Wall St Engine(@wallstengine):Microsoft CEO on the AI agent opportunity: “This is probably the biggest TAM expansion ever.” “The cloud business was orders of magnitude bigger because people consumed more. I think the agent era will be even bigger than the cloud by orders of magnitude.” h/t @alexeheath

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Wall St Engine@wallstengine

2026.09.25 22:28

Microsoft CEO on the AI agent opportunity: “This is probably the biggest TAM expansion ever.” “The cloud business was orders of magnitude bigger because people consumed more. I think the agent era will be even bigger than the cloud by orders of magnitude.” h/t @alexeheath