Topics & People

An architectural approach that combines local AI processing on devices (like PCs) with powerful cloud-based models, which Nadella sees as a key future direction.

A topic of discussion regarding how companies will operate in the AI era. Nadella suggests that firms will embed their tacit knowledge into their own custom models.

LLM
Technology

Large Language Models, the foundational technology behind generative AI. The discussion covers working on an LLM for the Windows desktop.

NPUs
Technology

Neural Processing Units, specialized hardware for efficiently running AI models locally on devices like PCs.

SAP
Organization

A prominent enterprise software company whose datasets are used for analytical processing.

Notion
Organization

A productivity software company whose CEO provided a metaphor for AI that Nadella likes: a 'manager of infinite minds'.

Agent 365
Technology

A Microsoft product designed to give digital identities to AI agents, enabling them to function as 'digital employees' with proper credentials and permissions.

Codex model
Technology

An OpenAI model focused on coding assistance that rapidly scaled to 5 million users.

Windows
Technology

Microsoft's flagship operating system, which now has Co-pilot integrated into the desktop.

Local models
Technology

AI models running on personal hardware rather than the cloud.

The idea that large language models will become a widely available, standardized component rather than a unique competitive advantage. Nadella compares this to the evolution of the database market.

A business approach focused on creating an ecosystem where other companies can build valuable products and services. Nadella emphasizes this as a core part of Microsoft's and the American tech stack's success.