Here’s Nadella almost saying that headline:

For this not to be a bubble, by definition it requires that the benefits of this are much more evenly spread. I think a telltale sign of if it’s a bubble would be if all we’re talking about are the tech firms. If all we talk about is what’s happening to the technology side that then that’s just purely supply side.

We’d just like to welcome on board our newest Pivot to AI contributor, Satya Nadella.

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