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Satya Nadella argues that the shift to an AI-driven economy goes beyond past digital upgrades and demands robust external ecosystems around firms. He says frontiers without partners, tools, and networks aren’t stable or sustainable.
- Nadella argues AI's staying power depends on building an external ecosystem (partners, tools, networks), not just pushing the tech frontier alone
- He ties this to Azure's own growth—now serving over 95% of Fortune 500 companies—as proof that open platforms with broad developer buy-in create durable value
- He warns that single-company control over an ecosystem stifles innovation, citing closed gaming consoles and app stores as examples of delayed features and high fees
- His prescription: open standards, shared infrastructure (APIs, common data formats, governance models) to keep AI platforms competitive and sustainable