4h agoConviction's Sarah Guo teases an upcoming podcast interview with Satya Nadella on agentic coding and AI evaluationsSM2 top authorsThe episode was recorded at Microsoft Build with co-host @swyxOriginal postSAsarah guo@saranormous1/ 🔥 @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:👇8:17 PM · Jun 3, 2026SentimentSentimentPos100%Neg0%Many users praised Satya Nadella's framing of Microsoft as a durable tools company in the agentic era for demonstrating the agility of its AI strategy.3 comments with sentiment. View comments.5 more postsSAsarah guo@saranormous·4hReply2/ 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.View onSAsarah guo@saranormous·4hReply3/ 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."
SAsarah guo@saranormous·4hReply2/ 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.View on
SAsarah guo@saranormous·4hReply3/ 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."
SAsarah guo@saranormous·4hReply13/13 all in all, super impressed on the agility of their AI strategy. Microsoft will microsoft! Full interview posted tomorrow.View on
MAMatthew Berman@MatthewBerman·4hReply@saranormous @NoPriorsPod @latentspacepod @satyanadella @Microsoft where do we watch?? congrats to you and @swyxView on
MAMatthew Berman@MatthewBerman·4hReply@swyx @saranormous @NoPriorsPod @latentspacepod @satyanadella @Microsoft watching rnView on
