Nadella predicts AI agent knowledge traces will become corporate balance sheet assets
Satya Nadella · Satya Nadella on AI: @NoPriorsPodcast x Latent Space Crossover Special at Microsoft Build 2026 · Jun 3, 2026 · at 16:21
Microsoft CEO Satya Nadella speaks with swyx, Sarah Guo, and Elad Gil at Microsoft Build about how enterprise agents capturing human operational traces redefine corporate intellectual property.
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“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 knowledge. Whereas now I think you can with the agents that have learned through the, through time, through all the traces. So that's what at least we think will happen.”
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