tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs
Subscribe
"Be so good they can't ignore you"
Joined October 2008
10.2K Following 106.6K Followers
Satya says the AI agent era is the biggest total addressable market expansion EVER for Microsoft
SHOTS FIRED. Microsoft will go after Meta's Muse!
From @alexeheath 's interview of @satyanadella :
"He wants to bring Autopilot’s AI chief of staff to your personal life, too. Built on a hardened version of OpenClaw, the agent gets its own computer, workspace, and memory to work continuously. When I ask about Microsoft’s consumer strategy, he points to its 100 million-plus consumer subscribers: “Autopilot should also go to the consumer side.” He sees consumer agents potentially cutting out today’s middlemen, making that market more zero-sum. In the enterprise, he thinks agents will make the market bigger than cloud “by orders of magnitude.”
Show more
