Satya on Dwarkesh

OMG! what a great episode! I thought to take notes while listening the pod - but just can't stop the flow.

Initial trends:

Client Server
Web and Browser

First big Value creation of web - Search

Value creation in AI:

1. Infrastructure - Hyperscalar business like Azure
   • Whoever can do lots of compute is a big winner
   • Exponential rise due to agents
   • Cloud is not commodity - cloud services are commodity
     • Relplicating another AWS or Azure is tough

• Model - Fuzzy
  • Winner takes all does not work in corp and enterprise business
  • Multiple - closed vs open (windows vs linux)
  • These models also need hyperscale

What youtube is to google, Gaming is to microsoft.

MS built games (flight Simulator) before building Windows.