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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...

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722,281 views • 9 days ago •via X (Twitter)

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The market is underappreciating that $MSFT already owns the enterprise workflow layer where AI adoption is likely to happen. Workers already live inside Outlook, Excel, PowerPoint, Teams, GitHub and Azure which gives Microsoft a built-in distribution advantage as AI gets embedded across the enterprise. Copilot is still early but the numbers are getting more meaningful with over 20M paid seats, paid seat additions up 250% YoY and customers with more than 50K seats quadrupling YoY Every 10M Copilot seats at ~$30 per user per month represents ~$3.6B of annualized revenue so if Copilot scales to 100M seats over the next several years then it becomes a major software revenue layer on top of Microsoft 365.
0:50

The market is underappreciating that $MSFT already owns the enterprise workflow layer where AI adoption is likely to happen. Workers already live inside Outlook, Excel, PowerPoint, Teams, GitHub and Azure which gives Microsoft a built-in distribution advantage as AI gets embedded across the enterprise. Copilot is still early but the numbers are getting more meaningful with over 20M paid seats, paid seat additions up 250% YoY and customers with more than 50K seats quadrupling YoY Every 10M Copilot seats at ~$30 per user per month represents ~$3.6B of annualized revenue so if Copilot scales to 100M seats over the next several years then it becomes a major software revenue layer on top of Microsoft 365.

Shay Boloor

114,698 views • 7 days ago

We’re expanding our strategic partnership with Microsoft to: ⚡ Deliver OpenAI’s state-of-the-art models in Snowflake Cortex AI on Microsoft Microsoft Azure. Customers will soon be able to build AI-powered data agents to run analytical workflows on structured and unstructured data using OpenAI’s models. ⚡ Make Snowflake Cortex Agents available in Microsoft 365 Copilot and Microsoft 365 apps, ensuring AI insights become more accessible for users and enabling better decision-making across the enterprise. Learn more about how we’re bringing easy, efficient, and trusted AI to enterprises around the world:
0:41

We’re expanding our strategic partnership with Microsoft to: ⚡ Deliver OpenAI’s state-of-the-art models in Snowflake Cortex AI on Microsoft Microsoft Azure. Customers will soon be able to build AI-powered data agents to run analytical workflows on structured and unstructured data using OpenAI’s models. ⚡ Make Snowflake Cortex Agents available in Microsoft 365 Copilot and Microsoft 365 apps, ensuring AI insights become more accessible for users and enabling better decision-making across the enterprise. Learn more about how we’re bringing easy, efficient, and trusted AI to enterprises around the world:

Snowflake

11,011 views • 1 year ago

$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world. The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee. That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, security, governance and productivity across the enterprise stack in the new AI economy.
0:50

$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world. The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee. That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, security, governance and productivity across the enterprise stack in the new AI economy.

Shay Boloor

600,181 views • 8 days ago

AI assistants are moving from "answer my question" to "do the work." But they are only as useful as the enterprise content they have access to. Our demo shows what it looks like when Microsoft Copilot Cowork is grounded in Box. Your governed content powering multi-step agentic workflows, without ever leaving Microsoft 365.
0:55

AI assistants are moving from "answer my question" to "do the work." But they are only as useful as the enterprise content they have access to. Our demo shows what it looks like when Microsoft Copilot Cowork is grounded in Box. Your governed content powering multi-step agentic workflows, without ever leaving Microsoft 365.

Box

282,950 views • 23 days ago

ICYMI: Microsoft 365 Copilot will be generally available for Enterprise customers on November 1. Here’s everything you need to know in less than two minutes: #AI #Microsoft365
1:53

ICYMI: Microsoft 365 Copilot will be generally available for Enterprise customers on November 1. Here’s everything you need to know in less than two minutes: #AI #Microsoft365

Microsoft 365

67,247 views • 2 years ago

$MSFT just introduced Critique which is a new multi-model deep research system inside M365 Copilot that lets users combine models to generate stronger reports & responses. Microsoft is increasingly positioning itself as the interface layer for enterprise AI by monetizing software subscriptions, Azure usage & inference demand without needing to win every frontier model race itself.
0:48

$MSFT just introduced Critique which is a new multi-model deep research system inside M365 Copilot that lets users combine models to generate stronger reports & responses. Microsoft is increasingly positioning itself as the interface layer for enterprise AI by monetizing software subscriptions, Azure usage & inference demand without needing to win every frontier model race itself.

Shay Boloor

41,247 views • 3 months ago

NEW: DevRev raises a $100M Series A to build enterprise AI apps & agents - Valued at $1.1B 🦄 The core of their platform is an enterprise knowledge graph that powers AI apps & agents for customer service, product, software engineering, etc. Here's how DevRev works:
0:29

NEW: DevRev raises a $100M Series A to build enterprise AI apps & agents - Valued at $1.1B 🦄 The core of their platform is an enterprise knowledge graph that powers AI apps & agents for customer service, product, software engineering, etc. Here's how DevRev works:

Chief AI Officer

11,222 views • 1 year ago

Windows 365 Link is the secure, purpose-built device for Windows 365, delivering a seamless Windows desktop experience in the Microsoft Cloud. No local data, apps, or admin users—security is built in. #MSIgnite
1:23

Windows 365 Link is the secure, purpose-built device for Windows 365, delivering a seamless Windows desktop experience in the Microsoft Cloud. No local data, apps, or admin users—security is built in. #MSIgnite

Microsoft

64,972 views • 1 year ago

Big news: SnowflakeDB is bringing OpenAI’s latest models to Cortex AI on Microsoft Azure.⚡️ And we’re making Cortex Agents available within Microsoft 365 Copilot and Microsoft365 apps to empower you to talk to your data in conversational language, right where you work. Reliable, powerful AI—seamlessly integrated with your enterprise data in Snowflake, all at your fingertips. The potential for what you can build next is massive. Excited to see what you create!
1:26

Big news: SnowflakeDB is bringing OpenAI’s latest models to Cortex AI on Microsoft Azure.⚡️ And we’re making Cortex Agents available within Microsoft 365 Copilot and Microsoft365 apps to empower you to talk to your data in conversational language, right where you work. Reliable, powerful AI—seamlessly integrated with your enterprise data in Snowflake, all at your fingertips. The potential for what you can build next is massive. Excited to see what you create!

sridhar

15,985 views • 1 year ago

"Every software company in the world, needs to have an OpenClaw🦞 strategy" - Jensen at NVIDIA AI GTC Framing OpenClaw as one of the most important open source releases ever, they have announced NemoClaw - a reference platform for enterprise grade secure Openclaw, with OpenShell, Network boundaries, security baked in.
3:06

"Every software company in the world, needs to have an OpenClaw🦞 strategy" - Jensen at NVIDIA AI GTC Framing OpenClaw as one of the most important open source releases ever, they have announced NemoClaw - a reference platform for enterprise grade secure Openclaw, with OpenShell, Network boundaries, security baked in.

Alex Volkov @ AI Engineer

561,428 views • 3 months ago

DAN IVES THINKS SPACEX AND TESLA ARE GOING TO MERGE His reasoning: At $1.75T, SpaceX and $TSLA at $1.4T would be a roughly even deal. It gets Musk past 25% voting control of Tesla. And it ties together autonomous, robotics, AI, and space into one company. "That's really what Tesla's story is going to be about." We also talked about: - Anthropic will have to acquire a software company to crack enterprise - Microsoft sentiment at COVID lows - Why AI crushing cybersecurity is a "fairy tale"
11:58

DAN IVES THINKS SPACEX AND TESLA ARE GOING TO MERGE His reasoning: At $1.75T, SpaceX and $TSLA at $1.4T would be a roughly even deal. It gets Musk past 25% voting control of Tesla. And it ties together autonomous, robotics, AI, and space into one company. "That's really what Tesla's story is going to be about." We also talked about: - Anthropic will have to acquire a software company to crack enterprise - Microsoft sentiment at COVID lows - Why AI crushing cybersecurity is a "fairy tale"

WOLF

181,899 views • 2 months ago

WorkOS: The Enterprise Stack for the AI Era AI companies are just B2B SaaS with a new engine. They monetize like SaaS, sell like SaaS, and scale into the enterprise like SaaS. The difference is velocity. These new products grow so fast that the old playbook of “PLG for years, enterprise later” simply does not work anymore. PMF is no longer enough. Winning your market requires crossing the Enterprise Chasm almost immediately. Enterprise auth, provisioning, RBAC, compliance, billing, IT integrations. If you wait, someone else takes your market while you are still wiring SCIM. This is why WorkOS exists. We give developers the infrastructure they need to scale up-market on day one. Even if you have never touched WorkOS, you have already used it through products like ChatGPT, Perplexity, Cursor and many others. Today we operate 81M+ enterprise user accounts, 67M API calls per day, and 38K+ connected enterprise environments. Modern AI tools already run through WorkOS. At ERC, we unveiled six major launches expanding that foundation for the AI era: • AuthKit for ChatGPT Apps: secure OAuth + MCP so developers can connect real enterprise data to 700M+ weekly ChatGPT users. • AuthKit for Platforms: embed full enterprise identity into frameworks like Supabase and Convex for zero-friction onboarding. • Stripe Usage Sync: actual per-seat billing with no glue code. Data stays consistent and invoices are always correct. • WorkOS Pipes: the fastest and most secure way to ship integrations (Salesforce, Slack, Intercom and more). • Agent-Ready API Keys: scoped, revocable keys designed for both developers and autonomous agents. • WorkOS Studio: vibe coding for the enterprise. A collaborative AI app builder with SSO, SCIM, RBAC, audit logs, workflows and third-party connectors built-in. Internal software at the speed of a prompt. AI has already changed how software gets created. The next shift is changing what software becomes. We are still “filming the play” like early cinema: using new technology to recreate old patterns. The opportunity ahead is to invent entirely new applications that only AI-native development makes possible. WorkOS is building the enterprise infrastructure that lets teams design the next era of software itself. Enterprise-ready AI is where the real acceleration happens. Let’s build that future together.
1:10:04

WorkOS: The Enterprise Stack for the AI Era AI companies are just B2B SaaS with a new engine. They monetize like SaaS, sell like SaaS, and scale into the enterprise like SaaS. The difference is velocity. These new products grow so fast that the old playbook of “PLG for years, enterprise later” simply does not work anymore. PMF is no longer enough. Winning your market requires crossing the Enterprise Chasm almost immediately. Enterprise auth, provisioning, RBAC, compliance, billing, IT integrations. If you wait, someone else takes your market while you are still wiring SCIM. This is why WorkOS exists. We give developers the infrastructure they need to scale up-market on day one. Even if you have never touched WorkOS, you have already used it through products like ChatGPT, Perplexity, Cursor and many others. Today we operate 81M+ enterprise user accounts, 67M API calls per day, and 38K+ connected enterprise environments. Modern AI tools already run through WorkOS. At ERC, we unveiled six major launches expanding that foundation for the AI era: • AuthKit for ChatGPT Apps: secure OAuth + MCP so developers can connect real enterprise data to 700M+ weekly ChatGPT users. • AuthKit for Platforms: embed full enterprise identity into frameworks like Supabase and Convex for zero-friction onboarding. • Stripe Usage Sync: actual per-seat billing with no glue code. Data stays consistent and invoices are always correct. • WorkOS Pipes: the fastest and most secure way to ship integrations (Salesforce, Slack, Intercom and more). • Agent-Ready API Keys: scoped, revocable keys designed for both developers and autonomous agents. • WorkOS Studio: vibe coding for the enterprise. A collaborative AI app builder with SSO, SCIM, RBAC, audit logs, workflows and third-party connectors built-in. Internal software at the speed of a prompt. AI has already changed how software gets created. The next shift is changing what software becomes. We are still “filming the play” like early cinema: using new technology to recreate old patterns. The opportunity ahead is to invent entirely new applications that only AI-native development makes possible. WorkOS is building the enterprise infrastructure that lets teams design the next era of software itself. Enterprise-ready AI is where the real acceleration happens. Let’s build that future together.

Michael Grinich

37,894 views • 8 months ago

Big time update for Silentis AI #SilentisAI launched a page detailing the upcoming Enterprise Edition! Why you should check out #SilentisAI Offline: Works without internet, ensuring reliable access anytime. Private: Keeps data secure with no cloud exposure. Secure: Uses GDPR-compliant, transparent open-source models like Llama. Customizable: Adaptable for personal or enterprise AI needs. Check out the Video Below! Always DYOR! Dive in at #AIRevolution #TechInnovation #Survivor #ChicagoMed
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Big time update for Silentis AI #SilentisAI launched a page detailing the upcoming Enterprise Edition! Why you should check out #SilentisAI Offline: Works without internet, ensuring reliable access anytime. Private: Keeps data secure with no cloud exposure. Secure: Uses GDPR-compliant, transparent open-source models like Llama. Customizable: Adaptable for personal or enterprise AI needs. Check out the Video Below! Always DYOR! Dive in at #AIRevolution #TechInnovation #Survivor #ChicagoMed

Adam Shelton (Captain)

14,026 views • 1 year ago

Just announced at Retool Summit: A new way to build. Describe the app you want, and Retool generates it instantly. We’re bringing AI AppGen to the enterprise—on your data, in your cloud, with your security built right in.
0:26

Just announced at Retool Summit: A new way to build. Describe the app you want, and Retool generates it instantly. We’re bringing AI AppGen to the enterprise—on your data, in your cloud, with your security built right in.

Retool

1,484,411 views • 8 months ago

So these enterprise software salesmen pitching a product to her company shared their Microsoft Teams chat where they casually discussed her looks. From TikTok whitneyrose617
0:44

So these enterprise software salesmen pitching a product to her company shared their Microsoft Teams chat where they casually discussed her looks. From TikTok whitneyrose617

AskAubry 🦋 🐆🦝

1,804,904 views • 3 years ago

Perplexity Computer is now available for Enterprise. Computer makes everyone in the company an engineer. Anyone can debug infra, ship PRs, or query data warehouses with natural language. It comes with the same enterprise grade security you get with Perplexity Enterprise.
1:12

Perplexity Computer is now available for Enterprise. Computer makes everyone in the company an engineer. Anyone can debug infra, ship PRs, or query data warehouses with natural language. It comes with the same enterprise grade security you get with Perplexity Enterprise.

Aravind Srinivas

36,140 views • 3 months ago

AGENTIC AI COULD INCREASE ENTERPRISE SOFTWARE DEMAND 100x Jensen Huang says enterprise software has always been “limited by butts in seats”. Not anymore. “It’s about to get 100x more agents banging on those tools.” The time to be bullish software is here in my option. I am ready for a potential golden age of software investing. $NVDA $CRM $APP $TOST $MSFT $SHOP $WDAY $ADSK $IGV
0:44

AGENTIC AI COULD INCREASE ENTERPRISE SOFTWARE DEMAND 100x Jensen Huang says enterprise software has always been “limited by butts in seats”. Not anymore. “It’s about to get 100x more agents banging on those tools.” The time to be bullish software is here in my option. I am ready for a potential golden age of software investing. $NVDA $CRM $APP $TOST $MSFT $SHOP $WDAY $ADSK $IGV

John Tinsman

86,599 views • 1 month ago

Need towels at your customer's cabana? Just say the word. 🌟 Einstein Copilot Builder is redefining 'hands-free' in enterprise software, transforming your data and workflow into action. 🗣️✨ Talk to it, from desktop to mobile, and witness enterprise magic. #EinsteinCopilot #EnterpriseRevolution
9:18

Need towels at your customer's cabana? Just say the word. 🌟 Einstein Copilot Builder is redefining 'hands-free' in enterprise software, transforming your data and workflow into action. 🗣️✨ Talk to it, from desktop to mobile, and witness enterprise magic. #EinsteinCopilot #EnterpriseRevolution

Marc Benioff

15,088 views • 2 years ago

Building an AI factory is the next industrial revolution for the modern enterprise. In this episode of the NVIDIA AI Podcast, Justin Boitano, VP and GM of Enterprise Computing at NVIDIA, and Chris Wright, CTO and SVP of Global Engineering at Red Hat AI, break down the "five-layer cake" and the rise of autonomous agentic systems. 🎙️ Listen to the episode:
1:39

Building an AI factory is the next industrial revolution for the modern enterprise. In this episode of the NVIDIA AI Podcast, Justin Boitano, VP and GM of Enterprise Computing at NVIDIA, and Chris Wright, CTO and SVP of Global Engineering at Red Hat AI, break down the "five-layer cake" and the rise of autonomous agentic systems. 🎙️ Listen to the episode:

NVIDIA AI

11,297 views • 3 months ago

Nearly 70% of Fortune 500 companies use Microsoft 365 Copilot daily. At #MSIgnite, we’re expanding its role: empowering employees and transforming business processes.
1:00

Nearly 70% of Fortune 500 companies use Microsoft 365 Copilot daily. At #MSIgnite, we’re expanding its role: empowering employees and transforming business processes.

Microsoft

56,915 views • 1 year ago