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All-In Summit: Microsoft CEO Satya Nadella -- The AI Doomer Slowdown -- Common Sense AI Guardrails -- What "Slowdown" Means for New AI Products -- Microsoft’s Master Plan -- Who Wins AI (0:00) @satyanadella joins The Besties! (0:55) Dario's blog, "pacing the frontier," common sense AI safety (6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products? (14:22) Economic incentives for frontier lab doomerism, where the AI profits are (22:45) Microsoft's master plan for AI, how they are allocating capital (31:00) China's slow down, changing AI perception, data center benefits $MSFT