Copilot

“Now the leading coding harness was Copilot by like a mile, right? This was like the consensus thing.”

“Step one was give everybody co-pilot, and that didn't work too well, because it's kind of, or Claude or ChatGPT, because it's kind of like being in 1997 and giving everybody a web browser. Okay, this is the future, but it's not, that's not, what was the produc…”

“Copilot is rather like Watson. It's a brand name that represents an, that represents every single PM at Microsoft had to add an AI feature as part of their quarterly goals. And so every, every third button at Microsoft And every Microsoft product is purple and…”

“Microsoft is now emerging its consumer and enterprise co-pilot apps. Into a new unified app that will feature AI coding tools and new AI agents that customers would need to pay extra for.”

“Claude for Excel. Is better than Copilot by, not by a little, by a lot.”

“The interesting thing is that where I have sat in AI, I feel like there's less of a build versus buy conversation. Like pretty quickly, people realized that they weren't going to build co-pilot or cursor or windsurf.”

“Cursor Codex by OpenAI and Copilot by Microsoft, they have all sold to the enterprises. But developers are not using them.”

“There's no shared memory there. It remembers what you tell it, and if you go back and you ask it to do something again, it won't make that mistake for you, but it will make that same mistake for me if I have never coached it through that.”

“All of these things I think are showing that they're just trying to kind of extract value versus have the best product and experience for their customers, which is going to be interesting to see how that plays out.”

“I mean, you know, I always say, at least compared to anything we have done in terms of all the office suites over our history, this is the fastest.”

“Part of what we're doing with this is making merchants product catalogs remotely discoverable and inventory and everything like that. And then remotely purchasable. Where you don't necessarily have to go through the whole flow on their site and everything like…”

“We will definitely want to build our own, I'll call it, systems of intelligence or AI systems, that is the family of co-pilot, right? Whether it's for information work, that's kind of what we've done for coding or software development, that's the GitHub co-pil…”

“Most of the Large pharma at this point that I've worked with, like, you know, they've got co-pilot and things like that, and they're doing a lot of pilots of different technologies, but I haven't seen their orgs transformed yet.”

“Well, I think what he was referring to is that we have so much inference demand that we're power constrained on inference. We're not power constrained, at least from the Microsoft AI perspective on training chips. And obviously my team, you know, is mostly foc…”

“Obviously an enterprise co-pilot is a very big one and everybody's familiar with co-pilot. They all say it sucks, but they're not really able to articulate why.”

“So at the time, it's not super controversial now, but at the time, people just thought it was very weird to do an editor. Whether it was a fork or not a fork they said you can't get people to switch their code editor. They're too tied to it, which we knew was …”

“And that's where they're bringing ROI. It's not in co-pilots to ask information about your handbook. It's about agents actually doing work for your team.”

“I think they recognize that it's been a disaster. I mean, still the biggest thing to me is they were completely caught off guard by, ah, ChatGPT, Gemini, Copilot, back at the end of 22, into twenty-twenty-three”

“Some of times our investors are overly fixated on the Azure number. But remember, for me, the high margin business for me is co-pilot. It is security co-pilot. It's GitHub co-pilot. It's the healthcare co-pilot. So we want to make sure we have a balanced way t…”

“And we have been using AI since the last 10 years. We got a patent in twenty-twenty very similar to Copilot. We didn't have enough money to be able to scale it up, but we knew the technology.”

“Turns out that the capabilities weren't quite there. And so I think that the, you know, the promise of the value was greater than what the realization was.”

“I guess, but they, like, I think that they kind of screwed up Copilot.”

“They started with an advantage in coding, Copilot, etc. They're losing that.”

“This is why co-pilots are like a failure. No one wants to pay for the office co-pilot. That does a little bit extra for another 20 bucks a month. They want something that does something incredibly powerful and very meaningful with almost instant ROI.”

“I learned recently it was created by OpenAI, so that kind of explains it.”

“As cursor is eating market share, you can see it is almost exactly proportional to Copilot declining in usage.”

“Mustafa Suleiman from Microsoft the CEO of Microsoft AI on our show prompted a podcast that was really compelling using copilot.”

“Well, definitely agents. I mean, like, they're kind of along the same flavor, right? Co-pilots assist, and agents can, like, kind of automate the workflow. I think there's tremendous opportunities in both of them, but when you say agents, it kind of more close…”

“There's like a gap there where the number of products that have hit that co-pilot spot is actually not that high. A lot of them are kind of like wait and, you know, just generate a lot of stuff and see what happens because one is clearly more compute intensive…”

“There's a report this morning from Copilot where they were estimating the key tabs on amount of code generated by a Copilot that is then left in code repos and checked in. And it's something like 60 to 70%.”

“Once you start using products like this, where in the beginning there's like skepticism, like how, how valuable can it be? And suddenly now like user behavior fundamentally changes so that now when I need to write a function, I'm like documenting my code more …”

“And if I were to go out and think about like the three categories of like an LLM product, it's probably like latency, quality, and correctability. The reality is, you know, if I were to take a product like Copilot or Kodia, the latency is very low. The quality…”

“Copilots are collaborative, but can only work on small scopes. Agents can do larger tasks, but are not collaborative. Both are very useful, but we realize that this real magic will happen when the AI has the ability to be both collaborative and independently p…”

“The information also reported that Microsoft will only make about thirteen billion dollars, not profit, just revenue, on AI this year. Ten billion of that is OpenAI's Azure cloud spend. Three billion is them selling Copala.”

“That's really different from how the, you know, the other things at the time were things like copilot and cursor and Adr. They didn't do this for like step by step reasoning and accomplishing tasks. They were more suited for the Q and A and one shot prompting …”

“Some of these companies I've worked at was before the co-pilot boom, right? There were no AI assisted programming. At least three startups have went on the record, like saying this.”

“We have fifty million queries a day. That are health related, and they can range from anything from, you know a cancer issue that someone's dealing with, to a death in a family, to a mental health issue, to just having a skin rash”

“By the way, one of the other ones, since you brought it up, there was a World Bank study they did, I think in Nigeria, and now they've taken it to Peru or Chile, one of those in South America. It's, you know, we've been working at Microsoft forever on can ther…”

“The two things that are just pretty surreal to me is kind of like a new browser moment, right? There is both vision and speech. I leave it on all the time. It can see what I see, and I can speak to it. That seems like a precision mouse movement, right, to me, …”

“We're just going to see these things get deployed and they're going to be broken. So there's a lot of like AI coding agents out there. There's Cursor, there's, I guess, Windsurf, Devon, Copilot. So all of those tools exist and they can do things right now Like…”

“Conversational coding is what we called it was one of the ideas we had. And the only reason we didn't ship that was that it wasn't good enough.”

“In the industry, there's just a lot of confusion about what is a co-pilot? What is an agent? Do you need both? And there's a fight over. You don't need co-pilots. You only need agents. And the simplified version is you actually need both. Co-pilots help you do…”

“I don't think it would affect, affect much if we had to make it open source, because most of the work that it's kind of like the thing I said before, right? You know, Google is, yeah, they have a front end, but the front end is just a single box. And if they o…”

“Encoding, it seems like it's consolidated into two or three players. You know, maybe that's Cursor, Codium, Cognition, and then Microsoft, Microsoft's like Copilot, right? But there aren't probably like two dozen companies that are all still competing there.”

“Rough data, maybe somewhere between 18 to 25% productivity boost for a developer, which is fairly massive, right?”

“We are like at the very beginning of a new era where there are going to be as many copilots or AI companions as there are people. There are going to be agents in the workplace that are doing work on our behalf.”

“I still think ads are going to play an enormous part of it. Hopefully those ads are higher quality more personalized, more useful.”

“Maybe you think co-pilots are silly, but if there's budget in your space, go build a co-pilot.”

“It's much more scoped, and evaluation is much easier, right? Like, how do you do evaluation on copilot or enterprise GPT, et cetera? That is very difficult. It is much easier to do evaluation if you can do evaluation at each step and make sure that recursively…”

“So Microsoft is going to figure out how to slot the OpenAI API and the models into Excel, Word, Outlook, all their products, and then it's going to be an, it's going to be co-pilot on the desktop software. Everywhere there's a Microsoft product, there will be …”

“Copilot has 1.8 million paying users from 77,000 companies.”

“We worked out really hard in making the latency be a hundred milliseconds, a 150 milliseconds, no matter where you were in the world.”

“What I would say is we try to not centralize it. There shouldn't be just one co-pilot team. There's a co-pilot intelligence platform team, and that's true, but I would say the repos team is a co-pilot team. The PR team is a co-pilot team. The issues team is a …”

“Like, the Microsoft stuff that is being done independently is okay. Like, you know, maybe Copilot seems to be good if you want to write code. Outside that, it kind of just feels like they're nowhere to me.”

“I believe that every white-collar worker eventually is going to have a copilot, and some of those roles will be replaced by agents.”

“Smarter entrepreneurs are getting around this in two different ways. One it's much more of a co-pilot versus a full angel versus a full agent. And then they're able to Test enough edge cases around that the likelihood of hallucination is very, very, very low b…”

“They're kind of commodities at this point. You know, Google has Gemini, there's ChatGPT, there's u.com, there's Perplexity, there's Copilot, there's all these things, you know, they're just on your phone, you're just talking to the, basically the same data set…”

“What Microsoft basically did was they're, you're exactly right what you said, they just repackaged OpenAI's product and didn't really integrate it very well and didn't really think from the ground up what it was going to be in its best situation to offer value…”

“30 dollars for Copilot as it is today is not. I think they're really hurting themselves.”

“An assumption we had, for example, out the gate was that junior developers are going to love Copilot. Companies are going to want it to give it to all of their early in profession talent. It will make them more productive more quickly. Lo and behold, we start …”