Philippe Fimmers

Hit me up!

[Rohan Paul @rohanpaul_ai]

Microsoft CEO Satya Nadella's new interivew: Explains how the next AI moat will not be the model you use, but the learning loop only your company can run.

He is really asking what happens to the firm when intelligence becomes something you can rent.

For a century, companies protected value through people, processes, data, routines, customer memory, and the tacit knowledge buried in daily operations.

Foundation models threaten to flatten that advantage because the same general intelligence can be used by everyone.

Nadella’s answer is that firms need their own “hill climbing machine,” a private loop where models learn from company-specific tasks, traces, evaluations, and outcomes.

That means the real asset is not just the model.

The asset is the environment that keeps improving the model in ways competitors cannot copy.

Private evals become strategic memory.

Workflow traces become training signal.

Human judgment becomes a way to steer compounding, not just correct mistakes.

This also reframes AI adoption: a company that only consumes a foundation model may gain productivity, but it may leak the deeper value of its operating knowledge.

A company that builds a disciplined learning loop can turn everyday work into accumulating IP.

The future firm may therefore be measured by how well it converts its unique activity into durable model improvement.

The frontier will not belong only to whoever owns the largest model.

It will belong to whoever owns the best loop.

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From "Stanford Online" YouTube channel, (link in comment)

[Philippe Fimmers @phfimmers]

"I have been using GitHub Copilot. My weekends have changed and have been much more fun." Dixit Nadella 😳 he's a coder.
https://t.co/XmSldNcuLY.

[Philippe Fimmers @phfimmers]

I've joined a wait-list for an EU AI company! @hcompany_ai

[Philippe Fimmers @phfimmers]

Looking forward to a more ambitious hardware roadmap from Amazon
https://t.co/GpPpqEBX7e

[Philippe Fimmers @phfimmers]

Uber’s CEO Started Driving for Uber and kept a Google Doc of issues with the App with screenshots. Means so much to me https://t.co/g5gn2c8d6U

[Philippe Fimmers @phfimmers]

Smart Occupancy Sensor Knows All (via @Pocket)
https://t.co/stkpcOR7Vm - something to turn off AV gear with

[Philippe Fimmers @phfimmers]

LAN iSilencer Audiophile Ethernet Dongle Claims to 'Quiet Your Network' (via @Pocket) - call me before you buy this
https://t.co/89LWQWYzJg

[Morten Just @mortenjust]

hey gpt4, make me an iPhone app that recommends 5 new movies every day + trailers + where to watch.

My ambitions grew as we went along 👇

[Philippe Fimmers @phfimmers]

The Coca-Cola phone is a real thing, and absolutely stunning | Digital Trends https://t.co/0W9u31miPw -
Refreshing

[Philippe Fimmers @phfimmers]

https://t.co/y9uErLMbs0 - integrating features without compromising them, appropriate award

[Philippe Fimmers @phfimmers]

https://t.co/PN7eu6Evd4 - how nice

[Philippe Fimmers @phfimmers]

I’m in the Top 5%! I read more than 198k words in Pocket this year. #MyYearInPocket

[Philippe Fimmers @phfimmers]

Remember seeing the tall one with some of its engineers. A proud group. Maybe too much ahead of its time https://t.co/kdQpx0JAGA via @Inoreader

[Philippe Fimmers @phfimmers]

This is a nice story to tell pospects - go Rakuten Symphony! https://t.co/zddaFDaNhV

[Philippe Fimmers @phfimmers]

AI is a timemachine - nice read - https://t.co/CPC3oEPkIo

[Philippe Fimmers @phfimmers]

Sensing the fierceness below the banter? Russell is the deal too https://t.co/oLWenAZTUr

[Philippe Fimmers @phfimmers]

Valve’s Steam Deck makes a brilliant case against walled gardens
https://t.co/hOg9HUJsZd - ok but it's an attractive proposition to be open when you anyway build on an existing platform

[Philippe Fimmers @phfimmers]

Apple ceding control of UI hmm, first TVs now cars - https://t.co/OBIn0CZX6p via @Verge

[Philippe Fimmers @phfimmers]

I've got this feeling that disruption might be coming to carriers. https://t.co/rO2BOyHa2N

[Philippe Fimmers @phfimmers]

Kanye & his STEM player... could be onto something here... https://t.co/zwSrKVouzZ