Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI

Microsoft CEO Satya Nadella joins the All-In hosts for a discussion on the state of AI development and the growing debate over slowing the frontier. The conversation covers Dario Amodei's recent blog advocating for 'pacing the frontier' as common-sense AI safety, the failure of AI CEO messaging, and the economic incentives that may be driving doomerism narratives at frontier labs. Nadella then explains Microsoft's capital allocation strategy for AI, and the hosts close by examining China's slowdown and its implications for data centers and global AI competition.