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Satya Nadella

05/22/25

@ Rowan Cheung

We as a society celebrate tech companies far too much versus the impact of technology.

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Satya Nadella

05/22/25

@ Rowan Cheung

We are trying to build a scaffolding for the AI age, focusing on significant tech interventions that can make a difference in education.

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Satya Nadella

05/22/25

@ Rowan Cheung

When 90 or 95% of all code is generated by AI, the human will still be in the loop; we shouldn't overstate the autonomy of AI.

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Satya Nadella

05/22/25

@ Rowan Cheung

Microsoft is not just a one-trick company; the hardest challenge is adjusting to the rapid changes in technology.

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Satya Nadella

05/22/25

@ Rowan Cheung

The reality is that case studies don't help; you have to engage with technology yourself to understand its power.

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Satya Nadella

05/22/25

@ Rowan Cheung

We're at a moment of platform shift, where developers can start seeing how to build applications in a generalized way.

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Satya Nadella

05/22/25

@ Rowan Cheung

Using AI in high-stakes situations, like tumor board meetings, can significantly improve decision-making processes.

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Satya Nadella

05/22/25

@ Rowan Cheung

To effectively use AI in healthcare, we need to orchestrate data from multiple sources, including pathology and PubMed.

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Satya Nadella

05/22/25

@ Rowan Cheung

Microsoft aims to create an agentic web where tools like Microsoft 365 Copilot and Foundry work together seamlessly.

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Satya Nadella

05/22/25

@ Rowan Cheung

The goal is to enable every knowledge worker to become an agent manager, managing fleets of AI agents instead of just performing traditional knowledge work.

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Satya Nadella

05/22/25

@ Rowan Cheung

We are building a UI for AI that integrates chat, search, and agent management into one interface, enhancing productivity.

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Satya Nadella

05/22/25

@ Rowan Cheung

The underlying capability of AI includes data orchestration and reasoning models that can decompose intents into multiple actions.

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Satya Nadella

05/22/25

@ Rowan Cheung

Knowledge work is changing rapidly, and while there will be job displacement, the best defense is continuous skilling and reskilling.

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Satya Nadella

05/22/25

@ Rowan Cheung

Developers have seen significant shifts in their workflows due to the rise of AI tools, which are transforming how they work.

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Satya Nadella

05/22/25

@ Rowan Cheung

Microsoft is sharing 30% of all new code with AI, indicating a major shift in how software is developed.

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Satya Nadella

05/22/25

@ Rowan Cheung

The rise of AI tools is addressing the software development deficit, allowing for more efficient code generation and management.

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Satya Nadella

05/22/25

@ Rowan Cheung

Fine-tuning Copilot with proprietary data will give companies a competitive edge over generic AI solutions. The sustainable advantage lies in obtaining new samples to apply reasoning models with your data, enabling reinforcement learning in real-world applications.

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Satya Nadella

05/22/25

@ Rowan Cheung

The virtuous cycle of improvement in model capability is driven by the application of knowledge to fine-tune new samples based on market feedback.

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Satya Nadella

05/22/25

@ Rowan Cheung

To successfully restructure around the agent era, companies must fundamentally change how they work, what they focus on, and their go-to-market strategies.

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Satya Nadella

05/22/25

@ Rowan Cheung

Cultural and capability building within an organization is essential for taking more risks and adapting to shifts in the market.

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Satya Nadella

05/22/25

@ Rowan Cheung

In a stable business, the rise of AI can be a tailwind for growth, while in a declining business, it presents an opportunity for reinvention.

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Satya Nadella

05/22/25

@ Rowan Cheung

Personalized education is crucial, as different roles within a company require tailored tools and workflows to enhance productivity.

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Satya Nadella

05/22/25

@ Rowan Cheung

The diffusion of general-purpose tools, like PCs and AI assistants, transforms workflows and enhances collaboration across teams.

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Satya Nadella

05/22/25

@ Rowan Cheung

Empowering employees with tools and agency to automate their workflows is key to improving efficiency and productivity.

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Satya Nadella

05/22/25

@ Rowan Cheung

Proactive agents should interpret user intent and perform tasks with minimal friction, allowing users to maintain control over their work.

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Satya Nadella

05/22/25

@ Rowan Cheung

The true value of AI lies in its ability to drive global economic growth, particularly by enhancing productivity in sectors like healthcare.

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Satya Nadella

05/22/25

@ Rowan Cheung

In healthcare, multi-agent orchestrators can significantly improve productivity and reduce costs by streamlining complex workflows.

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Satya Nadella

05/22/25

@ Rowan Cheung

Celebrating the impact of technology on society is more important than glorifying tech companies themselves; the focus should be on how technology is used to create value.

Satya Nadella on AI Agents, Rebuilding the Web, the Future of Work, and more

Takeaways