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“So my new concept is that each company has its own foundation model that captures essentially the tacit knowledge… the tacit knowledge that resides in people's heads… I think it'll also reside and compound as weights in some LoRA layer that is unique to your company.” Satya Nadella, CEO of Microsoft, sits down with John Collison to discuss the diffusion of AI inside the enterprise. He explains why “all your data at your fingertips” is the evergreen pitch, why this AI CapEx cycle is different from the .com bubble, and his vision for agentic commerce. They also cover Microsoft's product bundling strategy and how he "wanders the virtual corridors" of Teams to run the company. YouTube: https://lnkd.in/gttQ4dB4 Spotify: https://lnkd.in/gdg5ZymN Apple Podcasts: https://lnkd.in/gutNCGTQ Full transcript on Substack: https://lnkd.in/gDyUEAXk

Ambika Singh

Chief Bosslady at Armoire

3d

Hi Stripe. I’m resorting to commenting in a public forum because I can’t get any help from customer service and I think other potential customer should know what my experience has been over the last few weeks so they avoid doing business with you. After nearly 10 years, my company, Armoire, has achieved profitability. Out of nowhere and with no explanation, Stripe has decided to hold 20% of our revenue in perpetuity with no explanation on why or until when, citing their right to do so at any time. Of course, as a customer for almost 10 years, a lot of our systems are built into Stripe, and we don’t have an easy way of ripping it out. This is an incredibly predatory thing to do to your customer. Losing 20% of our revenue… like any business… is catastrophic to our cash flow. For anyone considering a new Stripe relationship or considering investing in their Stripe relationship, I would not. There are no humans to talk to, there are predatory practices like this, and customer service is nonexistent. Hopefully this public form will encourage Stripe to at least communicate with me.

Brilliant conversation. Satya and John captured exactly where AI is taking enterprise teams, and we can already see its positive impact in a fast-evolving era. It feels like we’re building a workforce where people can focus more on being human, not less.

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David Bradford

Senior Product Manager

1d

Monetizing your personal data will become someone's side gig, someday. You watch.

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Matt Pantaleone

15+ Year AI & Automation Leader | Pioneer of Generative AI for Global Brands | Tech 1st Growth & Innovation | LLM Build, Buy & Scale Strategy | Award Winning Delivery Leader & AI Transformation Lead @ Code and Theory

3d

Every company will own their own models and connect them to billions of agents. Billions growing exponentially.

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Jayson Winchester

Enterprise Decisions. Made Certain. | Founder @ Ordinant | Building the Trust & Certainty Layer for Human + AI Workflows

23h

Great video. Satya nails the diagnosis that the semantic connection really does live in people’s heads. But the idea that this connection will simply ‘compound as weights’ is optimistic. If the reasoning was never represented in the first place, the model can only learn correlations, not rules or constraints. That’s how you end up with Corporate Autocomplete instead of something that actually understands how the organisation works.

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Ambika Singh thank you for shining a light on this. We are just launching a new e-commerce site and just defaulted to Stripe. I’d love to learn more about Stripe’s policies here regarding their reserve requirements. Please continue to share any information that would be helpful for other growing businesses and I hope your concerns get addressed!

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Hi, For the past four months, Stripe has been holding €2,000 from my account without any valid reason. This amount has been fully declared, and I had to pay my customers’ orders out of my own pocket, which means this money rightfully belongs to me. Despite multiple contacts with support, I still haven’t received any clear explanation or timeline. At this point, the situation is creating an unnecessary financial loss for me and directly impacting my business. If someone from the team can help, here are my account details: Email associated with my Stripe account: hugolafarguepro@gmail.com I would really appreciate your help to resolve this as soon as possible.

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