Yash Patil, CEO of Applied Compute, sat down with Microsoft CEO Satya Nadella to explore when enterprises should develop and own custom AI models rather than rely on external providers, highlighting the role of private evaluation benchmarks and the pursuit of organization-specific intelligence.
"There should be as many models in the world as firms in the world."
Satya and I dig into when to own vs. rent your intelligence, why every company should be building and climbing its own private evals, and what makes for a stable frontier.
The conversation centers on private, company-specific benchmarks as a way to measure real progress, though no details on exact criteria or outcomes were confirmed in available coverage.
Patil's startup focuses on training smaller models on proprietary data inside customer environments, yet the interview itself contains no product announcements, pricing, or rollout timelines.
Many users praised Yash Patil and his interview discussion on one AI model per company, while some criticized Microsoft's Copilot quality and hardware market impact.
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@ypatil125 Great conversation @ypatil125! Human capital and token capital compounding together is the entire game. This is the positive-sum future we need to build to benefit everyone.
"There should be as many models in the world as firms in the world."
Satya and I dig into when to own vs. rent your intelligence, why every company should be building and climbing its own private evals, and what makes for a stable frontier.
@ypatil125 The misty scenery outside looks like Pandora from the Avatar movies!
"There should be as many models in the world as firms in the world."
Satya and I dig into when to own vs. rent your intelligence, why every company should be building and climbing its own private evals, and what makes for a stable frontier.
@ypatil125 🐐 !
"There should be as many models in the world as firms in the world."
Satya and I dig into when to own vs. rent your intelligence, why every company should be building and climbing its own private evals, and what makes for a stable frontier.
@ypatil125 what a sick jacket i might say
@ypatil125 🙌🙌
@ypatil125 he's a celebrity
@ypatil125 🔥🔥🔥
@ypatil125 you rock
@ypatil125 🐐🐐🐐
@ypatil125 casual lol
@satyanadella @ypatil125 You’re killing the hardware market for everything
@satyanadella @ypatil125 Could you please accelerate the Azure growth instead if putting a lot of resources in copilot which is still not good enough compared to the claude.
A lot of capex but Azure growth weaker than google, what about margin? Google has TPU and Amazon has Trainium
@ypatil125 Oh god when I’m gonna understand this type of conversation? 🙄
Since 2yr I’m to understand AI things still I couldn’t 🥲
@satyanadella @ypatil125 Which one should be greater? Human capital or token capital?
@satyanadella @ypatil125 I can have more intriguing conversation
Let’s decide on mutually agreeable time slot
@ypatil125 in other words: MSFT's models are trash
@ypatil125 you need routing for that. that's @role_____model
@satyanadella @ypatil125 In the end we return as ash - Maya is the word