{"id":142288,"date":"2025-11-16T04:04:07","date_gmt":"2025-11-16T04:04:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/142288\/"},"modified":"2025-11-16T04:04:07","modified_gmt":"2025-11-16T04:04:07","slug":"microsoft-ceo-satya-nadella-on-when-he-is-told-claude-is-going-to-kill-microsoft-cursor-is-going-to-kill-microsoft-its","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/142288\/","title":{"rendered":"Microsoft CEO Satya Nadella on when he is told: Claude is going to kill Microsoft, Cursor is going to kill Microsoft, it\u2019s&#8230;"},"content":{"rendered":"<p> <img src=\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2025\/11\/microsoft-ceo-satya-nadella.jpg\" alt=\"Microsoft CEO Satya Nadella on when he is told: Claude is going to kill Microsoft, Cursor is going to kill Microsoft, it\u2019s...\" decoding=\"async\" fetchpriority=\"high\"\/> Microsoft CEO Satya Nadella brushed off concerns about losing coding assistant market share to upstart competitors, calling the emergence of new rivals like Cursor and Claude Code a positive sign for the industry rather than an existential threat. Speaking on the Dwarkesh Podcast during a tour of Microsoft&#8217;s new Fairwater 2 datacenter, Nadella responded to data showing GitHub Copilot&#8217;s market share declining from nearly 100% to around 25% in just one year. &#8220;I love this chart for so many reasons. One is we&#8217;re still on the top,&#8221; he said, noting that competitors like Cursor, Anthropic&#8217;s Claude Code, and OpenAI&#8217;s Codex have collectively grown the AI coding market from $500 million to $5-6 billion in annual revenue.<\/p>\n<p>GitHub pivots to platform strategy as competition intensifies<\/p>\n<p>Rather than fighting to maintain dominance in coding assistants, Microsoft is repositioning GitHub as a platform for all AI coding agents. The company announced at its GitHub Universe conference that its new Agent HQ interface will allow outside coding assistants, including OpenAI&#8217;s Codex and Anthropic&#8217;s Claude Code, to plug into the GitHub ecosystem.&#8221;When you say, who&#8217;s it now? Claude&#8217;s going to kill you, Cursor is going to kill you, it&#8217;s not Borland. Thank God,&#8221; Nadella said, referencing the defunct 1990s software company. &#8220;That means we are in the right direction.&#8221;The strategy reflects a calculated bet that GitHub&#8217;s 180 million developer user base and role as the central repository for code gives Microsoft structural advantages even as individual tools compete. Jay Parikh, who oversees GitHub as Microsoft&#8217;s executive vice president of CoreAI, told The Verge the company needs an &#8220;arms-wide-open ecosystem&#8221; approach.<\/p>\n<p>CEO Nadella says market expansion matters more than market share<\/p>\n<p>Nadella emphasized that the rapid growth of the overall AI coding category matters more than Microsoft&#8217;s shrinking slice of it. &#8220;The fact that we went from nothing to this scale is the market expansion,&#8221; he said, comparing it to the cloud computing transition that ultimately grew Microsoft&#8217;s business despite lower margins than the previous server-based model.The CEO noted that GitHub continues to benefit regardless of which coding tool wins, as repositories, pull requests, and developer sign-ups have reached all-time highs. &#8220;Guess where all the repos of all these other guys who are generating lots and lots of code go? They go to GitHub,&#8221; Nadella said on the podcast, adding that one developer joins GitHub every second.<\/p>\n","protected":false},"excerpt":{"rendered":"Microsoft CEO Satya Nadella brushed off concerns about losing coding assistant market share to upstart competitors, calling the&hellip;\n","protected":false},"author":2,"featured_media":142289,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[19262,81720,81719,81722,81718,81723,61,60,1071,63735,81721,30990,80],"class_list":["post-142288","post","type-post","status-publish","format-standard","has-post-thumbnail","category-technology","tag-ai-coding-assistants","tag-ai-coding-market-growth","tag-cloud-computing-transition","tag-cursor-claude-code","tag-github-copilot-market-share","tag-github-universe-conference","tag-ie","tag-ireland","tag-microsoft","tag-microsoft-ceo-satya-nadella","tag-microsoft-github-strategy","tag-satya-nadella","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/142288","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=142288"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/142288\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/142289"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=142288"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=142288"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=142288"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}