Asha Sharma: prediction

Transcript context

…I want to start with something that we were chatting about before this that I've never heard about as a concept that I think is going to be really helpful for people to think about, which is this concept you have that we're moving from product as artifact to product as organism. Talk about what that means and what people need to understand here. It's been a pretty interesting shift, especially over the last year or so because when I got to Microsoft, it was right after OpenAI and the large foundation models happened, and then immediately after there was this explosion of models, proprietary open frontier models that were pushing the frontier curve and so they were both more efficient and then we're starting to see domain level expertise in a bunch of them and then even more recently, models now can tool call and they can function call and they can take action, and I think that's just giving way to a new type of products that are starting to see some success. And so all of a sudden products aren't just like these static artifacts that we start to ship that's not just like, "Hey, come up with an idea or an insight. Go solve a problem, ship it into the world, maybe make it a little bit better and then have a dashboard." All of a sudden, the whole KPI is what is the metabolism of a product team to be able to ingest data and then digest the rewards model and then create some sort of outcome? Because these models are so effective at this point, you want to start tune them to certain types of outcomes, whether it's price or performance or quality. And so it's pretty exciting because all of a sudden these are these living organisms that just get better with the more interactions that happen and in many ways I think this is the new IP of every single company and it's a completely different way to build product and to even think about products that think and live and learn, which is kind of exciting. So when I hear this, what I'm thinking about is when I had Michael Truell in the podcast, the Cursor CEO, he talked a lot about how their big moat is the data that they capture from people using Cursor, accepting certain suggestions, not accepting other suggestions. Is that what you're talking about here? Just the proprietary data that companies gather from people using their product or is there something beyond that even?…

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