Microsoft CEO Satya Nadella on why winning against ChatGPT, Gemini, and Claude was never the goal:
The Hard Fork hosts ask him directly how Microsoft plans to overtake the competition in the AI model race.
His answer reframes the entire question.
"Our real goal is to get everyone across the ecosystem to the frontier."
Satya explains the problem with how frontier models are currently built. You hill climb, you do reinforcement learning, and then you need data.
But at this point, the world has essentially saturated publicly available data.
So the only way to keep scaling is to pull data from everywhere.
He asks:
"What if you turn that around and said no, there's a base model that has reasoning, that has the agent loop, but you can bring it into your RL. Every company."
This is where his thinking gets interesting.
@satyanadella argues that the future of the firm runs on human capital and token capital together:
"If the future of the firm is human capital and token capital, I want every balance sheet, every income statement in every company to have both."
AI becomes a financial asset sitting on a company's books the same way its people do.
And Microsoft's role in this?
To provide the best possible base model. One that companies build on top of with their own data, their own context, their own weights. One they can even replace.
That last part is the striking bit. Satya is explicitly building a platform where customers are free to walk away.
He frames it not as a risk, but as the whole point:
"I always ask the question — why does Microsoft, or why does the world need Microsoft? And if we are successful, can the world around us be successful? This, I believe, is a more sustainable way to go at it."
Je crois qu'on ne mesure pas ce qu'Elon Musk est en train de construire avec X.
Tous les médias de l'histoire ont été couplés à une culture, une langue, une bulle géographique. Le Monde parle aux Français. Le NYT parle aux Américains. NHK parle aux Japonais. Chaque média filtre le réel à travers le prisme de sa culture locale.
X est en train de devenir le premier média de l'humanité. Pas d'un pays. De l'espèce.
Je le vis en temps réel. Mes posts en français se font RT par des Japonais, répondre par des Brésiliens, citer par des Américains. Des conversations qui n'auraient jamais existé il y a 5 ans. Un libertarien français qui débat avec un ingénieur de Tokyo et un entrepreneur de Sao Paulo sous le même tweet. Pas traduit par un éditeur. Traduit instantanément par l'IA, en un clic.
Les bulles de filtre culturelles sont en train d'exploser.
Et je pense qu'on sous-estime massivement les effets composés de ça.
Quand une idée peut traverser un océan en 3 secondes, quand un argument sourcé posté à Paris peut être vérifié par un économiste à Singapour et amplifié par un développeur à Austin dans la même heure, le coût de propagation d'une bonne idée tend vers zéro.
Et c'est catastrophique pour un type d'acteur très précis : les médias qui ont construit leur business model sur le monopole de l'information locale. Ceux qui pouvaient raconter n'importe quoi sur "ce qui se passe ailleurs" parce que personne ne pouvait vérifier.
Quand un journaliste français écrit que "le modèle américain ne marche pas", maintenant il y a 50 Américains dans les réponses avec des sources. Quand un éditorialiste dit que "le Danemark prouve que le socialisme fonctionne", il y a un Danois qui explique que le Danemark est 10e en liberté économique mondiale.
Le fact-checking n'est plus un département. C'est un effet réseau.
Les médias honnêtes n'ont rien à craindre de ça. Les médias qui vendaient une narration protégée par l'ignorance géographique de leur audience vont avoir un problème existentiel.
Parce qu'on ne peut plus mentir à l'échelle locale quand le monde entier regarde.
We're approaching the dawn of medical superintelligence - the moment when affordable, world-class medical knowledge and support is at your fingertips whenever you need it.
I think people are still underestimating how profound this transformation is going to be. Today we're announcing Copilot Health, enabling users to connect all their EHR records and wearable data in a secure, private health space that Copilot can analyze and reason about to provide personalized insights and proactive nudges.
You choose what information to connect - from hospital lab results to your fitness tracker - and Copilot Health applies medical intelligence to surface easy to understand, personalized insights that you can actually act on.
It's a dedicated space to bring your personal health data together in a single profile, including:
- Activity, sleep, and vital trends from 50+ wearable devices, including Apple Health, Oura, Fitbit and many more
- Health records from 50,000+ U.S. hospital and health systems, including visit summaries, medications, and test results
- Comprehensive lab test results from Function
Copilot Health enables people to arrive at their appointment with the right questions and the right context to make the time they have with doctors really count.
Your data is always your data, and you are always in full control. Your data won't be used to train our AI models, and you can disconnect sources at any time. Our Copilot Health responses are also grounded in information from credible health organizations like Harvard Health, as well as real-time US provider directories to find the right real-world care.
Copilot Health is launching first in the US to adults over 18, but we ultimately want to make this service available to the billions of people around the world who struggle to access reliable medical advice. Please give it a go and sign up to join the early Copilot Health community and help shape what comes next.
More on the MAI blog: https://t.co/yw1qrPYycW
Robotaxi rides without any safety monitors are now publicly available in Austin.
Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors, and the ratio will increase over time.
What does @elonmusk mean when he says the car is sentient?
Take a look at this clip that just happened to me an hour ago!
Tesla Full Self Driving v14.2.2.3 seems to know exactly what is happening. Not your usual construction situation.
It's got to not only be reading the hand held stop sign and the hand gestures but a couple of times, started to move then quickly realized its not yet time.
Well done @aelluswamy and team!
I’ve had so many (good ole boys) say “Cybertruck is UGLY and not a real truck!”
Then those same guys get in, see the standard features like air suspension, 4 wheel steering, and steer by wire. Then they drive it and all of a sudden looks don’t matter and they start to get it!
Just when they think they’ve seen it all, tap “Start Self Drive” and witness their brain short circuit🤯
@Tesla@cybertruck is by far the best automobile made to date and the way TRUCKS should be!
The Cybertruck is the best Tesla ever built. It breaks every rule on purpose. No copy paste design. No playing it safe. It’s raw, insanely capable, and engineered for the real world. You feel it the moment you drive it. This thing was built with love.
FSD has shrunk the psychological time of a road trip for me in half. An 7 hour drive now feels the same way a 3.5 hour drive used to feel. Honestly probably less. Time flies now, because you aren’t tunnel visioned on lane keeping and watching your surroundings. There’s also not that subtle tension anymore that slowly drains you as you’re driving down the highway for hours.
Hard to really connect with these words without experiencing it, but I would never road trip without it again. Massive deal breaker.
I’m at about mile 300 out of a little over 400, and it feels wild to me how fast it went by and how unfazed I am. The world has shrunk
This year, we activated Starlink in 35+ new markets, and are now covering 155+ countries and a global area home to 3.2 billion people, including those who live in some of the most remote places on Earth