20VC: Satya Nadella on Open vs Closed Models: Who Wins | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation: From Chips to Models and More

Satya Nadella is the CEO of Microsoft and one of the greatest CEOs of our time. Satya has been at the company for an astonishing 34 years. When he joined, Microsoft had a market cap of $23.5BN. 22 years later, the company was worth $300BN. At this point, Satya took the reins as CEO. Under his leadership, he has taken it from $300BN to $3.9TRN.

AGENDA:

03:08 Should We Assume Every AI Model Is Compromised?

04:13 How Do We Stop AI Agents From Causing Harm?

06:15 Can We Trust an AI Model's Chain of Thought?

07:05 Is China's Lead in Open-Source AI a Safety Risk?

08:28 Will Open or Closed Models Win the Next Two Years?

10:08 Why Should Every Company Own Its Intelligence?

12:12 Will Every Company Become AI Native?

13:22 Are We Entering an AI Implementation Economy?

15:10 Do You Need to Own the Entire AI Stack to Win?

16:49 Can the World Support $100 Billion AI Training Runs?