2026.09.25 | Substack | Markets | TMTB Podcast Intel: Nadella on Agents
原标题：TMTB Podcast Intel: Microsoft’s (MSFT) Satya Nadella on an Agent Market Bigger Than Cloud, Akamai’s (AKAM) Tom Lei…
TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.
Today’s Essential Episodes:
- **Microsoft CEO Satya Nadella on Autopilot, an Agent Market Orders of Magnitude Bigger Than Cloud, MAI Models
Alongside OpenAI and Why the Industry Is “Way Too Self-Obsessed”** Sources with Alex Heath, and Satya Nadella, CEO of Microsoft
- **Akamai CEO Tom Leighton on the $11.6B Anthropic Deal, Close to $15B of Multiyear Commitments and Why Akamai Doesn’t
Need Gigawatt Data Centers** CNBC’s Squawk on the Street with Carl Quintanilla, Leslie Picker and Mike Santoli, and Tom Leighton, cofounder and CEO of Akamai (the Leighton segment)
- **Qualcomm EVP Durga Malladi on High Bandwidth Compute vs. HBM, the Dragonfly AI250’s 18x Effective Bandwidth and
Winning Inference on TCO** Semi Doped with Austin Lyons, and Durga Malladi, EVP and GM of technology planning for edge and data center at Qualcomm
- **Nebius CRO Marc Boroditsky on a GPU Spot Market That Reprices Every 15 Minutes, Whether the AI Buildout Needs Low
Rates, and the Pacing Debate** The Information’s TITV with Akash Pasricha, and Marc Boroditsky, chief revenue officer of Nebius (the Boroditsky segment)
- Ben Thompson on Meta’s Cool Era, Muse as the Aggregator of Aggregators and Nat Friedman’s Return
Sharp Tech with Andrew Sharp and Ben Thompson (the free preview)
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