Scott: AI's economic value will accrue to products, not infrastructure
Kevin Scott · Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings · Mar 31, 2025 · at 5:22
Kevin Scott is the CTO of Microsoft. He addresses where economic value will accrue across the software, model, and compute hardware stack.
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“But most of the value has to be in the products. Like, you know, we don't build infrastructure just for the sake of infrastructure. Like we build infrastructure so people can make product.”
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