Details about Satya Nadella Microsoft's "positive-sum" AI's future

Satya Nadella, the CEO of Microsoft, wrote a piece about the company's "positive-sum" approach to integrating the AI wave, which coincided with an open discussion about AGI and the industry's future on the Dwarkesh Podcast. The specifics: Nadella emphasized collaborations that "catalyze and compound progress," referring to the new AI superfactory as a "positive sum" endeavor. The CEO stated that rather than business valuations, the success of the AI era will be determined by the "overall economy and society themselves reaching new heights." Additionally, he disclosed a change in pricing from "per user" to "per agent," viewing AI systems as infrastructure clients rather than as human tools. Additionally, Nadella stated that the new agreement grants Microsoft access to "all of it" in terms of OpenAI intellectual property (apart from actual consumer hardware) for a period of seven years. According to Nadella, the success of AI should be determined by whether it changes the world rather than by whether firm achieves the highest valuations. It's a commendable endeavor in the face of skyrocketing AI spending, but doubters will require more information before experiencing the AGI given society's mounting anxiety about whether AI will distribute or concentrate power.