November 18, 2025 – Microsoft CEO Satya Nadella stays calm about new AI coding tools.
He says rivals like Anthropic’s Claude and Cursor do not scare him. In fact, he welcomes them.
Nadella spoke on the Dwarkesh Podcast. He calls more competition a good sign for the industry.
Satya Nadella AI Competition: Why Nadella Loves the Competition
Nadella looked at a chart. It shows GitHub Copilot’s market share dropped from almost 100% to about 25% in one year.
He smiles and says he loves it. The total market grew fast from $500 million to $5-6 billion. Copilot still leads. New players create more value for everyone.
Also read about: Google Gemini 2025: AI Prompts Redefine Aesthetic Photography
Key Quotes and Microsoft’s Smart Moves
Nadella jokes about doomsday talk. Here are his exact words and plans:
- “When you say, who’s it now? Claude’s going to kill you, Cursor is going to kill you, it’s not Borland. Thank God.”
- (Borland was an old company that failed hard.)
- “I love this chart… We’re still on the top.”
- Competition comes from young startups – that’s healthy.
- The market explodes because AI coding works well.
- Microsoft opens GitHub with new “Agent HQ”.
- Developers can plug in any tool – Claude, Cursor, OpenAI Codex.
- GitHub has 180 million users – code lives there no matter the tool.
Nadella compares it to past tech shifts. Microsoft wins when the whole pie grows bigger. He focuses on platform power, not just one product.
This shows Microsoft embraces open AI growth. Developers get more choices. The company stays strong as the main hub for code.
More news to read:
