Satya Nadella
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Executive
Microsoft's CEO — the OpenAI bet and the Jevons argument.
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Nadella's 2019–23 OpenAI investments turned Microsoft into the AI era's first mover among incumbents; his 2025 'Jevons paradox' post during the DeepSeek panic became the bull case in three words. He balances the partnership's returns against Microsoft's own silicon (Maia) and models (MAI).
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Record reviewed as of 2026-01-15 — see Methodology.