Microsoft CEO Satya Nadella on when he is told: Claude is going to kill Microsoft, Cursor is going to kill Microsoft, it’s...
Microsoft CEO Satya Nadella views increased competition in AI coding assistants as a positive market expansion, not a threat. Despite GitHub Copilot's market share decline, Nadella highlighted the overall market's growth and GitHub's platform strategy, which benefits from all coding agents using its ecosystem. He emphasized that GitHub's vast developer base and role as a central code repository provide enduring structural advantages.
Microsoft CEO Satya Nadella views increased competition in AI coding assistants as a positive market expansion, not a threat. Despite GitHub Copilot's market share decline, Nadella highlighted the overall market's growth and GitHub's platform strategy, which benefits from all coding agents using its ecosystem. He emphasized that GitHub's vast developer base and role as a central code repository provide enduring structural advantages.
