From one piece Satya Nadella – How Microsoft thinks about AGI 4 beliefs, in the piece's order there
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Their words
we didn't want to just be a host for one company uh and have just a massive book of business with one customer that that's not a business right
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korrents.com
The per-user software business becomes a per-agent business, and it grows faster than the number of users.Their words
which I think is going to just keep growing because guess what it's going to grow faster than the number of users. So in fact that's kind of one of the other questions people ask me is hey what happens to the per user business at least the early signs may be the way to think about the per user business is not just per user it's per agent
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korrents.com
Microsoft's end-user tools business will become an infrastructure business in support of agents doing the work.Their words
In fact, I kind of look at it and say our business which today is an enduser tools business will become essentially an infrastructure business in support of agents doing work.
+ 1 more
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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.