From one piece Satya Nadella – How Microsoft thinks about AGI 6 beliefs, in the piece's order there
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Their words
the improvement software improvements of really throughput in terms of tokens per dollar per watt that we're able to get uh you know quarter over quarter year over year is massive uh right so it's 5x 10x maybe 40x in some of these cases
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Their words
it's kind of like databases right it's always the thing it's like hey can one database be the one that just is used everywhere except it's not uh there are multiple types of databases that are getting deployed uh for different use cases.
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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
+ 3 more
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Their words
structurally I think there will always be an open- source model uh that will be fairly capable in the world that you could then use as long as you have something that you can use that uh with which is data uh and a scaffolding
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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.