Applied compute has co-signed the Open Weights and American AI Leadership letter put forth by Microsoft and NVIDIA.
AI is a new form of IP and it is important that every company and person is able to own their intelligence.
"There should be as many models in the world as firms in the world."
Satya and I dig into when to own vs. rent your intelligence, why every company should be building and climbing its own private evals, and what makes for a stable frontier.
The real power of forward deployed engineering has always been putting strong technical people directly alongside the operators who own the outcome. That proximity forces the work to solve the actual problem instead of some sanitized version of it.
In the AI era this principle has become even more valuable. Agents can now sit inside real workflows and improve from actual decisions, which means the highest-leverage work is extracting the tacit knowledge that lives with subject matter experts, building evaluations that reflect how things actually break, and closing the production feedback loop so agents get better from real outcomes.