Microsoft Copilot, every mention

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Verbatim, from the transcripts: the passages where Microsoft Copilot comes up

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▶ 35:15 Satya Nadella I mean, if I think about it, right, the collective monetization reach of GitHub Copilot, ChatGPT, Microsoft, three, six, five Copilot and Copilot, you add those four things, that is it, right?
▶ 39:13 Satya Nadella Uh, in some sense, if you're an MSFT shareholder, that's kind of where you should start from, is to think about, we have a frontier model that we can then deploy, whether it's in GitHub, whether it's in M. three six five, whether it's in…
▶ 41:38 Satya Nadella We found it in co-pilot.
▶ 44:30 Satya Nadella But remember, for me, the high margin business for me is co-pilot.
▶ 1:01:55 Satya Nadella I used to say I use it a lot for commerce, but that's also shifting to my, you know, copilot. 2 times in the scene

▶ 16:27 Dylan Patel So all of OpenAI's revenue, plus whatever they have in Copilot.
▶ 19:37 Dylan Patel Furthermore, right, like when you talk about what, you know, hey, these applications, they're now AI, right, you know, Excel with Copilot, or Word with Copilot, whatever, right, there's, they're gonna be, they're still gonna have all those… 2 times in the scene

▶ 22:05 Satya Nadella Uh, there is going to be in the models even there, just the model and the app servers that each hyperscaler will have a bunch of models and there will be an app server around multi, like every app today, even including Copilot, it's just a…
▶ 25:35 Satya Nadella I mean, even now, even though I want to go to copilot, I mean, my usage is mostly copilot. 5 times in the scene
▶ 30:38 Satya Nadella And I think that that's a reason, like today, for example, when I go to co-pilot, um,
▶ 36:46 Satya Nadella I still think one of the things I always think is your bill, I like this Copilot as the UI for AI, because even in a fully autonomous world, from time to time, you'll raise exceptions, you'll ask for permission, 2 times in the scene
▶ 41:14 Satya Nadella ChatGPT, Copilot, GitHub Copilot, ah, and the APIs of OpenAI and Azure OpenAI, right? 3 times in the scene
▶ 45:57 Bill Gurley On some of the productivity apps, I have a question about the, the co-pilot approach, and, and I guess Mark Benioff's been kind of obnoxiously, uh, critical on this. 7 times in the scene
▶ 1:14:43 Satya Nadella Which is, um, uh, whether it's co-pilot in the consumer space, whether it's co-pilot with M. 2 times in the scene

▶ 43:49 Brad Gerstner I mean, Microsoft says they're capacity constrained because they got a lot of demand for co-pilot, right?

▶ 12:32 Brad Gerstner And then the production use cases around inference, the co-pilots that we talked about, like, I can't think of another technology that became almost ubiquitous within enterprises, right? 2 times in the scene

▶ 1:15:08 Brad Gerstner Which, you know, he said the co-pilot, like the co-pilot that is loved and benefits people from around the world. 3 times in the scene

▶ 15:43 Brad Gerstner I think if co-pilot allows my engineers to be 3040, 50% more productive, then I'm replacing human beings with machines. 3 times in the scene

▶ 6:00 Bill Gurley And that's been proven, you know, in the development world with Copilot, now they're, they're implementing it for Office and all the, all the productivity apps.

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