Subject: Satya Nadella
Satya Nadella — How Microsoft is preparing for AGI

Plus a tour of Fairwater 2, the most powerful AI datacenter in the world

https://www.dwarkesh.com/p/sat...

Will be interesting to hear what Satya has to say Wednesday with respect to progress on these various fronts.

Stock has dropped 13% since this interview was posted (11/15/25).

I've been steadily adding.