Claude or Cursor won’t kill us, competition means we’re winning: Microsoft CEO Satya Nadella

Microsoft CEO Satya Nadella downplayed worries that the company is losing ground in the coding-assistant space, despite new players such as Cursor and Anthropic’s Claude Code gaining traction. He argued that rising competition is healthy for the industry, not a threat to Microsoft.

Nadella made the remarks on the Dwarkesh Podcast while visiting Microsoft’s new Fairwater 2 data centre. During the conversation, he was shown data indicating that (Microsoft-owned) GitHub Copilot’s market share had fallen from almost 100% to roughly 25% in a…