Bobby Yerramilli-Rao, Chief Strategy Officer at Microsoft, joins TechSurge host Sriram Viswanathan to offer a rare glimpse into the strategic playbook of one of the world’s most powerful tech companies. Bobby shares how the company navigates today’s biggest technology paradigm shifts, placing bets with trillion-dollar implications. Touching on Microsoft’s AI strategy, OpenAI partnership, quantum computing, its approach to acquisitions, and much more, this candid and wide-ranging conversation is not to be missed.
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- (00:00) - The Nature of Technology and AI's Economic Impact
- (03:01) - Strategic Priorities at Microsoft
- (05:45) - Strategic Inflection Points and Microsoft's History
- (09:03) - The Importance of Timing in Strategic Decisions
- (11:48) - Gaming and Content Strategy
- (14:57) - Acquisition Successes and Failures
- (17:50) - Leveraging LinkedIn and GitHub
- (20:50) - AI's Potential Economic Impact
- (23:52) - Monetizing AI Innovations in Microsoft Office
- (25:59) - Investing in AI: The New CAPEX Landscape
- (31:01) - Quantum Computing: Hype vs. Reality
- (37:44) - The Future of AI and Quantum Integration
- (39:18) - The Semiconductor Landscape: Lessons from the Past
- (43:30) - Genomics and Life Sciences: Opportunities Ahead
- (45:50) - Autonomous Driving: The Future of Mobility
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