Satya Nadella: The agent market could be orders of magnitude bigger than cloud.
"We build platforms that people find valuable and as long as we do that in fact this is probably the biggest TAM expansion ever.
our server business was a very healthy business throughout the '9s and the 2000s the cloud business was orders of magnitude bigger because people consumed more. I think the Agent era will be even bigger than the cloud by orders of magnitude."
---- From "Sources Podcast and Alex Heath (@alexeheath)" YouTube channel, (link in comment)
Satya Nadella on Copilot, the AI backlash, and Microsoft’s future @satyanadella thinks AI agents will create a market “orders of magnitude” bigger than the clou...