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Satya Nadella：智能体市场规模或比云计算大几个数量级
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微软 CEO 亲口说 Agent 市场会比云计算还大几个数量级，他把服务器和云的类比讲得很清楚，值得听听他怎么算这笔账。
Satya Nadella 在 Sources Podcast 访谈中称，智能体市场可能是比云计算大几个数量级的机会。他以微软服务器业务为例：90 年代到 2000 年代服务器业务已很健康，而云计算因消耗量更大，规模高出几个数量级。他认为 Agent 时代带来的 TAM 扩张将是史上最大的一次。
原文 · rohanpaul_ai
Satya Nadella: The agent market could be orders of magnitude bigger than cloud.
"We build platforms that people find valuable and as long as we do that in fact this is probably the biggest TAM expansion ever.
our server business was a very healthy business throughout the '9s and the 2000s the cloud business was orders of magnitude bigger because people consumed more. I think the Agent era will be even bigger than the cloud by orders of magnitude."
---- From "Sources Podcast and Alex Heath (@alexeheath)" YouTube channel, (link in comment)
