The tech industry needs to move “beyond the arguments of slop vs sophistication” and develop a new “theory of the mind” that accounts for humans now equipped with “cognitive amplifier tools,” Microsoft CEO Satya Nadella wrote in a year-end reflection blog. The post frames 2026 as yet another “pivotal year for AI” — but one that “feels different in a few notable ways.” Nadella claims the industry has moved past the initial discovery phase and is now “beginning to distinguish between ‘spectacle’ and ‘substance.'” He argues for evolving beyond Steve Jobs’ famous “bicycles for the mind” framing, positioning AI instead as “scaffolding” for human potential rather than a substitute.
“We will evolve from models to systems when it comes to deploying AI for real world impact,” Nadella writes, adding that these systems must consider their societal impact on people and the planet. “For AI to have societal permission it must have real world eval impact.”
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