How Satya Nadella Built a Bet He Can't Lose

Sam went to all the big tech companies, I'm pretty sure, and offered them this deal. And CIO is going to do it. Microsoft strategy right now is like whoever wins will win, you know, and I love that.One of my favorite things about business, I think the best CEOs that I want to invest in are people who no matter what happens in the world, I'm going to win. Microsoft benefits. If OpenAI and the labs win and it's all frontier models and it's not commoditized, he owns a lot of that.He's going to do great. If the ...