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
What is TechSurge: Deep Tech Podcast?
The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, geopolitics, and business, with conversations tailored for entrepreneurs, technologists, and investment professionals. Presented by Celesta Capital, and hosted by Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Send feedback and show ideas to techsurge@celesta.vc.
Each discussion delves into the intersection of technology advancement, market dynamics, and the founder journey, offering insights into the vast opportunities and complex challenges ahead. Episode topics include AI, data center transformation, blockchain, cyber security, healthcare innovation, VC investment trends, tips for first-time founders, and more.
Tune in to hear directly from Silicon Valley leaders, daring new founders, and visionary thinkers. Past guests include investor Vinod Khosla, former PepsiCo CEO Indra Nooyi, the Global Head of McKinsey, and executive leaders from Microsoft, OpenAI, and other leading tech companies.
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