特別節目·中文精讀

凱文·斯科特:微軟 CTO

Kevin Scott: Microsoft CTO

微軟技術長談雲端計算與 AI 基礎設施佈局,以及大型組織裡的技術決策方式。

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微軟研究院裡坐著一位年輕經濟學家,他寫了一整本技術專著,主張用更徹底的市場機制重新分配產權。其中一個例子是:如果你家房子被別人出價更高,你就得搬走。

這個人叫格倫·韋爾(E. Glen Weyl),書名叫《激進市場》(Radical Markets)。提他是因為,凱文·斯科特(Kevin Scott)2019 年 8 月坐在萊克斯·弗裡德曼的麥克風前聊微軟,這件事佔了相當篇幅。一個作業系統和雲端計算公司的 CTO,主動談起自己團隊在跟經濟學家合作,研究怎麼讓市場機制在分配上更管用。

先是那張長得離譜的業務清單

斯科特當時的頭銜是微軟 CTO。在此之前,他是 LinkedIn 的工程與運營高階副總裁,再往前,他在 Google 管移動廣告工程。他自己還做一檔播客,叫 Behind the Tech。

弗裡德曼丟擲的第一個問題就很難回答:能不能給個全景,說說微軟到底在哪些領域做事,研究和產品都算上。

斯科特的回應是,把研究算進來,這幾乎是不可能完成的任務。然後他還是列了:大規模雲業務和一堆 SaaS 服務,所有人都在用的那批元老級生產力軟體,作業系統,硬體,從滑鼠耳機一直做到高階 PC 和筆記本。研究團隊橫跨的範圍更雜,一頭是經濟學,一頭是人機互動,中間還有人工智慧。再加上 GitHub、LinkedIn、搜尋廣告和新聞、Xbox 遊戲。

他提到那天早上剛跟菲爾·斯賓塞(Phil Spencer,Xbox 負責人)聊完,還跟蒂姆·謝弗(Tim Schafer)聊得很興奮。謝弗是盧卡斯藝術那款《瘋狂時代》(Day of the Tentacle)的編劇,斯科特大學時跟朋友在這遊戲上耗了無數個通宵,如今微軟正跟原班人馬做某種合作。他說自己完全是個追星粉絲。

微軟在這麼寬的範圍裡做了這麼長時間,所以當 CTO 的大部分時候,我的工作非常非常嚴肅。偶爾我會突然被擊中:能跟這些人說上話,這件事本身有多不可思議。(凱文·斯科特)

一套能把你從自己房子裡擠出去的定價機制

韋爾那套東西的核心,斯科特講得比原書粗暴,但他自己也承認例子挑得糟糕。

機制是這樣的:房地產這類資產採用持續競價。任何人可以對你佔用的這塊地出價,宣稱自己能產生更高的經濟效用,你要麼加價留住,要麼讓給對方。這樣一來,投機性出價會立刻讓人虧掉一大筆錢,資產價格被迫緊貼它真正能產出的價值。價格貼住了價值,徵稅才有依據。不會出現周邊房子都值一千萬、你家這套報一萬塊這種事。

斯科特說這個設計"故意挑釁",他自己也不確定喜不喜歡"我可能被出價趕出自己的房子"這個前景。但他補了一個很實際的連線點:如果真要推行伊麗莎白·沃倫(Elizabeth Warren)那種財富稅,第一個卡住的問題就是資產怎麼定價,而這種實時競標機制恐怕會從可選項變成必需品。

一個作業系統公司的研究院在資助這類研究,這件事本身說明了斯科特對"技術公司該關心什麼"的邊界理解。他不覺得市場機制有沒有效是個經濟學系的問題。

資料是原材料,但沒有人給它標價

順著這條線,斯科特團隊跟韋爾、還有杰倫·拉尼爾(Jaron Lanier)一起在做另一件事。拉尼爾是虛擬現實這個概念最早的推動者之一,斯科特形容他是"這個星球上最有意思的人之一,一個特別溫和的人"。

他們的題目叫"資料即勞動"(data as labor),也叫"資料尊嚴"(data dignity)。

推理鏈條是這樣:如果把資料看成 AI 這臺機器消耗的原材料,那麼今天我們給這種原材料定價的方式非常糟糕。你的貢獻分兩種。顯性的是你在 LinkedIn 上填的檔案,你清楚自己交出去了什麼,也大致有個回報預期,但那只是名義上的,服務免費,感知到的成本很低。隱性的是你每天使用各種技術時留下的資料尾氣,你根本不知道它去了哪裡。

有一類公司已經在給資料付錢了,比如 Scale AI,中國也有一批類似的資料標註公司。監督學習需要海量標註資料,標註工人按件取酬。這部分容易定價,因為勞動是顯式的,一個標籤就是一個標籤。

難的是其餘部分。斯科特的坦白很乾脆:

我不知道。這真的很難。(凱文·斯科特)

難在哪兒?他說技術人其實都懂這個微妙之處:單個資料點幾乎沒有價值,你留下的某一條記錄、某一次點選,原子化地看一文不值。只有聚合成足夠大的規模,價值才浮現出來。而這些資料在無數條路徑上被組合、被交叉、被二次加工,價值在組合中流動,你根本追蹤不到流向。要建立一套透明的、能把貢獻和回報對上的市場,前提是先解決這個追蹤問題。

他沒有假裝已經解決了。

蓋茨留下的那條平臺標準

弗裡德曼把話題拉到楊安澤(Andrew Yang)身上:AI 推進得這麼快,自動化對就業的衝擊怎麼辦,微軟站在創新最前沿,怎麼想這件事。

斯科特的回答從微軟的基因講起。比爾·蓋茨很多年前說過一句話,被他當成了判斷平臺成敗的尺子:

衡量一個平臺是否成功,標準是它為在平臺上建設的人創造的經濟價值,遠遠超過為平臺所有者或建造者創造的價值。(凱文·斯科特轉述比爾·蓋茨)

他把這把尺子直接架到 AI 上。AI 必須成為平臺,其他人能拿它建公司、完成自己的創作目標、當創業者、解決工作和生活裡的具體問題。

反面圖景他描述得很清楚:少數幾家公司,擠在少數幾個城市,決定 AI 裡裝什麼,然後在這套基礎設施上,把所有有商業價值的用法都建完。

這在兩個層面上都壞。經濟層面,價值分配會歪,繞回"市場到底有沒有用"那個老問題。創新層面,斯科特說他對人類有無限的信心:給一群人強大的工具,他們會做出有意思的事。有工具的人不該是幾萬人,該是幾百萬人。

他拿蒸汽機作類比。18 世紀末,那是人類造出的第一臺大規模替代人力的機器。剛鋪開的時候,拿到大部分價值的是有資本建工廠的人,以及懂怎麼建造和維護的專家。技術後來民主化了。今天不存在一家"引擎公司"壟斷所有引擎,也不存在一家公司擁有所有用到引擎的東西。兩個人坐在這間屋子裡,手機裡各有一顆 MEMS 陀螺儀,那就是顆小引擎。引擎成了現代世界的一個零件,沒人再把它當成一個產業來談論。

AI 得走到那一步。

AI 在產品裡應該有多顯眼

斯科特和薩提亞·納德拉定期開評審會,拉上納德拉管理團隊的成員,再加一個跨部門的組,看兩類東西:AI 基礎設施,以及那些產品裡有相當比重靠 AI 支撐的團隊。

他對"AI 該怎麼出現在產品裡"有個明確態度:不要讓 AI 這個屬性變成第一序的東西。產品要解決的問題是第一序的,AI 只是讓它變得更好。

人們看到 AI 出現在產品裡就特別興奮。你會因為程式碼裡用了個雜湊表而興奮嗎?它就是個工具。一個很有意思的程式設計工具,但終究是工程工具。(凱文·斯科特)

這個類比有點糙,但抓得準。雜湊表是電腦科學裡最基礎的構件之一,無處不在,沒人會為它開釋出會。斯科特認為 AI 最終會變成同一類東西。

已經發生的事實:Office 裡有幾十個功能由相當複雜的機器學習驅動。搜尋引擎如果抽掉機器學習,完全不能工作。Xbox 和 xCloud 上的內容稽核也靠它,斯科特特意解釋了一句,這裡做的是反霸凌,跟推薦演算法沒什麼關係。

霸凌的邊界,垂直社群比通用平臺好劃

這個話題延伸出一段挺有意思的討論。弗裡德曼提到斯科特在 LinkedIn 的經歷:LinkedIn 和 Xbox 都是社交網路,但兩邊的交流方式完全不同,霸凌的界線也完全不同。而這條線到底在哪兒,沒人知道。傑克·多西在 Twitter 被罵得很慘,就是在找這條線。

斯科特的答案是:垂直社交網路會容易一些。

因為你對這個網路該用來幹什麼有清晰的定義,圍繞它設計的社群有明確用途,內容安全問題的維度就比通用平臺少很多。

LinkedIn 的邊界是連線人與機會。幫人找工作,找導師,找下一個銷售線索,或者只是向同行和協作夥伴廣播自己的職業身份。斯科特承認這在某些方向上非常寬,在另一些方向上又很窄。有了邊界,機器學習系統做自動判斷就有把握得多:什麼樣的評論算不當、算危險、算違法,在約束條件下是可判定的。

Xbox 的邊界更簡單:這裡是打遊戲的,不是來受氣的。霸凌不好玩,所以要用一切手段阻止它發生。遊戲圈裡玩笑和霸凌之間的界線很微妙,但至少方向清楚。

通用平臺沒有這種便利。斯科特的判斷是,這件事最終必須由政策制定者給出答案,走民主程式,讓普通人對界線在哪兒有發言權。不能讓一小撮不代表公眾的人做決定,而那些決定有全國甚至全球影響。

但他同時承認一個尷尬的現實:現在有些平臺不得不先做單邊決定,因為政策制定跟不上,而很壞的事情等不了。

用十年補上三千年的功課

聊到假新聞和深偽(deepfake),斯科特給了一段跨度很大的歷史。

莎草紙是三千年前的事,文字可以落在紙上。印刷機五百年前出現,文字稍微普及了一點。真正讓印刷文字無處不在,要等到 19 世紀末膠印機發明。再疊加上工業革命對受教育勞動力的需求,識字率和文字產量一起爆發。

這裡有一個難以壓縮的時間差。從莎草紙到那個爆發點,人類有三千年時間去發明一整套機制:什麼是新聞業,什麼是編輯操守,什麼是科學同行評審。所有這些機制的作用,是過濾技術釋放出來的噪音,把資訊量降到社會能承受的水平。

然後 PC 誕生了,五十年前不存在的東西。瑪麗·米克爾(Mary Meeker)剛釋出的報告裡,全球網際網路滲透率 50%,三十五億人聯網。

斯科特的結論很直接:三千年積累的功課,大概要在未來十年做完。所以現在還沒搞清楚怎麼辦,一點也不奇怪,但必須真的撲上去做。

深偽讓他擔心的正是這個時間差。GAN 生成影象有非常好的用途,微軟正在用合成視覺資料訓練人臉識別模型,專門用來消除偏見。但同一項技術會把偽造一段逼真影片的成本從"很貴"降到"極便宜"。人類預設"看到的大體可信"這個假設,即將失效。

一條能點開的保管鏈

解法之一,斯科特覺得在密碼學裡。

給內容簽名,建立完整的保管鏈(chain of custody)。你看到一段影片,點一下,能看到它來自哪個身份,以及你信不信這個身份。是不是真出自白宮,是不是真出自某位總統候選人的辦公室,是不是真出自薩提亞·納德拉或 LinkedIn 的 CEO 傑夫·韋納。

這些技術算不上高科技,我們早就有。(凱文·斯科特)

另一半解法在社會層面。弗裡德曼提到自己來自蘇聯,那時沒人相信媒體,因為大家都知道那是宣傳。那種懷疑反而促使人去追問、去驗證。斯科特接得更遠:現代科學這套裝置之所以強,恰恰是因為你不需要信任任何東西。假設、實驗、同行評審、可復現性,四道關卡的意思就是,如果你足夠懷疑,你可以自己去重做一遍。他說很多工程師的大腦天生就是這麼接線的。

人臉識別的立場與那條過寬的禁令

布拉德·史密斯(Brad Smith,微軟總裁)2018 年秋天寫過一篇部落格,把微軟在這個問題上的立場講得很具體。斯科特複述了兩條:某些用途不該用人臉識別,以及這事需要監管,界線應該由民主程式劃定。

舊金山全面禁止政府機構使用人臉識別,斯科特的評價是"可能有點過寬",但他個人寧願在這個階段過度謹慎,等有了經民主程式確定的監管框架,再談哪些場景可以用、應該用。

偏見的部分他說得挺細。最出名的一類是訓練資料裡少數族裔代表性不足,模型學出一些奇怪的規律。還有更詭異的:公開研究裡出現過模型認定"所有醫生都是男性"這種事。

他的推論是,任何人在釋出實驗、上線程式碼、甚至只是發論文之前,都該先花點時間想一遍潛在的負面後果。這個要求聽起來像道德說教,但放在一個模型幾小時就能訓練完、幾天就能部署出去的環境裡,它是工程流程的一部分。

Office 不會有大爆炸時刻

弗裡德曼問了個很樸素的問題:Windows 和 Office 的未來長什麼樣。他記得等 XP 釋出時的那種興奮,Windows 10 出來時只覺得"嗯,還不錯"。

斯科特的回答是不用等大爆炸。不會出現 Clippy 復活、一個完整助手突然降臨的時刻,會是一堆小步驟,你能看見中間過程。

已經在跑的東西:自動回覆越來越聰明,能識別出對方是在約會議,然後去查你的日曆,自動找一個雙方都合適的時間。Microsoft Search 不只搜網頁,還搜你 Office 365 租戶裡的全部資訊,未來還能搜到別的產品裡。Microsoft Graph 是個 API 聯邦器,把原本一個個資訊孤島編織起來。斯科特經常發郵件跟人要論文找文件,他說沒理由這種事還得自己幹,系統應該自動把東西撈出來。

Fluid Framework 是另一件更值得看的東西。微軟內部做了兩年,即將開源。它讓 Teams 變成一塊畫布:你在對話裡嵌進 Excel 表格的一部分,同事在 Excel 裡改圖表,嵌在對話裡的那塊實時更新。所有人看到的是同一個物件,改動實時同步。你可以在任何一塊最順手的畫布上做事,而這塊畫布可以從任何一個入口進入。

這段對話裡藏著一個小插曲。弗裡德曼問,用 Word 協作的時候大家不還是把檔案發來發去嗎。斯科特說不是,早就不用這樣了,然後補了一句:你不知道這件事,說明我們該做的工作沒做好,得讓人發現這些功能。一個管著幾萬工程師的人,很自然地承認產品在可發現性上的失敗,沒有辯解。

帶十個人和帶幾萬人,差在哪裡

斯科特管過的團隊規模跨度很大,從十幾個人到現在的量級。他說規模上去以後,有三件事變得非常非常重要。

第一件是對長期要建什麼有預判。不需要你押注某一個產品、把籌碼全推進去,你得知道未來需要具備哪些能力,然後往那個方向投基礎設施。他說的基礎設施範圍很寬,儲存系統和雲 API 之外,還包括開發流程長什麼樣、要用什麼工具、圍繞什麼文化來組織協作。你在這些事情上得有明確主張,越早形成越好。

小規模可以糊弄過去。創業初期你不知道這些也能跑,邊跑邊調。但他見過的工程負責人最慘的處境,都是因為早期沒有足夠清晰的主張,於是攢下一堆技術債和文化債,清理起來痛苦到極點。

第二件是使命必須清楚,而且不能是那種"覺得該有使命所以隨口編的漂亮話"。它得能讓所有人明白大家往哪兒走。

他在這裡搬出了尤瓦爾·赫拉利(Yuval Harari)的《人類簡史》。書裡一個核心觀點是,講故事是協調大規模人群活動的根本機制。斯科特說他在帶工程團隊時親眼驗證了這一點。

鄧巴數以下,也就是一百二十到一百五十人以內,你可以靠蠻力管理。你知道每個人的性格,瞭解人和人之間的張力,靠直覺分配事情,出不了大問題。超過這條線,如果沒有一套共同目標在前面拉著,事情會以一種近乎災難的方式崩掉。

他說這話的時候先打了個預防針:聽起來很虛,很多技術人會本能地排斥,但使命真的極其重要。

弗裡德曼接了一句:故事就是社會的織物,是它把所有人連在一起。斯科特把它推得更遠。貨幣是故事,憲法是故事,法律是故事。我們極其堅定地相信它們,謝天謝地我們信,但它們本質上是抽象的東西,就是一些詞。如果沒人相信,它們什麼都不是。

而在某種意義上,那些故事就是平臺。微軟在造的是其中一部分,有些是我們共同定義未來的底座。

把 AI 插到真正的難題上

最後一個問題,斯科特被要求聊到比微軟更大的尺度:未來二三十年,計算、技術、裝置會是什麼樣。

他的框架是:技術正以史上最快的速度推進,同時面前擺著一堆社會尺度的真問題,兩者必須交叉。

第一個是氣候。第二個是人口。他提到未來五十年,全球人口增長的主要部分在非洲,而氣候變暖會讓養活全球人口越來越難,尤其是在那個人口增長最快的地方。兩個最大的變數撞在一起。

第三個是醫療。他說如何用 AI 提升醫療質量、壓低成本、擴大覆蓋面,這個問題在美國、西歐、中國、日本、韓國,每一天都更重要。這些地方都有一個人口泡:大量正值勞動年齡的人,在未來二三十年裡會陸續退休,退休人口會超過勞動年齡人口。誰來照顧這些老人,誰來幹那些活,這是擺在檯面上的問題。

他給的歷史參照是綠色革命。七十年代八十年代他還是個孩子,所有人都在談人口爆炸,談人類養不活這個星球。而當時正處在綠色革命中間,技術驅動的作物產量在全球範圍大幅提升。其中一部分是把西方已知的東西分發到發展中世界,一部分是更聰明的生物學。今天已經沒人談人口過剩了,因為人類大致上解決了吃飯問題。

那是一個技術故事。(凱文·斯科特)

他承認自己對未來非常樂觀,然後說出了當下真正在做的一件事:他想讓其他人也樂觀起來。

理由還是回到赫拉利那句"我們是我們講述的故事"。如果在當下對未來過度悲觀,可能會讓那些本該準備好的東西準備不起來,從而錯過最好的可能。這個邏輯有點迴圈,但放在他那個位置上說得通:一個掌握資源的人如果相信技術能解決問題,資源就會往那個方向流;如果整個行業都相信末日將至,錢和人會去別的地方。

訪談結束時弗裡德曼開玩笑說,除了希望 Clippy 復活這件事,其他他都同意。斯科特笑著道謝。整場對話裡,他唯一一次表現出近乎孩子氣的興奮,是提到《瘋狂時代》的編劇坐在對面的時候。

幾周之後,微軟宣佈了對 OpenAI 的大額投資。這場對話發生在那個訊息之前。

回頭看,斯科特在錄音裡講的那些東西,和後來的投資邏輯是同一條線:AI 必須成為平臺,必須讓幾百萬人在上面建東西,不能變成少數幾個城市裡少數幾家公司決定一切。他講蒸汽機、講引擎變成零件、講資料該有價格、講平臺的成功標準是讓別人賺到比自己更多的錢。這些話在 2019 年 8 月聽起來像價值觀宣示,放到今天看更像一份路線圖的註釋。

他也沒有把難題說圓。資料怎麼定價,他說不知道。霸凌的線怎麼劃,他說得靠民主程式,可眼下平臺不得不先做單邊決定。深偽怎麼辦,他說防不住,只能建保管鏈,再指望人保持懷疑。三千年攢下的媒體素養功課,要在十年內補完。

一個管著幾萬人、手上握著最先進工具的人,願意在公開場合反覆說"我不知道""這很難""我們沒做好",這件事本身比任何一條具體結論都有資訊量。

  • 如果你在做產品,把 AI 當雜湊表用,別當賣點用。使用者要的是問題被解決,不是知道你用了什麼模型。
  • 如果你帶的團隊超過一百五十人,先寫清楚使命再談排期。鄧巴數以下靠人情,以上只能靠共同目標,沒有第三條路。
  • 如果你在做資料相關的生意,早一點想清楚貢獻者怎麼被回報。標註工人已經拿到錢了,剩下的人還沒有,這個缺口遲早會被填上,填的人不一定是你。
  • 如果你在評估一個平臺值不值得押注,用蓋茨那把尺子量:它能讓你賺到的錢,是不是遠多於它自己賺到的。不是的話,你只是它的一個渠道。
  • 如果你打算釋出任何模型或資料集,發之前花半小時列一遍可能的負面後果。這半小時的成本,比事後補救低幾個數量級。
  • 如果你每天刷到的內容讓你越來越確信自己是對的,去重讀一遍科學方法那四道關卡。假設、實驗、評審、可復現,這套東西存在的唯一理由就是不讓你信得太容易。
文稿來自公開 Kaggle 資料集(rajneesh231/lex-fridman-podcast-transcript),為早期自動轉錄存檔,可能存在識別錯誤。
The following is a conversation with Kevin Scott, the CTO of Microsoft. Before that, he was the senior vice president of engineering and operations at LinkedIn. And before that, he oversaw mobile ads engineering at Google. He also has a podcast called Behind the Tech with Kevin Scott, which I'm a fan of. This was a fun and wide ranging conversation that covered many aspects of computing. It happened over a month ago, before the announcement of Microsoft's investment in OpenAI that a few people have asked me about. I'm sure there'll be one or two people in the future that'll talk with me about the impact of that investment. This is the Artificial Intelligence Podcast. If you enjoy it, subscribe on YouTube, give it five stars on iTunes, support it on Patreon, or simply connect with me on Twitter at Lex Friedman, spelled F R I D M A N. And I'd like to give a special thank you to Tom and Nelante Bighousen for their support of the podcast on Patreon. Thanks Tom and Nelante. Hope I didn't mess up your last name too bad. Your support means a lot and inspires me to keep this series going. And now, here's my conversation with Kevin Scott. You've described yourself as a kid in a candy store at Microsoft because of all the interesting projects that are going on. Can you try to do the impossible task and give a brief whirlwind view of all the spaces that Microsoft is working in? Both research and product? If you include research, it becomes even more difficult. I think broadly speaking, Microsoft's product portfolio includes everything from big cloud business, like a big set of SaaS services. We have sort of the original, or like some of what are among the original productivity software products that everybody uses. We have an operating system business. We have a hardware business where we make everything from computer mice and headphones to high end personal computers and laptops. We have a fairly broad ranging research group where we have people doing everything from economics research. So there's this really, really smart young economist, Glenn Weil, who my group works with a lot, who's doing this research on these things called radical markets. He's written an entire technical book about this whole notion of radical markets. So like the research group sort of spans from that to human computer interaction to artificial intelligence. And we have GitHub, we have LinkedIn, we have a search advertising and news business and like probably a bunch of stuff that I'm embarrassingly not recounting in this list. Gaming to Xbox and so on, right? Yeah, gaming for sure. Like I was having a super fun conversation this morning with Phil Spencer. So when I was in college, there was this game that LucasArts made called Day of the Tentacle that my friends and I played forever. And like we're doing some interesting collaboration now with the folks who made Day of the Tentacle. And I was like completely nerding out with Tim Schafer, like the guy who wrote a Day of the Tentacle this morning, just a complete fan boy, which sort of it like happens a lot. Like Microsoft has been doing so much stuff at such breadth for such a long period of time that like being CTO like most of the time, my job is very, very serious. And sometimes like I get caught up in like how amazing it is to be able to have the conversations that I have with the people I get to have them with. Yeah, to reach back into the sentimental. And what's the radical markets and the economics? So the idea with radical markets is like, can you come up with new market based mechanisms to, you know, I think we have this, we're having this debate right now, like does capitalism work like free markets work? Can the incentive structures that are built into these systems produce outcomes that are creating sort of equitably distributed benefits for every member of society? You know, and I think it's a reasonable, reasonable set of questions to be asking. And so what Glenn, and so like, you know, one mode of thought there, like if you have doubts that the markets are actually working, you can sort of like tip towards like, okay, let's become more socialist and, you know, like have central planning and, you know, governments or some other central organization is like making a bunch of decisions about how, you know, sort of work gets done and, you know, like where the, you know, where the investments and where the outputs of those investments get distributed. Glenn's notion is like, lean more into like the market based mechanism. So like, for instance, you know, this is one of the more radical ideas, like suppose that you had a radical pricing mechanism for assets like real estate where you were, you could be bid out of your position in your home, you know, for instance. So like if somebody came along and said, you know, like I can find higher economic utility for this piece of real estate that you're running your business in, like then like you either have to, you know, sort of bid to sort of stay or like the thing that's got the higher economic utility, you know, sort of takes over the asset which would make it very difficult to have the same sort of rent seeking behaviors that you've got right now because like if you did speculative bidding, like you would very quickly like lose a whole lot of money. And so like the prices of the assets would be sort of like very closely indexed to like the value that they could produce. And like, because like you'd have this sort of real time mechanism that would force you to sort of mark the value of the asset to the market, then it could be taxed appropriately. Like you couldn't sort of sit on this thing and say, oh, like this house is only worth 10,000 bucks when like everything around it is worth 10 million. That's really, so it's an incentive structure that where the prices match the value much better. Yeah, and Glenn does a much better job than I do at selling and I probably picked the world's worst example, you know, and it's intentionally provocative, so like this whole notion, like I'm not sure whether I like this notion that like we can have a set of market mechanisms where I could get bid out of my property, you know, but you know, like if you're thinking about something like Elizabeth Warren's wealth tax, for instance, like you would have, I mean, it'd be really interesting in like how you would actually set the price on the assets and like you might have to have a mechanism like that if you put a tax like that in place. It's really interesting that that kind of research, at least tangentially is touching Microsoft research. That you're really thinking broadly. Maybe you can speak to, this connects to AI, so we have a candidate, Andrew Yang, who kind of talks about artificial intelligence and the concern that people have about, you know, automation's impact on society and arguably, Microsoft is at the cutting edge of innovation in all these kinds of ways and so it's pushing AI forward. How do you think about combining all our conversations together here with radical markets and socialism and innovation in AI that Microsoft is doing and then Andrew Yang's worry that that will result in job loss for the lower and so on. How do you think about that? I think it's sort of one of the most important questions in technology like maybe even in society right now about how is AI going to develop over the course of the next several decades and what's it going to be used for and what benefits will it produce and what negative impacts will it produce and who gets to steer this whole thing. I'll say at the highest level, one of the real joys of getting to do what I do at Microsoft is Microsoft has this heritage as a platform company and so Bill has this thing that he said a bunch of years ago where the measure of a successful platform is that it produces far more economic value for the people who build on top of the platform than is created for the platform owner or builder and I think we have to think about AI that way. As a platform. Yeah, it has to be a platform that other people can use to build businesses, to fulfill their creative objectives, to be entrepreneurs, to solve problems that they have in their work and in their lives. It can't be a thing where there are a handful of companies sitting in a very small handful of cities geographically who are making all the decisions about what goes into the AI and then on top of all this infrastructure, then build all of the commercially valuable uses for it. So I think that's bad from a sort of economics and sort of equitable distribution of value perspective, sort of back to this whole notion of did the markets work? But I think it's also bad from an innovation perspective because I have infinite amounts of faith in human beings that if you give folks powerful tools, they will go do interesting things and it's more than just a few tens of thousands of people with the interesting tools, it should be millions of people with the tools. So it's sort of like you think about the steam engine in the late 18th century, like it was maybe the first large scale substitute for human labor that we've built like a machine and in the beginning when these things are getting deployed, the folks who got most of the value from the steam engines were the folks who had capital so they could afford to build them and like they built factories around them and businesses and the experts who knew how to build and maintain them. But access to that technology democratized over time. Like now, like an engine, it's not like a differentiated thing, like there isn't one engine company that builds all the engines and all of the things that use engines are made by this company and like they get all the economics from all of that. Like fully demarcated, like they're probably, we're sitting here in this room and like even though they're probably things like the MEMS gyroscope that are in both of our phones, like there's like little engines sort of everywhere. They're just a component in how we build the modern world. Like AI needs to get there. Yeah, so that's a really powerful way to think. If we think of AI as a platform versus a tool that Microsoft owns, as a platform that enables creation on top of it, that's the way to democratize it. That's really interesting actually. And Microsoft throughout its history has been positioned well to do that. And the tie back to this radical markets thing, like so my team has been working with Glenn on this, and Jaren Lanier actually. So Jaren is the sort of father of virtual reality. Like he's one of the most interesting human beings on the planet, like a sweet, sweet guy. And so Jaren and Glenn and folks in my team have been working on this notion of data as labor or like they call it data dignity as well. And so the idea is that if you, again going back to this sort of industrial analogy, if you think about data as the raw material that is consumed by the machine of AI in order to do useful things, then like we're not doing a really great job right now in having transparent marketplaces for valuing those data contributions. So and we all make them explicitly like you go to LinkedIn, you sort of set up your profile on LinkedIn, like that's an explicit contribution. Like you know exactly the information that you're putting into the system. And like you put it there because you have some nominal notion of what value you're going to get in return. But it's like only nominal, like you don't know exactly what value you're getting in return. Like service is free, like it's low amount of perceived debt. And then you've got all this indirect contribution that you're making just by virtue of interacting with all of the technology that's in your daily life. And so like what Glenn and Jaren and this data dignity team are trying to do is like, can we figure out a set of mechanisms that let us value those data contributions so that you could create an economy and like a set of controls and incentives that would allow people to like maybe even in the limit, like earn part of their living through the data that they're creating. And like you can sort of see it in explicit ways. There are these companies like Scale AI, and like there are a whole bunch of them in China right now that are basically data labeling companies. So like you're doing supervised machine learning, you need lots and lots of label training data. And like those people who work for those companies are getting compensated for their data contributions into the system. And so. That's easier to put a number on their contribution because they're explicitly labeling data. Correct. But you're saying that we're all contributing data in different kinds of ways. And it's fascinating to start to explicitly try to put a number on it. Do you think that's possible? I don't know. It's hard. It really is. Because we don't have as much transparency as I think we need in like how the data is getting used. And it's super complicated. Like we, I think as technologists sort of appreciate like some of the subtlety there. It's like the data gets created and then it gets, it's not valuable. Like the data exhaust that you give off, or the explicit data that I am putting into the system isn't super valuable atomically. Like it's only valuable when you sort of aggregate it together into sort of large numbers. This is true even for these like folks who are getting compensated for like labeling things. Like for supervised machine learning now, like you need lots of labels to train a model that performs well. And so I think that's one of the challenges. It's like how do you sort of figure out like because this data is getting combined in so many ways like through these combinations like how the value is flowing. Yeah, that's fascinating. Yeah. And it's fascinating that you're thinking about this. And I wasn't even going into this conversation expecting the breadth of research really that Microsoft broadly is thinking about, you're thinking about at Microsoft. So if we go back to 89 when Microsoft released Office, or 1990 when they released Windows 3.0. In your view, I know you weren't there through its history, but how has the company changed in the 30 years since as you look at it now? The good thing is it's started off as a platform company. Like it's still a platform company, like the parts of the business that are thriving and most successful are those that are building platforms. Like the mission of the company now is, the mission's changed. It's like changed in a very interesting way. So back in 89, 90 like they were still on the original mission, which was like put a PC on every desk and in every home. And it was basically about democratizing access to this new personal computing technology, which when Bill started the company, integrated circuit microprocessors were a brand new thing. And people were building homebrew computers from kits, like the way people build ham radios right now. I think this is the interesting thing for folks who build platforms in general. Bill saw the opportunity there and what personal computers could do. And it was like, it was sort of a reach. Like you just sort of imagine like where things were when they started the company versus where things are now. Like in success, when you've democratized a platform, it just sort of vanishes into the platform. You don't pay attention to it anymore. Like operating systems aren't a thing anymore. Like they're super important, like completely critical. And like when you see one fail, like you just sort of understand. But like it's not a thing where you're not like waiting for the next operating system thing in the same way that you were in 1995, right? Like in 1995, like we had Rolling Stones on the stage with the Windows 95 rollout. Like it was like the biggest thing in the world. Everybody lined up for it the way that people used to line up for iPhone. But like, you know, eventually, and like this isn't necessarily a bad thing. Like it just sort of, you know, the success is that it's sort of, it becomes ubiquitous. It's like everywhere, like human beings, when their technology becomes ubiquitous, they just sort of start taking it for granted. So the mission now that Satya rearticulated five plus years ago now, when he took over as CEO of the company. Our mission is to empower every individual and every organization in the world to be more successful. And so, you know, again, like that's a platform mission. And like the way that we do it now is, is different. It's like we have a hyperscale cloud that people are building their applications on top of. Like we have a bunch of AI infrastructure that people are building their AI applications on top of. We have, you know, we have a productivity suite of software, like Microsoft Dynamics, which, you know, some people might not think is the sexiest thing in the world, but it's like helping people figure out how to automate all of their business processes and workflows and to help those businesses using it to grow and be more. So it's a much broader vision in a way now than it was back then. Like it was sort of very particular thing. And like now, like we live in this world where technology is so powerful and it's like such a basic fact of life that it both exists and is going to get better and better over time or at least more and more powerful over time. So like, you know, what you have to do as a platform player is just much bigger. Right. There's so many directions in which you can transform. You didn't mention mixed reality, too. You know, that's probably early days or it depends how you think of it. But if we think on a scale of centuries, it's the early days of mixed reality. Oh, for sure. And so with HoloLens, Microsoft is doing some really interesting work there. Do you touch that part of the effort? What's the thinking? Do you think of mixed reality as a platform, too? Oh, sure. When we look at what the platforms of the future could be, it's like fairly obvious that like AI is one. Like you don't have to, I mean, like that's, you know, you sort of say it to like someone and you know, like they get it. But like we also think of the like mixed reality and quantum as like these two interesting, you know, potentially. Quantum computing? Yeah. Okay. So let's get crazy then. So you're talking about some futuristic things here. Well, the mixed reality, Microsoft is really, it's not even futuristic, it's here. It is. It's incredible stuff. And look, and it's having an impact right now. Like one of the more interesting things that's happened with mixed reality over the past couple of years that I didn't clearly see is that it's become the computing device for folks who, for doing their work, who haven't used any computing device at all to do their work before. So technicians and service folks and people who are doing like machine maintenance on factory floors. So like they, you know, because they're mobile and like they're out in the world and they're working with their hands and, you know, sort of servicing these like very complicated things, they're, they don't use their mobile phone and like they don't carry a laptop with them and, you know, they're not tethered to a desk. And so mixed reality, like where it's getting traction right now, where HoloLens is selling a lot of units is for these sorts of applications for these workers. And it's become like, I mean, like the people love it. They're like, oh my God, like this is like for them, like the same sort of productivity boosts that, you know, like an office worker had when they got their first personal computer. Yeah, but you did mention it's certainly obvious AI as a platform, but can we dig into it a little bit? How does AI begin to infuse some of the products in Microsoft? So currently providing training of, for example, neural networks in the cloud or providing pre trained models or just even providing computing resources and whatever different inference that you wanna do using neural networks. How do you think of AI infusing as a platform that Microsoft can provide? Yeah, I mean, I think it's super interesting. It's like everywhere. And like we run these review meetings now where it's me and Satya and like members of Satya's leadership team and like a cross functional group of folks across the entire company who are working on like either AI infrastructure or like have some substantial part of their product work using AI in some significant way. Now, the important thing to understand is like when you think about like how the AI is gonna manifest in like an experience for something that's gonna make it better, like I think you don't want the AIness to be the first order thing. It's like whatever the product is and like the thing that is trying to help you do, like the AI just sort of makes it better. And this is a gross exaggeration, but like people get super excited about like where the AI is showing up in products and I'm like, do you get that excited about like where you're using a hash table like in your code? Like it's just another. It's just a tool. It's a very interesting programming tool, but it's sort of like it's an engineering tool. And so like it shows up everywhere. So like we've got dozens and dozens of features now in Office that are powered by like fairly sophisticated machine learning, our search engine wouldn't work at all if you took the machine learning out of it. The like increasingly things like content moderation on our Xbox and xCloud platform. When you mean moderation, you mean like the recommender is like showing what you wanna look at next. No, no, no, it's like anti bullying stuff. So the usual social network stuff that you have to deal with. Yeah, correct. But it's like really it's targeted, it's targeted towards a gaming audience. So it's like a very particular type of thing where the line between playful banter and like legitimate bullying is like a subtle one. And like you have to like, it's sort of tough. Like I have. I'd love to if we could dig into it because you're also, you led the engineering efforts of LinkedIn. And if we look at LinkedIn as a social network, and if we look at the Xbox gaming as the social components, the very different kinds of I imagine communication going on on the two platforms, right? And the line in terms of bullying and so on is different on the platforms. So how do you, I mean, it's such a fascinating philosophical discussion of where that line is. I don't think anyone knows the right answer. Twitter folks are under fire now, Jack at Twitter for trying to find that line. Nobody knows what that line is. But how do you try to find the line for trying to prevent abusive behavior and at the same time, let people be playful and joke around and that kind of thing? I think in a certain way, like if you have what I would call vertical social networks, it gets to be a little bit easier. So like if you have a clear notion of like what your social network should be used for, or like what you are designing a community around, then you don't have as many dimensions to your sort of content safety problem as you do in a general purpose platform. I mean, so like on LinkedIn, like the whole social network is about connecting people with opportunity, whether it's helping them find a job or to sort of find mentors or to sort of help them like find their next sales lead or to just sort of allow them to broadcast their sort of professional identity to their network of peers and collaborators and sort of professional community. Like that is, I mean, like in some ways, like that's very, very broad, but in other ways it's sort of, it's narrow. And so like you can build AI's like machine learning systems that are capable with those boundaries of making better automated decisions about like what is sort of inappropriate and offensive comment or dangerous comment or illegal content when you have some constraints. You know, same thing with like the gaming social network. So for instance, like it's about playing games, not having fun. And like the thing that you don't want to have happen on the platform is why bullying is such an important thing. Like bullying is not fun. So you want to do everything in your power to encourage that not to happen. And yeah, but I think it's sort of a tough problem in general and it's one where I think, you know, eventually we're going to have to have some sort of clarification from our policymakers about what it is that we should be doing, like where the lines are, because it's tough. Like you don't, like in democracy, right? Like you don't want, you want some sort of democratic involvement. Like people should have a say in like where the lines are drawn. Like you don't want a bunch of people making like unilateral decisions. And like we are in a state right now for some of these platforms where you actually do have to make unilateral decisions where the policymaking isn't going to happen fast enough in order to like prevent very bad things from happening. But like we need the policymaking side of that to catch up, I think, as quickly as possible because you want that whole process to be a democratic thing, not a, you know, not some sort of weird thing where you've got a non representative group of people making decisions that have, you know, like national and global impact. And it's fascinating because the digital space is different than the physical space in which nations and governments were established. And so what policy looks like globally, what bullying looks like globally, what's healthy communication looks like globally is an open question and we're all figuring it out together, which is fascinating. Yeah, I mean with, you know, sort of fake news, for instance. And... Deep fakes and fake news generated by humans? Yeah, so we can talk about deep fakes, like I think that is another like, you know, sort of very interesting level of complexity. But like if you think about just the written word, right? Like we have, you know, we invented papyrus, what, 3,000 years ago where we, you know, you could sort of put word on paper. And then 500 years ago, like we get the printing press, like where the word gets a little bit more ubiquitous. And then like you really, really didn't get ubiquitous printed word until the end of the 19th century when the offset press was invented. And then, you know, just sort of explodes and like, you know, the cross product of that and the Industrial Revolution's need for educated citizens resulted in like this rapid expansion of literacy and the rapid expansion of the word. But like we had 3,000 years up to that point to figure out like how to, you know, like what's journalism, what's editorial integrity, like what's, you know, what's scientific peer review. And so like you built all of this mechanism to like try to filter through all of the noise that the technology made possible to like, you know, sort of getting to something that society could cope with. And like, if you think about just the piece, the PC didn't exist 50 years ago. And so in like this span of, you know, like half a century, like we've gone from no digital, you know, no ubiquitous digital technology to like having a device that sits in your pocket where you can sort of say whatever is on your mind to like what did Mary have in her, Mary Meeker just released her new like slide deck last week. You know, we've got 50% penetration of the internet to the global population. Like there are like three and a half billion people who are connected now. So it's like, it's crazy, crazy, like inconceivable, like how fast all of this happened. So, you know, it's not surprising that we haven't figured out what to do yet, but like we gotta really like lean into this set of problems because like we basically have three millennia worth of work to do about how to deal with all of this and like probably what, you know, amounts to the next decade worth of time. So since we're on the topic of tough, you know, tough challenging problems, let's look at more on the tooling side in AI that Microsoft is looking at is face recognition software. So there's a lot of powerful positive use cases for face recognition, but there's some negative ones and we're seeing those in different governments in the world. So how do you, how does Microsoft think about the use of face recognition software as a platform in governments and companies? How do we strike an ethical balance here? Yeah, I think we've articulated a clear point of view. So Brad Smith wrote a blog post last fall, I believe that sort of like outlined like very specifically what, you know, what our point of view is there. And, you know, I think we believe that there are certain uses to which face recognition should not be put. And we believe again, that there's a need for regulation there. Like the government should like really come in and say that, you know, this is where the lines are. And like, we very much wanted to like figuring out where the lines are, should be a democratic process. But in the short term, like we've drawn some lines where, you know, we push back against uses of face recognition technology, you know, like the city of San Francisco, for instance, I think has completely outlawed any government agency from using face recognition tech. And like that may prove to be a little bit overly broad. But for like certain law enforcement things, like you really, I would personally rather be overly sort of cautious in terms of restricting use of it until like we have, you know, sort of defined a reasonable, you know, democratically determined regulatory framework for like where we could and should use it. And, you know, the other thing there is like, we've got a bunch of research that we're doing and a bunch of progress that we've made on bias there. And like, there are all sorts of like weird biases that these models can have, like all the way from like the most noteworthy one where, you know, you may have underrepresented minorities who are like underrepresented in the training data and then you start learning like strange things. But like there are even, you know, other weird things. Like we've, I think we've seen in the public research, like models can learn strange things, like all doctors are men, for instance, just, yeah. I mean, and so like, it really is a thing where it's very important for everybody who is working on these things before they push publish, they launch the experiment, they, you know, push the code to, you know, online, or they even publish the paper that they are at least starting to think about what some of the potential negative consequences are, some of this stuff. I mean, this is where, you know, like the deep fake stuff I find very worrisome just because there are going to be some very good beneficial uses of like GAN generated imagery. And funny enough, like one of the places where it's actually useful is we're using the technology right now to generate synthetic visual data for training some of the face recognition models to get rid of the bias. So like, that's one like super good use of the tech, but like, you know, it's getting good enough now where, you know, it's going to sort of challenge a normal human being's ability to, like now you're just sort of say, like it's very expensive for someone to fabricate a photorealistic fake video. And like GANs are going to make it fantastically cheap to fabricate a photorealistic fake video. And so like what you assume you can sort of trust is true versus like be skeptical about is about to change. And like, we're not ready for it, I don't think. The nature of truth, right. That's, it's also exciting because I think both you and I probably would agree that the way to solve, to take on that challenge is with technology, right? There's probably going to be ideas of ways to verify which kind of video is legitimate, which kind is not. So to me, that's an exciting possibility, most likely for just the comedic genius that the internet usually creates with these kinds of videos and hopefully will not result in any serious harm. Yeah, and it could be, you know, like I think we will have technology to, that may be able to detect whether or not something's fake or real. Although the fakes are pretty convincing, even like when you subject them to machine scrutiny. But, you know, we also have these increasingly interesting social networks, you know, that are under fire right now for some of the bad things that they do. Like one of the things you could choose to do with a social network is like you could, you could use crypto and the networks to like have content signed where you could have a like full chain of custody that accompanied every piece of content. So like when you're viewing something and like you want to ask yourself, like how much can I trust this? Like you can click something and like have a verified chain of custody that shows like, oh, this is coming from this source. And it's like signed by like someone whose identity I trust. Yeah, I think having that, you know, having that chain of custody, like being able to like say, oh, here's this video. Like it may or may not have been produced using some of this deepfake technology, but if you've got a verified chain of custody where you can sort of trace it all the way back to an identity and you can decide whether or not like I trust this identity. Like, oh no, this is really from the White House or like this is really from the, you know, the office of this particular presidential candidate or it's really from, you know, Jeff Wiener, CEO of LinkedIn or Satya Nadella, CEO of Microsoft. Like that might be like one way that you can solve some of the problems. So like that's not the super high tech. Like we've had all of this technology forever. And, but I think you're right. Like it has to be some sort of technological thing because the underlying tech that is used to create this is not going to do anything but get better over time and the genie is sort of out of the bottle. There's no stuffing it back in. And there's a social component, which I think is really healthy for a democracy where people will be skeptical about the thing they watch in general. So, you know, which is good. Skepticism in general is good for content. So deepfakes in that sense are creating a global skepticism about can they trust what they read. It encourages further research. I come from the Soviet Union where basically nobody trusted the media because you knew it was propaganda. And that kind of skepticism encouraged further research about ideas as opposed to just trusting any one source. Well, look, I think it's one of the reasons why the scientific method and our apparatus of modern science is so good. Like, because you don't have to trust anything. Like, the whole notion of modern science beyond the fact that this is a hypothesis and this is an experiment to test the hypothesis and this is a peer review process for scrutinizing published results. But stuff's also supposed to be reproducible. So you know it's been vetted by this process, but you also are expected to publish enough detail where if you are sufficiently skeptical of the thing, you can go try to reproduce it yourself. And like, I don't know what it is. Like, I think a lot of engineers are like this where like, you know, sort of this, like your brain is sort of wired for skepticism. Like, you don't just first order trust everything that you see and encounter. And like, you're sort of curious to understand, you know, the next thing. But like, I think it's an entirely healthy thing. And like, we need a little bit more of that right now. So I'm not a large business owner. So I'm just a huge fan of many of Microsoft products. I mean, I still, actually in terms of, I generate a lot of graphics and images and I still use PowerPoint to do that. It beats Illustrator for me. Even professional sort of, it's fascinating. So I wonder, what is the future of, let's say Windows and Office look like? Is, do you see it? I mean, I remember looking forward to XP. Was it exciting when XP was released? Just like you said, I don't remember when 95 was released. But XP for me was a big celebration. And when 10 came out, I was like, oh, okay. Well, it's nice. It's a nice improvement. So what do you see the future of these products? I think there's a bunch of excite. I mean, on the Office front, there's gonna be this like increasing productivity wins that are coming out of some of these AI powered features that are coming. Like the products will sort of get smarter and smarter in like a very subtle way. Like there's not gonna be this big bang moment where like Clippy is gonna reemerge and it's gonna be. Wait a minute. Okay, we'll have to wait, wait, wait. Is Clippy coming back? But quite seriously, so injection of AI. There's not much, or at least I'm not familiar, sort of assistive type of stuff going on inside the Office products. Like a Clippy style assistant, personal assistant. Do you think that there's a possibility of that in the future? So I think there are a bunch of like very small ways in which like machine learning powered assistive things are in the product right now. So there are a bunch of interesting things. Like the auto response stuff's getting better and better. And it's like getting to the point where it can auto respond with like, okay, this person's clearly trying to schedule a meeting. So it looks at your calendar and it automatically like tries to find like a time and a space that's mutually interesting. Like we have this notion of Microsoft search at a Microsoft search where it's like not just web search, but it's like search across like all of your information that's sitting inside of like your Office 365 tenant and like potentially in other products. And like we have this thing called the Microsoft Graph that is basically an API federator that sort of like gets you hooked up across the entire breadth of like all of the, like what were information silos before they got woven together with the graph. Like that is like getting increasing, with increasing effectiveness, sort of plumbed into some of these auto response things where you're gonna be able to see the system like automatically retrieve information for you. Like if, you know, like I frequently send out, you know, emails to folks where like I can't find a paper or a document or whatnot. There's no reason why the system won't be able to do that for you. And like, I think the, it's building towards like having things that look more like, like a fully integrated, you know, assistant, but like you'll have a bunch of steps that you will see before you, like it will not be this like big bang thing where like Clippy comes back and you've got this like, you know, manifestation of, you know, like a fully, fully powered assistant. So I think that's, that's definitely coming in, like all of the, you know, collaboration, coauthoring stuff's getting better. You know, it's like really interesting. Like if you look at how we use the Office product portfolio at Microsoft, like more and more of it is happening inside of like Teams as a canvas. And like, it's this thing where, you know, you've got collaboration is like at the center of the product and like we built some like really cool stuff that's some of, which is about to be open source that are sort of framework level things for doing, for doing coauthoring. That's awesome. So in, is there a cloud component to that? So on the web, or is it, and forgive me if I don't already know this, but with Office 365, we still, the collaboration we do if we're doing Word, we still send the file around. No, no. So this is. We're already a little bit better than that. A little bit better than that and like, you know, so like the fact that you're unaware of it means we've got a better job to do, like helping you discover, discover this stuff. But yeah, I mean, it's already like got a huge, huge cloud component. And like part of, you know, part of this framework stuff, I think we're calling it, like I, like we've been working on it for a couple of years. So like, I know the internal code name for it, but I think when we launched it to build, it's called the Fluid Framework. And, but like what Fluid lets you do is like, you can go into a conversation that you're having in Teams and like reference like part of a spreadsheet that you're working on where somebody's like sitting in the Excel canvas, like working on the spreadsheet with a, you know, chart or whatnot, and like you can sort of embed like part of the spreadsheet in the Teams conversation where like you can dynamically update it and like all of the changes that you're making to the, to this object are like, you know, coordinate and everything is sort of updating in real time. So like you can be in whatever canvas is most convenient for you to get your work done. So I, out of my own sort of curiosity as an engineer, I know what it's like to sort of lead a team of 10, 15 engineers. Microsoft has, I don't know what the numbers are, maybe 50, maybe 60,000 engineers, maybe 40. I don't know exactly what the number is, it's a lot. It's tens of thousands. Right, so it's more than 10 or 15. What, I mean, you've led different sizes, mostly large size of engineers. What does it take to lead such a large group into a continue innovation, continue being highly productive and yet develop all kinds of new ideas and yet maintain, like what does it take to lead such a large group of brilliant people? I think the thing that you learn as you manage larger and larger scale is that there are three things that are like very, very important for big engineering teams. Like one is like having some sort of forethought about what it is that you're gonna be building over large periods of time. Like not exactly, like you don't need to know that like, you know, I'm putting all my chips on this one product and like this is gonna be the thing, but like it's useful to know like what sort of capabilities you think you're going to need to have to build the products of the future. And then like invest in that infrastructure, like whether, and like I'm not just talking about storage systems or cloud APIs, it's also like what does your development process look like? What tools do you want? Like what culture do you want to build around? Like how you're, you know, sort of collaborating together to like make complicated technical things. And so like having an opinion and investing in that is like, it just gets more and more important. And like the sooner you can get a concrete set of opinions, like the better you're going to be. Like you can wing it for a while at small scales, like, you know, when you start a company, like you don't have to be like super specific about it, but like the biggest miseries that I've ever seen as an engineering leader are in places where you didn't have a clear enough opinion about those things soon enough. And then you just sort of go create a bunch of technical debt and like culture debt that is excruciatingly painful to clean up. So like, that's one bundle of things. Like the other, you know, another bundle of things is like, it's just really, really important to like have a clear mission that's not just some cute crap you say because like you think you should have a mission, but like something that clarifies for people like where it is that you're headed together. Like, I know it's like probably like a little bit too popular right now, but Yuval Harari's book, Sapiens, one of the central ideas in his book is that like storytelling is like the quintessential thing for coordinating the activities of large groups of people. Like once you get past Dunbar's number, and like I've really, really seen that just managing engineering teams. Like you can just brute force things when you're less than 120, 150 folks where you can sort of know and trust and understand what the dynamics are between all the people, but like past that, like things just sort of start to catastrophically fail if you don't have some sort of set of shared goals that you're marching towards. And so like, even though it sounds touchy feely and you know, like a bunch of technical people will sort of balk at the idea that like, you need to like have a clear, like the missions, like very, very, very important. You're always right, right? Stories, that's how our society, that's the fabric that connects us, all of us is these powerful stories. And that works for companies too, right? It works for everything. Like, I mean, even down to like, you know, you sort of really think about it, like our currency, for instance, is a story. Our constitution is a story. Our laws are stories. I mean, like we believe very, very, very strongly in them. And thank God we do. But like they are, they're just abstract things. Like they're just words. Like if we don't believe in them, they're nothing. And in some sense, those stories are platforms and the kinds, some of which Microsoft is creating, right? They have platforms on which we define the future. So last question, what do you, let's get philosophical maybe, bigger than even Microsoft, what do you think the next 20, 30 plus years looks like for computing, for technology, for devices? Do you have crazy ideas about the future of the world? Yeah, look, I think we, you know, we're entering this time where we've got, we have technology that is progressing at the fastest rate that it ever has. And you've got, you've got some really big social problems, like society scale problems that we have to tackle. And so, you know, I think we're going to rise to the challenge and like figure out how to intersect like all of the power of this technology with all of the big challenges that are facing us, whether it's, you know, global warming, whether it's like the biggest remainder of the population boom is in Africa for the next 50 years or so. And like global warming is going to make it increasingly difficult to feed the global population in particular, like in this place where you're going to have like the biggest population boom. I think we, you know, like AI is going to, like if we push it in the right direction, like it can do like incredible things to empower all of us to achieve our full potential and to, you know, like live better lives. But like that also means focus on like some super important things. Like how can you apply it to healthcare to make sure that, you know, like our quality and cost of and sort of ubiquity of health coverage is better and better over time. Like that's more and more important every day is like in the United States and like the rest of the industrialized world, so Western Europe, China, Japan, Korea, like you've got this population bubble of like aging, working, you know, working age folks who are, you know, at some point over the next 20, 30 years, they're going to be largely retired. And like you're going to have more retired people than working age people. And then like you've got, you know, sort of natural questions about who's going to take care of all the old folks and who's going to do all the work. And the answers to like all of these sorts of questions, like where you're sort of running into, you know, like constraints of the, you know, the world and of society has always been like what tech is going to like help us get around this? Like when I was a kid in the 70s and 80s, like we talked all the time about like population boom, population boom, like we're going to, like we're not going to be able to like feed the planet. And like we were like right in the middle of the Green Revolution where like this massive technology driven increase in crop productivity like worldwide. And like some of that was like taking some of the things that we knew in the West and like getting them distributed to the, you know, to the developing world. And like part of it were things like, you know, just smarter biology like helping us increase. And like we don't talk about like overpopulation anymore because like we can more or less, we sort of figured out how to feed the world. Like that's a technology story. And so like I'm super, super hopeful about the future and in the ways where we will be able to apply technology to solve some of these super challenging problems. Like I've, like one of the things that I'm trying to spend my time doing right now is trying to get everybody else to be hopeful as well because, you know, back to Harare, like we are the stories that we tell. Like if we, you know, if we get overly pessimistic right now about like the potential future of technology, like we, you know, like we may fail to get all of the things in place that we need to like have our best possible future. And that kind of hopeful optimism, I'm glad that you have it because you're leading large groups of engineers that are actually defining, that are writing that story, that are helping build that future, which is super exciting. And I agree with everything you said except I do hope Clippy comes back. We miss him. I speak for the people. So, Galen, thank you so much for talking to me. Thank you so much for having me. It was a pleasure.

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