Independent thinking for complex markets and current events
Ackman views $MSFT as having an “impossible to disrupt” position in enterprise software. The base Microsoft 365 package has 450M users at a very low cost per seat, roughly $200 per customer. It would be nearly impossible for an enterprise to replace these various components with 3P vendors, even at twice the price. Microsoft Copilot …
https://hugh.cdn.rumble.cloud/video/fwe2/36/s8/2/U/f/5/u/Uf5uA.caa.mp4 THIS is the terrifying moment a private jet skids across a runway and explodes into a huge fireball with two people killed in the blast. The aircraft was reportedly attempting an emergency landing after a serious mechanical issue mid-flight but as it touched down at an airport it quickly burst into flames. Footage shows …
AI is supposed to save money… but in some cases is doing the exact opposite. Nvidia VP: “For months our AI costs have been higher than human salaries.” Startups now flexing about their massive token bills like it’s a status symbol.pic.twitter.com/CCewvsIeQ3 — Mario Nawfal (@MarioNawfal) May 25, 2026 Microsoft, $MSFT, has started canceling Claude Code …
Microsoft Copilot rolling out to 743,000 Accenture employeesSounds big, but still inside a slow enterprise monetization story Only ~3% of 450M Microsoft 365 enterprise users pay $30/month for CopilotThat gap is the real issue, not distribution scale Microsoft shares down ~12% this yearOne of its sharpest drawdowns since the 2008 period Market concern is not …
Last quarter I rolled out Microsoft Copilot to 4,000 employees. $30 per seat per month. $1.4 million annually. I called it “digital transformation.” The board loved that phrase. They approved it in eleven minutes. No one asked what it would actually do. Including me. I told everyone it would “10x productivity.” That’s not a real …
Certain Windows 365 Copilot users now have access to a new feature in Excel that lets you use Microsoft’s Copilot AI to generate formulas, but you might want to be careful how you use it. Microsoft is already warning users that the AI might not always be accurate. The new “COPILOT” function allows you to …
Microsoft (MSFT) on Monday announced that it is launching a paid version of its generative AI-powered Copilot platform for consumers. The option, called Copilot Pro, will cost $20 per month per user, and give users access to a number of additional capabilities including access to the latest AI models and improved AI image generation via …