20VC: Microsoft CTO on Where Value Accrues in an AI World | Why Scaling Laws are BS | An Evaluation of Deepseek and How We Underestimate the Chinese | The Future of Software Development and The Future of Agents with Kevin Scott

Kevin Scott is the CTO of Microsoft, where he leads the company’s AI and technology strategy at global scale and played a pivotal role in Microsoft’s partnership with OpenAI. Prior to Microsoft, Kevin spent six years at Linkedin as SVP of Engineering. Kevin has also enjoyed advisory positions with Pinterest, Box, Code.org and more. 

In Today’s Episode We Discuss:

04:10 Where is Enduring Value in a World of AI

10:53 Why Scaling Laws are BS

12:26 What is the Bottleneck Today: Data, Compute or Algorithms

15:38: In 10 Years Time: What % of Data Usage will be Synthetic

20:04 How Will AI Agents Evolve Over the Next Five Years

23:34: Deepseek Evalution: Do We Underestimate China

28:34 The Future of Software Development

31:53 The Thing That Most Excites Me in AI is Tech Debt

35:01 Leadership Lessons from Satya Nadella

41:13 Quickfire Round