Build 2026 Podcast: Satya Nadella, Sarah Guo and Elad Gil from No Priors, and Swyx from Latent Space

Microsoft CEO Satya Nadella outlines a strategic shift toward an ecosystem-centric AI model, where the primary value lies in enabling enterprises to build specialized intelligence through a multi-modal "harness." This approach integrates models, private data, and tools, allowing companies to develop proprietary IP via private evaluations rather than relying solely on generalist models. The conversation highlights the transition from simple chat-based interactions to autonomous, long-running agents capable of managing complex, cross-functional workflows. This evolution necessitates a re-architecting of software and business models, moving toward consumption-based pricing that reflects the intensity of agentic usage. Ultimately, maintaining public trust requires demonstrating tangible economic and community benefits, ensuring that AI infrastructure serves as a foundation for broad-based productivity and innovation rather than just a technical capability.