How AI changes the math for startups, according to a Microsoft VP
This interview was edited for length and clarity.
How do you see AI impacting those companies?
I see this as being a watershed moment for startups as profound as the move to the public cloud.
If you think about it, the cloud had a huge impact for startups because it meant that they no longer needed to have the real estate space to host their racks, and they didn’t need to spend as much money on the capital infusion of getting the hardware to be hosted in their labs and things like that.
I think that’s going to lead to more ventures and more startups launching.
And then we’re going to see higher-valuation startups with fewer people at the helm.
And I think that that’s an exciting world.
What does that look like in practice?
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You might have a dependency on an older version of the dot-net runtime or the Java SDK.
And it really has to be a deployed multistep agent to do that.
We still do have people on call 24/7, just in case the service goes down.
And that also helps us dramatically reduce the average time it takes for an incident to be resolved.
I’m curious why you think that is.
There’s a culture change that has to happen in how people build these systems.
What is the business use case that they are trying to solve for?
What are they trying to achieve?
You need to be very clear-eyed about what the definition of success is for this agent.
Anybody who goes and looks at these systems sees the return on investment.
You mention the general uncertainty, which I think feels like a big blocker from the outside.
Why do you see it as less of a problem in practice?
Think about something like a package return.
It’s kind of like, how often do you need to call in the manager?
But even then, there’s the question of how far we could get in automating the rest of the process
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