4.8 • 186 Ratings
🗓️ 13 March 2024
⏱️ 38 minutes
🧾️ Download transcript
Satya Nadella shares his unique insight into AI, chip shortage, the importance of empathy and effective leadership.
We are invested in over 8000 companies, but Microsoft is our number one holding. It's fascinating to think that each Norwegian has an average investment of over 6,000 US Dollars in this company. And under Satya’s leadership, Microsoft’s stock has increased 10 times. Stay with us to uncover the secrets behind this remarkable journey. Tune in!
The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke, with input from portfolio manager Richard Green.
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| 0:00.0 | Hi there. I've just had the most incredible experience of my life, having been allowed to interview Satya Nadela, the CEO of Microsoft, which is now the most valuable company in the world. Wow. |
| 0:26.3 | Satcha, you are the CEO of the most valuable company in the world. |
| 0:28.1 | What's on your mind these days? |
| 0:35.5 | Look, to me, Nikolai, first of all, it's great to be with you and have this conversation. |
| 0:39.6 | What's top of mind for me is twofold, right? One is I'm grounded in the fact that in our business, in tech business, now this is my |
| 0:44.8 | 32nd year at Microsoft, I know that for a fact that there's no such thing as a franchise |
| 0:50.9 | value. |
| 0:51.9 | And so that means every day you have to get up and hopefully you're |
| 0:55.1 | doing things that are going to be relevant tomorrow. And so to me, that's sort of perhaps |
| 0:59.7 | the biggest lesson learned over all these decades and years. And so here we are on what is |
| 1:05.9 | essentially a complete new platform shift that we are in the midst of, right? I kind of say it's my 32nd year, |
| 1:12.7 | but it's year two of my fourth platform shift. And so what's on mind is, okay, what is this |
| 1:19.4 | platform shift really all about? And as a company, can we be all in and innovate? Right. I mean, |
| 1:25.8 | at the end of the day, when I say there's no franchise value, |
| 1:28.9 | it also means that you get to play for it all up again. |
| 1:31.8 | Even the battles we won and the battles we lost are all up for grab again. |
| 1:36.5 | And so therefore, there's a freshness to it. |
| 1:40.0 | So what's on my mind is, you know, that ability to ground myself back yet on another |
| 1:47.4 | platform shift and it's exciting. |
| 1:49.6 | The fact that there is no franchise value, does that make you nervous? |
| 1:54.9 | Absolutely. |
| 1:56.0 | I mean, it should make every one of us nervous, right? |
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