We react to Dwarkesh Patel's interview with Satya Nadella about Microsoft's AGI plan & Quantum. Don't miss today's bonus episode live stream on youtube for our paid members. Go to patreon.com/svic so you don't miss it!Svicpodcast.com: For Questions, Book recs, Videos, Newsletters, etc.patreon.com/svicFollow us:Threads: www.threads.net/@svicpodcastTwitter: https://x.com/svicpodcastLinkedIn: https://www.linkedin.com/company/svicpodcastTiktok: https://www.tiktok.com/@svicpodcastInstagram: https://www.instagram.com/svicpodcastSpotify: https://podcasters.spotify.com/pod/show/svicpodcastShow hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.#ai #openai Chapters00:00 - Introduction and Opening Remarks00:09 - Microsoft’s AI Revenue and Token Billing00:40 - Quantum Computing Hype vs. Reality01:10 - Welcome to the SVIC Podcast01:30 - Satya Nadella’s AI and Quantum Computing Discussion03:14 - The Impact of AI on Data Center Investments04:10 - Nvidia, GPUs, and the AI Chip Wars06:50 - Inference vs. Training: The Battle for AI Efficiency07:53 - Microsoft’s AI Revenue and the Rise of Cloud AI Services08:49 - Satya Nadella’s Strategic AI Bet on OpenAI10:08 - Comparing Satya’s OpenAI Bet to Zuckerberg’s WhatsApp Acquisition12:16 - Microsoft’s AI Business Model: A Multi-Billion Dollar Strategy13:29 - AI Agents and Future Business Models14:45 - Alive & Dead CEOs - Can You Speak At A Podcast w/o PR Help17:17 - The Rise of CEO Transparency in Media 19:21 - Microsoft’s Quantum Chip: A PR Move or Real Innovation?22:09 - The Gartner Hype Cycle and Tech Industry Trends25:30 - Why Big Companies Struggle to Innovate Like Startups27:55 - The Importance of Distributed Computing in AI30:42 - Quantum Computing and the Future of Encryption36:45 - The Commercial Viability of Quantum Computing39:21 - Why Venture Capital Struggles with Long-Term Science Bets43:39 - How Microsoft and Apple Capitalized on Xerox PARC’s Innovations46:08 - What If Steve Jobs Were Still Running Apple?47:10 - Microsoft’s AI Hardware Dilemma: GPUs vs. Custom Chips50:23 - Will AI Models Run in the Cloud or Locally?51:12 - Why Satya Nadella Avoids Monopoly Markets54:36 - Satya Nadella’s Take on AGI and Economic Growth56:35 - AI Regulation and the Role of Governments1:02:41 - How AI CEOs Balance Safety Concerns with PR Hype1:04:28 - Investor Frenzy Over AI Labs and Model Development1:05:03 - Closing Thoughts and Call to Action