Nadella bets agents will dwarf cloud, if trust is earned
Microsoft's Satya Nadella argues long-running agents will expand the market far beyond cloud, but it demands new infrastructure, governance, model neutrality, and public trust.
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Baseten grew revenue 10x by selling independence, not GPUs
Tuhin Srivastava, CEO of Baseten, gets into owned intelligence, the open-weights shift behind a $13 billion valuation, and agents becoming both a workload and a customer.
Open models flipped from 30% to 70% of tokens
Reflection AI cofounders Misha Laskin and Ioannis Antonoglou get into the Beam open model, the safety case for openness, and a business built on serving enterprise inference.
Salesforce's apps are metadata, so the interface is next to break
Salesforce CEO Mark Benioff on the SaaS selloff, Slack's rise as an agent platform, and why the enterprise interface is the next layer of the stack to change.
One-shot robot learning emerged unplanned, as it did in GPT-3
Pete Florence, CEO of Generalist, on Gen 1.5's one-shot learning, why dexterity is robotics' coding analogue, and why he keeps hardware simple to speed model research.
Meta's Muse beat OpenAI to market without a frontier model
MG Siegler of Spyglass walks through the personal AI assistant war: who has the edge, why trust and integrations decide it, and why Google is missing.
Seed investing is evergreen; trillion-dollar private bets are a cyclical trade
First Round Capital's Josh Kopelman, who founded Half.com, covers dot-com marketing stunts, why seed and late-stage venture are different games, and what AI does to founders.