{"id":49089,"date":"2026-01-22T11:58:49","date_gmt":"2026-01-22T03:58:49","guid":{"rendered":"https:\/\/www.1ai.net\/?p=49089"},"modified":"2026-01-22T11:58:55","modified_gmt":"2026-01-22T03:58:55","slug":"%e5%be%ae%e8%bd%af-ceo-%e7%ba%b3%e5%be%b7%e6%8b%89%e8%ad%a6%e5%91%8a%ef%bc%9a%e5%8f%aa%e9%9d%a0%e8%b5%84%e6%9c%ac%e5%a0%86%e7%a0%8c%e7%9a%84-ai-%e5%ae%b9%e6%98%93%e9%80%a0%e6%88%90%e6%b3%a1%e6%b2%ab","status":"publish","type":"post","link":"https:\/\/www.1ai.net\/en\/49089.html","title":{"rendered":"MICROSOFT CEO NADRA WARNS THAT CAPITAL-BASED AI IS PRONE TO BUBBLES"},"content":{"rendered":"<p>On January 22nd, local time, January 20th, according to Fortune magazine, at the annual World Economic Forum in Davos, Switzerland<a href=\"https:\/\/www.1ai.net\/en\/tag\/%e5%be%ae%e8%bd%af\" title=\"[View articles tagged with [Microsoft]]\" target=\"_blank\" >Microsoft<\/a> CEO NADRA ENGAGED IN A DIALOGUE WITH THE INTERIM CO-CHAIRPERSON OF THE FORUM, BELET CEO LARRY FINKLE. NADRA SAID IF <a href=\"https:\/\/www.1ai.net\/en\/tag\/ai\" title=\"[View articles tagged with [AI]]\" target=\"_blank\" >AI<\/a> Growth<strong>Full reliance<a href=\"https:\/\/www.1ai.net\/en\/tag\/%e8%b5%84%e6%9c%ac\" title=\"_Other Organiser\" target=\"_blank\" >Capital<\/a>Stack<\/strong>, without real productivity improvement, the market is likely to be developing<a href=\"https:\/\/www.1ai.net\/en\/tag\/%e6%b3%a1%e6%b2%ab\" title=\"[Sees articles with [foam] labels]\" target=\"_blank\" >Foam<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-49090\" title=\"59ab0500j00t98yx6001jd000us00d9p\" src=\"https:\/\/www.1ai.net\/wp-content\/uploads\/2026\/01\/59ab0500j00t98yx6001jd000us00d9p.jpg\" alt=\"59ab0500j00t98yx6001jd000us00d9p\" width=\"1108\" height=\"477\" \/><\/p>\n<p>Nadra says: \u201cA clear sign of the bubble is whether all the discussions are about technology companies. If people talk only about what happens on the technology side, not about demand and application, it is essentially a supply side self-cycle.\u201d<\/p>\n<p>THE ANSWER TO THE QUESTION WHETHER AI IS REALLY INCREASING PRODUCTIVITY IS NOT TO CONTINUE TO INCREASE INVESTMENT, BUT TO CHANGE THE WAY IT WORKS. HE CALLED ON BUSINESS LEADERS TO ADJUST THE PROCESS OF KNOWLEDGE-BASED WORK TO MATCH THE WAY THE ORGANIZATION OPERATES WITH THE STRUCTURAL CHARACTERISTICS OF AI. \u201cWHAT LEADERS REALLY NEED TO DO<strong>Reshaping work processes as technology changes, instead of simply supersizing new technologies into old systems<\/strong>. &quot;<\/p>\n<p>NADRA BELIEVES THAT THE CURRENT AI WAVES ARE COMPARED TO THE COMPUTER REVOLUTION OF THE 1980S. AT THE TIME, THE COMPUTER CHANGED THE WAY IT WORKED. IT WAS BORN<strong>The whole new form of \u201cknowledge work\u201d<\/strong>AND HAS SIGNIFICANTLY INCREASED PRODUCTIVITY. SIMILAR STRUCTURAL CHANGES WILL OCCUR AGAIN IN THE CONTEXT OF AI\u3002<\/p>\n<p>HE FURTHER STATED THAT AI WAS RADICALLY CHANGING THE INFORMATION FLOW LOGIC WITHIN THE ENTERPRISE. WHILE TRADITIONAL ORGANIZATIONS RELY ON SECTORAL DIVISION OF LABOUR AND REPORTING AT THE HIERARCHICAL LEVEL, AI FORCES ENTERPRISES TO RE-ENGINEER THEIR ORGANIZATIONAL STRUCTURES BY MAKING THE FLOW OF INFORMATION HIGHLY FLAT. ONCE THE FLOW OF INFORMATION IS FLATTENED, THE ORIGINAL STRUCTURE BECOMES UNSUSTAINABLE AND STRUCTURAL RECONSTRUCTION IS INEVITABLE\u3002<\/p>\n<p>AT THE SAME TIME, NADRA BELIEVES THAT SMALLER AND MORE STRUCTURED ENTERPRISES ARE MORE LIKELY TO QUICKLY REMODEL THE PROCESS AROUND AI, AND THAT LARGE ENTERPRISES OFTEN NEED LONGER ADAPTATION CYCLES\u3002<\/p>\n<p>NADRA CONCLUDED THAT IF ENTERPRISES WERE UNABLE TO TRULY RELEASE THE VALUE OF THESE RESOURCES THROUGH NEW PRODUCTION METHODS, IT WOULD BE VERY LIKELY THAT THEY WOULD MOVE FORWARD IN THE AI ERA\u3002<\/p>","protected":false},"excerpt":{"rendered":"<p>ON JANUARY 22ND, LOCAL TIME, JANUARY 20TH, ACCORDING TO FORTUNE MAGAZINE, AT THE ANNUAL MEETING OF THE WORLD ECONOMIC FORUM IN DAVOS, SWITZERLAND, MICROSOFT CEO NADRA ENGAGED IN A DIALOGUE WITH THE INTERIM CO-CHAIR OF THE FORUM, BELET CEO LARRY FINCK. NADRA NOTED THAT IF AI ' S GROWTH DEPENDED ENTIRELY ON CAPITAL ACCUMULATION AND LACKED REAL PRODUCTIVITY IMPROVEMENTS, THE MARKET WAS LIKELY TO BECOME A BUBBLE. NADRA SAID: \u201cA CLEAR INDICATION OF THE BUBBLE IS WHETHER ALL THE DISCUSSIONS ARE ABOUT TECHNOLOGY COMPANIES. IF PEOPLE TALK ONLY ABOUT WHAT HAPPENS ON THE TECHNOLOGY SIDE, NOT ABOUT DEMAND AND APPLICATION, IT IS ESSENTIALLY A SUPPLY SIDE SELF-CYCLE.\u201d THE ANSWER TO THE QUESTION OF WHETHER AI IS ACTUALLY INCREASING PRODUCTIVITY IS NOT TO CONTINUE TO INCREASE INVESTMENT<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146],"tags":[411,280,7883,8198],"collection":[],"class_list":["post-49089","post","type-post","status-publish","format-standard","hentry","category-news","tag-ai","tag-280","tag-7883","tag-8198"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/49089","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/comments?post=49089"}],"version-history":[{"count":0,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/49089\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/media?parent=49089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/categories?post=49089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/tags?post=49089"},{"taxonomy":"collection","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/collection?post=49089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}