Satya Nadella on the supply side of the physical economics of AI
"Tokens per Dollar per Watt"
His energy is something here. 🔥
The new equation for the AI age for every Company or Industry or Country.
"And that means Infrastructure, Infrastructure and Infrastructure."
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From "Microsoft India" YT channel (link in comment)
Rohan Paul@rohanpaul_ai
Great article by Satya Nadella on organizational economics of AI and "token capital"
The real contest is not model quality alone, its the loop around the model: the workflows, feedback, judgments, exceptions, failures, and private tests that teach a system what matters inside a firm.
That requires private evals, private reinforcement loops, and queryable institutional memory
1:26 PM · Jun 14, 2026 · 7.6K Views
