Nov 18, 2025 · 1 hr 19 min · 13 segments
Satya Nadella, CEO of Microsoft, sits down with John to discuss the diffusion of AI inside the enterprise. He explains why “all your data at your fingertips” is the evergreen pitch, why this AI CapEx…
So what should people be excited about as Ignite? The Ignite conference for us, more than anything else, is about making sure that AI is getting diffused inside of the enterprise, right? I mean, if there is one thing, it's more about, hey, what does it mean not to just admire somebody else's AI factory or AI agent, but how to build your own AI factory? Organizing the data layer turns out to be probably the most complicated thing which spans the enterprise such that it can meet the intelligence.
By the way, people are not working in an ad hoc fashion in an unstructured way, but they're all doing it in relation of some business event.
Why do you think this is underpenetrated then in the enterprise? Because I feel like people are using lots of, you know, LLM tools.
But I don't think most companies have the all sing, all dancing, all of the company's context is plugged into their everyday AI app.
right? I mean, I always say, at least compared to anything we have done in terms of all the office suites over our history, this is the fastest in that sense because it's change management.
Oh, by the way, in the enterprise setting, It has got to mean all e-discovery has to work, all of the data governance has to work.
So what should people be excited about as Ignite? The Ignite conference for us, more than anything else, is about making sure that AI is getting diffused inside of the enterprise, right? I mean, if there is one thing, it's more about, hey, what does it mean not to just admire somebody else's AI factory or AI agent, but how to build your own AI factory? Organizing the data layer turns out to be probably the most complicated thing which spans the enterprise such that it can meet the intelligence.
By the way, people are not working in an ad hoc fashion in an unstructured way, but they're all doing it in relation of some business event.
Why do you think this is underpenetrated then in the enterprise? Because I feel like people are using lots of, you know, LLM tools.
But I don't think most companies have the all sing, all dancing, all of the company's context is plugged into their everyday AI app.
right? I mean, I always say, at least compared to anything we have done in terms of all the office suites over our history, this is the fastest in that sense because it's change management.
Oh, by the way, in the enterprise setting, It has got to mean all e-discovery has to work, all of the data governance has to work.
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