All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

<p>Brad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global economy. They dive deep into the OpenAI–Microsoft partnership, how it unlocked massive scale in the cloud, and what it reveals about the future of intelligence and capital.Nadella breaks down how Microsoft is expanding Azure and Copilot to meet explosive demand. Altman shares his view on progress, power, and the human drive to push boundaries. A candid, energizing conversation about building the future at scale. Enjoy another episode of BG2!</p><p><br></p><p>(00:00) Intro<br>(02:28) Microsoft’s Investment in OpenAI<br>(03:19) The Nonprofit Structure and Its Impact<br>(05:46) Health, AI Security, and Resilience<br>(07:50) Models, Exclusivity, and Distribution<br>(08:58) Revenue Sharing and AGI Milestones<br>(11:38) OpenAI’s Growth and Compute Commitments<br>(15:21) Compute Constraints and Scaling<br>(21:27) The Future o...