LIVE from Davos: Satya Nadella joins the Besties! 🚨 @satyanadella sits down with @Jason and @DavidSacks from the main stage at USA House! -- Future of AI copilots and agents: how white collar work will change -- Scaling revenue and profits with flat headcount -- Views on diffusion and having the US AI stack win globally -- Foundation model concerns?: OpenAI's IP, will open-source win? -- SaaS adoption in the age of AI (0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic (12:39) Views on diffusion, how the US tech stack can win globally (19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model? (26:08) What enterprise software adoption looks like in the age of AI