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Satya Nadella

Microsoft Chairman and CEO

Artwork for Satya Nadella on making human and token capital compound
PossibleSatya Nadella

Satya Nadella on making human and token capital compound

Satya Nadella argues AI is becoming the operating system of the firm, where companies must manage both human capital and “token capital” to compound their unique expertise. He also outlines Microsoft’s enterprise AI, agent, and silicon strategy, while stressing safety, education reform, and public trust as the real constraints on adoption.

Artwork for We Need An Ecosystem in AI, And Every Company Can Win A Place In It
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We Need An Ecosystem in AI, And Every Company Can Win A Place In It

Satya Nadella argues Microsoft’s AI strategy is an ecosystem play built around models, tools, data, and eval loops rather than a single model. He also explains how agents, private evals, and new pricing and infrastructure patterns will reshape SaaS, engineering roles, and the social license for AI.