Satya Nadella: Most AI Will Be “Commodity Token Usage.” Microsoft Is Already Using Cheaper Models

Key TakeawaysMicrosoft CEO Satya Nadella said on the 20VC podcast that most AI token usage will be commodity usage, and that Copilot already runs on a lot of cheaper models. Cheaper models protect Microsoft’s margins as AI usage grows, because the company earns most of its profit from the apps where tokens get spent.