Tokenomics - five C-words from Satya Nadella as the Microsoft CEO argues organizations must be able to benefit from AI models without paying twice!
You essentially pay for intelligence twice.
A grim warning from Microsoft CEO Satya Nadella, part of a thesis that mirrors the comments from Palantir CEO Alex Karp earlier this month, albeit delivered in a less ‘excitable’ manner and all the more convincing as a result.
Karp launched into a denunciation of frontier model AI firms and their “‘effing insane” business models in one of the most colorful contributions to the wider tokenomics debate to date, ranting in a televised interview:
Our clients just say they're unhappy with the frontier labs...I'm telling you, in this country every single enterprise I deal with, these people are livid. They're like, 'I am paying for tokens that create no value. These people are stealing the weights and alpha of my business...these models have been completely and irresponsibly over-sold.
Essentially Nadella is making the same basic point in a blog posting, arguing:
You essentially...
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