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Satya Nadella says AI’s impact outside software has so far been incremental, not exponential, and argues the industry should focus on making it work reliably rather than chasing the next shiny object.

In an interview at Microsoft’s headquarters, the chief executive described the company’s current approach as building the dependable foundations for AI. He also pointed to Microsoft’s 51-year history when discussing its ability to compete with frontier labs and Nvidia. It is a notably measured account from a leader whose company helped propel the generative AI boom. Semafor published the interview on 21 October.

Discuss: Is dependable, incremental AI progress a better strategy than chasing dramatic breakthroughs, or does that risk leaving Microsoft behind?

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