Sarah Guo
speaker
39 appearances
1 recordings
1 series
first heard Jun 2026
last heard 3 Jun
Sarah Guo’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
I'm so excited to be here.
Welcome to a crossover episode of No Priors in Lanespace with Satya Nadella.
Congratulations on an amazing build.
Thank you so much.
So you're just talking about these amazing announcements from across the Microsoft estate all morning for, I think, three hours.
What's the most important reflection or takeaway you have?
Ecosystem strategy is very complicated, right?
Because you end up building certain components, partnering for certain components, supporting them.
You just announced this big suite of models.
Tell us a little bit about the training strategy for Microsoft.
So premise behind the training at the independent Frontier Labs is really we're going to have these models and we'll have an API business and we'll support enterprises and startups.
A first-party product, be it productivity or code or search, drives the majority of revenue.
That's a different value equation than you're describing, I think, with the Microsoft ecosystem.
If that's the case, tell me if it's the case, because obviously you have first-party products and you have enablement products.
What is the role of the developer?
What's going to be hard and the set of skills and the value capture the developer has in that world?
You're talking about the equilibrium state and a stable equilibrium where companies have this compounding value and can see terminal value for themselves.
Another challenge to the considered equilibrium of, OK, there are applications and workflows that are common to a vertical or a horizontal.
And this was like the generation of SaaS companies.
And Microsoft has lots of SaaS properties as well.
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