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How AI changes the math for startups, according to a Microsoft VP

Read the full articleHow AI changes the math for startups, according to a Microsoft VP on TechCrunch

What Happened

Amanda Silver is a corporate vice president at Microsoft’s CoreAI division, where she works on tools for deploying apps and agentic systems within enterprises.

Our Take

Amanda Silver's team at CoreAI isn't making chatbots. They're solving the actual problem: how do enterprises deploy agentic systems across legacy stack? (Salesforce, SAP, your 1997 mainframe.)

That's where real AI startups win — not by competing with OpenAI, but by being the integration layer your company actually needs.

The math changes because you're not selling SMBs a ChatGPT seat; you're selling enterprises a way to automate $2M of headcount with APIs that talk to their systems. That's defensible. That's big.

What To Do

Build your AI startup as an orchestration layer for existing enterprise tools, not as a standalone product that competes with the stack already running.

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