Googlers React To Dwarkesh Patel: Satya Nadella – Microsoft’s AGI Plan & Quantum Breakthrough

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SVIC Podcast

Jordan Thibodeau

104 episodes

1 week ago

Tech veterans takes on the valley without the hype. The SVIC Podcast is two tech industry veterans dishing out real talk about tech, business and AI. We discuss news, research and help you peak behind the scenes on how Silicon Valley actually works. Our hosts Joe Ternasky and Jordan Thibodeau have worked in high profile roles for Google, Facebook, Microsoft, Apple, Salesforce, Slack, Splunk, Adobe, Carta and Wealthfront.

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Googlers React To Dwarkesh Patel: Satya Nadella – Microsoft’s AGI Plan & Quantum Breakthrough

SVIC Podcast

1 hour 5 minutes 7 seconds

8 months ago

Googlers React To Dwarkesh Patel: Satya Nadella – Microsoft’s AGI Plan & Quantum Breakthrough

We react to Dwarkesh Patel's interview with Satya Nadella about Microsoft's AGI plan & Quantum. Don't miss today's bonus episode live stream on youtube for our paid members. Go to patreon.com/svic so you don't miss it!Svicpodcast.com: For Questions, Book recs, Videos, Newsletters, etc.patreon.com/svicFollow us:Threads: www.threads.net/@svicpodcastTwitter: https://x.com/svicpodcastLinkedIn: https://www.linkedin.com/company/svicpodcastTiktok: https://www.tiktok.com/@svicpodcastInstagram: https://www.instagram.com/svicpodcastSpotify: https://podcasters.spotify.com/pod/show/svicpodcastShow hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.#ai #openai Chapters00:00 - Introduction and Opening Remarks00:09 - Microsoft’s AI Revenue and Token Billing00:40 - Quantum Computing Hype vs. Reality01:10 - Welcome to the SVIC Podcast01:30 - Satya Nadella’s AI and Quantum Computing Discussion03:14 - The Impact of AI on Data Center Investments04:10 - Nvidia, GPUs, and the AI Chip Wars06:50 - Inference vs. Training: The Battle for AI Efficiency07:53 - Microsoft’s AI Revenue and the Rise of Cloud AI Services08:49 - Satya Nadella’s Strategic AI Bet on OpenAI10:08 - Comparing Satya’s OpenAI Bet to Zuckerberg’s WhatsApp Acquisition12:16 - Microsoft’s AI Business Model: A Multi-Billion Dollar Strategy13:29 - AI Agents and Future Business Models14:45 - Alive & Dead CEOs - Can You Speak At A Podcast w/o PR Help17:17 - The Rise of CEO Transparency in Media 19:21 - Microsoft’s Quantum Chip: A PR Move or Real Innovation?22:09 - The Gartner Hype Cycle and Tech Industry Trends25:30 - Why Big Companies Struggle to Innovate Like Startups27:55 - The Importance of Distributed Computing in AI30:42 - Quantum Computing and the Future of Encryption36:45 - The Commercial Viability of Quantum Computing39:21 - Why Venture Capital Struggles with Long-Term Science Bets43:39 - How Microsoft and Apple Capitalized on Xerox PARC’s Innovations46:08 - What If Steve Jobs Were Still Running Apple?47:10 - Microsoft’s AI Hardware Dilemma: GPUs vs. Custom Chips50:23 - Will AI Models Run in the Cloud or Locally?51:12 - Why Satya Nadella Avoids Monopoly Markets54:36 - Satya Nadella’s Take on AGI and Economic Growth56:35 - AI Regulation and the Role of Governments1:02:41 - How AI CEOs Balance Safety Concerns with PR Hype1:04:28 - Investor Frenzy Over AI Labs and Model Development1:05:03 - Closing Thoughts and Call to Action