In this Growth Swarm moment, excerpted from episode 32 of the podcast, John Siefert and Bob Evans discuss how artificial intelligence (AI) and the cloud relate, if at all, given the context of Microsoft CEO Satya Nadella’s comments on AI being “the next computing platform.” The two discuss this idea from the perspective of a business leader or customer who had just invested in the cloud as a computing platform.
00:13 — If a CEO or customer just invested in the cloud under the impression that it was going to “future-proof their business,” how are they supposed to react to Satya Nadella stating that AI is the “next major computing platform”?
00:40 — Nadella is about to start his 10th year as the CEO of Microsoft, and Bob says he has been “extraordinary.” However, Bob suggests that maybe Microsoft is “trapped” in the idea that it can “out-execute anybody.” Perhaps Nadella intended to suggest that AI will be the “enhancer” of, or create, the “next computing platform,” not become it.
01:48 — If Bob was the customer that John described, he says he would be “pretty pissed off” and want clarity from Microsoft around “what is the next thing.” How do AI and the cloud fit together? If Nadella intended to get customers to “rally around” the notion of AI as the next computing platform, it could lead to more people “scratching their heads.”
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