Transcript

How significant was writing a $1 billion check at that time? I mean, it’s a massive company, Microsoft, with revenues of around $1 billion per business day. Was it equivalent to one day’s work or several weeks of negotiation? Seriously, did you create memos or build Excel sheets to justify it? Even at Microsoft, you typically need board approval to disburse such a large amount. However, I must say it wasn’t that difficult to convince others that this was an important area worth exploring, despite the risks involved. In retrospect, who would have thought that this investment would yield such significant returns? I mean, that’s not what was going through my mind at the time. This was a partnership, and by the way, it was a nonprofit. I recall Billy saying, “You’re going to burn this billion dollars,” and we had a high risk tolerance. We decided to take a shot, and subsequently, we’ve arrived at GitHub Universe. In fact, this is probably where the billion-dollar investment grew to $10 billion. Mustafa has built a world-class team, including Karan, Amar, and Nando, and we now have three cool models – speech, image, and text. We’ll continue to innovate, and my mindset is all about the platform. On Azure, do you run Windows? Yes, you do. Do you run Linux? Yes, you do. Do you run SQL Server? Yes, you do, and you also love Postgres, .NET, and Java. I’m happy with Open AI and would love to have Anthropic. If Google wants to put Gemini on Azure, please do so. For someone pursuing a career in tech, becoming a great deal-maker is an important path. I was just thinking about it – you have a great investment with great returns, but all the value goes to the shareholders. Maybe we should start thinking about the ecosystem upstream and downstream. Yeah, that’s a good point, with a 27% hit.