tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs
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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.”
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