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software

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Nov 18, 2025 by Satya Nadella · across every show →

Everything said about software, oldest first

Nov 18, 2025 neutral
Insight
Nadella: Mature software converges into an inbox, messaging tool, and canvas
“So that's where I feel like all software, finally, when it grows up, it looks like an inbox and a messaging tool and a canvas with a blinking screen.”
Satya Nadella Nov 18, 2025 ▶ 17:45 Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
Apr 7, 2026 negative
Prediction Not checkable as stated
Pichai: AI models will break security across all regular software
“These models are definitely, like, really gonna break pretty much all software out there. Maybe already we don't know if we sit here and speak.”
Sundar Pichai Apr 7, 2026 ▶ 34:29 The history and future of AI at Google, with Sundar Pichai
Apr 27, 2026 positive
Insight
Protecting hardware innovations is much easier than software in the AI era
“That is one thing I love about hardware. It's way easier to protect our innovations and our ideas compared to software, especially today in the age of AI.”
Evan Spiegel Apr 27, 2026 ▶ 1:02:13 What comes after smartphones, with Evan Spiegel of Snap
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