Nadella: AI agents will create a market 'orders of magnitude' bigger than the cloud
satyanadella · x · 2026-09-25
Microsoft CEO Satya Nadella sat down with The Verge around the new Copilot launch. Key points:
- Market thesis: AI agents will create a market "orders of magnitude" bigger than the cloud
- New product: an OpenClaw-based agent that works on users' behalf
- Industry reflection: the AI industry is "way too self-obsessed" and must earn users' trust by explaining its benefits
- Safety: concerns about deceptive agent behavior, when a safety problem should stop a release, and opposition to oversight becoming a "cartel-like arrangement"
- Also covers Microsoft's relationship with OpenAI and its in-house model work
Related event: Nadella: AI agent market will be orders of magnitude bigger than cloud(4 posts)→
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