Скачать или смотреть The Companies That Figure This Out Will Lead.

When S. Somasegar Somasegar sat down with Jay Parikh, EVP of Core AI at Microsoft, at Madrona's IA Summit earlier this month, one phrase stuck with him:

“In two years, the companies that have figured this out will look entirely different.”

Jay wasn’t talking about a new productivity tool. He was talking about a complete rewiring of how software gets made. Microsoft calls it the "Agent Factory," where foundation models, research breakthroughs, and production systems come together to produce intelligent capabilities instead of just code.

The more they talked, the more it became clear: Every startup will need its own version of this Agent Factory to compete in the reasoning era. This isn’t just Microsoft’s transformation. It’s a blueprint for what’s coming for every builder.