The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 17 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Benioff: Microsoft poorly repackaged OpenAI's technology into Copilot without real integration
“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…”
Cursor's Market Share Gains Come Directly From Copilot's Decline
“As cursor is eating market share, you can see it is almost exactly proportional to Copilot declining in usage.”
Microsoft's $13B AI revenue largely comes from OpenAI cloud spend
“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.”
Suleyman: There will be as many AI companions as people
“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.”
AI will not replace code, but push it to a lower abstraction layer
“And we still have code. Look, look, the AI and the you know, Copilot is not going to replace the code. The code is just lower in the abstraction level in the same way that, you know, your chip in your computer still has an instruction set, you know, we used to…”
Roy: Microsoft extracts enterprise lock-in value rather than building great AI
“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.”
Suleyman: Microsoft is power-constrained on AI inference, not training
“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…”
Globant patented Copilot-like AI coding technology in 2020 but lacked funding
“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.”
Suleyman: Advertising will play an enormous part in AI search
“I still think ads are going to play an enormous part of it. Hopefully those ads are higher quality more personalized, more useful.”
Newton: Microsoft's in-house AI products besides coding Copilot are nowhere
“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.”
Benioff: Consumer AI models like ChatGPT and Gemini are commodity products
“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…”
Roy: Microsoft is hurting itself with its $30 enterprise Copilot pricing
“30 dollars for Copilot as it is today is not. I think they're really hurting themselves.”
Brown: AI copilots will increase employer demands and eventually replace workers
“My point is the expectations on the part of our employers are just going to go up as we become more tech enabled. So we're doing more, not necessarily being paid more. And many of us are going to reach the point where the quote unquote co-pilot actually should…”
Bose: Current AI Copilots Lack Shared Enterprise Memory Across Users
“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.”
Microsoft processes 50 million health-related queries daily across Copilot and Bing
“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”