Great read! Satya's describing the learning loop for the firm. I think it's part of something much broader: across every field, the things we build are beginning to improve on their own the more they're used.
Take how we build software. It still runs like a relay. AI-infused tools made each leg faster, but a relay staffed by agents is still a relay. The product still ships frozen until the next rebuild. The teams whose products learn and improve on their own will pull away from the ones still running the relay.
For the last decade, I led engineering teams on 0-to-1 products at Apple, including Vision Pro and AI/ML research into future-facing interfaces. After years of shipping world-class products that go live, but are still frozen in time, I'm convinced that the next generation of software won't work that way, so I left to build it for the domain I know best.
If this resonates, I'd love to hear from you: feel free to DM me.