Nadella: Dominant organizing layers always emerge in open ecosystems
Satya Nadella · Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom · Nov 18, 2025 · at 26:21
Microsoft CEO Satya Nadella explains to Stripe co-founder John Collison how open technology shifts inevitably produce centralized aggregation layers like search engines and chatbots.
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“And so, the thing that maybe the meta thing for me is organizing layers will always emerge, even in an open ecosystem. And a lot of the category power moves to that organizing layer, and it's always unclear, like the last paradigm of, oh, this last time it was search engines. Today, it's chatbots.”
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