This is highly speculative, but minute 18:46 in the DevDay presentation [0] struck me as very awkward. Sam's AGI comment seemed off-script, and I don't think Satya liked it very much.
[0] https://www.youtube.com/live/U9mJuUkhUzk?si=dyXBxi9nz6MocLKO
[0] https://www.youtube.com/live/U9mJuUkhUzk?si=dyXBxi9nz6MocLKO