balance sheet
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 3, 2026 by Satya Nadella · across every show →
Everything said about balance sheet, oldest first
Jun 3, 2026 bullish
Nadella predicts AI agent knowledge traces will become corporate balance sheet assets
“Which is when a company says it should in fact go onto the balance sheet is how I think about it, right? That's so, in fact, there may be like human capital was never possible to go put on a balance sheet because you didn't know how to capture the tacit knowle…”