All-In Podcast Live with Microsoft CEO Satya Nadella ｜ USA House

A fireside chat between Microsoft CEO Satya Nadella and AI & Crypto Czar David Sacks, recorded live at USA House Davos 2026, and it covered a lot of ground fast.

Nadella opened with the story almost nobody knows: arriving in the U.S. for grad school, earning his green card, then voluntarily giving it up and returning to the American embassy in Delhi to get an H1 visa so his wife could join him. There was, he noted, no line for giving up a green card.

From there the conversation moved to the central question of the AI moment for enterprise: what does it actually mean for a knowledge worker to use these tools, and where is Microsoft taking Copilot? Nadella traced the arc from autocomplete to chat to actions to fully autonomous agents, and argued the question is not cloud versus edge, it is how all these form factors compose. His preferred metaphor for the AI age, borrowed from the CEO of Notion: a manager of infinite minds, macro-delegating while micro-steering agents running in parallel.

On enterprise adoption, Nadella's view is that it is both top-down and bottom-up simultaneously, the way PCs spread through companies in the 1980s: lawyers brought in Word, finance brought in Excel, email became standard issue. Today the equivalent is teams building agents to remove drudgery from their workflows, one at a time. He gave a concrete internal example: Microsoft's global network team, managing 500 fiber operators worldwide, has built digital employees that handle DevOps communications that used to run through email chains.

On the question that matters most to the next generation: will Microsoft keep hiring? Nadella's answer is yes, and his reasoning is striking. AI means a new college hire can onboard onto a codebase faster than ever before, with an agent as an always-available mentor. The productivity curve for early-career engineers, he argued, is about to get dramatically steeper, not flatter.