Satya Nadella: “I start with the excitement that I also feel for the idea that maybe after the Industrial Revolution this [AI] is the biggest thing. I start with that premise. But at the same time, I’m a little grounded in the fact that this is still early innings. We’ve built some very useful things, we’re seeing some great properties, these scaling laws seem to be working. I’m optimistic that they’ll continue to work. Some of it does require real science breakthroughs, but it’s also a lot of engineering and what have you. That said, I also sort of take the view that even what has been happening in the last 70 years of computing has also been a march that has helped us move. I like one of the things that Raj Reddy has as a metaphor for what AI is. He’s a Turing Award winner at CMU. He had this, even pre-AGI. He had this metaphor for AI, it should either be a guardian angel or a cognitive amplifier. I love that. It’s a simple way to think about what this is. Ultimately, what is its human utility? It is going to be a cognitive amplifier and a guardian angel. If I view it that way, I view it as a tool.”
FT: “What if the AI race isn’t about chips at all? Availability of electricity to keep models running is becoming the critical factor in technology’s development…The race to master AI is new but it is part of a centuries-old story. Throughout history, every technological superpower has risen on the back of cheap energy. Cheap, abundant coal powered Britain’s Industrial Revolution. In the US, oil and hydroelectric power fuelled its dominance in manufacturing and military technology during the 20th century. The battle to control AI is often framed as a contest for chips and the controls that govern them. But power will belong to those who can keep the AI models running.”
WSJ: “After decades of obscurity, a bookish style of lettering is everywhere. Some typeface connoisseurs say it’s gone too far…Serif—a family of typeface known for small lines and decorative “wings”—has gone mainstream. Again.”
SaaStr: “Let’s be brutally honest about what “AI Native” means in 2025. It’s not about slapping a chatbot on your product and calling it AI-enhanced. It’s about fundamentally rethinking how your software does work instead of just facilitating work. Grant Lee from Gamma said it best in his announcement: “Gamma, and our 70 million users, are proof that an AI-native company can disrupt a category everyone assumed was won.” Think about that for a second. PowerPoint was invented before the first website. Before the Game Boy. Before the Berlin Wall fell. And yet here’s Gamma, founded in 2020, reaching $100M ARR profitably with just 50 people. That’s $2M ARR per employee. They’re creating 30 million gammas every single month. They’re releasing their API to the general public so you can plug Gamma into wherever work happens. They’re building a full visual storytelling platform that goes far beyond what the incumbents ever imagined. That’s not iteration. That’s category reinvention.”
