Satya Nadella

Executive · executive

Satya Nadella is Chairman and Chief Executive Officer of Microsoft. He joined Microsoft in 1992 and became CEO in 2014, succeeding Steve Ballmer. He is known for leading Microsoft's expansion into cloud computing and artificial intelligence.

Sources: —

▶ N0S Investor's videos on Satya Nadella

B · Background9of 10 · n=2

E · Expertise7of 10 · n=2

A · Authoritativeness9of 10 · n=2

T · Trustworthiness9of 10 · n=2

S · Source8of 10 · n=2

BEATS 8 of 10 · n=2 · measured 26.09.06

Win rate by category

share of settled calls that proved right, in each category

Information Technology 100% 3 of 3 Communication Services 0% 0 of 1

Where they stand

their own words, with a date and a source · calls resolved: 3 right · 1 wrong

In April 2025, would Microsoft's fiscal 2026 capex grow more slowly than fiscal 2025's?

We will increase our total AI capacity by over 80% this year and roughly double our total datacenter footprint over the next two years.

Faster growth · said 25.10.29 on Microsoft FQ1 2026 earnings call · source

Rightresolved 26.07.29

In January 2025, after DeepSeek R1, would a hyperscaler cut its 2025 AI capex plan?

Jevons paradox strikes again! As AI gets more efficient and accessible, we will see its use skyrocket, turning it into a commodity we just can't get enough of.

No · said 25.01.27 on X (via NPR) · source

Rightresolved 25.02.06

In January 2025, would DeepSeek's cheap AI cut Nvidia's data-center growth?

Jevons paradox strikes again! As AI gets more efficient and accessible, we will see its use skyrocket, turning it into a commodity we just can't get enough of.

Keeps growing · said 25.01.27 on LinkedIn / X post · source

Rightresolved 26.02.25

In early 2023, would ChatGPT-style AI disrupt Google Search's business by 2024?

From now on, the [gross margin] of search is going to drop forever.

Disrupted · said 23.02.07 on Financial Times interview · source

Wrongresolved 25.02.04

Track record

3 claims · an outcome shows once the claim resolves

Outcome	Claim	Call · when	Source
—	We have to do something useful with AI, or we'll quickly lose social permission. resolves 27.10.25	bearish · 26.10.25	Quote of the day by Microsoft CEO Satya Nadella: 'We have to do something useful with AI, or we'll quickly lose social permission'
—	Xbox is expected to return to growth next year. resolves 27.09.28	bullish · 26.09.28 · MSFT	Microsoft CEO Says Xbox Will Return to Growth After Major Layoffs
—	Microsoft CEO Satya Nadella predicts that consumer and enterprise trust in American technology will enable US companies to successfully outcompete cheaper Chinese alternatives. resolves 28.08.05	bullish · 26.08.06 · MSFT	Satya Nadella says trust in US technology will outweigh the allure of cheap Chinese models

BEATS is the same score as on N0S.AI, 0–10; an unmeasured letter shows —. Dispute a quote or an outcome