Satya Nadella

Oh, and by the way, I want my storage and compute also close to all of these things because it's not just

AI accelerators that are stateless because I need to be able to have not just my training data itself needs storage.

And then I want to be able to multiplex multiple training jobs.

I want to be able to then have memory.

I want to be able to have these environments in which these agents can go execute programs.

And so that's kind of how I think about it.

Yeah, I see the way I come at it, Dworkish, it's a great question because at some level, if you're going to have this sort of explosion, abundance, whatever commodity of intelligence available, you know, the first thing we have to observe

is GDP growth, right?

Before I get to what Microsoft's sort of revenue will look like.

I mean, there's only one governor in all of this, right?

Which is, this is where a little bit of, we get ahead of ourselves with all this AGI hype, which is, hey, you know what?

Let's first see if, let's say develop, I mean, like remember, like the developed world is what?

2% growth, and if you adjust for inflation, it's zero?

So in 2025, as we sit here,

I'm not an economist.

At least I look at it and say, man, we have a real growth challenge.

So the first thing that we all have to do is let... And when we say, oh, this is like the industrial revolution, blah, blah, blah.

Oh, let's have that industrial revolution type of growth.

That means to me, 10%.

7%, developed world, inflation adjusted, growing at 5%.