modest proposal@modestproposal1This might be the best interview of Nadella. Very tough and direct questions but totally fair and warranted. Nadella's answers shine light not just on Microsoft's business model evolution due to AI, but how he thinks SAAS, hyperscalers, neoclouds, etc will be impacted. A+Opens with an observation
modest proposal@modestproposal1“After training it, Anthropic found 3.5 Opus performed better on evaluations than the older version but not by as much as it should, given the size of the model and how costly it was to build and run, one of the people said.”Opens with an observation
modest proposal@modestproposal1my hot take is google should make their models free to consumers and put them in a place where users will use them. is Gemini 2.5 Pro Deep Experimental Possibly Able to Use Today But Probably Not better than o3, great make it free. Will they lose money? Yes. Does it matter? No.Opens with a contrarian take