Satya Nadella: Microsoft's OpenClaw-based Autopilot agent targets a market orders of magnitude bigger than cloud
firstadopter · x · 2026-09-25
- In a Sources podcast interview, Microsoft CEO Satya Nadella unveiled the new Copilot and discussed Autopilot, an agent built on a hardened version of OpenClaw that gets its own computer, workspace, and memory to work continuously on a user's behalf.
- He argues AI agents will create a market "orders of magnitude" bigger than the cloud, anchoring Microsoft's consumer strategy on 100M+ consumer subscribers.
- Nadella calls the AI industry "way too self-obsessed," discusses concerns about agents acting deceptively, when safety issues should block a release, and why he opposes a "cartel-like arrangement" for AI oversight.
- Also covered: Microsoft's OpenAI relationship, in-house models, treating apps/agents/infrastructure as one business, and a vision for "unmetered intelligence" on Windows.
Related event: Nadella: AI agent market will be orders of magnitude bigger than cloud(4 posts)→
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