CEO Satya Nadella emphasized agentic coding and evaluation tools
1/ 🔥 @NoPriorsPod x @LatentSpacePod chat with @SatyaNadella at @Microsoft Build. He has the sharpest mental models of any public company CEO I've interviewed.
$MSFT is at its heart still a tools company! Big focus on agentic coding, harness & AI evals. Takeaways:👇
2/ Satya started with a reminder: to be a platform, more value has to be created on top than is captured first party. Microsoft wants a healthy ecosystem! Their goal: making any company, AI-native or legacy enterprise, a first-class participant with its own AI.
1/ 🔥 @NoPriorsPod x @LatentSpacePod chat with @SatyaNadella at @Microsoft Build. He has the sharpest mental models of any public company CEO I've interviewed.
$MSFT is at its heart still a tools company! Big focus on agentic coding, harness & AI evals. Takeaways:👇
3/ Top quote:
"Can everyone operate at the frontier with *their* frontier intelligence? That is so important, because otherwise I don't know how you achieve stable equilibrium. How do I go and say, well, my company is gonna have a terminal value because I now know how to continuously compound on top of a platform.
Without it, why have a developer conference? I can just come and have you all sort of just worship at the altar of one model."
2/ Satya started with a reminder: to be a platform, more value has to be created on top than is captured first party. Microsoft wants a healthy ecosystem! Their goal: making any company, AI-native or legacy enterprise, a first-class participant with its own AI.
10/ SaaS isn't dead. It's getting unbundled. Data models and business logic under existing apps are still valuable, but packaging changes. Work IQ exposing the M365 data layer as an agent substrate is one example to study. (also, pricing models are unstable, and path-dependent)
9/ Token capital and human capital compound inside a company. Agents trained on company traces become "company veterans" that should sit on the balance sheet. Tacit knowledge finally becomes a capturable asset.
CEO Satya Nadella emphasized agentic coding and evaluation tools
1/ 🔥 @NoPriorsPod x @LatentSpacePod chat with @SatyaNadella at @Microsoft Build. He has the sharpest mental models of any public company CEO I've interviewed.
$MSFT is at its heart still a tools company! Big focus on agentic coding, harness & AI evals. Takeaways:👇
Users praise the agility of Microsoft's AI strategy in releasing a scaffolded reasoning model that beats GPT-5.
