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  • [MUSIC]

  • SATYA NADELLA: Hi, everyone.

  • Welcome. It's great

  • to see all of you in Seattle in person.

  • We have an unbelievable show.

  • I see Scott Guthrie even wore his red shirt.

  • We welcome you to

  • the Azure Kubernetes Container Service 2023 launch.

  • No, don't worry. We'll have some fun.

  • Scott is not coming up to show you

  • code onscreen anytime soon,

  • but look, it's an exciting time in tech.

  • The broad contours of

  • this next platform are

  • just getting clearer and clearer each day.

  • The advances, what's possible.

  • That's what obviously excites us in our industry.

  • But they're also grounded

  • in what's happening in the broader world.

  • There's no question. There are

  • enormous challenges out there.

  • In fact, it reminds me and I've spoken about

  • this before of the very founding of Microsoft in 1975.

  • In fact, when the popular electronics cover

  • came out with the Altair,

  • which of course our founders

  • picked up and ran with it and

  • created essentially what's the software industry

  • as we know of it today.

  • That same week,

  • Newsweek had a cover with President Carter

  • trying to fight off

  • the three-headed monster of inflation,

  • recession, and an energy crisis.

  • Today you'd have something similar.

  • You will have AI on one cover and

  • then we'll have those three challenges

  • plus for good measure,

  • we can add a few more.

  • We, as Microsoft,

  • we as the tech industry have to really

  • ground ourselves in how do we relate one to the other?

  • In other words, can we use technology to overcome

  • the challenges that people and

  • organizations and countries face?

  • That's really the pursuit here.

  • In that context, I would say,

  • I just want to share a couple of

  • anecdotes which gives me great hope.

  • Quite honestly, it gives me personally a lot of

  • satisfaction around working at Microsoft,

  • working in this industry to

  • push the state of the art of technology.

  • The first one, obviously when Sam and

  • his team late last year launched ChatGPT,

  • that's the only thing anybody your friends and

  • family wanted to talk about throughout the holidays.

  • It was just crazy house.

  • It was like the Mosaic moment.

  • The closest we've come.

  • It's been 30 years now since when Mosaic launch,

  • which I distinctly remember.

  • It was very exciting time.

  • I went on a holiday first and then I was in

  • the first week of January I was in India.

  • On Jan 1st,

  • I look at my news feed and I see

  • this tweet that Andrej Karpathy put out.

  • Who is our ex OpenAI and Tesla,

  • and is now an independent AI developer.

  • He had this thing about the product that really he

  • was most excited about the previous year was

  • GitHub Copilot and he was saying how 80 percent of

  • his code was being generated by this,

  • I would say first at

  • scale product built on NLM technology.

  • This doesn't mean he's

  • 80 percent somehow not doing his work.

  • In fact, he's getting so much more leverage.

  • In fact, recently we crossed

  • 100 million developers on GitHub.

  • Think about this. There are

  • 100 million developers on GitHub.

  • If we can improve their productivity,

  • just like how Andrej was able to observe.

  • Then let's say in the next decade we double that number,

  • may be double it again.

  • We get close to a half a billion developers,

  • what economic opportunity it would create.

  • Because there is not a meeting that I

  • go to today with any CEO,

  • CXO of any organization who's not

  • looking for more software developers,

  • more digital skills.

  • That's the currency in every sector of the economy,

  • in every country of the world.

  • That's the opportunity we

  • have to be able to take

  • this technology and make a difference.

  • But then the next day I went

  • to Mumbai and then I saw this demo.

  • This was just for me,

  • the most profound thing that I've seen in a long time.

  • The demo was actually built by

  • the Ministry of Electronics in

  • India because they are building

  • out a digital public goods.

  • Their idea is look, India has got

  • multiple official languages and they wanted to

  • democratize essentially access to language translation.

  • They're building it out as a digital public good.

  • In fact, Microsoft and Azure and

  • Microsoft Research are all involved in that project.

  • This is basically speech-to-text,

  • text-to-speech across all of the languages in India.

  • They showed me this demo where

  • a farmer speaking in

  • Hindi expresses a pretty complex thought

  • about how he had heard

  • about some government program and wants to

  • apply for a subsidy that he thinks he's eligible for.

  • It's a pretty complex prompt query.

  • There's technology,

  • that's a good job.

  • It goes to the bot, recognizes the speech,

  • comes back and says, you know what?

  • You should go to this portal,

  • fill out these forms,

  • then you'll get your subsidy.

  • He says, look, I'm not going to go into any portal.

  • I'm not going to fill out any forms,

  • can you help me? He does it.

  • Then I was told that a developer said, you know what?

  • That is Daisy Ching a model that was

  • trained on all of the documents of

  • the government of India using

  • GPT with this speech recognition software.

  • Basically two models coming together to really

  • help a rural farmer in India

  • trying to get access to a government program.

  • Look, I grew up in India.

  • I dreamt every day that someday

  • the industrial revolution will get evenly

  • distributed across the world.

  • Here I was,

  • seeing something so profound,

  • something that is developed by the folks at

  • OpenAI in the West Coast of

  • the United States a few months earlier,

  • used by a developer locally

  • to have an impact on a rural farmer.

  • That to me is what gives

  • me meaning and I think gives

  • us all meaning in our industry.

  • It is just fantastic to see that.

  • Now of course we've got to scale it and scale

  • it with a real understanding that we can break things.

  • It's about being also clear-eyed about

  • the unintended consequences of any new technology.

  • In fact, that's why way back in

  • 2016 is when we came out with the AI principles.

  • You have both we as Microsoft and our partners at OpenAI,

  • deeply care about this.

  • In fact, the entire genesis of

  • OpenAI is from that foundation.

  • We built these principles,

  • but we've not just put those principles as a document,

  • but we've been practicing it because that's the only way

  • technology gets better in this particular case.

  • When you're talking about AI, it's about alignment with

  • human preferences and societal norms

  • and you're not going to do that in a lab.

  • You have to do that out there in the world.

  • It starts by the way with design decision ones makes.

  • When you think about AI, you

  • can have the human in the loop,

  • you can