() Jason and Sacks welcome Microsoft CEO Satya Nadella
() Future of AI copilots and agents, impact on white collar work
() How Microsoft has scaled revenue and profits with flat headcount
() The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic
() Views on diffusion, how the US tech stack can win globally
() OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model?
() What SaaS adoption looks like in the age of AI
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感想
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