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Ecosystem Strategy 101

Ecosystem Strategy 101

It Starts with 'Value Alignment'

John G. Singer's avatar
John G. Singer
Jun 24, 2025
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Hardcore Zen
Hardcore Zen
Ecosystem Strategy 101
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Satya Nadella last week at Y Combinator's AI Startup School:

“If it doesn’t move GDP, it’s not transformative.”

Foundation models are infrastructure, he went on to say, sort of like a new kind of SQL. "The real product isn’t the model itself, but the [new ecosystem] that surrounds it: feedback loops, tool integration, and user interaction.”

Satya’s north …

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