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Fireside Alpha
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Summary and synthesis of the best business, technology, and consumer conversations | @firesidetapes for historical archives
加入 June 2026
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Satya Nadella reveals his coding agent pulls every hyperscaler and neoclouds' SEC filings into a dashboard that refreshes every day for real-time ROIC "And this is the other aspect of it, which is the enterprise context combined with the world's context. In fact, I go to the SEC filings of every cloud provider, hyperscaler, each of these neoclouds. It's in real time." "I have a data runner in Fabric that brings all that data, puts it into a semantic model that then gets read by my coding agent and then surfaces it as a dashboard. And every day it's fresh." "So I have the entirety of every SEC filing that goes out there, plus all of my internal analysis constantly coming together, giving me real-time ROIC by layer."
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