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Asha Sharma: belief

28 Aug 2025 Lenny's Podcast How 80,000 companies build with AI: products as organisms, the death of org charts, and why agents will outnumber employees by 2026 | Asha Sharma (CVP of AI Platform at Microsoft)

“We think about it as what season are we in? Season one might've been prototyping of AI and then it was all around models and reasoning models, and now it's the advent of agents.”

— Asha Sharma

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Everything needed to verify it.

Speaker
Asha Sharma
Attribution
Verified speaker
Claim type
belief
Recorded
28 Aug 2025
Publisher
Lenny's Podcast

Transcript context

…Planning right now is just crazy. How does anyone plan a roadmap when there's just like, "Okay, GPT-5 is out." We think about it as what season are we in? Season one might've been prototyping of AI and then it was all around models and reasoning models, and now it's the advent of agents. Today, my guest is Asha Sharma. Asha is Chief Vice President of Product for Microsoft's AI platform where she oversees their AI infrastructure, foundation models and agent tool chains, while also leading applied engineering, responsible AI and growth for the core AI division. She was previously COO at Instacart and VPR product at Meta where she ran Messenger, Instagram Direct, Messenger Kids and Remote Presence. She also sits on the boards of the Home Depot and Coupang, and she's a second degree black belt in Taekwondo. Asha has a really unique and rare role that allows her to see more than most anyone else in the world, where things are heading with AI and what works and doesn't work for companies that are building large-scale AI products. In our conversation, Asha shares a bunch of trends and predictions that she's seeing that I haven't heard anyone else talk about, why we're moving from a product as artifact to product as organism world, why GUIs are being replaced by code native interfaces, why post-training is the new pre-training, the coming age agentic society, what it takes to be a successful builder today and going forward, and also her single biggest leadership lesson that she learned from Satya who she works closely with. If you enjoy this podcast, don't forget to subscribe and follow it in your favorite podcasting app or YouTube. Also, if you become an annual subscriber of my newsletter, you get a year free of 15 incredible products including Lovable, Replit, Bolt, n8n, Linear, Superhuman, Descript, Wispr Flow, Gamma, Perplexity, Warp, Granola, Magic Patterns, Raycast, ChatPRD and Mobbin. Check it out at lennysnewsletter.com and click product pass. With that, I bring you Asha Sharma. This episode is brought to you by Enterpret. Enterpret is a customer intelligence platform used by a leading CXN product orgs like Canva, Notion, Perplexity, Strava, Hinge and Linear. To leverage the voice of the customer and build best-in-class products, Enterpret unifies all customer conversations in real time, from Gong recordings to Zendesk tickets to Twitter threads, and makes it available for your team for analysis and for action. What makes Enterpret unique is its ability to build and update a customer-specific knowledge graph that provides the most granular and accurate categorization of all customer feedback and connects that customer feedback to critical metrics like revenue and CSAT. If modernizing your voice-of-customer program to a generational upgrade is a 2025 priority, like customer-centric industry leaders like Canva, Notion, Perplexity and Linear, reach out to the team at enterpret.com/Lenny. That's E-N-T-E-R-P-R-E-T.com/lenny. Today's episode is brought to you by DX, the developer intelligence platform designed by leading researchers. To thrive in the AI era, organizations need to adapt quickly, but many organization leaders struggle to answer pressing questions like which tools are working, how are they being used?…

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