Rajesh Jha is Microsoft’s Executive Vice President of Experiences + Devices. What that means is he leads a global team of tens of thousands and oversees a broad swath of products, from Microsoft 365 productivity tools and the Windows OS to Surface devices and Copilot.  

A pivotal figure in multiple tech transformations, Jha joined the WorkLab podcast to explore the power of AI, and the challenges and opportunities it presents to leaders: “The compression of innovation that I’m seeing in the AI wave is like nothing that we’ve seen in the last 30 years.” 

He shared behind-the-scenes observations and insights on navigating the journey to becoming an AI-first organization, offering actionable advice on how leaders can adapt and compete while bringing their teams (and customers) along.  

Four big takeaways from the conversation: 

1. Balance speed with predictability. It’s important to move fast, Jha emphasizes, but not so fast that you risk leaving your customers behind. His message to his team as they embarked on an ambitious AI integration: “I want you all to run a hundred miles an hour. We are going to unleash some amount of chaos, but let’s make sure we harden our processes so that this chaos does not make its way to customers.” He encourages all leaders to get comfortable with “controlled chaos.” 

2. Lead with courage. Jha shares an anecdote about former Microsoft CEO Steve Ballmer’s unwavering commitment to migrating their products to the cloud and how it helped him overcome his own wariness about tackling such a fundamental change to the company’s established business model. For Jha, it exemplifies the motivational power of courage: “It’s very hard for teams to rally behind something when the leader themselves is half-hearted.” 

3. Always be customer-centric. The essential advice Jha wanted to share with all leaders is the importance of considering customer reactions in the decision-making process. “Whenever we are looking at a hard strategic call, we start by asking, how would the customer react to the decision that we are making?” he says. “It seems trite, but it has been incredibly grounding.” 

4. Tap the power of agents—now. Jha says that the key for leaders of established firms looking to compete with AI-native startups is to embrace the potential of agents to transform core business processes: “It’s possible to take full advantage of them today. The security model exists, the identity model exists, the user interface exists. The hard work is picking the processes that give you the most bang for the buck, and then being rigorous about security, governance, and measuring ROI.” 

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Here’s a transcript of the conversation. 

MOLLY WOOD: This is WorkLab, the podcast from Microsoft. I’m your host, Molly Wood. On WorkLab we hear from experts about the future of work, from how to get maximum value from AI to what it will take to thrive in a business world being reshaped by technological innovation.  

RAJESH JHA: The compression of innovation that I’m seeing in the AI wave is like nothing that we’ve seen before in the last 30 years. You have to figure out how to move fast and stay predictable at the same time, and the way you do that is by managing where you move fast and by having rigorous measures of whether the ROI is working out or not.