Podchaser Logo
Home
Microsoft thinks AI can beat Google at search — CEO Satya Nadella explains why

Microsoft thinks AI can beat Google at search — CEO Satya Nadella explains why

Released Wednesday, 8th February 2023
Good episode? Give it some love!
Microsoft thinks AI can beat Google at search — CEO Satya Nadella explains why

Microsoft thinks AI can beat Google at search — CEO Satya Nadella explains why

Microsoft thinks AI can beat Google at search — CEO Satya Nadella explains why

Microsoft thinks AI can beat Google at search — CEO Satya Nadella explains why

Wednesday, 8th February 2023
Good episode? Give it some love!
Rate Episode

Episode Transcript

Transcripts are displayed as originally observed. Some content, including advertisements may have changed.

Use Ctrl + F to search

0:00

When you arrive in the all new Toyota

0:02

Crown, every entrance becomes a grand

0:05

one. With an available

0:07

hybrid max powertrain that says You

0:09

always arrive fashionably on time. Style

0:12

that says emphasis on the fashionably and

0:16

presence that says You

0:18

speak softly and everyone listens.

0:21

Introducing the Toyota crown, the car

0:23

that says so

0:23

much. Toyota.

0:27

Let's go places. Hey,

0:31

y'all. This is Josh Mucci, host

0:33

of the pitch. A Voxmedia podcast

0:36

where real entrepreneurs pitch real

0:38

tech investors for real money.

0:40

In this season, we're letting listeners like

0:42

you invest in the startups

0:45

on our show. Hear the next billion

0:47

dollar idea way before

0:49

anyone else. That's gonna of

0:51

sexy. We'll make the money, honey. Follow

0:53

the pitch for our

0:54

best season yet. New episodes

0:57

start dropping weekly on February eighth.

1:03

Hello and welcome to Dakota. I'm the I Patel

1:05

editor in chief of the verge, and Dakota is my

1:07

show about big ideas and other acrons.

1:09

We have very special episode today. I'm not actually

1:11

in the studio. I'm talking to Microsoft

1:14

CEO, Sachin on the Microsoft

1:16

campus in Red where just a few

1:18

hours ago, the company announced the next

1:20

version of the Bing search engine would

1:22

be powered by OpenAI. That's

1:25

the company that makes chat GPT. You'll

1:27

be able to chat with Bing, just like you can

1:29

chat with ChatXBT. There's also

1:31

a new version of the Edge web browser with

1:34

OpenAI ChatX. A window that rides

1:36

along with your web pages to help you understand

1:38

it. Novella has been very bullish in

1:40

AI. He's previously talked about AI being the next

1:42

major computing platform And today, he's

1:45

openly hoping to use that tech

1:47

to take on Google search. That's

1:49

right. While talking about how much AI can

1:51

change the game, such as said, most

1:53

importantly, we want to have a lot of

1:55

fun innovating again in search because

1:58

it's high time. That's a pretty

2:00

direct shot at Google. But the presentation was

2:02

in-depth. It showed how OpenAI running and being

2:04

an edge could radically increase your productivity,

2:06

make travel itineraries, post to LinkedIn,

2:09

and even rewrite code to work in different

2:11

programming language. After presentation, I was

2:13

able to get some time with Sasha and I had

2:15

a lot of questions. I wanted to talk to him about

2:17

his partnership with OpenAI and why he

2:19

thought now was the best time to go after

2:21

Google and search. I also wanted to know

2:23

how the money flows how do the people who make

2:25

all the content that gets scraped into the

2:28

AI model get paid for their work? This

2:30

is short interview, but it's a good one. Sasha was very

2:32

candid. Okay. Sachin CEO

2:34

of

2:34

Microsoft. Here we go.

2:49

Sasha Nadella, you are the CEO of Microsoft.

2:51

Thank you for coming on decoder today. Thank you

2:52

so much and late for having me. Microsoft just announced

2:54

a huge new version of Bing. It's powered by

2:56

a bunch of open AI technology. A

2:59

couple weeks ago, the company made a, what was called,

3:01

a multi billion dollar, multi year investment

3:03

in Tell us what's going

3:05

on. Well, I mean, today's announcement is all about

3:07

rethinking the largest

3:09

software category there is search

3:12

with this new generation of AI because

3:14

it's a platform shift and you get to sort of reimagine

3:16

pretty much everything. Right? Starting with

3:19

the core ranking. In fact, perhaps the most salient

3:21

part of today's announcement is we've had the

3:23

best gain in relevance

3:26

in the core ranking using some of these

3:28

large models. Second is, it's not

3:30

just not just a search engine. It's an answer engine.

3:32

Because we've always had answers, but with these large

3:34

models, the fidelity of the answers

3:37

just gets so much better. And

3:39

then we've incorporated chat right into search,

3:41

which is grounded in search data. So you can do

3:43

a natural language query, which is long,

3:46

you get a great answer, and then you can engage

3:48

in conversation with that as the grounding

3:50

or the context. So it's about basically

3:52

essentially bringing in fact a more sophisticated

3:55

model, larger model, next generation model

3:57

compared to chat GPT and grounding

4:00

it in search data. The other

4:02

last thing we also added was a co pilot

4:04

for the web. So so that you

4:06

in edge can be looking at any

4:08

website or any document on

4:11

a website like a ten Q for example.

4:13

And then do things like summarization. So

4:15

a whole lot of these features all coming together

4:18

essentially as the new

4:19

bank. A really interesting piece of puzzle

4:21

here is A lot of this is powered by OpenAI

4:23

and OpenAI's technology. OpenAI CEO

4:26

Sam Altman was on stage with you today.

4:29

You've been working with OpenAI for three years.

4:31

But you haven't acquired them. You've made a huge

4:33

investment into them. Why work

4:35

with an outside technology vendor for

4:37

the largest software

4:38

category? First of all, you got to remember the

4:41

relationship with OpenAI and our cooperation

4:44

with OpenAI has got many facets.

4:46

Mhmm. The most important thing is what

4:48

we've done over the last four years is

4:50

to actually build out the core

4:52

infrastructure on which OpenAI is

4:54

built. These large models the training

4:57

infrastructure and the infrastructure doesn't

4:59

look like just Nadella cloud. Right? So we

5:01

have had to essentially evolve

5:03

Azure. To be pretty specialized

5:06

AI infrastructure on which open AI

5:08

is built. And by the way, inception is

5:10

also using Azure. Character AI is

5:12

using Azure. There will be many others who will

5:15

also use Azure infrastructure. So we are very

5:17

excited about that part. And then, of course,

5:19

we get to incorporate these large models inside

5:21

of our products and make those large models available

5:23

as Azure AI. And in all of this, we both have an

5:25

investment return and

5:27

we have a commercial return. And so we

5:29

think we're well placed to

5:31

partner. Like, I will never assume that

5:34

great partnerships can't be both,

5:36

great returns for our

5:38

customers, shareholders, and Microsoft.

5:40

There's a lot of talk today in a presentation

5:42

about the values that are coming into Bing,

5:45

about the safety work that's being done, about

5:47

the responsible AI work that Microsoft has done

5:49

for years. How do you make sure that bridges

5:51

the gap to OpenAI, which

5:53

is not your company, but obviously very

5:55

tied very closely. And how do you make sure that

5:57

your products inherit all those values

6:00

even when you're working with an outside

6:01

company? Yeah. First of all, opening eye cares about

6:04

safety. I mean, in some sense, they're in dire

6:06

inception. Was about how to think about

6:08

safety in AI and alignment in

6:10

AI. And so we share that,

6:12

and we've had our principles. As we talked

6:14

about it today in your languages. Since twenty sixteen,

6:17

we published the principles. Since ever since

6:19

quite frankly, we've been very focused on what I'll

6:21

call the hard work of incorporating it. In

6:24

the engineering practice of building

6:26

products. Right? Starting with design. One of the things

6:28

think a lot about is when you have, let's say,

6:30

a new model coming, it's

6:33

probably most important to actually

6:35

put human in the loop versus design

6:37

the human out so that you can

6:39

in fact ensure that the human agency

6:42

judgment is what you

6:44

use to train the Nadella, to be aligned

6:46

with human feedback. So that's kind of what we're

6:48

doing. Like, when I look at Even what we're

6:50

doing in Bain is taking

6:52

it even one step further, to

6:54

even ground it in the context, which

6:57

is such So I always say, look, these

6:59

generator models just don't randomly

7:01

generate stuff. You prompted it. So

7:03

there's a whole lot you can do in the matter

7:05

prompt. And the sequence of

7:07

prompts you generate, which we can assist

7:09

with. So there's a lot of I'll call it product design

7:12

choices one gets to make. Of when

7:14

you think about AI AI safety.

7:16

Then you let's come at it the other way. Right? You

7:19

have to take real care on the pretrained

7:21

data. After all Nadella are trained on pre

7:23

trained data. What's the quality, the provenance

7:26

of that pre trained data? That's a place where we've

7:28

done a lot of work. Second, then the

7:30

safety around the model. Right? At runtime,

7:32

we have lots of classifiers around harmful

7:35

content, or buyers, which

7:37

we then catch, And then, of course, the takedown,

7:39

ultimately in the application Nilay. You

7:42

also have more of the safety

7:44

net. It. So this is all the ones to come

7:46

down to, I would call it, the everyday engineering

7:49

practice. And guess what? Search

7:51

is like that. Search is an AI product. It's

7:53

kind of interesting that we are now talking about

7:55

a new algorithmic breakthrough in

7:57

these large models. But we've

7:59

always had AI models for decades

8:02

now. And we've really built, you

8:04

know, our sense of what is authoritative, how

8:06

to detect authoritative, how to ensure

8:09

harmful content doesn't get

8:10

through, and those are all practices that will now be

8:12

used. So that leads me to, I

8:14

think, the value exchange of search

8:16

right now. In a traditional search model,

8:18

I ask Bing some question.

8:21

It might return some snippet, but usually

8:23

returns a list of links. I go visit a web page.

8:25

The creator of that webpage might capture some advertising

8:28

revenue or something else. Now you're just

8:30

answering the question directly and you've trained

8:32

the model on other people's

8:34

information. Other people's reporting. I'm

8:36

very biased

8:36

in favor of reporting. How do you make

8:38

sure that they get the value back? One

8:40

of the biggest things that is

8:43

different about the way we've done the design,

8:45

I would really encourage people to go look at This is

8:47

about look, look, at the end of the day, search is about

8:49

fair use. Ultimately, all this

8:51

content we only get to use inside of a

8:53

search engine if you're generating traffic for the

8:55

people who created. And so that's why if you look

8:57

at whether it's in the answer, whether it's in

9:00

chat, These are just a different way to

9:02

represent the ten blue links more in the context

9:04

of what they want. So the core measure,

9:06

even what SEO looks like,

9:09

If anything, that'll be the thing in the next multiple

9:11

years. We'll all learn. Perhaps there will be

9:13

new incentives in SEO to even generate

9:15

more authoritative content that then gets

9:17

in. Everything you saw there,

9:20

had annotations, everything was

9:22

linkable, and that'll be the goal, whether it's

9:24

inside a search, whether it's in the answer

9:26

or even in the

9:27

chat. But if I ask the new being, what

9:29

are the ten best gaming TVs? And it just makes me

9:31

a list. Why should I the user

9:33

then click on

9:35

the link to the verge, which has

9:37

another list of the time best gaming TVs? Well,

9:39

I mean, that's a great question. But even there,

9:41

you will sort of say, hey, who did these things

9:43

come from? And would you want to go

9:45

dig in? Like, that they even search today

9:47

has that. Like, we have answers. They may not be

9:50

as high quality answers. They just

9:52

are getting better. So I don't think of this as

9:54

a complete departure from what is

9:56

expected of a search engine today, which is

9:58

supposed to really respond to your query

10:00

while giving them the links that they

10:02

can then click

10:03

on, like ads, and search works

10:05

that way. The reason I

10:07

asked this is, obviously, when you say you're

10:09

taking on a larger software category in the world of search,

10:11

there's a dominant player in Google. If

10:14

Google stopped sending as much traffic from

10:16

its search engine results page to

10:18

publishers, to creators, to other websites, regulators

10:21

on the world would freak out because they have a dominant market

10:23

share. Bing does not have a dominant market

10:26

share. When you evaluate the risks

10:28

both IP risk, legal risk,

10:31

regulatory risks. You say, well, look, we don't

10:33

have the share. We can take a step forward in how we

10:35

present these results in a way that our competitor

10:36

cannot. That's not how I come at it.

10:39

I'm just curious. See, I come at it primarily

10:41

on today if you look at the search category,

10:44

it's great. It works fifty

10:47

percent of the time. It doesn't work for

10:49

the other fifty percent of the time. So I

10:51

think what really

10:53

I wanna do is to go back and say,

10:55

look, is there some new powerful technology

10:58

that can make a search a better product?

11:00

Without fundamentally changing how

11:02

search gets permission to even exist as

11:04

a product, which is other people's content

11:07

organized in useful ways so that users

11:09

can find them. To me, that is the category.

11:11

And so we will live and die by our ability

11:14

to help publishers get their

11:16

content to be seen by more

11:18

people. Up to now, you're absolutely right.

11:20

Google dominates this market by a

11:22

significant margin. We hope

11:24

in fact if anything, having two, you

11:26

know, or multiple searches. They're not just

11:28

us. There'll be others who'll be competitors. By

11:31

having more let's call it evenly spread

11:33

search share, will only help publishers

11:36

all get traffic from multiple sources. And

11:38

by the way, advertisers better pricing. And

11:40

so publishers will make more money. Advertisers

11:42

make more money and users will have great innovation.

11:45

Oh, then think about what a great day it'll

11:47

be. I'm eager

11:49

for there to be more competition and search I'm

11:51

curious about is if

11:53

more and more people are producing more and more AI content,

11:56

and that becomes the base layer

11:58

that you're training against So

12:00

if instead of me writing a story about

12:03

the Chinese spy balloon, I asked Bing

12:05

to write such a story and that gets fed back into

12:07

Bing, eventually the amount

12:09

of original content in the ecosystem begins

12:11

to

12:11

wither. Is that a feedback loop that you're worried about?

12:13

Absolutely. But the way I look at it and

12:15

say is what people sort of talk about.

12:17

Like, my daughter sent me this unbelievable example

12:19

the other day. She's taking some French lit class

12:21

and she said, hey, I was using this AI tool to

12:24

summarize what I was writing and it took me two hours.

12:27

Because she was doing meta prompts and

12:29

prompts and learned more about that

12:31

text than ever before. And

12:33

so I feel like a little bit let's give ourselves

12:35

a little to think about

12:37

what is original content. Because as

12:40

I said, AI just just doesn't generate

12:42

it. You prompted it. You have a draft

12:44

which you edit. Today, I mean, I would be unemployable,

12:47

but for the red squiggly and my

12:49

so word. Because that's what

12:51

helps me write anything. So I

12:53

think we've used and evolved to

12:55

use new tools. I think of it that way.

12:57

Right? I think it, yes, it'll create, you know,

12:59

some of the dragery of knowledge

13:02

work may go away, but doesn't

13:04

mean I won't enjoy. Like, in fact,

13:06

the best place in the life I feel it.

13:09

Is in GitHub co pilot.

13:11

Right? Coating I mean, it's not like

13:13

suddenly you're not coding. If anything,

13:16

you're more in the flow of

13:18

coding with some of these prompts. You

13:20

read more code. You accept the

13:22

more code. So I think it's just a different way

13:25

for us to perhaps enjoy

13:27

our knowledge work more.

13:29

That brings us to the the second product,

13:31

right, which is the co pilot inside of the

13:33

edge browser. If you

13:35

look at Bing, you have an opportunity now

13:37

to capture market share from Google.

13:39

If you look at Edge, you have an opportunity to

13:41

capture market share from Chrome. Potentially

13:44

Safari if you go to the iPhone. Is that

13:46

how you're seeing this? This is an inflection point. You

13:48

have a new technology. You have a lead with this

13:50

partnership with OpenAI. It's creating

13:53

an opportunity for you to go take share? Or

13:55

is it you're expanding the

13:56

category? And you think you can initiate in the digital

13:59

anyway? Sort of I start always not

14:01

from zero sum, but I sort of sort of look and say,

14:03

hey, how does the category expand? How

14:05

can we participate in that expansion? That's at

14:07

the kind of foundation level. But at the same time,

14:09

you know, there will be. Like, these are these are places

14:11

where the dominant browser is Chrome. I mean, forget

14:13

anywhere else on Windows. Yeah. Google

14:15

makes more money than all of Microsoft. Right? So

14:18

let's start there. So there's a huge opportunity.

14:20

For us, if we got got some additional share

14:23

well for whether it's our browser or our search

14:25

engine. And so that's kinda how I look at it,

14:27

which is let's build first a product that

14:29

is competitive in the marketplace that actually

14:32

serving user needs. And, like,

14:34

all the things in the early I'm also I'm not a

14:36

one platform guy. I'm, like, I want

14:38

us. I grew up in

14:39

Microsoft that So this is your big

14:41

change Microsoft.

14:42

Not really. There's The

14:43

Microsoft that I grew up in -- Yeah. -- because I have

14:45

always do that one. Yeah. That Microsoft

14:47

software, like, office was

14:49

on the Mac before even

14:51

Windows. So that's kind of the Microsoft

14:54

that I learned

14:55

from, and I'll always make sure that our

14:57

software is everywhere where users want

14:59

it. It's been a relative period of

15:01

calm between Microsoft and Google. There

15:03

was a previous period of I would say,

15:06

antipathy or more open antipathy.

15:08

Recently, you've partnered on things like

15:11

Android on some of your hardware. You've partnered,

15:13

I think, Microsoft three sixty five on Chromebooks

15:15

is some partnership that was recently announced. Do

15:17

you expect this new sort of head

15:19

on competition against their most important

15:22

product to change that

15:23

relationship. First of all, I mean, look, I have the greatest

15:25

of aberrations for Google and what they've

15:27

done. And, you know, they're unbelievable

15:29

company with great talent and, you know,

15:31

and have a lot of respect for Sundar and his team.

15:34

So therefore, I just want us to innovate.

15:36

Right? So there's always I mean, we compete today

15:38

Today was a day where we brought some more

15:40

competition to search. We've been at it. Believe

15:43

me, I've been at it for twenty years and I've been

15:45

at it for it. But look, at the end of

15:47

the day, they are the eight hundred pound gorilla on

15:49

this, which is what they are, and I hope

15:51

that with our innovation, they will definitely

15:53

wanna come out and show that they can

15:55

dance. And I want people to know that we made them

15:57

dance. And I think that'll be a great day. What

15:59

was the moment in the development of the product

16:01

where you said, okay, it's ready. We should

16:03

announced it like this with a pretty direct

16:05

shot at the eight hundred pound

16:07

gorilla. Was there a a light switch flip for you?

16:09

Was it committee decision? How that work?

16:11

So when I first saw

16:14

this new model because the model that you

16:16

saw today is the next generation model

16:19

that's so Is it on GPT

16:20

four? Let I'll let Sam

16:22

at the right time talk about his numbers.

16:25

Okay. So it is the next generation model and

16:27

it's been done as we said, we call it the Prometheus

16:29

model because as I said, we've done a lot to

16:31

the model to ground it in search. Right?

16:33

So the search use case is pretty unique, and so we

16:35

need it to ground it in that as well. So

16:37

when I first saw the raw model

16:40

back in the summer of I'd say twenty twenty

16:42

two is when I thought that this

16:44

is a game changer in terms of the search category

16:47

aside from everything else that I'm excited about

16:49

because I do care about Azure having

16:51

these APIs even. So we've

16:53

been at it. In fact, I'll never forget my

16:55

first query I did on the model, which I

16:57

think sort of for me as it growing up, you know,

16:59

I always felt Like, if only

17:01

I could read roomy, translated

17:04

into urudu, translated

17:06

into English, that is my dream.

17:09

I just put that in as one long

17:11

query and it was magical to

17:13

see it generated.

17:16

And I said, man, this is different.

17:18

And you could have I mean, I could have programmed

17:20

it, done some multi turn. That

17:22

was your first query? That was the query.

17:24

That's just one of

17:25

the classiest people I've ever met my entire

17:27

life. I mean, that's like a very complicated.

17:30

It was just one of the I've

17:31

already worked. I mean, people have a look

17:32

portrait. He's great, man.

17:34

I mean, I I buy it. My first query was like,

17:36

Are you alive? That's

17:38

what that's what I would have gone. So you you run

17:40

this query, right, to translate revenues

17:43

at Indian Howard. Version

17:45

into across two languages and you

17:47

receive a response and you think, okay, this

17:50

is a product

17:51

or this is a product with revenue possibility

17:54

or this is product with market share possibility?

17:56

Yeah. I mean, like, all the things one of the things

17:58

that I think about is Indian platform shifts, the

18:00

two things have to happen. You have to retool pretty

18:03

much every product of yours. Mhmm. Right? So

18:05

you gotta rethink it whether it's on the way

18:07

you build it, what it's core

18:09

features are like, it's kinda

18:11

like, you know, how Microsoft had to pivot

18:13

for the cloud. Right? Which is have to rethink exchange.

18:15

It was not an exchange server. It was exchanges

18:18

as service or what we had to do with, you

18:20

know, our server infrastructure. We had to rebuild

18:23

essentially a new core stack in

18:25

Azure. So every time which transitions,

18:27

you have to essentially rewrite it. That's kinda

18:29

how I I think about it. You

18:31

also have to think about the business model. Sometimes

18:34

these transitions are pretty harsh. I'll tell

18:36

you the last transition from having, you

18:38

know, the high shares were

18:41

business with great gross margins

18:44

and saying, hey, the new business is called cloud

18:46

and it's going to have one fourth of the margins

18:48

is like the new news -- Mhmm. -- was pretty

18:50

harsh. So we made it. Whereas

18:52

in here, I look at this, there are two things.

18:55

One is it's absolutely new tech, but

18:57

it builds on cloud. Right? So that's

18:59

one place where we already have relevance. And

19:01

so there is the next generation of cloud.

19:04

And second, in search, the

19:06

economics are interesting. Which

19:08

is we already have a profitable business,

19:11

but with very little share.

19:14

And so every

19:15

day, I just want a few users and

19:17

a little bit more gross margin. And

19:19

so, yeah, I did see I think a tremendous

19:22

opportunity for us to make some

19:24

real progress here. So the model

19:26

right now, the last slide being is a eleven

19:28

billion dollars a year revenue

19:30

business, something like that? Something like that. I think Amy

19:32

is going to

19:32

talk about it. I don't know how she wants to talk about

19:34

it. Yep. Incredible hobby. I wish I had an eleven

19:37

billion dollars of your hobby. You wanna grow that into a real

19:39

business. You wanna take share. But obviously,

19:41

the new technology does not have the same cost

19:43

structure. As the old

19:45

search query. Right? I'm sure that whatever

19:47

you're doing with OkAI, it's

19:49

more compute intensive, and then obviously you have

19:51

a partner sitting in the middle of it. And then

19:53

that monetization model is

19:55

still search ads. Right? It's direct response search

19:58

ads. But as you bring more and more content

20:00

on the screen, that model might

20:01

change. Or the price

20:03

of those ads might change.

20:05

It's so wonderful. Let

20:06

me just dig into what what you just said. You

20:08

said, okay. Here is the

20:10

largest software category, when you have

20:12

the smallest share. And what

20:14

you just painted out is an unbelievable pick

20:16

of incremental GM. If Steve Barber saw

20:19

that, he would have, like, lit up

20:21

and said, oh my god. That

20:23

very few times in history,

20:25

do opportunities like that show up

20:28

where you suddenly can start a new

20:30

race. Mhmm. With our base

20:32

where every day is incremental g

20:34

m for you. And someone else

20:36

has to

20:37

Nilay, to protect it all, every user

20:39

and all the g m. So I wanna

20:41

wrap up with two questions here. One, I just wanna come

20:43

back to this. I think you are going to

20:45

face a lot of scrutiny from

20:47

publishers, creators, other

20:49

website owners saying, hey, that is

20:51

our training you're already seeing it. Right? Getty

20:53

is suing a handful of the image generation

20:56

AI companies saying, hey, you're generating

20:58

results with our watermark in it. Right? This is

21:00

obviously ours. So I'm curious if you have

21:02

a view of the potential IP risk

21:05

on the downside or on the positive

21:07

side of how to grow and keep

21:09

the ecosystem

21:10

vibrant. I mean, on the search side, I'm very, very

21:12

clear. The search category is about fair use

21:14

that we can generate traffic back to

21:16

publishers. And so that's sort of we wanna

21:18

stay. Then

21:19

is that a KPI that you're keeping track of traffic

21:21

you're sending a hundred percent Like, I mean, that's the

21:23

only way our bots are not gonna be allowed

21:25

to crawl search if we are not

21:27

driving traffic. That I think is the core of

21:29

the category. In other places again, it'll

21:32

have to be really thought through

21:34

as to what what is the fair use. And

21:36

then sometimes, I think there'll be some legal cases

21:38

that will also have to create precedent. But

21:40

at the end of the day, don't think this any of

21:42

this can be done without a

21:44

framework of law that governs it,

21:46

and ultimately financial incent is

21:48

that benefit. If anything, I look at this and

21:50

say, God, is this something where the fact

21:52

that there's gonna be more com competition can

21:55

really help publishers get more

21:57

monetization. Advertisers get better

21:59

returns for their investment and users have more

22:01

choice. All

22:02

right. I want to

22:02

end with a question that I think is the most important question.

22:04

All you have described a transformational moment

22:07

in the largest software category in the world.

22:09

You've said it, obviously, there's a moment of increased

22:12

competition against the dominant player. What

22:14

was it like in the room when you decided to stick with

22:16

the Bing brand? Right? There had

22:18

to be a slide with like fifty options

22:21

I'm assuming it's Microsoft. There's some passionate

22:23

back and forth debate. Eventually, someone

22:25

decides. Was it you who decided? Yeah.

22:28

We wanted to call it Azure search

22:30

twenty twenty

22:30

Xbox live search. You

22:33

go or bring back clip a year. Yeah.

22:35

Yeah. No. Look, it's not a really interesting

22:38

enough. It is not much of a discussion. Because we felt

22:40

like, look, we've been we love being we

22:42

have been at it. I was there the day of

22:44

launch of Bing. I worked on

22:45

it, but it has a lot of baggage as a brand.

22:47

Look, brands can be rebuilt as long as there's

22:49

innovation. I I think the brands are

22:51

only as good as the product and as good as

22:53

the innovation. And so we're gonna go wicking.

22:56

And that was a your choice. Absolutely. Alright.

22:58

Well, Sasha, thank you so much for talking today. It was really

23:00

exciting to see all the new stuff and be here to see

23:02

how it grows the future. Thank you so much. Thanks

23:06

again to Sachin for taking the time to talk today

23:08

and thank you for listening to Dakota. I hope you enjoyed

23:10

it. As always, I'd love to hear what you think is You can

23:13

email us at decoder at the verge dot com or

23:15

hit us up directly on Twitter. We're at decoder

23:17

dot com. If you like decoder, please share with your friends

23:19

and subscribe wherever you get podcast. If you

23:21

really like the show, hit us with that five star reviews.

23:24

DeCoder is a production of the Virgin and part of the Voxmedia

23:26

podcast network. Today's episode was produced by

23:28

creating DCM, Jack McDermott, Dearn Pavic

23:30

and Becca Versace, who is edited by Kelly

23:32

Wright. The decoder music is by Breakmaster

23:34

cylinder. Our editorial director is Brook mentors, and our

23:36

executive director is Alan Ardon. We'll see you

23:38

next time.

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features