Deepti Gupta

FDE @Microsoft's Office of Strategy & Transformation

[Prof. Feynman @ProfFeynman]

The first rule of learning is to admit you don’t know. The second rule is to never stop asking why.

[Deepti Gupta @depptea]

Will be attending India AI Impact Summit next week in New Delhi - love meeting passionate builders. Come by say hi!

📍Microsoft - Hall 4, booth #4.6, BharatMandapam

#IndiaAIImpactSummit2026

[Seattle Weather Blog @KSeattleWeather]

Super Bowl champs! Congrats @Seahawks!

(PS - last time the Hawks won it all, it snowed later that month 🤞❄️)

[Deepti Gupta @depptea]

Yes!

[Sam Altman @sama]

.@SebastienBubeck is so so good; incredible researcher and leader.

[Jeffrey Snover @jsnover]

"In this room, we deliver success, we don’t whine.​
Look, I’m not confused, I know you walk through fields of shit every day. 
Your job is to find the rose petals."
https://t.co/nAUbYz2zeX

[Google for Developers @googledevs]

console.log("here") is valid debugging. We don’t judge.

[Deepti Gupta @depptea]

Paradise!

[Sigma Sreedharan @sigmas]

#NorthernLights in #Seattle tonight . 1/20

[Fortune India @FortuneIndia]

#Watch | AI isn’t just adding efficiency—it’s quietly rewriting how organizations work. In a conversation with BlackRock Chairman and CEO Larry Fink at the World Economic Forum (WEF) 2026 in Davos, Satya Nadella explains how workflows, information flow, and hierarchies are being turned upside down.

From leadership mindset to everyday decision-making, this shift is already underway. The question isn’t if organizations will change, but how fast.

#Davos2026 #SatyaNadella #Microsoft #LarryFink #Blackrock #WEF #FortuneIndia

[FORTUNE @FortuneMagazine]

“A telltale sign of if it’s a bubble would be if all we are talking about are the tech firms."

Microsoft CEO Satya Nadella hasn’t often spoken about fears of an AI bubble, but at the @wef in Davos, he offered a fix to the productivity dilemma. https://t.co/fnZmJWvIjV

[Satya Nadella @satyanadella]

Thanks @DavidSacks and @Jason for the fun conversation!

[Jaana Dogan ヤナ ドガン @rakyll]

You cannot make every person to come with you, you need only 2-3 other people who are on the same wavelength. In my personal experience, that takes you very far.

[Deepti Gupta @depptea]

@jessfraz Send both my way - happy to help! DMs open.

[Deepti Gupta @depptea]

Glad to work for him!

[Satya Nadella @satyanadella]

Was fun to be at a dev event in Bengaluru and demo an app I built recently for deep research with multiple models and decision frameworks...think of it as "chain of debate"... Next stop, Copilot!!

[Satya Nadella @satyanadella]

It was fun to spend time with the @Swiggy team today, and see how they're using Microsoft Fabric to process billions of data points in near real time, paving the way for innovations in delivery to their millions of users. A really great use case! https://t.co/h7GxFTJiRy

[Deepti Gupta @depptea]

👀

[Prof. Feynman @ProfFeynman]

Every breakthrough starts with someone asking a “stupid” question.

[Satya Nadella @satyanadella]

Thank you, PM @narendramodi ji, for an inspiring conversation on India’s AI opportunity. To support the country’s ambitions, Microsoft is committing US$17.5B—our largest investment ever in Asia—to help build the infrastructure, skills, and sovereign capabilities needed for India’s AI first future. @PMOIndia

[Microsoft @Microsoft]

Today we’ve unveiled our second Fairwater AI datacenter, located in Atlanta. Each site is connected via a dedicated AI network, creating an AI superfactory that enables real-time collaboration across states to train the next generation of AI models. https://t.co/dTBgfvHPSY

[Thomas Chua @SteadyCompound]

Dwarkesh and Dylan Patel got Satya to actually answer the hard questions about Microsoft's AI strategy.

A few things that stood out:

1. On losing coding assistant market share from ~100% to 25% in one year:

"I love this chart for so many reasons. One is we're still on the top. Second is all these companies that are listed here are all companies that have been born in the last four or five years... When you say, who's it now? Claude's going to kill you, Cursor is going to kill you, it's not boreland. Thank God."

He'd rather have 25% of a $6B market than 100% of a $500M one.

2. The OpenAI IP situation:

Dylan asked what level of access Microsoft has to OpenAI's tech. Satya: "All of it." Everything except consumer hardware. They can fork the entire codebase.

3. Why Microsoft let Oracle take their datacenter sites:

"I didn't want to go get stuck for four or five years of depreciation on one generation."

Oracle's racing to become bigger than Microsoft by 2027, taking lower margins to host AI companies. Satya's take? Being a "bare-metal hoster" for five customers isn't a Microsoft business.

4. Office becomes infrastructure:

"Our business, which today is an end-user tools business, will become essentially an infrastructure business in support of agents doing work."
Per-user pricing becomes per-user AND per-agent. Every AI agent needs compute, identity, security, storage.

5. On competing globally:

"Trust in American tech is probably the most important feature. It's not even the model capability, maybe. It is, 'can I trust you, the company, can I trust you, your country, and its institutions to be a long-term supplier?' That may be the thing that wins the world."

Microsoft isn't trying to win the model race. They're betting on being the infrastructure layer that everyone needs regardless of which model wins.

Follow me @steadycompound for more investing insights.

Watch the interview here: https://t.co/k4qSTbnsZt

[Satya Nadella @satyanadella]

Today, I shared my annual letter to shareholders. 50 years after our founding, Microsoft is once again in the thick of a generational shift in technology. AI is radically changing every layer of the tech stack, and we're changing with it.
https://t.co/JxLQob9Mhi

[Microsoft @Microsoft]

The next chapter of the Microsoft–OpenAI partnership: https://t.co/9R5oXOl42m