in OpenAI
“If you've invested, let's call it, 13 and a half billion dollars, you can, of course, lose 13 and a half billion dollars. But you can't lose more than 13 and a half billion dollars. At least the last time I checked, that's what you have at risk.”