This week on the GeekWire Podcast: Newly unsealed court documents reveal the behind-the-scenes history of Microsoft and OpenAI, including a surprise: Amazon Web Services was OpenAI’s original partner. We tell the story behind the story, explaining how it all came to light.

Plus, Microsoft CEO Satya Nadella debuts a new AI catchphrase at Davos, startup CEO Dave Clark stirs controversy with his “wildly productive weekend,” Elon Musk talks aliens, and the latest on Seattle-area physical AI startups, including Overland AI and AIM Intelligent Machines.

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With GeekWire co-founders John Cook and Todd Bishop; edited by Curt Milton.

Bicycles for the mind. … Information at your fingertips. … Managers of infinite minds?

Microsoft CEO Satya Nadella riffed on some famous lines from tech leaders past this week in an appearance at the World Economic Forum in Davos, Switzerland, and offered up his own trippy candidate to join the canon of computing metaphors. 

Nadella traced the lineage in a conversation with former UK Prime Minister Rishi Sunak.

• “Computers are like a bicycle for the mind” was the famous line from Apple’s Steve Jobs.
• “Information at your fingertips” was Bill Gates’ classic Microsoft refrain back in the day.

And now? “All of us are going to be managers of infinite minds,” Nadella said. “And so if we have that as the theory, then the question is, what can we do with it?”

He was referring to AI agents — the autonomous software that can take on tasks, work through problems, and keep going while you sleep. Microsoft and others have been talking for the better part of a year now about people starting to oversee large fleets of them. 

Nadella said it’s already reshaping how teams are structured. At Microsoft-owned LinkedIn, the company has merged design, program management, product management, and front-end engineering into a single new role: full-stack builders. Overall, he called it the biggest structural change to software teams he’s seen in a career that started at Microsoft in the 1990s.

“The jobs of the future are here,” Nadella said, putting his own spin on a famous line often attributed to sci-fi writer William Gibson. “They’re just not evenly distributed.”

Nadella’s comments came during a live stream for LinkedIn Premium members, hosted from Davos by LinkedIn VP and Editor in Chief Daniel Roth, after Sunak mentioned his two teenage daughters, and the world they’ll enter. Young people may not manage lots of people at age 20 or 21, he said, “but they will be managing a team of agents.” 

Sunak was referencing an essay by Goldman Sachs CIO Marco Argenti in Time. 

The agentic shift, Argenti wrote, requires “moving from being a sole performer to an orchestra conductor” — your team now includes AI agents that “must be guided and supervised with the same approach you would apply to a new, junior colleague.”

Nadella agreed, saying “we do need a new theory of the mind” to navigate what’s coming, before he offered up his new metaphor about managing infinite minds.

In other remarks at Davos, Nadella made headlines with his warning that AI’s massive energy demands risk eroding its “social permission” unless it delivers tangible benefits in health, education, and productivity. Energy costs, he added, will decide the AI race’s winners, with GDP growth tied to cheap power for processing AI tokens.

Whether “infinite minds” catches on like “bicycles” and “fingertips” remains to be seen. But it’s definitely more psychedelic. And if this shift is stranger than what came before, maybe we do need a mind-expanding metaphor to make sense of it all.