It's a complex proposition.
I think Satya was talking about actual gdp growth right ?
In theory lets say all knowledge work is now 50% faster due to A.I. Well then I would assume this should affect civil society as well - planning a bridge, a railway etc should happen faster and more efficiently (the actual building of thins won't, but a lot of time is spent on planning a red tape).
Healthcare in general should become way more efficient with people getting better treatment; this should have a positive economic effect.
It does seem to me like it should be able to speed things up in the real world but of course a lot will have to do with how well the models can reason / how often they make catastrophic mistakes + the will of the governments and people to start using them seriously.
But its more complex than that - if many people start losing their jobs we all take a hit on gdp because they can't consume as much anymore, so it could take perhaps a long time until gdp actually sees meaningful gains.
And one last thought - Satya likely hasn't spent much time thinking about gdp, it's just not his field. He's a smart guy for sure but this isn't what he does.
But its more complex than that - if many people start losing their jobs we all take a hit on gdp because they can't consume as much anymore, so it could take perhaps a long time until gdp actually sees meaningful gains.
And one last thought - Satya likely hasn't spent much time thinking about gdp, it's just not his field. He's a smart guy for sure but this isn't what he does.