this post was submitted on 21 Jan 2026
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What Satya Nadella actually said at Davos about the AI bubble (pivot-to-ai.com)
submitted 2 days ago by dgerard@awful.systems to c/techtakes@awful.systems
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Microsoft CEO one-shotted by GitHub Copilot

https://www.youtube.com/watch?v=oOPPKG7XLZk&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20260121-what-satya-nadella-actually-said-at-davos-about-the-ai-bubble - podcast

time: 6 min 12 sec

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[–] Jayjader@jlai.lu 5 points 1 day ago* (last edited 1 day ago)

Here’s Nadella almost saying that headline:

For this not to be a bubble, by definition it requires that the benefits of this are much more evenly spread. I think a telltale sign of if it’s a bubble would be if all we’re talking about are the tech firms. If all we talk about is what’s happening to the technology side that then that’s just purely supply side.

We’d just like to welcome on board our newest Pivot to AI contributor, Satya Nadella.

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