Satya Nadella, every mention
39 scenes · ← back to Satya Nadella
tap a year for its mentions
every year anyone Brad Gerstner 56Bill Gurley 9Jensen Huang 3Dylan Patel 3Rene Haas 1Apoorv Agrawal 1
Verbatim, from the transcripts: the passages where Satya Nadella comes up
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 28:34 Apoorv Agrawal Um, Satya calls them the CRUD apps.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 4:10 Brad Gerstner We're gonna keep chopping it up with analysts I respect, sometimes with Bill, and covering topics that matter, you know, like last week's pod with Jensen Huang, or upcoming pods I have with Sam Altman or Satya.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 8:22 Jensen Huang Our partnership with, um, Satya and Azure, direct. 2 times in the scene
- ▶ 10:06 Brad Gerstner 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.
- ▶ 24:57 Brad Gerstner Satya last year seemed to be pulling back a little bit, you know, seemed to be, you know, some people called him the adult in the room tamping down kind of some of these, these expectations.
- ▶ 32:15 Jensen Huang Uh, Satya has said it.
- ▶ 1:42:54 Brad Gerstner I think to have leaders like you, leaders like Sam and Elon, Satya, et cetera, it's such an extraordinary advantage for this country, right?
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:22 Brad Gerstner I have to say, even for those of us who are fascinated by the back and forth in Silicon Valley, Bill, the back and forth this morning among perhaps the most seminal figures in Silicon Valley, you know, Elon, Larry Ellison, Satya Nadella,…
- ▶ 11:53 Bill Gurley And we've heard from people like Satya who say they're power limited.
- ▶ 40:41 Rene Haas Uh, now, you know, Satya talking about spending eighty billion dollars, uh, of CapEx, you know, even, even for Microsoft, it's a giant number.
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 15:24 Brad Gerstner So you heard Satya say, I think they, they are expected, 4 times in the scene
- ▶ 26:19 Bill Gurley And so, you know, if Satya were to say, 60 next year instead of 80, 3 times in the scene
- ▶ 1:12:54 Bill Gurley Um, number three, I don't recall in any of the previous waves, you know, PC wave, client-server wave, mobile wave, the amount of chatter about coopetition that I'm seeing here, and people took out of our video with Satya, where he said,…
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 21:58 Brad Gerstner Hey Bill, this, this reminds me of a point Satya made on the pod last week that I've seen replayed a bunch of times, and I think is fairly misunderstood.
- ▶ 37:21 Dylan Patel Satya said he's gonna slow down that a little bit, but they've signed deals for next year rentals. 3 times in the scene
- ▶ 1:26:20 Brad Gerstner I would take it a step further, you know, and go back to what Satya said to us last week. 3 times in the scene
- ▶ 1:28:48 Brad Gerstner On the other hand, and I, and, and frankly, you know, we heard that from Satya last week. 4 times in the scene
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 0:35 Brad Gerstner So, uh, as you know, we were gonna do a pod with Satya this week, uh, but we wanted to make sure that we got a full 90 minutes with him, so we bumped it back to December 10th, and 2 times in the scene
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:24 Brad Gerstner I was going to do a pod with Satya, as you know, and that we were going to do our reaction pod. 2 times in the scene
- ▶ 1:00:15 Brad Gerstner You know, I was looking back in preparation for this, uh, uh, for the pod with Satya on Monday. 2 times in the scene
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:04 Brad Gerstner and we're talking about tens of billions of dollars, one has to assume that Sachin
- ▶ 27:35 Brad Gerstner Obviously, Satya has consumer co-pilot
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:36 Brad Gerstner Number three was a concern about this AI air pocket, that prices had come up so much, expectations had come up so much, you know, would we have, you know, as Satya said to us a few weeks ago,
- ▶ 32:22 Brad Gerstner Satya said there's still capacity constrained, so they need to continue to make these investments. 4 times in the scene
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:59 Brad Gerstner And he kind of alluded to what Satya said a few weeks ago that you and I heard, which he said, this isn't going to be a straight line.
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 28:15 Brad Gerstner Um, you know, it seems to me that, you know, as, as I look there, of course, it's what Satya said at East meets West a couple of weeks ago, Bill, investment always comes before the return.
- ▶ 47:04 Brad Gerstner And, you know, again, I'll just repeat the warning Satya gave me East meets West.
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:44 Bill Gurley Um, you get a combination of incredible founders, uh, some great CEOs, Satya Nadell is here, Dara is here, Andrew from EA is here, and it's one of those
- ▶ 10:54 Brad Gerstner So we had Satya present to us one answer, we had Philippe give us another answer today. 3 times in the scene
- ▶ 13:19 Brad Gerstner I think it's important to point out, um, that I think both Philippe and Sacha believe, um, Sacha even talked about it. 6 times in the scene
- ▶ 33:26 Brad Gerstner Well, this is my, I mean, we have an opportunity to make a case to Sam and to Satya.
- ▶ 42:52 Brad Gerstner And, you know, Scott is building, you know, Satya referenced him while on stage. 3 times in the scene
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 57:51 Bill Gurley They've always had sheets and docs, and a lot of the startups in our community live on that stuff, but it, it hasn't really competed with the Microsoft stack, and with Satya's comeback, everyone's been super, you know, super excited about…
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:20 Brad Gerstner Github Copilot growing 35% quarter over quarter, um, and the number of use cases seem absolutely wild, and what's even crazier is Satya said on the call, the revenue growth would be even higher, but they're GPU constrained.
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:14:56 Brad Gerstner I think the most interesting thing out of this to me, and if you read Satya's tweet that he sent out this afternoon, is he said he's excited to have them build consumer AI. 3 times in the scene
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 1:50 Brad Gerstner I mean, Satya talks about all the vast,
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 23:36 Brad Gerstner That's why, that's why Satya says you, if you're in technology, if you run a company like Microsoft, all the money is made in the two to three years around a phase shift. 5 times in the scene
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 6:10 Bill Gurley Second, they felt they were behind, and so they embraced OpenAI, and obviously the relationship between Satya and Sam is quite well known at this point.
- ▶ 36:03 Bill Gurley Place.