Ecosystem Strategy 101

It Starts with 'Value Alignment'

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 …