Today's AI buildout is just a supercharged Cloud 2.0

semafor.com/article/11/14/2025/ai-buildout-is-just-cloud-20

Reed’s view
In a long, revealing interview with Dwarkesh Patel this week, Microsoft’s Satya Nadella gave the best argument I’ve heard for believing that the AI buildout may be sustainable.
Nadella was asked whether one AI model would win. “If there’s one model that is the only model…

This story appeared on semafor.com, 2025-11-14 18:46:07.
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