[tony-vlcek]

> We will quickly lose even the social permission to take something like energy [...]

A way to drum up sense of urgency without mentioning that it's the patience of the investors (and _not_ the public) that will be the limiting factor here?

[marcyb5st]

Similar to my thoughts. If we are still scrambling to find stuff the average Joe finds useful, the 100s of Billions poured into this gold rush are wasted (IMHO).

[danudey]

Nadella's vibe lately (here and in his 2025 retrospective) seems to be "AI can be amazing and transformative and life-changing, and it's up to end users to figure out how to make that happen and they're not doing it and it's not our fault."

It's not even a solution in search of a problem, it's a tool in search of a reason to use it as a solution to a problem on such a scale that it justifies the billions of dollars of money we've poured into it while driving up the cost of fresh water, electricity, RAM, storage, data centre space, and so on.

[2sk21]

This reminds me of the early 1980s, when home PCs were still very new, the main use cases that vendors used to promote were managing household accounts and recipes. These use cases were extremely unimpressive for most ordinary people. It took a long time for PCs to become ubiquitous in homes - until gaming and the web became common.

[fuzzfactor]

Ideally, zillions of consumers have been languishing for years and when the time is right they're all collectively chomping at the bit when a new highly-affordable technology comes along that they just can't get enough of.

This isn't one of those times.

[Spooky23]

People said the same thing 30 years ago about the internet.

I’m spending $400/mo on AI subscriptions at this point. Probably the best money I spend.

[whazor]

This looks more like an attempt of gaining scarce electricity.

If a country/state has to choice of giving power to data center A or B, it makes sense for Satya to make statements about how only Microsoft provides the most AI value

[tony-vlcek]

Well, even though electricity is a commodity it still needs to be bought. My point is that people funding this will run out of patience paying for the electricity long before the public/regulators will need to step in a decided how much of it you can buy.

I guess you could always just use a fraction of the billions in investments and whip up a few new power plants. [1]

[1] https://www.bbc.com/news/articles/cx25v2d7zexo

[throwthrowuknow]

They don’t need to choose, just let them build their own power generation capacity.

What the hell is going on in this type of argument anyways? Utilities are normally private businesses so what does the state have to do with it?

[malfist]

Also note that he's not saying Microsoft must find a use for AI, but that customers should.

He's blaming customers that his product isn't hitting the valuation he wants.

[thisislife2]

Ai and the energy required to power it does partly explain why Trump is so keen to setup American data centres in Saudi Arabia, and why he is so obsessed about Venezuelan oil.