From one piece Satya Nadella – How Microsoft thinks about AGI 10 beliefs, in the piece's order there
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Their words
ultimately I think what matters is the use of AI in their economy to create economic value right I mean that's the uh the diffusion theory which is ultimately it's not the leading sector but it's the ability to use the leading technology to create your own comparative advantage right so that I think will fundamentally be the core driver
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Their words
the thing that is the biggest competitor for any new accelerator is kind of even the previous generation of Nvidia right I mean in a fleet what I'm going to look at is the overall TCO
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the thing that you have to think through is not what you do in the next 5 years but what do you do for the next 50
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korrents.com
An agent will reach for purpose-built tools rather than a raw computer, because tools are more token-efficient.Their words
So this AI tool that comes in also has not just a raw computer uh because it's going to be more token efficient to use tools to get stuff done.
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Their words
there's no birthright here that we should have any confidence other than to say hey we should go innovate and knowing the the lucky break we have in some sense is that uh this category is going to be a lot bigger than anything we had high share in
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korrents.com
Coding is a software-factory category that may end up bigger than knowledge work itself.Their words
this fundamentally this category of coding and AI is probably going to be one of the biggest categories right it is a software factory category in fact it may be bigger than knowledge work
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Their words
So this AI thing will be that right. So if you take coding um what we built with GitHub and VS code in over whatever decades uh suddenly the coding assistant is that big in one year and so that I think is what's going to happen as well which is the market expands massively.
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korrents.com
What the industrial revolution took 70 to 150 years to deliver, AI may deliver in 20 to 25.Their words
whatever what took 70 years maybe 150 years for the industrial revolution may happen in 20 years 25 years
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Their words
even if the tech is diffusing fast uh this time around for true economic growth to appear it has to sort of diffuse to a point where the work the work artifact and the workflow has to change and so that's kind of one place where I think uh the change management required for a corporation to truly change I think is something we shouldn't discount
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korrents.com
AI is a tool and not something mystical: plenty of past technologies also took over things only humans had done.Their words
But that has been the case with many technologies in the past. only humans did a lot of things and then we add tools that did them.