where everyone's really worried about are we just rappers and you know what is going to happen to startups and I think this is literally where the rubber meets the road you know if you are out there in particular places understanding that user better than anyone else and having the software actually work for those people that's the moat the classic view is that uh the best founders in the world they're you know sort of really great cracked engineers and technologists and then at the same time they have to u ...

Looking ahead 10 to 20 years, what are you sort of most personally excited about. There's a lot, you know, in 10 to 20 years, unless something goes hugely wrong, we'll have like unimaginable super intelligence. And I'm very excited to see how that goes.I think AI for science is what I'm personally most excited about. I am a believer that to a first order approximation all long-term sustainable economic growth in the world like everything that leads to people's lives getting better is basically discovering n ...

A fireside with Satya Nadella on June 17, 2025 at AI Startup School in San Francisco. Satya Nadella started at Microsoft in 1992 as an engineer. Three decades later, he’s now Chairman & CEO, navigating the company through one of the most profound technological shifts yet: the rise of AI. In this conversation, he shares how Microsoft is thinking about this moment— from the infrastructure needed to train frontier models, to the social permission required to use that compute. He draws parallels to the early PC ...

I think guies are very useful for auditing systems and visual representations in general. And I think guies for example are extremely important to this because a guey utilizes your computer vision GPU in all of our head. Reading text is effortful and it's not fun.But looking at stuff is fun and it's it's just a kind of like a highway to your brain. We have to keep the AI on the leash. I think a lot of people are getting way over excited with AI agents and uh it's not useful to me to get a diff of 1,000 line ...

These massive data centers are the beating heart of the AI boom that's reshaping our world and they're hungry for more electricity. That's one of the reasons that for the first time in a decade, demand for energy in America is spiking. To keep up, we're burning more and more fossil fuel and fast.But there's another path, a clean, safe, virtually limitless source of power. Fusion energy. Fusion is the way the sun works.Only here on Earth, we've actually struggled to be able to do it in a commercializable, co ...

These massive data centers are the beating heart of the AI boom that's reshaping our world and they're hungry for more electricity. That's one of the reasons that for the first time in a decade, demand for energy in America is spiking. To keep up, we're burning more and more fossil fuel and fast.But there's another path, a clean, safe, virtually limitless source of power. Fusion energy. Fusion is the way the sun works.Only here on Earth, we've actually struggled to be able to do it in a commercializable, co ...

You think that developers today are using AI in the previous generation of software development that they've been used to. Yes. Um, and so you you use this phrase, the AI horseless carriage.Maybe tell tell us what you mean by that. This is a reference to early automobile designs that looked a lot like carriages with the horse replaced with an engine, right. And there were all sorts of problems with that design.Yeah. And this phenomena we we see over and over and over again in technology like some some ones ...

Sometimes it will take a bit of time for technology to catch up and this company called Replicate that you work with stuck it out. It was from that era. Yeah.They started the company right before co and during the pandemic it was going so poorly that they actually stopped working on it for several months and then they picked it back up and just started like working on it quietly. But it basically was just like they were just building this thing in obscurity for two years until the image diffusion models cam ...

Metarprompting is turning out to be a very very powerful tool that everyone's using now. It kind of actually feels like coding in you know 1995 like the tools are not all the way there. We're you know in this new frontier. But personally it also kind of feels like learning how to manage a person where it's like how do I actually communicate uh you know the things that they need to know in order to make a good decision. [Music] Welcome back to another episode of the light cone. Today we're pulling back the c ...

Back in the pre-AI era, it was really hard to come up with good new startup ideas because the idea space had been picked over for like 20 years. And so a lot of the the startup advice that people would hear would be like you really need to like sell before you build. It was like the lean startup scale fast scale fast.But I would argue that in this new AI era that the right mental model is closer to what hard set which is just like use interesting technology, follow your own curiosity, figure out what's poss ...