NPSatya Nadella 在 No Priors 上谈全栈 Builder 和超杠杆通才的崛起。核心论点是：从一个干净的模型基线开始，然后让公司通过搭建爬山脚手架来创建自己的专家模型。每个公司都需要私有 evals，因为公开 benchmark 已经全部刷满了。
关于微软的做法：每个产品——GitHub Copilot、Security Copilot、Emdash、科学发现——都是带工具访问的多模态 harness，用渐进式工具暴露来实现 token 效率。过去两年最大的教训：准备 context 的工作量大得惊人。
基础设施方面：过去 15 个月建的 Azure 算力比前 15 年的总和还多。他对工作的哲学是：「我们的工作不是去做 Azure 网络运维。我们的工作是构建做 Azure 网络运维的 agentic 系统。」
Nadella 谈全栈 Builder：从干净模型基线开始，让公司建自己的专家。每个产品都是多模态 harness + 工具访问 + token 效率。
15 个月建了比前 15 年还多的 Azure 算力。工作不是做运维，是建做运维的 agentic 系统。
Satya Nadella on No Priors: the rise of the full-stack builder and hyper-leveraged generalist. His core thesis: start with a clean model lineage, then let companies create their own specialists by building a hill-climbing scaffold around it. Each company needs private evals because public ones are all maxed.
On Microsoft's approach: every product—GitHub Copilot, Security Copilot, Emdash, discovery for science—is a multimodal harness with tools access, using progressive disclosure for token efficiency. The hard lesson from the last two years: the amount of work to prep context is enormous.
On infrastructure: they built more Azure capacity in the last 15 months than the first 15 years. And his philosophy on work itself: 'Our job is not to do Azure networking. Our job is to build the agentic system that does Azure networking.'
Starting with a clean lineage, then creating the ability for companies to be able to use this, not just as a generalist, but to create their own specialist by building this hill climbing scaffold around it.
Each of our products—GitHub Copilot, the security copilot, the stuff we showed with Emdash—are multimodal harnesses with tools access so that you can do this progressive disclosure of tools, token efficient.
We built more Azure capacity in the last fifteen months than we built in the first fifteen years. Our job is not to do Azure networking. Our job is to build the agentic system that does Azure networking.
