---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41870415.md"
description: "$Microsoft(MSFT.US) Nadella published a lengthy article, the core idea of which is that "in the AI era, corporate competition is not about choosing the best model, but about whether one can establish a sustainable, compounding learning loop." That is to say, can you replace the general-purpose model while preserving the organization's unique accumulated learning?For enterprise AI operating systems, selling the loop is better than selling tokens.After reading the whole article, my feeling is, isn't this exactly the value that PLTR has been creating all along?$Palantir Tech(PLTR.US)"
datetime: "2026-06-15T08:50:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41870415.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41870415.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41870415.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# $Microsoft(MSFT.US) Nadella published a lengthy ar…


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## Comments (17)

- **吉姆哈克的交易员 · 2026-06-16T08:45:27.000Z · 👍 4**: From prompt engineering, vibe coding, harness engineering, to the current loop engineering, the core of the entire agent runtime is doing just one thing: replicating the old path of operating systems moving from monolithic kernels to microkernels.The lesson from operating system development is simpl
  - **吉姆哈克的交易员** (2026-06-16T08:46:29.000Z): Of course, I'm still bullish on PLTR. With their accumulated experience, they're bound to be ahead of everyone else.
  - **财财财** (2026-06-16T09:44:45.000Z): As for Microsoft, how is their experience?
  - **吉姆哈克的交易员** (2026-06-16T10:18:01.000Z): Don't know, there should be products coming out later, we'll talk after experiencing them.
- **半山外賣仔 · 2026-06-15T10:28:19.000Z · 👍 1**: It's estimated that software applications will only start catching up after one of the AI companies goes public.
- **小果果の懒惰交易员 · 2026-06-15T09:43:19.000Z · 👍 2**: Agreed. I work in the software industry myself. From the beginning of harnessing, I realized that deploying a model into a specific business requires establishing constraints and pipeline-izing it. It's not just software; pain points in many industries and fields can be abstracted into processes. PL
- **WEI要加油 · 2026-06-15T09:15:12.000Z · 👍 2**: After reading this, I realized that this is exactly what PLTR has been doing? Helping enterprises promote the model operation layer to connect all enterprise data.
- **财财财 · 2026-06-15T09:03:03.000Z · 👍 1**: I looked at StockPro's views on PLTR. Why did they say a few days ago that software stocks were picking up coins in front of a steamroller, and then say PLTR is going to reach a trillion-dollar market cap? It seems a bit contradictory. I wonder if StockPro can clarify this 😂
  - **lyhalfway** (2026-06-15T09:05:49.000Z): In the short term, it's the major trend since the beginning of this year where institutions are chasing storage and shorting software, but in the long term, I believe software and hardware will rise i
  - **财财财** (2026-06-15T09:31:01.000Z): Oh, thanks, StockPro. Then I'll hold the underlying stock long-term and won't be affected 😂
- **LuckyBoy · 2026-06-15T08:55:58.000Z**: Is there still a chance to hit a new high this year? What do you think, uncle? 😂
  - **lyhalfway** (2026-06-15T08:57:17.000Z): Microsoft doesn't know, I'll get PLTR to a trillion-dollar market cap, so I don't care about these fluctuations.
- **财财财 · 2026-06-15T08:53:35.000Z**: As a result, the share price of these two has plummeted too sharply, and the market simply isn't buying it.
  - **lyhalfway** (2026-06-15T08:54:31.000Z): Extend the time horizon and take another look
- **AngerBird · 2026-06-15T08:53:04.000Z**: Watched it last night too… very interesting
  - **lyhalfway** (2026-06-15T08:55:16.000Z): Well, token is the tool, loop is the soul.