Long-term horizon for Microsoft’s AI investments

• (17:52) - Satya Nadella, CEO of Microsoft, discusses the evolution of Microsoft's partnership with OpenAI, highlighting their shared commitment to advancing AI research and democratizing AI technologies. He reflects on the initial collaboration, noting that Azure was OpenAI's first cloud provider, and emphasizes the importance of building a system that integrates innovations across the ecosystem into an organizing layer. Nadella also addresses the balance between competition and collaboration, stating that while both companies build applications and there will be competition, partnerships are essential to progress.
• (53:35) - Alexander Embiricos, a product lead at OpenAI's Codex team, discusses the integration of Codex into GitHub and VS Code, enabling developers to utilize Codex's AI capabilities seamlessly within their existing workflows. He emphasizes Codex's role as an AI software engineering teammate that collaborates across various tools, enhancing productivity by assisting in tasks like code generation and review. Embiricos also highlights the importance of making Codex widely accessible, noting that users with a Copilot Pro Plus account can access Codex without needing a separate ChatGPT subscription.
• (01:11:41) - Kyle Daigle, Chief Operating Officer at GitHub, joined the company in 2013 and has been instrumental in scaling its ecosystem engineering teams and overseeing key acquisitions. In the conversation, he reflects on GitHub's growth from 140 employees to over 3,000, discusses the integration of AI tools like Copilot to enhance developer productivity, and emphasizes the importance of maintaining an open platform to foster collaboration and innovation.
• (01:27:04) - Jay Parikh, Executive Vice President of Core AI at Microsoft, discusses the company's collaborative approach with OpenAI towards achieving Artificial General Intelligence (AGI), emphasizing their shared mission to empower developers and unlock creativity through AI. He highlights the potential for a significant increase in software creation over the next decade, facilitated by AI technologies, and underscores the importance of providing developers with the right tools, guardrails, and observability to harness this potential effectively. Parikh also touches on the evolving nature of software development roles, suggesting that AI advancements will make software creation more accessible to a broader range of individuals with ideas.
• (01:46:08) - Jared Palmer, currently the VP of Product, CoreAI at Microsoft and SVP of GitHub, has a rich background in AI and developer tools, including his tenure as VP of AI at Vercel and the creation of v0.dev and the AI SDK. In the conversation, he discusses the evolution of AI in developer tools, emphasizing the potential for AI to manage coding tasks and the future role of AI in engineering management.
• (01:59:35) - Michael Grinich, founder and CEO of WorkOS, a developer platform that enables companies to become enterprise-ready, discusses the importance of repeated messaging in advertising, referencing David Ogilvy's concept of addressing a "moving parade" rather than a "standing army." He emphasizes the need for continuous engagement due to the ever-changing audience and distractions, highlighting GitHub's annual Universe conference as an example of evolving messaging. Grinich also shares his passion for building platforms that empower developers, drawing parallels to Microsoft's role in enabling software development through Windows.

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Linear - https://linear.app

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Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com 

Numeral - https://www.numeralhq.com

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Graphite - https://graphite.dev

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Profound - https://tryprofound.com

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fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

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