I absolutely agree that there really is this 10x opportunity for companies to be $40 trillion in market cap and beyond—perhaps Nvidia, Googl…

I absolutely agree that there really is this 10x opportunity for companies to be 40 trillion in market cap and beyond—perhaps Nvidia, Google, and beyond. Really fascinating to consider what that could end up looking like. Really curious what your view is on what those companies may end up looking like, and if it's all fundamentally about being recursively self-improving, then what the natural kind of world looks like in that regard for there being separate companies, even while the frontier model intelligence keeps getting pressed forward. In this regard, I thought that the latest No Priors and Latent Space episode @saranormous @eladgil @swyx with Microsoft CEO Satya Nadella @satyanadella was super interesting, including Nadella talking about how basically companies need to have access to frontier intelligence and have a path to hill climb whatever their business is in order to have actual terminal value that isn't zero. And so in that sense, it's framed as, well, this is a necessity to happen rather than just an inevitability. Even NVIDIA and the chief scientist session with the chief scientist of Google spoke at Nvidia GTC 2026 about the different agents that are needed to build out new kinds of chips. And even today, Anthropic talked about the self-improving loop that they are identifying for AI research. To close it out, Satya had mentioned in that same episode in the last day or two that Kevin Scott's @kevin_scott point about not just asking about what was hard that is now easy, but what is impossible that is now possible. It would be awesome if you were to write an essay about what that kind of thing looks like. In fact, that might even be a good prompt to ask for, say, the top 50 companies in public markets and top 50 private companies, what is impossible in those businesses that becomes possible and how well positioned is that business versus, say, the next best alternative competitor, or which may include a completely new company. 1/ 🔥 @NoPriorsPod x @LatentSpacePod chat with @SatyaNadella at @Microsoft Build. He has the sharpest mental models of any public company CEO I've interviewed. MSFT is at its heart still a tools company! Big focus on agentic coding, harness & AI evals. Takeaways:👇

Source: Swyx (X) | 2026-06-05