> [!meta]- Document Info > **Author**: [[Bg2 Pod]] > **Full Title**: Satya Nadella | BG2 W/ Bill Gurley & Brad Gerstner > **Category**: #articles > > **Summary**: Satya Nadella discusses Microsoft's shift towards AI and its partnership with OpenAI. He emphasizes the importance of leveraging AI for enterprise solutions and automation in business processes. Nadella believes this focus on AI will drive innovation and growth for Microsoft in the future. > > **Source**: [Original URL](https://www.youtube.com/watch?v=9NtsnzRFJ_o) ## 📄 Full Document → [[Full Document Contents/Satya Nadella | BG2 W/ Bill Gurley & Brad Gerstner]] ## 🔦 Highlights & Commentary - Yeah, I mean, it's a very, very important question regarding the SaaS applications or business apps. So let me just speak of our own Dynamics thing. The approach, at least the one we're taking, is I think that the notion that business applications exist, that's probably where they'll all collapse, right, in the agent era. Because if you think about it, they are essentially crowd databases with a bunch of business logic. The business logic is all going to these agents, and these agents are going to be multi-repo CRUD, right? So they're not going to discriminate between what the back end is; they're going to update multiple databases. All the logic will be in the AI tier, so to speak. Um, and once the AI tier becomes the place where all the logic is, then people will start replacing the back ends. ([View Highlight](https://read.readwise.io/read/01jrzz4yz8v7f98xs11qnsr7gs)) ^02229e