Who is Satya Nadella?

Satya Nadella is the CEO of Microsoft. He has discussed the economics of AI, including infrastructure challenges, usage patterns, and the role of agents.

• Oct 2025 - Nadella said the biggest issue is not a compute glut but power and the ability to build close to power.
• Oct 2025 - Nadella stated that Microsoft is low RPO (revenue per opportunity) and high usage, contrasting with high RPO low usage.
• Oct 2025 - Nadella noted that there is a real marginal cost to software this time around.
• Oct 2025 - Nadella declared that “agents are the new seats.”
• Jul 2026 - Nadella warned against paying for intelligence twice: once with money and again with proprietary knowledge revealed to make that intelligence useful.