Dwarkesh Patel

But if that's the case, then the integration with Excel doesn't matter that much.

They have a computer, right?

Just the way a human can use a computer, that's their tool.

But is it something, maybe just to make sure we're talking about the same thing, is it a thing that a huge, like me using Excel as a podcaster, I'm not proficient in Excel.

So just to make sure I understand, you're saying like, look, theoretically, a future AI that has actual computer use, which is all these companies are working on, model companies are working on right now, could use, even if it's not partnered with Microsoft or under our umbrella, could use Microsoft software.

But you're saying we're gonna give them, if you're working with our infrastructure, we're gonna give you like,

lower level access that makes it more efficient for you to do the same things you could have otherwise done anyways.

I guess speaking of model companies, you say, okay, we will also be one of the, not only we'll have the infrastructure, we'll have the model itself.

Right now, Microsoft AI's most recent model that was released two months ago is 36 in Chatbot Arena, and there's a, I mean, you obviously have the IP rights to open AI, so there's a question of,

First, to the extent you agree with that, it seems to be behind.

Why is that the case?

Especially given the fact that you could, you theoretically have the right to just like fork OpenAI's monorepo or distill on their models.

Yeah, especially if it's a big part of your strategy that we need to have a leading model company.

There's a question going forward.

So right now we have models that have this distinction between training and inference and one could argue that there's like a smaller and smaller difference between the different models.

Going forward, if you're really expecting something like human level intelligence,

humans learn on the job.

You know, if you think about your last 30 years, what makes Satya Token so valuable?

It's the last 30 years of wisdom and experience you've gained at Microsoft.

And we will eventually have models if they get to human level, which will have this ability to continuously learn on the job.