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other
2026-07-12 ~
In a 'Reverse Information Paradox' post warns enterprises they pay twice for AI — in money and in proprietary knowledge.
«You pay for intelligence twice: with money, and with the proprietary knowledge you must reveal to make it useful.»
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regulation
2026-06-15 ~
↺ changed position
At Build 2026 warns society has no 'permission' for an AI future that hollows out whole industries; calls for an ecosystem, not a few all-consuming models.
«There is no societal permission for an AI future that hollows out entire industries.»
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products
2026-04-29
On Q3 FY26 earnings, after the revised OpenAI deal, says Microsoft keeps rights to OpenAI IP through 2032 and plans to 'exploit it'.
«we will have access all the way to '32 and we fully plan to exploit it.»
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compute
2025-10-31 ~
↺ changed position
On BG2 podcast with Altman says the AI bottleneck is now power, not chips: there are GPUs with nowhere to plug them in.
«you may have a bunch of chips sitting in inventory that I can't plug in.»
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jobs
2025-07-24
In an internal layoffs memo admits the cuts weigh on him and calls the AI transformation inevitably 'messy'.
«It might feel messy at times, but transformation always is.»
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compute
2025-02-19 ~
Acknowledges an 'overbuild' of AI infrastructure as everyone races, which will drive compute prices down.
«There will be overbuild.»
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agi timeline
2025-02-19
↺ changed position
In the same interview reframes the AI success metric: the real benchmark is 10% world GDP growth, not technical scores.
«The real benchmark is: the world growing at 10%.»
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agi timeline
2025-02-19
↺ changed position
In the Dwarkesh Patel interview dismisses AGI-milestone claims as meaningless 'benchmark hacking'.
«Us self-claiming some AGI milestone, that's just nonsensical benchmark hacking to me.»
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china us
2025-01-27
After DeepSeek's surge, invokes Jevons paradox: cheaper AI will explode, not reduce, demand.
«Jevons paradox strikes again! As AI gets more efficient and accessible, we will see its use skyrocket.»
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compute
2025-01-22 ~
At Davos, answering Musk's doubts on Stargate funding, says Microsoft will spend ~$80B on Azure data centers.
«I'm good for my $80 billion.»
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products
2024-12-13
↺ changed position
On BG2 podcast predicts traditional SaaS/business apps will collapse in the agent era as logic moves to AI agents.
«the notion that business applications exist will probably collapse in the agent era»
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products
2023-11-15
At Ignite 2023 declares Microsoft 'the Copilot company': a Copilot for everyone and everything.
«a future where there will be a Copilot for everyone and everything you do.»
