AI CapEx cycle vs dot-com bubble
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Satya Nadella on AI Adoption, Agentic Commerce, and Why This CapEx Boom Is Different From the Dot-Com Bubble (Cheeky Pint Interview Nov 2025)
Microsoft CEO Satya Nadella sat down with Stripe co-founder John Collison on the Cheeky Pint podcast in November 2025 for a wide-ranging, candid conversation about enterprise AI diffusion,…