Keep pulling the thread on Satya Nadella.
The adoption of AI agents is expected to exponentially increase compute usage because they are not bound by the invocation rate of a single human user.
Microsoft's annual revenue from AI was recently reported by the company to be $13 billion.
If AI becomes as powerful as some predict, governments will not allow private companies to control it and will intervene.
The primary economic beneficiaries of AI will not be the technology companies that create it, but the broader industries that adopt it to increase productivity and drive economic growth.
Microsoft Research has achieved a physics breakthrough by creating and verifying Majorana zero modes, a new topological phase of matter theorized in the 1930s.
Microsoft plans to build the "Majorana 1" chip, which is expected to be capable of supporting one million physical qubits and thousands of error-corrected logical qubits.
Microsoft has developed a new human action model called "Muse" that can generate consistent, diverse, and persistent game environments from gameplay data, with the research published in Nature.
Satya Nadella views Microsoft's gaming data as a strategic asset for training world and action models, analogous to the value of YouTube's data for Google.
Microsoft's three major long-term strategic bets are AI, quantum computing, and mixed reality.
The biggest rate-limiter for the deployment of powerful AI will be the evolution of legal and societal infrastructure to establish trust and handle liability.
Traditional SaaS applications will be fundamentally changed as their business logic is replaced by a more capable "agentic tier."
Microsoft aims to use AI and quantum computing to achieve the next 250 years of progress in chemistry and materials science within the next 25 years.