Satya Nadella — Microsoft’s AGI plan & quantum breakthrough

This podcast features an interview with Dwarkesh, a Microsoft executive, discussing the company's breakthroughs in AI and quantum computing. The conversation covers the potential impact of AI on global economic growth, the challenges of building a utility-scale quantum computer, and the development of AI models for game generation. Dwarkesh emphasizes the importance of understanding winner-take-all markets and the need for a balanced approach to building AI infrastructure, including both training and inference capabilities. He also highlights the significance of change management in adopting AI in knowledge work, comparing it to the impact of lean manufacturing. A key takeaway is Dwarkesh's assertion that the true benchmark for AGI progress is not arbitrary milestones but substantial increases in global economic growth.