Episode · Cheeky Pint · 2025-11-18
Books mentioned on Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
Satya Nadella, CEO of Microsoft, sits down with John to discuss the diffusion of AI inside the enterprise. He explains why “all your data at your fingertips” is the evergreen pitch, why this AI CapEx cycle is different from the .
Mentioned: Softwar by Matthew Symonds, Oracle Application Express 3.2 - The Essentials and More by Arie Geller and others, 2001, a Space Odyssey by Arthur C. Clarke and others, and Apple in China by Patrick McGee.
Books mentioned, in the order they came up
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Softwar
Discussed“My favorite example of this is I read like the book "Softwar" on, you know, the history of Oracle, and it talks about Larry Ellison doing EBCs, I think they're talking about one in Japan, in the 1990s.”
Where to get it
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Oracle Application Express 3.2 - The Essentials and More
Discussed“My favorite example of this is I read like the book "Softwar" on, you know, the history of Oracle, and it talks about Larry Ellison doing EBCs, I think they're talking about one in Japan, in the 1990s.”
Where to get it
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2001, a Space Odyssey
2001: A Space Odyssey by Arthur C.
Discussed“Like the movie "2001: A Space Odyssey," which is in the '60s, like that was a voice activated AI with tool use, you know, capabilities.”
Where to get it
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Apple in China
Apple in China by Patrick McGee explores the complex manufacturing ecosystems, industrial policies, and geopolitical forces that shaped Apple's deep operational ties to China.
Discussed“My understanding reading the "Apple in China" book is it was like a totally random decision that someone just made it, you know, one day.”
Where to get it
