How 80,000 companies build with AI: products as organisms, the death of org charts, and why agents will outnumber employees by 2026 | Asha Sharma (CVP of AI Platform at Microsoft)

**Lenny Rachitsky** (0:00)
You said that we're just starting to scratch the surface of what an agentic society actually looks like.

**Asha Sharma** (0:04)
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** (0:23)
We were chatting about this concept you have that we're moving from product as artifact to product as organism.

**Asha Sharma** (0:29)
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** (0:45)
Planning right now is just crazy. How does anyone plan a roadmap when there's just like, okay, GPT-5 is out?

**Asha Sharma** (0:50)
We think about it as what season are we in? Season 1 might have been prototyping of AI and then it was all around models and reasoning models and now it's the advent of agents.

**Lenny Rachitsky** (1:03)
Today, my guest is Asha Sharma, Asha's 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. Asha is 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 doesn't work for companies that are building large scale AI products. In our conversation, Asha shares a bunch of trends and predictions that she's seeing that I haven't heard anyone else talk about. Why we're moving from a product-as-artifact to product-as-organism world, why GUIs are being replaced by code-native interfaces, why post-training is the new pre-training, the coming agentic society, what it takes to be a successful builder today and going forward, and also her single biggest leadership lesson that she learned from Satya, who she works closely with. If you enjoyed this podcast, don't forget to subscribe and follow it in your favorite podcasting app or YouTube. Also, if you become an annual subscriber of my newsletter, you get a year free of 15 incredible products, including Lovable, Replit, Bold, N8n, Linear, Superhuman, Descript, Whisperflow, Gamma, Perplexity, Warp, Granola, Magic Patterns, Raycast, Chappierd and Mobbin. Check it out at lennysnewsletter.com and click Product Pass. With that, I bring you Asha Sharma. This episode is brought to you by Interpret. Interpret is a customer intelligence platform used by leading CXN product orgs like Canva, Notion, Perplexity, Strava, Hinge and Linear to leverage the voice of the customer and build best-in-class products. Interpret unifies all customer conversations in real-time from Gong recordings to Zendesk tickets to Twitter threads and makes it available for your team for analysis and for action. What makes Interpret unique is its ability to build and update a customer-specific knowledge graph that provides the most granular and accurate categorization of all customer feedback and connects that customer feedback to critical metrics like revenue and CSAT. If modernizing your voice-of-customer program to a generational upgrade is a 2025 priority, like customer-centric industry leaders like Canva, Notion, Proplexity, and Linear, reach out to the team at interpret.com/lenny. That's enterpret.com/lenny. Today's episode is brought to you by DX, the developer intelligence platform designed by leading researchers to thrive in the AI era. Organizations need to adapt quickly, but many organization leaders struggle to answer pressing questions like which tools are working? How are they being used? What's actually driving value? DX provides the data and insights that leaders need to navigate this shift. With DX, companies like Dropbox, booking.com, Adyen, and Intercom get a deep understanding of how AI is providing value to their developers and what impact AI is having on engineering productivity. To learn more, visit DX's website at getdx.com/lenny. That's getdx.com/lenny.
Asha, thank you so much for being here and welcome to the podcast.

**Asha Sharma** (4:25)
Thanks for having me.

**Lenny Rachitsky** (4:26)
I want to start with something that we were chatting about before this that I've never heard about as a concept that I think is going to be really helpful for people to think about, which is this concept you have that we're moving from product as artifact to product as organism. Talk about what that means and what people need to understand here.