Satya Nadella on Open vs Closed Models: Who Wins | Why Companies Need to Own Their Own Intelligence

The gist

1. Nadella says alignment won't fall out of scaling, so companies should contain agents in a zero trust setup with identities, tamper-proof logs and policy monitoring.
2. He expects most token usage to be cheap commodity tokens from open weight or low-cost closed models, especially when firms train on their own traces.
3. Nadella argues every firm should keep the value its AI use creates, with a private eval benchmark as its core intellectual property.
4. He describes Unilever automating order to cash and trade claims with agents, starting on a frontier model then switching to a cheaper MAI model.
5. Nadella hopes AI lifts world GDP growth, citing healthcare like Copilot in the NHS, and he walks on an incline every morning.