How 80,000 companies build with AI: products as organisms, the death of org charts, and why agents will outnumber employees by 2026 | Asha Sharma (CVP of AI Platform at Microsoft)

You said that we're just starting to scratch the surface of what an agentic society actually looks like. We're approaching this world in which the marginal cost of the good output is approaching zero. We're going to see exponential demand for productivity and output. The way that you scale to that is with agents. When all of that happens, the orchard Starts to become the work chart. You just don't need as many layers. We were chatting about this concept you have that we're moving from product as artifact to product as organism. Because these models are so effective at this point. You want to start to tune them to certain types of outcomes. All of a sudden, these are these living organisms that just get better with the more interactions that happen. And I think this is the new IP of every single company. Products that think and live and learn. Planning right now is just crazy. How does anyone plan a roadmap when there's just like okay, GPT five's out We think about it as what season? Than are we in. Season one might have been prototyping of AI, and then it was all around models and reasoning models, and now it's the advent of agents. Today my guest is Asha Sharma.

Osha's chief vice president of product for Microsoft's AI platform. Where she oversees their AI infrastructure. Foundation models and agent tool chains. while also leading applied engineering, responsible AI, and growth for the core AI division. She was previously COO at Instacart.

And VPR product at Meta, where she ran messenger, Instagram direct, messenger kids, and remote presence. She also sits on the boards of the Home Depot and Kupang. And she's a second degree black belt in Taekwondo. Osha has a really unique and rare role that allows her to see more than most anyone else in the world where things are heading with AI and what works and doesn't work for companies that are building large scale AI products. In our conversation, Osha shares a bunch of trends and predictions that she's seeing that I haven't heard anyone else talk about.

We already have this episode, so unlocking it is cheap and permanent: the full transcript, segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

10 free credits is 10 episodes like this one a month. Episodes nobody has transcribed yet cost their length in hours, because we have to actually transcribe them.