Satya

Satya Nadella, on the AI ​​bubble

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Are we in an AI bubble? The question has been hovering over the entire industry for months, and there are weighty arguments to think that the answer is yes. However, also there are those who defend the opposite and there is powerful arguments in favor of no. In the midst of this debate, the CEO of Microsoft has given his own answer and it is neither yes nor no. The question everyone asks. It happened during the latest episode of Fareed Zakaria’s podcast. The interviewer begins the conversation with a very direct question “Are we in an AI bubble and has it started to deflate?” Before letting you respond, provide some key information, such as that Microsoft has a 30% stake in OpenAI, a company that continues to lose money at a dizzying rate. “It feels like the math doesn’t add up and there’s going to be a moment of truth,” Zakaria concludes. The answer. The Microsoft CEO begins his response by describing AI as “a new general-purpose technology that is going to boost productivity.” This productivity has to be seen in macroeconomics: in GDP growth, and not only in the United States, but broadly, throughout the economy. If that doesn’t happen, he admits bluntly, “we’re going to have a problem.” His most revealing line is this: “unless we see that broad economic growth, this movie is not going to end well.” Beyond big tech. When we talk about the AI ​​bubble we only look at the accounts of the companies that make it possible, but Nadella insists on the idea that the positive impact of AI must be seen throughout the economy, not just in large technology companies: “it is about each company in the economy, whether it is a small company, a large multinational or a public sector institution, whether they can see the real benefits of this technology.” The problem. Nadella does not say it explicitly, but in his response he admits that this economic growth has not yet been seen. This fits with what the chief economist of Goldman Sachs said in March of this year, and that is that AI had contributed “basically zero” to US GDP. However, there are also analyzes that argue that AI is already generating wealth, but the problem is that the economic data is not reflecting it because We still don’t know how to measure it. The prudent stance. Faced with this climate of uncertainty, Nadella opts for a more cautious discourse: he recognizes that there are warning signs, but rejects the idea that this automatically equates to a bubble about to burst. It is a position similar to that of Sundar Pichai, CEO of Google, who at the end of 2025 spoke of there were “elements of irrationality” in the AI ​​market. At that time, Nadella also spoke on the subject and said basically the same thing as now: “When we say ‘this is like the industrial revolution,’ we should have that kind of growth that caused the industrial revolution.” Bubble? What bubble? Faced with this more cautious speech, we have others like that of Masayoshi Son, CEO of SoftBank, who is not that he does not see a bubble anywhere but that has come to say that calling this a bubble is “a blasphemy against AI.” It should be noted that SoftBank is the largest investor in OpenAI, so if there is a bubble and it bursts, they will be among the worst off. He is not the only one who thinks there is no bubble, analyst Ben Thompson also sees signs that there is no such bubble. We’ll see who ends up being right. Image | Wikipedia In Xataka | If AI is the “weapon” of the future, the US is already investing 25% of all world military spending in it

Satya Nadella on the future of employment: “The fallacy of the fixed amount of work and the lack of imagination prevent us from moving forward”

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In addition to the cost and effects derived from its development, the biggest concern about the future of AI is knowing the impact that this technology will have on the labor market around the world. In fact, we are already beginning to see the first signs: it may not take away our jobs in the short term, but that’s it changing the way we work. Microsoft CEO Satya Nadella has been interviewed by Fareed Zakari in the cnn and has told his vision of how AI will affect the future of employment. To describe the scenario, Nadella uses a phrase that can seem almost cryptic until its meaning is known: “The fallacy of the fixed amount of work and the lack of imagination prevent us from moving forward.” The fallacy that stops us. Nadella calls it the lump of labor fallacy. It’s an idea widely studied and argues that there are a certain number of tasks to be performed. Employment is defined by these tasks: there are those who build houses, others put pipes, others cables, other furniture, etc. If a machine (or an AI, in this case) automates one of those tasks, fixed quantity of work theory defines that a human has one less task left to do. That is, that job would have been destroyed. For Nadella, that calculation fails because it does not take imagination into account. The typist apocalypse. The CEO of Microsoft gave a fairly descriptive example of how this theory falters in the face of technological advances: “Imagine that in the early 80s, someone said to you: “You know what? Three billion people are going to wake up tomorrow and start typing. “We would have said: and why does the world need three billion typists?” joked the company’s top executive who, according to the CEO of Perplexitybuilt the concept of office work to sell more software and was mainly responsible for the computer implementation in companies. “In the last 40 years, the entire knowledge work economy was created, and all of us have worked in it in different roles,” Nadella concluded. That is, the CEO believes that the future of employment cannot be assessed from the perspective of current labor or work organization needs, because in the future, the needs of companies will be different and the roles of employees will also be different. The fact behind the anecdote is real. In 1980 there were almost a million typists in the US. Today it is a profession that is almost extinct. And yet, office employment remains more active than ever. He just changed the way he worked. Nadella bets that something similar will happen with AI. The process of change. We are already seeing this change in the way of working in some sectors such as software engineers or in the lawyers. “What it means to be a software engineer is changing,” Nadella said. Creating a document and creating a program have become, “to some extent, the same task”: enough ask the AI ​​agent appropriate. This change is already noticeable outside of computing. In the legal sector, some firms treat AI as a quick but unreliable intern. And lawyers, increasingly, as their AI supervisors. Nadella states that: “Our ability to discern what a human does with the output of AI will be the new quality we value.” The value is no longer in typing quickly, but in know what deserves to stay and what to throw away. However, the manager has no doubts about the difficulty that all of humanity will face to complete this change in the labor paradigm: “This process is going to have some changes and a significant displacement (of employment). Not everything is going to be rosy. But when we come out on the other side, I think there will be new jobs that we will value as human beings.” Macrodelegation and microdirection. To explain day-to-day work, Nadella coins his own term: macrodelegation and micromanagement. “Each of us will become better at managing through intentions (madrodelegation) and will have the ability to direct it exactly where we want it (microdirection),” he declared in his interview with the cnn. In other words, the role of employees will be that of conductor of the orchestra of AI agents. An employee would tell them what objectives to achieve, and would supervise that the results delivered by the AI ​​meet that objective and are precise in their execution. That is, AI would not play a substitute role, but rather a collaborative one. “Does that mean that, in some way, the specialized systems engineer that we need to be able to build distributed systems in Azure disappears? No way,” stated the Microsoft CEO. Nadella’s revolution. The manager closed his interview by pointing out one of the fears that Silicon Valley is stirring: that society does not accept the change implied by the arrival of AI and this process of job displacement. There Nadella draws a historical reference. “Revolutions are great, as long as there is a reaction.” The CEO prefers an orderly transition, like the one experienced in England in 1688in which the institutions did not lose control, to a violent rupture as the French Revolutionwhich made the heads of the country’s authorities roll. In Xataka | In 1993 Satya Nadella was a lanky middle man who introduced Excel to developers. Today he is the CEO of Microsoft Image | Microsoft

For decades, companies have accumulated capital and talent. Satya Nadella Thinks They Need Something Else Now: Token Capital

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The reflections of the CEOs of large companies must always be taken with some caution since they are not usually simple reflections thrown into the air. They seek to give someone their ear: investors, rivals, users or to calm the waters among its employees. Satya Nadella, has published in their profiles of social networks a text in which he redefined, without much dissimulation, what a company should be in the era of artificial intelligence. It was not just a statement, but rather it almost pointed to become a manifesto in which the focus of the race was changed by develop the best AI model (an area where Microsoft seems to accept the Copilot’s defeat) and defines that the future of companies involves generating a third pillar to their structure: token capital. The company of the future needs a new type of capital: token capital. Nadella does not conceive AI as a substitute for human employees since, according to his thesis, human capital is the basis for turning AI into a truly disruptive tool that is nourished by knowledgethe criteria, the relationships and the reading of patterns that employees provide. However, it brings a new element to the business equation: token capital. This new element is formed by the AI ​​that a company builds and owns, not in the models that third companies rent to it. Currently, most companies use AI as a subscription service in which they pay for a model that they use to perform tasks with it. However, when they stop paying for it, all that knowledge and evolution is lost and the company retains nothing of all the knowledge. time and resources you have invested in fine-tuning its use. Nadella maintains that this path leads to transferring value to a few suppliers and the only ones who accumulate advantage are those who sell the models, the knowledge of each company ends up being the raw material that feeds others. The loop that becomes active. The Microsoft CEO’s idea revolves around what he calls a “learning loop”: a system that feeds back with each decision made and each workflow completed. That is, it is a knowledge base that makes the company’s memory permanent and not lost when changing the AI ​​model or employees. “This cycle becomes the company’s new intellectual property,” highlights the Microsoft CEO. “I look at it as a hill-climbing machine.” The key is that this asset, unlike what happens today, is evolutionary and is built based on training with real company data and internal measurements of its response. The more you use it and tune it, the more value it has. And, Nadella argues, the company that builds it will soon have something that can’t be bought in any AI model marketplace: a tool that has been “trained” to do a very specific job in a custom context. AI as a tool, not a monopoly. There is a paragraph in Nadella’s statement that is striking coming from the CEO of a company valued at three trillion dollars. Nadella compares the current risk with what happened in the first phase of globalization: entire industrial sectors were emptied by outsourcing. The macroeconomic figures of the countries they endured the loss of industrial fabric, but the social fabric ended up suffering by adding tension in the labor market. His warning leaves no room for interpretation: “If all value is concentrated in a few models, political economy simply will not tolerate it. There is no social permission for an AI future that destroys entire industries.” The goal, he says, has to be an ecosystem where each company can build its own learning, not be another cog in an AI monopoly. Actually, this is not new, since it is the same principle with which Microsoft built its platform business in Azure cloudwhich used Microsoft’s infrastructure for companies to generate more value than the platform itself had. The problem that the manifesto does not solve. However, Nadella’s words also raise a series of contradictions with respect to the latest movements of Microsoft and other large technology companies. The CEO maintains that human capital becomes essential as token capital grows since it is the employees who make a company’s AI learn. However, his own company has been half doing the opposite. Microsoft fired to more than 15,000 employees during 2025, and in April 2026 it offered voluntary retirement packages to some 8,750 workers in the US, something it had not done in its 51-year history, linking these layoffs to your commitment to AI. It is not an exclusive case of Microsoft. In the first quarter of 2026 they are already more than 92,000 layoffs among the employees of large technology companies and the argument that all companies repeat is the same: AI allows us to do more with less people. In Xataka | Jensen Huang enters the Samsung salary controversy: “Workers should earn as much as possible”

Satya Nadella knows that AI now has “social permission” to burn electricity. And also that everything has a limit

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From time to time, a number of billionaire people get together to discuss topics that are considered important. This time he played at the World Economic Forum in Davos, where Microsoft CEO, Satya Nadella, has issued a warning clear about the use of artificial intelligence and its excessive energy consumption. And for the executive, this technology only makes sense if it generates a real and positive impact on society, otherwise, “social legitimacy” would be lost to allocate scarce resources, such as energy, to its development. Energy. It is no surprise that AI data centers consume massive amounts of electricity and water. They already did it before dedicating themselves purely to the operation of AI, but now that expense has more than multiplied. A while ago, Sam Altman, CEO of OpenAI, gave some estimated figures about ChatGPT’s power consumption, stating that it used about 0.34 watt-hours for each response generated. On a larger scale, the combined electricity consumption of Microsoft and Google exceeded that of more than 100 countries in 2023, according to the analysis by Michael Thomas, founder of Cleanview. The demand is not only energy, since a disproportionate volume of production of critical components is being allocated towards the development of projects related to AI, such as is happening with RAM in the world. Nadella’s warning. During his intervention In Davos, the CEO of Microsoft said that “We will quickly lose even the social permission to take something like energy, which is a scarce resource, and use it to generate these tokens, if these tokens are not improving outcomes in health, education, public sector efficiency or private sector competitiveness.” The CEO of Microsoft assured that the ultimate goal must be “to use AI to change tangible results in people, communities, countries and industries.” Otherwise, “none of this makes sense.” Tokens as a new global currency. Nadella mentioned in the conversation the “tokens” as the new currency among big technology companies. In this area, tokens are the basic processing units that users of AI models purchase to execute tasks. According to the CEO, “GDP growth anywhere will be directly correlated” with the cost of energy used in AI. In this way, Nadella says between the lines that if a country can produce tokens more cheaply, it will have a competitive advantage. The medical example. Among the specific applications that Nadella sees as valuable is the use of AI in the healthcare sector. He mentioned doctors who can spend more time with their patients while AI transcribes consultations, enters data into medical records systems and assigns correct billing codes. The risk of bubble. Nadella also addressed growing warnings about a possible AI bubble. For him, it will only be a bubble if everything remains in partnerships between technology companies and infrastructure spending. “A telltale sign that it’s a bubble would be if all we talk about are tech companies,” pointed out in his conversation with Larry Fink, CEO of BlackRock. The executive was confident that AI will “bend the productivity curve” and bring global economic growth, not just driven by capital expenditures. Mass adoption necessary. Microsoft’s CEO also insists that companies must start using AI on a large scale, describing it as a “cognitive amplifier” that grants “access to infinite minds.” It calls for workers to develop AI skills, similar to “how they master Excel to improve their employability.” Microsoft plans to invest 80 billion dollars in building AI data centers, with 50% of that spending outside the United States. Cover image | İsmail Enes Ayhan and World Economic Forum In Xataka | Europe is discovering right now that the US is not the partner it thought. And that is a problem in AI.

Satya Nadella made the world love Microsoft again. AI is making people hate it again

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Microsoft wants to turn Windows into an “agent operating system”. That was one of the great advertisements of the Ingnite conferences that were held these days. The proposal involves filling Windows with AI agents so that they are part of the user experience and do things for us. The intention is good. The result is not. what’s happening. Windows celebrates its 40th anniversary in 2025 (and Microsoft, its 50), and it does so with a total commitment to AI that it now wants to transfer to its Windows operating system. At the Microsoft Ignite event, various new features were presented that were precisely aimed at integrating AI agents into the system from the taskbar, but also at supporting the Model Context Protocol, the de facto standard for connecting AI agents with third-party services and applications. The movement is reasonable. Microsoft’s decision is strategically impeccable. AI is everywhere, and what the company intends is for it to be an integral part of its operating system. And by the way, of course, don’t leave its ecosystem to take advantage of it. The intention is good, but Microsoft’s problem is different. You are being tiresome. It is often the case that companies that try to promote their services do so in a particularly tiresome way. Microsoft is certainly known for this, and you only have to remember how it made numerous attempts to force us to upgrade to Windows 10. Then they came similar attempts with the new versions of Windows 11. With AI, it has already shot itself in the foot from time to time, and the best example is Microsoft Recalla striking option that by its design initial ended up being delayed and now it has been completely relegated to the background. Well I install LinuxPavan Davuluri, president of the Windows and devices division, was talking about this integration of AI in Windows a few days ago, but his tweet ended up provoking a string of criticism. One of the first answers indicated that Windows “is evolving into a product that brings people to the Mac and Linux.” Or for that matter, bring back Windows 7. Others went further and they asked that the Windows 7 operating system would return with its “clean user interface, icons, unified control panel, no junk apps, no ads, just a pure, performing operating system.” Microsoft is growing dwarfs. Davuluri ended up closing comments two days later, but yes responded to a tweet from the well-known software engineer Gergely Orosz, who criticized Windows’ erratic strategy and also Microsoft’s commitment to developers. In his response he indicated that “we know that we must continue working on the user experience, both in day-to-day usability and system dialogues inconsistent with the experiences of advanced users.” Be careful with promoting what doesn’t work. The problem with Copilot is that it still has a clearly worse reputation than other AI models despite being entirely based on ChatGPT. At Microsoft they know itbut still They are hiring influencers to promote Copilot to younger consumers. Nadella started well… The arrival of Satya Nadella to Microsoft it was a breath of fresh air. The company was on its way to becoming the new IBMbut its surprising renewal and spirit of openness —GitHub purchaserenovated love for linux— joined the success of reinforcing Azure and turning its cloud platform into a money making machine. threw great projects and thus regained some of the love (and luster) that he had lost in recent years with Ballmer at the helm. …but things are going wrong. However, this (understandable) obsession with AI is contaminating that entire trajectory a bit, and this is evident in the comments and criticisms of users, who do not seem interested in Windows being full of AI even though that could be interesting in the long run. The practical advantages at the moment do not seem to be notable, and forcing them is never a good idea. And in case Nadella reads us, we propose an idea. Let users decide. It’s as simple as that: Microsoft forces things too much by forcing users to accept these system changes without further ado and offering them as options that are activated by default. Users usually don’t like things being changed for the better, and what Microsoft should do is make everything opt-in (and not opt-out). That is to say: offer these options disabled by default, and let the users decide to activate them. If they are really worth it, it is very likely that these options will end up going viral on their own and people will simply enable them. In Xataka | The unexpected return of Windows 7: it reaches almost 10% of the market when Microsoft prepares to retire Windows 10

The AI ​​bubble is so obvious that not even Sundar Pichai or Satya Nadella make an effort to deny it

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The thing about bubbles is that we are certain that there is one only when they burst. And with all this artificial intelligence, is talking a lot about whether or not there is one around this technology. Of course there are indicators that set off alarm bells, but the curious thing is that we would not have believed that two of the greatest exponents in contributing to the development of this technology would maintain reservations. And Sundar Pichai, for Google, and Satya Nadella, for Microsoft, have not made much effort to deny the doubts. Irrationality. Pichai declared to the BBC in an interview he noted “elements of irrationality” in the current AI market and warned that no company, including Google, will be immune if the bubble bursts. His words are especially striking because they come at a time when Alphabet shares have doubled in seven months, reaching a market capitalization of $3.5 trillion. The CEO compared the situation with the Internet bubble of the late 90s, recognizing that although there was excessive investment that ended in bankruptcies and layoffs, today no one questions the profound impact of the Internet. “I hope AI is the same. I think it’s both rational and there are elements of irrationality in a time like this,” he explained. When the numbers don’t add up. Skepticism is based on concrete data. OpenAI, Google’s most visible competitor in this field, has committed to spending $1.4 trillion in infrastructure for eight years while it expects to generate just $13 billion in revenue this year. Just like share In the Ars Technica media, Sam Altman himself, CEO of OpenAI, acknowledged to journalists in August that investors are “overly enthusiastic” about AI models and that “someone” will lose an “incredible amount of money.” Microsoft also shows the cards. For his part, Satya Nadella has been equally forthright about the current limitations of the sector. At the beginning of the year already pointed out to claim that a milestone has been achieved in AGI (general artificial intelligence) is “just hacking the tests without meaning”, downplaying the benchmarks that so much marketing generates. According to Nadella, the true metric of AI success should be reflected in countries’ gross domestic product: “When we say ‘this is like the industrial revolution,’ we should have that kind of growth that caused the industrial revolution,” he explained, referring to increases of 5-10% in GDP. That growth has not yet come. Jensen Huang says exactly the opposite. While Pichai and Nadella talk about irrationality, NVIDIA founder and CEO Jensen Huang has presented spectacular results in the third quarter and settled the debate in his own way. “There has been a lot of talk about an AI bubble. From our perspective, we see something very different,” he commented. NVIDIA reported revenue of $57 billion in its latest quarter, up 62% from a year earlier, with net profits of $32 billion. Its data center business has generated $51.2 billion, a record boosted by the sale of its Blackwell chips. According to Huang, sales of these GPUs are “skyrocketing” and cloud chips are out of stock. NVIDIA also projects a fourth quarter with revenues of $65 billion. AI still doesn’t make money. NVIDIA does make money, a lot of money, but He does it by selling the shovels during the gold rush. The vast majority of companies that develop large language models are losing money spectacularly. OpenAI is the most obvious examplebut not the only one. Microsoft, Amazon, Meta and Google they are allocating tens of billions of dollars to build data centers dedicated to AI in a colossal bet whose profitability is not guaranteed. For Nadella, what AI needs is something equivalent what Excel and email meant for the PC, that is, an app that makes the majority of users understand how to use AI. At that time we saw that the PC took a long time to find its place, especially until it reached mass adoption that transformed real processes. There are chips but there is no energy to power them. In addition to the profitability problem, there is an immediate physical limitation. Nadella revealed recently that the biggest obstacle is not the lack of chips, but the energy needed to power them. “If you can’t do something like that (supply enough power), you’re going to have a bunch of chips sitting around in inventory that you can’t plug in. In fact, that’s my problem right now: It’s not that I don’t have a sufficient supply of chips: it’s actually the fact that I don’t have places to plug them in,” he admitted. Microsoft, Google and other big technology companies are resorting to drastic solutions such as building their own small nuclear power plants (SMR reactors) to supply their future data centers. ARM CEO Rene Haas noted that energy needs could triplea challenge that calls into question the sustainability of the current expansion. Of course we don’t know how things are going to end, but no one doubts that we’re going to have a good time with it. Cover image | Microsoft and Bloomberg In Xataka | Gemini 3 promises more quality and precision than ever in its responses. The question is whether we will really notice the difference

AI has been great for Satya Nadella. His salary this year exceeds 96.5 million dollars

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Microsoft CEO Satya Nadella’s salary has reached a new record in 2025: $96.5 million. According to collected Bloombergthe Microsoft executive received a 22% salary increase compared to 2024 that reflects the skyrocketing stocks from the $4 trillion tech giant. Underlying this salary increase lies a debate that has been on the table for some time: the accelerated increase in the wage gap among senior managers of a company and its employees. Work well done pays off. The last fiscal year has been historic for Microsoft and its CEO, Satya Nadella, who will receive the largest salary package since he took office in 2014. According to what Microsoft made public in a document filed with the US Securities and Exchange Commission (SEC), the total compensation awarded to Nadella amounts to $96.5 million. This remuneration represents an increase of 22% compared to the previous year, in which a salary of $79.1 million for the CEO. If Microsoft does well, so does its CEO. As stood out Fortunethis salary increase goes hand in hand with the good stock market performance that Microsoft has had in recent months, and the prominence of artificial intelligence in its products and services The company’s board of directors indicates that more than 95% of Nadella’s compensation is linked to the performance of his shares, highlighting financial results, the creation of value for shareholders and leadership in AI as key elements to grant that salary increase to the executive. It’s salary, but not everything is cash. The majority of the compensation Nadella will receive comes from stock awards worth more than $84 million. The bonus that the CEO will receive in cash for different incentives will amount to 9.5 million dollars. For his part, the manager’s base salary It remains at 2.5 million and will obtain $196,000 in other benefits, such as per diems or private jet services. This implies that about 90% of their remuneration is variable and dependent on stock market performance, which means that it is only a valuation that is made at the time it is assigned, but it is an asset that can increase or lose part of its value. depending on your management. This remuneration strategy linked to shares represents an important incentive for the CEO to continue meeting objectives. Salary escalation. Since Satya Nadella took over as CEO of Microsoft in 2014, his salary has continued to increase at the same rate as the company’s stock price. According to the published data by Business Insiderin 2015 Nadella’s total salary was $18 million. By 2022, his compensation had multiplied to $55 million, and increased by 63% in 2024 to $79.1 million. With the 96.5 million, the Steve Ballmer’s successor At the head of Microsoft he has broken his own record. Salary gap and layoffs. This year of prosperity for the CEO of Microsoft occurs in a context of complex internal adjustments in the company he leads, which has announced layoffs that will affect up to 15,000 employees. The difference between Nadella’s salary and that of an average Microsoft employee is significant: the CEO earns 480 times more than the average annual salary of his employees, which is around $200,972. This gap between managers and employees does not only occur at Microsoft, but is another example of an upward trend in large technology companies. According to a study that has analyzed the main companies of the S&P 500, in the last five years the salary of managers has been increased by 35%. A much higher percentage than the salary of its employees has increased. In Xataka | The highest paid Spanish manager in the world does not work in a large technology company: he sells “sugar water” Image | Microsoft

Satya Nadella is clear that at the moment AI has not revolutionized anything. The reason: money

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“Teach me the pasta!” That is what Satya Nadella wants. That the AI ​​shows the pasta. Give (a lot) money. It is something that Microsoft and Openai have already referred to both. For these companies, AGI’s definition is precisely linked to money, and have established that An AGI will not be an AGI until you give 100,000 million benefit. That argument now serves Microsoft’s CEO to talk about the fact that AI has not revolutionized anything. From agi nothing. In one recent interview With the Dwarkesh Patel podcast, Satya Nadella, CEO of Microsoft, made some important statements in which her position was clear about the current situation of the artificial intelligence segment. To begin with, he indicated that “that we claim that a milestone has been achieved in AGI It is only to hack the meaningless evidence “, that is, to give greater importance to the benchmarks they really have. And of revolution, either. In fact, the best metric to measure the success of the AI ​​segment is simple: it should increase the gross domestic product of any country. “When we say: ‘Oh, this is like the industrial revolution’, we should have that type of growth that caused the industrial revolution. For me, that means 10%, 7%for the developed world. Adjusted to inflation, growing at 5%, that is the real marker.” AI needs a ‘Killer app‘… Nadella commented how that growth has not yet occurred because most users have not yet understood how to use AI effectively. It is the same that happened with the PC, it took time to find its place and demonstrate its potential. … like what Excel and email achieved. Microsoft’s CEO remembered how before the PC, email and spreadsheets, companies made their business forecasts almost handmade: “Faxes circulated, someone received them and then made a memorandum between offices that then circulated, and people introduced figures, and in the end a forecast came out perhaps right in time for the next quarter.” But then Excel arrived and email and revolutionion that type of task, like many others. “That is what we need to happen with AI when it is introduced into jobs in the field of knowledge.” The AI ​​will supervitaminar. The debate on the impact of AI on work is constant, but for Nadella this technology will help us extraordinarily. Thus it will allow any worker to focus on high value tasks, and not on routine tasks that can be automated. He joked talking about the amount of time dedicated to filtering his email, and how to avoid that will be an exceptional time and productivity gain. The AI ​​not only does not give money, but it loses it. The vast majority of large companies that are betting on AI and developing large language models are losing money, and they are also losing it to beast. Openai is the best example of Burn money as if there were no tomorrowbut it is also the best positioned to win that race. But this is a bet. In fact, probably the greatest in history. It is demonstrated by the colossal investments that Microsoft, Amazon, Meta, or Google are doing to create data centers dedicated to AI. All of them will dedicate dozens of millions of dollars to that taskand they will even when it is not clear that AI will be profitable. Of course, these companies believe it will be, and much. Image | Sony Pictures In Xataka | Satya Nadella asked to lower her salary for not having complied with security. Microsoft compensated with 79.1 million

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