💡

InsightHunt

Hunt the Insights

A

Asha Sharma

Episode #26

Corporate Vice President of Product, AI Platform

Microsoft

🎯Product Strategy

📝Full Transcript

10,487 words
Lenny Rachitsky (00:00): He said that we're just starting to scratch the surface of what an agentic society actually looks like. Asha Sharma (00:04): We're approaching this world in which the marginal cost of the good output is approaching zero. We're going to see exponential demand for productivity and outputs. The way that you scale to that is with agents. When all of that happens, the org chart starts to become the work chart. You just don't need as many layers. Lenny Rachitsky (00:23): We were chatting about this concept you have that we're moving from product as artifact to product as organism. Asha Sharma (00:29): Because these models are so effective at this point, you want to start to tune them to certain types of outcomes. All of a sudden, these are these living organisms that just get better with the more interactions that happen. I think this is the new IP of every single company products that think and live and learn. Lenny Rachitsky (00:45): Planning right now is just crazy. How does anyone plan a roadmap when there's just like, "Okay, GPT-5 is out." Asha Sharma (00:50): We think about it as what season are we in? Season one might've been prototyping of AI and then it was all around models and reasoning models, and now it's the advent of agents. Lenny Rachitsky (01:03): Today, my guest is Asha Sharma. Asha is Chief Vice President of Product for Microsoft's AI platform where she oversees their AI infrastructure, foundation models and agent tool chains, while also leading applied engineering, responsible AI and growth for the core AI division. She was previously COO at Instacart and VPR product at Meta where she ran Messenger, Instagram Direct, Messenger Kids and Remote Presence. She also sits on the boards of the Home Depot and Coupang, and she's a second degree black belt in Taekwondo. (01:32): Asha has a really unique and rare role that allows her to see more than most anyone else in the world, where things are heading with AI and what works and...

📚Methodologies (3)

🎯 Product Strategy

A planning framework designed for the high-velocity AI era where traditional annual or rigid roadmaps fail. It replaces fixed timelines with 'Seasons' defined by secular industry changes, allowing for agility while maintaining a north star.

Core Principles

  • 1.Identify the 'Season' based on secular changes (e.g., 'Season of Agents').
  • 2.Set loose quarterly OKRs to directionalize the team.
  • 3.Execute in 4-6 week squad-based goals.
  • +1 more...

"We think about it as what season are we in? ... I feel like you have to actually build for the slope instead of the snapshot."

#seasonal#planning#protocol
View Deep Dive →
🎯 Product Strategy

A shift from treating product as a static 'artifact' to a living 'organism' that improves with usage. The core mechanism is a metabolism that ingests data and digests rewards to autonomously improve outcomes.

Core Principles

  • 1.Treat the product as a living entity, not a shipped artifact.
  • 2.Design the 'metabolism': the rate at which the product ingests data.
  • 3.Implement a rewards model (RLHF/Fine-tuning) to steer outcomes.
  • +1 more...

"The whole KPI is what is the metabolism of a product team to be able to ingest data and then digest the rewards model and then create some sort of outcome."

#organism#conversion#strategy
View Deep Dive →
🎯 Product Strategy

A hierarchy of platform value that prioritizes 'invisible work' (infrastructure) over visible features. Successful platforms win on reliability and trust before winning on bells and whistles.

Core Principles

  • 1.Base Layer: The 'Invisible Work' (Reliability, Privacy, Safety, Data Residency).
  • 2.Middle Layer: Optimization & Matching (The engine that connects supply/demand or inputs/outputs).
  • 3.Top Layer: Features & Pixels (The visible UI elements).
  • +1 more...

"It's often in the invisible work or not the pixels that actually drives that... WhatsApp didn't win because it had stickers... it won on reliability and privacy."

#platform#fundamentals#pyramid
View Deep Dive →