Satya Nadella
11 statements across 6 episodes · 3 bullish · 3 bearish · 4 people on the record · first statement Dec 14, 2024 by John Coogan · said 133 times in 44 episodes since 2024 · across every show →
On the record as a speaker too: Satya Nadella's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by John Coogan (42), Jordi Hays (20), Jordy (Geordie) (3), Doug O'Laughlin (2), Shaun Maguire (1), Brad Gerstner (1), Ben Thompson (1), Austin Petersmith (1)
tap a year for its mentions
2026 43 mentions in 18 episodes 2 per episode
- The Elon vs OpenAI Lawsuit and ads in ChatGPT | Diet TBPN
- Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-1
- Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN
- Altman’s Testimony, AI SPV Drama, Ebay Rejects $GME Bid | Diet TBPN
- XBOX Layoffs, Tesla's New Model Y, $12.8M Lottery Dispute | Diet TBPN
- Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN
- The AI Power Backlash, the NYMag David Ellison profile, Google Personal Intelligence | Diet TBPN
- Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- 10 more episodes that year, every mention in 2026 →
2025 88 mentions in 25 episodes 4 per episode
- Wednesday’s Diet TBPN
- DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind
- Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
- Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- Microsoft’s Cloud Outpaces Its AI Growth
- DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- Elon's Trillion Dollar Pay Package | Diet TBPN
- 17 more episodes that year, every mention in 2025 →
2024 2 mentions in 1 episode
Everything said about Satya Nadella, oldest first
Dec 14, 2024 neutral
Feb 24, 2025 positive
Mar 5, 2025 bearish
Rabois: Microsoft will not hold as much of a strategic lock on AI
“I think Sundar made several miscalculations, and I actually do think that Microsoft and, you know, Satya got a lot of credit, but I think they're seeing some of the downsides to some of their strategies now. Like I think they are going to wind up not having qu…”
Oct 28, 2025
Oct 28, 2025 negative
Nadella: Sam Altman and I agree 'AGI' has become a nonsensical term
“To me, I think, first of all, I think one of the reasons why, quite frankly, both Sam and I think, agree on this, which is, it's become a bit of a nonsensical word. I mean, it's just changing, and everybody defines it differently, and we now know what the issu…”
Oct 28, 2025
Nadella: Companies must sacrifice 90% margins before tech shifts wipe them out
“When these shifts happen, whether you like it or not, you have to first be relevant after having, it doesn't matter what the business model is. The business model may be like, hey, I had whatever, 90% margins, you are going to at best have 10%, but you have to…”
Oct 28, 2025 positive
Oct 28, 2025
Oct 28, 2025
Nadella: AI fundamentally alters software economics by introducing true marginal costs
“This one is interestingly enough, both a tech shift, a business model shift, because this is the first time you have marginal cost software that's not like COGS of the SaaS world, but true marginal cost. And three, the way you produce your artifact, your softw…”
Jan 23, 2026 positive