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MSFTInterview2026-01-21

Nadella suggests companies will build their own controlled models that capture their internal knowledge.

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Satya Nadella · All-In Podcast · Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?

A firm should be able to take the tacet knowledge it has and embed it inside a weights in a model that they control. Right? So when somebody asks me how many models should be there, I'll say as many models as firms in the world.

Transcribed from the source video. Automatic captions, corrected for known mis-transcriptions.

Key terms

tacit knowledge
The know-how inside a company that people carry in their heads rather than write down.
weights
The internal numerical settings of an AI model that hold what it has learned.

Educational summary of a public statement. Not investment advice.